Creative Financial Designs Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Inspire International ETF
WWJD
|
+$14.1M |
| 2 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$13M |
| 3 |
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
|
+$12.4M |
| 4 |
ELCV
Eventide High Dividend ETF
ELCV
|
+$12.1M |
| 5 |
iShares Morningstar Mid-Cap ETF
IMCB
|
+$10.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Global 100 ETF
IOO
|
+$35.7M |
| 2 |
Fidelity Total Bond ETF
FBND
|
+$15.6M |
| 3 |
Inspire Global Hope ETF
BLES
|
+$12.5M |
| 4 |
Inspire Growth ETF
GLRY
|
+$12.4M |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$11.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.65% |
| 2 | Consumer Discretionary | 2.73% |
| 3 | Healthcare | 2.32% |
| 4 | Industrials | 2.12% |
| 5 | Financials | 1.88% |
Similar funds
Creative Financial Designs's Q2 2025 Portfolio in Review
As of Q2 2025, Creative Financial Designs held 2,197 positions worth $1.39B, up 11% from $1.25B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Creative Financial Designs deployed $61.4M of net new capital in Q2 2025, opening 146 new positions and adding to 626 existing holdings. Its largest new stake was PIMCO Multi Sector Bond Active ETF: 496,783 shares worth $13.2M.
By sector, the portfolio is most concentrated in Technology at 4.7% of assets, up from 4.6% a quarter earlier, followed by Consumer Discretionary and Healthcare.
On the sell side, the largest reduction was iShares Global 100 ETF, an estimated $35.7M trimmed.
- Creative Financial Designs's largest Q2 2025 buy was PIMCO Multi Sector Bond Active ETF: 496,783 shares worth $13.2M.
- Creative Financial Designs added most to Inspire International ETF in Q2 2025, an estimated $14.1M increase.
- Creative Financial Designs's biggest Q2 2025 reduction was iShares Global 100 ETF, cutting an estimated $35.7M.
- Creative Financial Designs fully exited iShares Global Tech ETF in Q2 2025, selling an estimated $56.8K.
- Creative Financial Designs's ten largest holdings make up 21% of its $1.39B portfolio in Q2 2025.
- Creative Financial Designs opened 146 new positions and closed 190 in Q2 2025.
- Creative Financial Designs's portfolio value rose 11% quarter-over-quarter to $1.39B.
Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.