CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 819864
13F filing for Q2 2026・No. 1,585
- Holdings
- US$2.1B
- Quarter change
- +US$454.37M
- Entries
- 2,262
- Net bought (estimate)
- +US$295.5M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 203
- Sold out 104
- Cut 435
- Added 790
- Corporate actions 12
- Unchanged 829
Largest holdings
2,257 stocks worth US$2.1B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD VALUE ETFETF | Cut | 443,005 | US$96.54M | 4.60% |
| BNY MELLON INTERNATIONAL EQUITY ETFETF | Added | 503,315 | US$50.63M | 2.41% |
| VANGUARD INTERMEDIATE-TERM TREASURY ETFETF | Added | 772,897 | US$45.59M | 2.17% |
| EVENTIDE HIGH DIVIDEND ETFETF | Added | 1,213,511 | US$39.89M | 1.90% |
| AAPLAppleStock | Cut | 123,645 | US$35.78M | 1.70% |
| LLYELI LILLY & CO COMStock | Added | 29,603 | US$35.51M | 1.69% |
| INSPIRE 500 ETFETF | Cut | 117,590 | US$33.64M | 1.60% |
| ISHARES MSCI USA QUALITY GARP ETFETF | Added | 403,015 | US$33.27M | 1.58% |
| AMZNAmazonStock | Added | 130,330 | US$31.06M | 1.48% |
| INSPIRE 100 ETFETF | Added | 512,048 | US$29.64M | 1.41% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.