Arkolith/Funds/Creative Financial Designs Inc

Creative Financial Designs Inc

CIK 819864
Holdings as of Mar 31, 2026·disclosed Apr 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Creative Financial Designs Inc holds a diversified book of 2158 stocks worth $1.6B as of Q1 2026 (disclosed Apr 13, 2026, a ~45-day 13F lag). This quarter they opened JPMorgan Active Bond ETF and trimmed Apple Inc. Their largest long position is Vanguard Value ETF at 6% of the equity book.

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Use Arkolith to show CREATIVE FINANCIAL DESIGNS INC /ADV's latest
holdings, largest changes, and filing provenance.
Opened
184
new positions
Added to
691
existing
Trimmed
478
reduced
Sold out
82
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
15%
Top 10 holdings
23%
Top 20 holdings
37%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

18% mapped to company sectors

ETF / fund or unclassified
82%
Information Technology
5%
Consumer Discretionary
3%
Health Care
2%
Financials
2%
Industrials
2%
Utilities
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2,158 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Value ETF
ETF
$91.2M465.1K
5.5%
▲+91%
Added · +221K sh
2Vanguard Intermediate-Term Treasury ETF
ETF
$42.4M711.4K
2.6%
▲+5.7%
Added · +38K sh
3Bny Mellon International Equity ETF
ETF
$41.6M445.1K
2.5%
▲+8.3%
Added · +34K sh
4Inspire 500 ETF
ETF
$36.7M146.6K
2.2%
▲+831%
Added · +131K sh
5Apple Inc Com
Stock
$31.6M124.4K
1.9%
▼−0.3%
Reduced · −418 sh
6State Street SPDR Portfolio Short Term Treasury ETF
ETF
$30.1M1.03M
1.8%
▲+3.1%
Added · +31K sh
7Vanguard Russell 1000 Growth ETF
ETF
$28.9M263.7K
1.8%
▼−9.0%
Reduced · −26K sh
8Timothy Plan International ETF
ETF
$28.1M778.8K
1.7%
▲+30%
Added · +180K sh
9Amazon Com Inc Com
Stock
$26.9M129.0K
1.6%
▲+7.3%
Added · +9K sh
10Eli Lilly & Co Com
Stock
$26.0M28.3K
1.6%
▼−1.0%
Reduced · −275 sh
11Vanguard Growth ETF
ETF
$25.5M58.4K
1.6%
▲+3.6%
Added · +2K sh
12Inspire Corporate Bond ETF
ETF
$25.2M1.06M
1.5%
▲+7.0%
Added · +69K sh
13Vanguard Short Term Corp Bond FD ETF
ETF
$25.1M316.5K
1.5%
▲+2.6%
Added · +8K sh
14Ishares 0-5 Year Investment Grade Corporate Bond ETF
ETF
$23.7M469.6K
1.4%
▼−3.9%
Reduced · −19K sh
15Capital Group Dividend Value ETF
ETF
$23.6M554.7K
1.4%
▼−11%
Reduced · −65K sh
16Fidelity Total Bond ETF
ETF
$21.8M478.0K
1.3%
▼~0%
Reduced · −204 sh
17Inspire Growth ETF
ETF
$21.8M587.5K
1.3%
▲+76%
Added · +253K sh
18Vanguard Utilities ETF
ETF
$21.2M106.7K
1.3%
▲+3.0%
Added · +3K sh
19Vanguard Mega Cap Growth ETF
ETF
$19.9M54.1K
1.2%
▲+3.1%
Added · +2K sh
20Invesco S&P 500 Quality ETF
ETF
$17.0M226.5K
1.0%
▼−9.9%
Reduced · −25K sh
21Victoryshares Core Intermediate Bond ETF
ETF
$17.0M361.1K
1.0%
▲+1.5%
Added · +5K sh
22Invesco Dorsey Wright Developed Markets Momentum ETF
ETF
$17.0M342.7K
1.0%
▲+0.5%
Added · +2K sh
23Vanguard Short-Term Treasury ETF
ETF
$15.6M267.0K
1.0%
▼−41%
Reduced · −189K sh
24Pacer US Cash Cows 100 ETF
ETF
$15.6M249.5K
0.9%
▲+3.1%
Added · +7K sh
25Ishares Morningstar Mid-Cap ETF
ETF
$15.6M186.4K
0.9%
▲+3.9%
Added · +7K sh
26Pacer Trendpilot 100 ETF
ETF
$13.5M185.3K
0.8%
▲+1.0%
Added · +2K sh
27Vanguard Ftse Emerging Markets ETF
ETF
$13.0M239.9K
0.8%
▲+3.7%
Added · +9K sh
28JPMorgan Active Bond ETF
ETF
$12.6M233.5K
0.8%
▲New
New position
29Invesco QQQ Trust Series I
ETF
$12.4M21.6K
0.8%
▲+3.2%
Added · +674 sh
30Timothy Plan US Small Cap Core ETF
ETF
$12.3M289.5K
0.7%
▼−0.7%
Reduced · −2K sh
31Inspire International ETF
ETF
$12.3M328.1K
0.7%
▼−13%
Reduced · −51K sh
32Ishares Core S&P US Value ETF
ETF
$12.2M119.4K
0.7%
▲+2.4%
Added · +3K sh
33Ishares Morningstar Mid-Cap Growth ETF
ETF
$12.0M152.7K
0.7%
▼−0.5%
Reduced · −711 sh
34Vanguard Intermediate-Term Corporate Bond ETF
ETF
$11.6M139.7K
0.7%
▲20×
Added · +133K sh
35Vanguard S&P 500 ETF
ETF
$11.2M18.7K
0.7%
▲+2.6%
Added · +473 sh
36State Street SPDR Portfolio Short Term Corporate Bond ETF
ETF
$10.6M353.3K
0.6%
▲+3.7%
Added · +13K sh
37FT Vest Laddered Buffer ETF
ETF
$10.6M314.0K
0.6%
▲+89%
Added · +148K sh
38Vanguard Ftse Developed Markets ETF
ETF
$10.3M161.3K
0.6%
▲+17%
Added · +23K sh
39Nvidia Corporation Com
Stock
$10.2M58.5K
0.6%
▼−2.5%
Reduced · −1K sh
40Eventide High Dividend ETF
ETF
$10.1M348.8K
0.6%
▼−38%
Reduced · −214K sh
41Inspire Fidelis Multi Factor ETF
ETF
$10.0M271.5K
0.6%
▲+58%
Added · +100K sh
42Ishares Msci Eafe Value Index ETF
ETF
$9.6M129.6K
0.6%
▼−3.3%
Reduced · −4K sh
43Victoryshares Short-Term Bond ETF
ETF
$9.4M185.9K
0.6%
▲+0.6%
Added · +1K sh
44FT Vest Investment Grade & Target Income ETF
ETF
$9.2M470.2K
0.6%
▲+5.4%
Added · +24K sh
45State Street SPDR Portfolio S&P 500 Value ETF
ETF
$9.2M162.5K
0.6%
▼−81%
Reduced · −693K sh
46Vanguard High Dividend Yield
ETF
$9.0M60.8K
0.5%
▲+1.4%
Added · +867 sh
47Regan Floating Rate MBS ETF
ETF
$8.9M349.6K
0.5%
▲New
New position
48Avantis U.S. Small Cap Value ETF
ETF
$8.2M74.0K
0.5%
▲+6.3%
Added · +4K sh
49Vanguard Information Technology ETF
ETF
$8.0M11.5K
0.5%
▼−5.1%
Reduced · −618 sh
50Timothy Plan US Large/mid Cap Core ETF
ETF
$7.8M167.8K
0.5%
▲+198%
Added · +111K sh
Showing 50 of 2,158 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 13, 20262,162$1.6B13F-HR
Q4 2025Dec 31, 2025Feb 6, 20262,064$1.6B13F-HR
Q3 2025Sep 30, 2025Nov 12, 20252,047$1.5B13F-HR
Q2 2025Jun 30, 2025Aug 4, 20252,008$1.4B13F-HR
Q1 2025Mar 31, 2025Apr 23, 20252,060$1.3B13F-HR
Q4 2024Dec 31, 2024Feb 10, 20251,794$1.2B13F-HR
Q3 2024Sep 30, 2024Oct 28, 20241,688$1.2B13F-HR
Q2 2024Jun 30, 2024Aug 6, 20241,651$1.1B13F-HR
Q1 2024Mar 31, 2024May 1, 20241,669$1.1B13F-HR
Q4 2023Dec 31, 2023Jan 10, 20241,610$984.7M13F-HR
Q3 2023Sep 30, 2023Nov 14, 20231,508$857.6M13F-HR
Q2 2023Jun 30, 2023Jul 26, 20231,479$849.6M13F-HR
Q1 2023Mar 31, 2023Apr 25, 20231,401$763.7M13F-HR
Q4 2022Dec 31, 2022Feb 1, 20231,300$677.2M13F-HR
Q3 2022Sep 30, 2022Nov 1, 20221,331$612.3M13F-HR
Q2 2022Jun 30, 2022Aug 1, 20221,294$609.2M13F-HR
Q1 2022Mar 31, 2022Apr 15, 20221,302$657.2M13F-HR
Q4 2021Dec 31, 2021Jan 26, 20221,225$663.5M13F-HR
Q3 2021Sep 30, 2021Oct 8, 20211,413$604.4M13F-HR
Q2 2021Jun 30, 2021Jul 27, 20211,421$576.6M13F-HR
Q1 2021Mar 31, 2021Apr 19, 20211,323$511.6M13F-HR
Q4 2020Dec 31, 2020Jan 8, 20211,276$468.1M13F-HR
Q3 2020Sep 30, 2020Oct 6, 20201,267$405.1M13F-HR
Q2 2020Jun 30, 2020Jul 23, 20201,235$330.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.