Institutional Fund
Creative Financial Designs Inc /Adv
Kokomo, INCIK 8198645 filings on record
Portfolio Value
$1.65B
Q1 2026
Holdings
2,158
Reported positions
New Buys
182
Opened this quarter
QoQ Change
+3.7%
from $1.59B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds5.5%
- Vanguard Scottsdale Fds2.6%
- Bny Mellon ETF Trust2.5%
- Northern Lts Fd Tr IV2.2%
- Apple Inc1.9%
- Spdr Series Trust1.8%
- Other83.4%
Portfolio Holdings
2,158 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 465.1K | $91.25M | 5.5% | +221.1K | Added |
| 2 | Vanguard Scottsdale Fds | 711.4K | $42.36M | 2.6% | +38.4K | Added |
| 3 | Bny Mellon ETF Trust | 445.1K | $41.58M | 2.5% | +34.2K | Added |
| 4 | Northern Lts Fd Tr IV | 146.6K | $36.73M | 2.2% | +130.9K | Added |
| 5 | Apple Inc | 124.4K | $31.58M | 1.9% | −418 | Reduced |
| 6 | Spdr Series Trust | 1.03M | $30.06M | 1.8% | +31.2K | Added |
| 7 | Vanguard Scottsdale Fds | 263.7K | $28.93M | 1.8% | −26.0K | Reduced |
| 8 | Timothy Plan | 778.8K | $28.07M | 1.7% | +180.3K | Added |
| 9 | Amazon Com Inc | 129.0K | $26.87M | 1.6% | +8.8K | Added |
| 10 | Eli Lilly & Co | 28.3K | $26.02M | 1.6% | −275 | Reduced |
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