Creative One Wealth, LLC Portfolio Holdings

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025

Creative One Wealth, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.51 Billion distributed in 1849 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $91.1M, Vanguard Ftse Developed Market with a value of $91.3M, Apple Inc. with a value of $88.3M, Vanguard Value ETF with a value of $87.7M, and Nvidia Corp with a value of $86.2M.

Examining the 13F form we can see an increase of $158M in the current position value, from $3.35B to 3.51B.

Creative One Wealth, LLC is based out at Overland Park, KS

Below you can find more details about Creative One Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.51 Billion
ETFs: $2.29 Billion
Technology: $420 Million
Consumer Cyclical: $152 Million
Financial Services: $144 Million
Communication Services: $120 Million
Industrials: $98 Million
Healthcare: $91.2 Million
Consumer Defensive: $80.9 Million
Other: $96.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$88.3 Million 2.52% of portfolio
346,899
Q3 2025 Reduced 1.5%
$465B
$86.2 Million 2.46% of portfolio
462,190
Q3 2025 Added 3.67%
$2.39T
$73 Million 2.08% of portfolio
332,657
Q3 2025 Added 1.52%
$3.78T
$69.8 Million 1.99% of portfolio
134,853
Q3 2025 Added 2.79%
$139B
$37.1 Million 1.06% of portfolio
112,542
Q3 2025 Reduced 3.15%
$1.65T
$32.6 Million 0.93% of portfolio
134,087
Q3 2025 Reduced 6.13%
$1.37T
$30.8 Million 0.88% of portfolio
41,927
Q3 2025 Added 11.35%
$1.29T
$26.4 Million 0.75% of portfolio
59,453
Q3 2025 Added 5.46%
$662B
$18.4 Million 0.53% of portfolio
36,622
Q3 2025 Reduced 32.61%
$342B
$18.4 Million 0.53% of portfolio
100,978
Q3 2025 Added 1.72%
$49.1B
$15.8 Million 0.45% of portfolio
13,180
Q3 2025 Added 19.86%
$104B
$14.9 Million 0.43% of portfolio
226,184
Q3 2025 Added 6.99%
$0
$12.3 Million 0.35% of portfolio
820,049
Q3 2025 Added 10.72%
$172B
$11.6 Million 0.33% of portfolio
262,953
Q3 2025 Added 6.81%
$971B
$11.2 Million 0.32% of portfolio
14,631
Q3 2025 Added 5.88%
$414B
$10.7 Million 0.3% of portfolio
46,005
Q3 2025 Added 3.49%
$881B
$10.3 Million 0.29% of portfolio
32,761
Q3 2025 Added 2.48%
$367B
$9.44 Million 0.27% of portfolio
23,286
Q3 2025 Reduced 3.05%
$346B
$9.31 Million 0.27% of portfolio
60,563
Q3 2025 Reduced 7.98%
$266B
$8.96 Million 0.26% of portfolio
31,763
Q3 2025 Added 16.64%
$279B
$8.92 Million 0.25% of portfolio
86,539
Q3 2025 Reduced 4.87%
$1.74T
$8.41 Million 0.24% of portfolio
34,529
Q3 2025 Reduced 2.11%
$593B
$7.21 Million 0.21% of portfolio
25,649
Q3 2025 Added 15.48%
$204B
$7.3 Million 0.21% of portfolio
51,977
Q3 2025 Added 8.44%
$533B
$7.41 Million 0.21% of portfolio
21,720
Q3 2025 Reduced 11.49%
$404B
$7.08 Million 0.2% of portfolio
7,647
Q3 2025 Reduced 5.22%
$237B
$6.68 Million 0.19% of portfolio
41,177
Q3 2025 Added 12.32%
$303B
$6.4 Million 0.18% of portfolio
41,210
Q3 2025 Reduced 8.24%
$490B
$6.22 Million 0.18% of portfolio
55,149
Q3 2025 Added 2.61%
$522B
$6.46 Million 0.18% of portfolio
34,830
Q3 2025 Added 1.83%
$141B
$6.4 Million 0.18% of portfolio
250,982
Q3 2025 Added 6.68%
$182B
$5.83 Million 0.17% of portfolio
8,540
Q3 2025 Reduced 14.7%
$23B
$5.99 Million 0.17% of portfolio
58,320
Q3 2025 Added 2.25%
$265B
$5.74 Million 0.16% of portfolio
7,203
Q3 2025 Added 1.94%
$3.96B
$5.55 Million 0.16% of portfolio
74,507
Q3 2025 Reduced 18.33%
$291B
$5.25 Million 0.15% of portfolio
11,008
Q3 2025 Reduced 0.56%
$144B
$5.13 Million 0.15% of portfolio
11,218
Q3 2025 Reduced 0.2%
$512B
$5.36 Million 0.15% of portfolio
9,429
Q3 2025 Reduced 16.13%
$121B
$5.27 Million 0.15% of portfolio
6,816
Q3 2025 Reduced 9.17%
$270B
$5.25 Million 0.15% of portfolio
33,001
Q3 2025 Added 30.1%
$300B
$5.23 Million 0.15% of portfolio
15,152
Q3 2025 Added 18.92%
$39.4B
$5.03 Million 0.14% of portfolio
7,012
Q3 2025 Added 184.46%
$98.1B
$4.94 Million 0.14% of portfolio
28,891
Q3 2025 Added 11.68%
$59.8B
$5.04 Million 0.14% of portfolio
26,856
Q3 2025 Added 15.66%
$255B
$4.48 Million 0.13% of portfolio
13,475
Q3 2025 Reduced 3.72%
$183B
$4.49 Million 0.13% of portfolio
15,904
Q3 2025 Added 3.69%
$61.4B
$4.7 Million 0.13% of portfolio
23,104
Q3 2025 Reduced 15.52%
$53.3B
$4.58 Million 0.13% of portfolio
19,412
Q3 2025 Added 5.56%
$197B
$4.34 Million 0.12% of portfolio
21,211
Q3 2025 Reduced 21.3%

Summary

  • Portfolio
  • No. of Stocks 1,849
  • Current Value $3.51 Billion
  • Prior Value $3.35 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 124 stocks
  • Additional Purchases 474 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 525 stocks
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