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
$163B
$4.24 Million 0.12% of portfolio
5,898
Q3 2025 Reduced 0.12%
$413B
$4.28 Million 0.12% of portfolio
83,038
Q3 2025 Reduced -0.0%
$258B
$4.31 Million 0.12% of portfolio
25,751
Q3 2025 Added 2.43%
$181B
$4.06 Million 0.12% of portfolio
41,425
Q3 2025 Added 14.83%
$136B
$4.13 Million 0.12% of portfolio
17,490
Q3 2025 Added 1.62%
$181B
$4.02 Million 0.11% of portfolio
142,220
Q3 2025 Reduced 1.57%
$224B
$3.83 Million 0.11% of portfolio
12,591
Q3 2025 Added 1.1%
$235B
$4 Million 0.11% of portfolio
47,615
Q3 2025 Added 15.76%
$35.1B
$3.82 Million 0.11% of portfolio
62,885
Q3 2025 Added 9.02%
$388B
$3.58 Million 0.1% of portfolio
22,142
Q3 2025 Reduced 1.13%
$79.6B
$3.45 Million 0.1% of portfolio
27,913
Q3 2025 Added 3.8%
$319B
$3.4 Million 0.1% of portfolio
49,681
Q3 2025 Reduced 41.39%
$306B
$3.55 Million 0.1% of portfolio
53,495
Q3 2025 Added 0.38%
$0
$3.59 Million 0.1% of portfolio
73,500
Q3 2025 Added 8.7%
$0
$3.65 Million 0.1% of portfolio
123,143
Q3 2025 Added 11.46%
$29.2B
$3.54 Million 0.1% of portfolio
108,636
Q3 2025 Reduced 1.26%
$228B
$3.23 Million 0.09% of portfolio
24,080
Q3 2025 Reduced 10.52%
$453B
$3.02 Million 0.09% of portfolio
4
Q4 2024 Added 33.33%
$156B
$3.32 Million 0.09% of portfolio
29,904
Q3 2025 Reduced 5.93%
$86.7B
$3.33 Million 0.09% of portfolio
5,460
Q3 2025 Reduced 4.24%
$40.4B
$3.18 Million 0.09% of portfolio
25,118
Q3 2025 Added 19.7%
$53.8B
$2.74 Million 0.08% of portfolio
11,679
Q3 2025 Reduced 7.2%
$115B
$2.79 Million 0.08% of portfolio
5,694
Q3 2025 Reduced 17.97%
$61.6B
$2.84 Million 0.08% of portfolio
100,244
Q3 2025 Added 12.91%
$168B
$2.8 Million 0.08% of portfolio
37,146
Q3 2025 Reduced 4.89%
$39.8B
$2.92 Million 0.08% of portfolio
61,749
Q3 2025 Added 4.32%
$237B
$2.89 Million 0.08% of portfolio
12,182
Q3 2025 Reduced 2.94%
$86.1B
$2.66 Million 0.08% of portfolio
7,688
Q3 2025 Reduced 29.8%
$1.46T
$2.69 Million 0.08% of portfolio
9,646
Q3 2025 Reduced 9.11%
$177B
$2.63 Million 0.08% of portfolio
13,525
Q3 2025 Added 4.41%
$222B
$2.73 Million 0.08% of portfolio
5,620
Q3 2025 Reduced 27.74%
$74.3B
$2.69 Million 0.08% of portfolio
42,500
Q3 2025 Added 15.1%
$152B
$2.5 Million 0.07% of portfolio
10,150
Q3 2025 Reduced 24.66%
$151B
$2.49 Million 0.07% of portfolio
7,055
Q3 2025 Reduced 7.63%
$0
$2.57 Million 0.07% of portfolio
126,045
Q3 2025 Reduced 8.53%
$19B
$2.55 Million 0.07% of portfolio
12,418
Q3 2025 Reduced 25.63%
$100B
$2.61 Million 0.07% of portfolio
9,657
Q3 2025 Added 8.24%
$26.5B
$2.42 Million 0.07% of portfolio
16,932
Q3 2025 Added 12.64%
$16.1B
$2.49 Million 0.07% of portfolio
108,507
Q3 2025 Added 29.51%
$28.1B
$2.43 Million 0.07% of portfolio
48,201
Q3 2025 Added 7.95%
$84.4B
$2.31 Million 0.07% of portfolio
11,768
Q3 2025 Added 113.15%
$14.8B
$2.33 Million 0.07% of portfolio
47,607
Q3 2025 Reduced 10.01%
$268B
$2.45 Million 0.07% of portfolio
14,615
Q3 2025 Reduced 5.82%
$79.2B
$2.31 Million 0.07% of portfolio
33,122
Q3 2025 Added 8.03%
$6.2B
$2.35 Million 0.07% of portfolio
21,763
Q3 2025 Reduced 8.54%
$169B
$2.61 Million 0.07% of portfolio
2,836
Q3 2025 Added 34.85%
$68.7B
$2.39 Million 0.07% of portfolio
28,587
Q3 2025 Added 4.28%
$67.6B
$2.57 Million 0.07% of portfolio
53,114
Q3 2025 Reduced 10.56%
$89.8B
$2.52 Million 0.07% of portfolio
14,128
Q3 2025 Added 23.66%

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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