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
$405B
$2.23 Million 0.06% of portfolio
2,301
Q3 2025 Reduced 2.75%
$104B
$2.14 Million 0.06% of portfolio
7,300
Q3 2025 Reduced 6.41%
$191B
$2.19 Million 0.06% of portfolio
406
Q3 2025 Reduced 1.93%
$573M
$2.12 Million 0.06% of portfolio
97,033
Q3 2025 Reduced 1.86%
$8.36B
$2.19 Million 0.06% of portfolio
119,732
Q3 2025 Added 31.03%
$193B
$2.07 Million 0.06% of portfolio
18,106
Q3 2025 Added 6.25%
$17.6B
$2 Million 0.06% of portfolio
26,333
Q3 2025 Added 3.33%
$27.2B
$2.21 Million 0.06% of portfolio
38,083
Q3 2025 Reduced 26.02%
$26.3B
$2.01 Million 0.06% of portfolio
10,738
Q3 2025 Reduced 9.56%
$27.2B
$1.94 Million 0.06% of portfolio
8,952
Q3 2025 Added 0.2%
$35.1B
$2.22 Million 0.06% of portfolio
17,822
Q3 2025 Added 2.97%
$161B
$2.1 Million 0.06% of portfolio
1,948
Q3 2025 Reduced 24.55%
$89.7B
$2.08 Million 0.06% of portfolio
10,302
Q3 2025 Reduced 70.63%
$43.2B
$2.06 Million 0.06% of portfolio
2,240
Q3 2025 Reduced 33.09%
$174B
$2.16 Million 0.06% of portfolio
14,536
Q3 2025 Added 3.92%
$82.2B
$2.02 Million 0.06% of portfolio
8,974
Q3 2025 Added 98.94%
$136B
$1.94 Million 0.06% of portfolio
5,245
Q3 2025 Reduced 4.01%
$12.6B
$1.82 Million 0.05% of portfolio
222,108
Q3 2025 Added 17.33%
$114B
$1.73 Million 0.05% of portfolio
8,006
Q3 2025 Added 3.1%
$147B
$1.61 Million 0.05% of portfolio
16,515
Q3 2025 Added 30.38%
$86.4B
$1.79 Million 0.05% of portfolio
5,103
Q3 2025 Reduced 16.28%
$190B
$1.7 Million 0.05% of portfolio
16,793
Q3 2025 Reduced 4.87%
$59.6B
$1.88 Million 0.05% of portfolio
8,781
Q3 2025 Added 15.52%
$96.4B
$1.61 Million 0.05% of portfolio
12,993
Q3 2025 Added 4.75%
$21B
$1.66 Million 0.05% of portfolio
3,262
Q3 2025 Added 8.19%
$29.5B
$1.6 Million 0.05% of portfolio
2,467
Q3 2025 Added 17.14%
$64.7B
$1.65 Million 0.05% of portfolio
14,712
Q3 2025 Reduced 10.85%
$7.35B
$1.64 Million 0.05% of portfolio
28,836
Q3 2025 Added 174.76%
$132B
$1.73 Million 0.05% of portfolio
8,196
Q3 2025 Added 32.62%
$143B
$1.64 Million 0.05% of portfolio
48,937
Q3 2025 Added 10.47%
$193B
$1.92 Million 0.05% of portfolio
4,283
Q3 2025 Reduced 28.94%
$123B
$1.67 Million 0.05% of portfolio
3,348
Q3 2025 Reduced 42.33%
$87.8B
$1.64 Million 0.05% of portfolio
3,448
Q3 2025 Reduced 37.05%
$39.9B
$1.84 Million 0.05% of portfolio
17,730
Q3 2025 Added 3.38%
$27B
$1.64 Million 0.05% of portfolio
12,447
Q3 2025 Reduced 36.28%
$0
$1.63 Million 0.05% of portfolio
41,108
Q3 2025 Reduced 28.12%
$102B
$1.84 Million 0.05% of portfolio
12,870
Q3 2025 Added 25.94%
$64.5B
$1.83 Million 0.05% of portfolio
5,643
Q3 2025 Reduced 13.73%
$170B
$1.64 Million 0.05% of portfolio
11,376
Q3 2025 Reduced 0.31%
$55.9B
$1.82 Million 0.05% of portfolio
1,910
Q3 2025 Reduced 16.34%
$37.1B
$1.72 Million 0.05% of portfolio
8,591
Q3 2025 Reduced 35.68%
$57.9B
$1.38 Million 0.04% of portfolio
6,438
Q3 2025 Added 2.13%
$62.3B
$1.26 Million 0.04% of portfolio
11,192
Q3 2025 Added 0.28%
$99.5B
$1.53 Million 0.04% of portfolio
33,880
Q3 2025 Reduced 3.91%
$77.2B
$1.5 Million 0.04% of portfolio
7,034
Q3 2025 Added 7.6%
$53.8B
$1.3 Million 0.04% of portfolio
8,277
Q3 2025 Added 21.52%
$45.2B
$1.34 Million 0.04% of portfolio
22,402
Q3 2025 Reduced 35.56%
$20.6B
$1.35 Million 0.04% of portfolio
37,784
Q3 2025 Added 40.09%
$32.4B
$1.28 Million 0.04% of portfolio
4,653
Q3 2025 Added 8.23%

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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