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
$9.75B
$1.01 Million 0.03% of portfolio
13,797
Q3 2025 Reduced 16.68%
$25.4B
$893,000 0.03% of portfolio
32,824
Q3 2025 Reduced 7.9%
$23.1B
$1.1 Million 0.03% of portfolio
3,576
Q3 2025 Reduced 33.07%
$30.4B
$1.15 Million 0.03% of portfolio
44,050
Q3 2025 Added 464.16%
$73.7B
$1.03 Million 0.03% of portfolio
12,212
Q3 2025 Added 25.12%
$4.84B
$1.14 Million 0.03% of portfolio
13,692
Q3 2025 Reduced 19.15%
$42.8B
$930,000 0.03% of portfolio
10,521
Q3 2025 Added 32.89%
$13.9B
$1.1 Million 0.03% of portfolio
7,815
Q3 2025 Reduced 34.52%
$14.8B
$1.08 Million 0.03% of portfolio
7,658
Q3 2025 Reduced 37.9%
$107B
$943,000 0.03% of portfolio
1,244
Q3 2025 Reduced 10.25%
$15.6B
$1.13 Million 0.03% of portfolio
35,168
Q3 2025 Added 221.26%
$6.28B
$1.04 Million 0.03% of portfolio
7,605
Q3 2025 Reduced 22.04%
$23.3B
$943,000 0.03% of portfolio
35,774
Q3 2025 Reduced 19.46%
$66.3B
$990,000 0.03% of portfolio
4,316
Q3 2025 Added 7.68%
$159B
$882,000 0.03% of portfolio
1,814
Q3 2025 Reduced 11.3%
$28.9B
$1.07 Million 0.03% of portfolio
11,895
Q3 2025 Reduced 0.66%
$17.5B
$1.19 Million 0.03% of portfolio
3,441
Q3 2025 Reduced 8.51%
$22.2B
$913,000 0.03% of portfolio
34,559
Q3 2025 Added 42.75%
$19.5B
$1.04 Million 0.03% of portfolio
32,521
Q3 2025 Reduced 1.96%
$70.1B
$1.01 Million 0.03% of portfolio
5,912
Q3 2025 Reduced 5.17%
$111B
$904,000 0.03% of portfolio
2,310
Q3 2025 Reduced 54.1%
$32.7B
$922,000 0.03% of portfolio
10,646
Q3 2025 Added 187.81%
$85.9B
$1.1 Million 0.03% of portfolio
4,993
Q3 2025 Reduced 9.23%
$11.4B
$1.05 Million 0.03% of portfolio
2,589
Q3 2025 Added 1.09%
$3.83B
$1.06 Million 0.03% of portfolio
13,461
Q3 2025 Added 15.01%
$46.4B
$916,000 0.03% of portfolio
3,809
Q3 2025 Reduced 4.18%
$4.38B
$862,000 0.02% of portfolio
5,584
Q3 2025 New
$418B
$599,000 0.02% of portfolio
3,356
Q3 2025 Reduced 25.74%
$27.1B
$777,000 0.02% of portfolio
7,448
Q3 2025 Added 1.33%
$20.5B
$727,000 0.02% of portfolio
9,493
Q3 2025 Added 70.95%
$0
$746,000 0.02% of portfolio
45,546
Q3 2025 Reduced 3.77%
$16.1B
$530,000 0.02% of portfolio
4,372
Q3 2025 Reduced 4.67%
$38.4B
$551,000 0.02% of portfolio
2,980
Q3 2025 Reduced 51.14%
$875M
$631,000 0.02% of portfolio
16,121
Q3 2025 Reduced 18.65%
$36B
$554,000 0.02% of portfolio
5,512
Q3 2025 Reduced 18.13%
$0
$571,000 0.02% of portfolio
69,080
Q3 2025 Added 76.62%
$21B
$868,000 0.02% of portfolio
36,726
Q3 2025 Reduced 5.22%
$74.1B
$702,000 0.02% of portfolio
2,583
Q3 2025 Reduced 37.05%
$7.23B
$841,000 0.02% of portfolio
13,343
Q3 2025 Reduced 0.81%
$52.5B
$827,000 0.02% of portfolio
48,195
Q3 2025 Reduced 13.41%
$6.65B
$710,000 0.02% of portfolio
5,971
Q3 2025 New
$68.9B
$645,000 0.02% of portfolio
2,738
Q3 2025 Reduced 9.19%
$16.1B
$609,000 0.02% of portfolio
10,072
Q3 2025 Reduced 8.93%
$79.5B
$853,000 0.02% of portfolio
6,818
Q3 2025 Reduced 20.56%
$64.9B
$614,000 0.02% of portfolio
7,309
Q3 2025 Reduced 63.31%
$57.4B
$615,000 0.02% of portfolio
15,699
Q3 2025 Reduced 3.16%
$100B
$685,000 0.02% of portfolio
11,249
Q3 2025 Reduced 2.88%
$722M
$606,000 0.02% of portfolio
10,978
Q3 2025 New
$42.6B
$561,000 0.02% of portfolio
4,206
Q3 2025 Reduced 61.79%

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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