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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.85 Million 0.05% of portfolio
27,194
Q3 2025 Reduced 0.76%
$0
$1.85 Million 0.05% of portfolio
51,981
Q3 2025 Added 102.42%
$0
$1.77 Million 0.05% of portfolio
33,830
Q3 2025 Reduced 17.89%
$0
$1.89 Million 0.05% of portfolio
21,703
Q3 2025 Added 0.15%
$0
$1.68 Million 0.05% of portfolio
19,525
Q3 2025 Reduced 0.5%
$1.44B
$1.81 Million 0.05% of portfolio
48,678
Q3 2025 Reduced 1.73%
$0
$1.65 Million 0.05% of portfolio
19,631
Q3 2025 Reduced 42.43%
$2.36B
$1.31 Million 0.04% of portfolio
29,496
Q3 2025 Added 102.5%
$0
$1.5 Million 0.04% of portfolio
20,646
Q3 2025 Added 11.84%
$0
$1.43 Million 0.04% of portfolio
44,835
Q3 2025 Added 224.7%
$0
$1.58 Million 0.04% of portfolio
51,697
Q3 2025 Reduced 5.86%
$0
$1.27 Million 0.04% of portfolio
13,178
Q3 2025 Added 38.69%
$0
$1.23 Million 0.04% of portfolio
30,775
Q3 2025 Added 118.87%
$0
$1.48 Million 0.04% of portfolio
43,666
Q3 2025 Reduced 23.85%
$0
$1.33 Million 0.04% of portfolio
68,268
Q3 2025 Reduced 21.59%
$0
$1.5 Million 0.04% of portfolio
42,253
Q3 2025 Reduced 22.97%
$0
$1.28 Million 0.04% of portfolio
26,830
Q3 2025 Reduced 10.57%
$0
$1.38 Million 0.04% of portfolio
31,357
Q3 2025 Reduced 4.33%
$0
$1.41 Million 0.04% of portfolio
33,263
Q3 2025 Added 29.18%
$0
$1.29 Million 0.04% of portfolio
31,241
Q3 2025 Added 1.91%
$0
$1.23 Million 0.04% of portfolio
22,793
Q3 2025 Added 33.85%
$0
$1.29 Million 0.04% of portfolio
29,804
Q3 2025 Reduced 2.88%
$0
$1.35 Million 0.04% of portfolio
10,795
Q3 2025 Reduced 0.34%
$0
$1.24 Million 0.04% of portfolio
4,837
Q3 2025 Added 12.57%
$0
$1.51 Million 0.04% of portfolio
10,623
Q3 2025 Reduced 6.78%
$0
$1.43 Million 0.04% of portfolio
21,476
Q3 2025 Reduced 11.5%
$0
$1.4 Million 0.04% of portfolio
18,055
Q3 2025 Reduced 1.83%
$0
$1.23 Million 0.04% of portfolio
53,504
Q3 2025 Reduced 14.58%
$0
$1.3 Million 0.04% of portfolio
14,502
Q3 2025 Added 454.57%
$0
$1.42 Million 0.04% of portfolio
15,736
Q3 2025 Added 44.73%
$0
$1.28 Million 0.04% of portfolio
37,852
Q3 2025 Reduced 14.47%
$0
$1.52 Million 0.04% of portfolio
26,514
Q3 2025 Added 5.47%
$0
$1.46 Million 0.04% of portfolio
97,848
Q3 2025 Reduced 23.31%
$0
$1.41 Million 0.04% of portfolio
11,675
Q3 2025 Added 11.47%
$0
$1.29 Million 0.04% of portfolio
9,860
Q3 2025 Reduced 0.6%
$0
$1.15 Million 0.03% of portfolio
25,049
Q3 2025 Reduced 3.56%
$0
$1.11 Million 0.03% of portfolio
94,025
Q3 2025 Added 109.59%
$0
$1.02 Million 0.03% of portfolio
24,039
Q3 2025 Added 4.32%
$0
$1.04 Million 0.03% of portfolio
10,268
Q3 2025 Reduced 30.35%
$0
$949,000 0.03% of portfolio
16,820
Q3 2025 Added 11.69%
$0
$1.11 Million 0.03% of portfolio
8,258
Q3 2025 Reduced 24.38%
$0
$1.16 Million 0.03% of portfolio
11,797
Q3 2025 Reduced 5.76%
$0
$880,000 0.03% of portfolio
17,680
Q3 2025 Added 45.8%
$0
$977,000 0.03% of portfolio
25,702
Q3 2025 Reduced 33.98%
$0
$1.07 Million 0.03% of portfolio
27,716
Q3 2025 Reduced 21.0%
$0
$991,000 0.03% of portfolio
17,714
Q3 2025 Reduced 26.61%
$0
$1.09 Million 0.03% of portfolio
68,577
Q3 2025 Reduced 23.12%
$0
$1.03 Million 0.03% of portfolio
20,842
Q3 2025 Reduced 24.34%
$0
$1.14 Million 0.03% of portfolio
19,987
Q3 2025 Added 8.89%

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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