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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$2.39 Million 0.07% of portfolio
75,846
Q3 2025 Reduced 9.13%
$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%
$0
$2.37 Million 0.07% of portfolio
51,744
Q3 2025 Added 53.34%
$0
$2.39 Million 0.07% of portfolio
52,401
Q3 2025 Reduced 7.34%
$0
$2.47 Million 0.07% of portfolio
23,501
Q3 2025 Reduced 17.59%
$0
$2.57 Million 0.07% of portfolio
26,684
Q3 2025 Added 8.76%
$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%
$0
$2.48 Million 0.07% of portfolio
24,005
Q3 2025 Added 2.15%
$0
$2.61 Million 0.07% of portfolio
111,208
Q3 2025 Reduced 2.31%
$0
$2.54 Million 0.07% of portfolio
21,435
Q3 2025 Reduced 1.03%
$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%
$0
$2.62 Million 0.07% of portfolio
46,019
Q3 2025 Reduced 2.22%
$89.8B
$2.52 Million 0.07% of portfolio
14,128
Q3 2025 Added 23.66%
$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%
$0
$2.07 Million 0.06% of portfolio
63,031
Q3 2025 Added 14.41%
$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%
$0
$2.12 Million 0.06% of portfolio
44,441
Q3 2025 Reduced 0.42%
$26.3B
$2.01 Million 0.06% of portfolio
10,738
Q3 2025 Reduced 9.56%
$0
$2.03 Million 0.06% of portfolio
52,907
Q3 2025 Added 10.42%
$0
$2.15 Million 0.06% of portfolio
160,065
Q3 2025 Reduced 2.81%
$0
$2.16 Million 0.06% of portfolio
29,443
Q3 2025 Added 5.19%
$0
$1.97 Million 0.06% of portfolio
29,221
Q3 2025 Reduced 32.93%
$0
$1.99 Million 0.06% of portfolio
20,894
Q3 2025 Reduced 93.12%
$0
$2.14 Million 0.06% of portfolio
24,556
Q3 2025 Reduced 8.55%
$0
$2.08 Million 0.06% of portfolio
30,183
Q3 2025 Reduced 5.79%
$0
$2.13 Million 0.06% of portfolio
19,611
Q3 2025 Reduced 72.96%
$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%
$0
$1.97 Million 0.06% of portfolio
72,619
Q3 2025 Reduced 0.05%
$0
$1.94 Million 0.06% of portfolio
33,721
Q3 2025 Reduced 34.64%
$0
$2.08 Million 0.06% of portfolio
71,443
Q3 2025 Reduced 6.59%

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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