Creative One Wealth, LLC Portfolio Holdings

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025

Creative One Wealth, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.35 Billion distributed in 1810 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $87.4M, Vanguard Growth ETF with a value of $83.7M, Vanguard Value ETF with a value of $81.7M, Apple Inc. with a value of $72.3M, and Amazon Com Inc with a value of $71.9M.

Examining the 13F form we can see an increase of $374M in the current position value, from $2.98B to 3.35B.

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 $3.35 Billion
ETFs: $2.18 Billion
Technology: $375 Million
Financial Services: $156 Million
Consumer Cyclical: $147 Million
Communication Services: $107 Million
Healthcare: $95.6 Million
Industrials: $90.8 Million
Consumer Defensive: $78.4 Million
Other: $94.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$145B
$3.96 Million 0.12% of portfolio
17,211
Q2 2025 Added 0.66%
$323B
$3.97 Million 0.12% of portfolio
12,741
Q2 2025 Added 2.12%
$235B
$3.66 Million 0.11% of portfolio
26,911
Q2 2025 Added 82.37%
$20.8B
$3.72 Million 0.11% of portfolio
16,697
Q2 2025 Added 0.32%
$287B
$3.77 Million 0.11% of portfolio
53,291
Q2 2025 Reduced 0.96%
$105B
$3.54 Million 0.11% of portfolio
6,941
Q2 2025 Added 4.31%
$139B
$3.52 Million 0.11% of portfolio
31,788
Q2 2025 Added 7.64%
$224B
$3.64 Million 0.11% of portfolio
12,454
Q2 2025 Added 14.19%
$269B
$3.57 Million 0.11% of portfolio
25,366
Q2 2025 Reduced 0.44%
$246B
$3.67 Million 0.11% of portfolio
25,139
Q2 2025 Added 7.01%
$89.7B
$3.76 Million 0.11% of portfolio
10,951
Q2 2025 Reduced 4.04%
$61.4B
$3.73 Million 0.11% of portfolio
23,220
Q2 2025 Added 17.4%
$31.4B
$3.59 Million 0.11% of portfolio
110,019
Q2 2025 Added 10.22%
$158B
$3.28 Million 0.1% of portfolio
6,027
Q2 2025 Added 10.14%
$213B
$3.26 Million 0.1% of portfolio
41,131
Q2 2025 Added 6.97%
$37.5B
$3.32 Million 0.1% of portfolio
57,680
Q2 2025 Added 15.77%
$194B
$3.37 Million 0.1% of portfolio
36,075
Q2 2025 Added 32.11%
$85.8B
$2.86 Million 0.09% of portfolio
18,799
Q2 2025 Added 12.81%
$164B
$2.95 Million 0.09% of portfolio
7,638
Q2 2025 Reduced 2.64%
$261B
$3.18 Million 0.09% of portfolio
22,395
Q2 2025 Added 9.89%
$0
$3.03 Million 0.09% of portfolio
137,796
Q2 2025 Reduced 12.74%
$452B
$2.92 Million 0.09% of portfolio
4
Q4 2024 Added 33.33%
$58.7B
$3.06 Million 0.09% of portfolio
12,585
Q2 2025 Added 8.45%
$0
$3.18 Million 0.09% of portfolio
67,615
Q2 2025 Added 8.98%
$16B
$3.06 Million 0.09% of portfolio
52,903
Q2 2025 Added 23.21%
$93.8B
$2.85 Million 0.09% of portfolio
5,702
Q2 2025 Added 5.85%
$45.7B
$3.05 Million 0.09% of portfolio
20,984
Q2 2025 Added 11.62%
$190B
$3.15 Million 0.09% of portfolio
7,778
Q2 2025 Added 19.2%
$73.6B
$2.66 Million 0.08% of portfolio
26,890
Q2 2025 Added 91.5%
$49.9B
$2.54 Million 0.08% of portfolio
34,762
Q2 2025 Reduced 4.57%
$120B
$2.52 Million 0.08% of portfolio
28,057
Q2 2025 Added 5.9%
$26.2B
$2.57 Million 0.08% of portfolio
51,479
Q2 2025 Added 44.38%
$63.6B
$2.61 Million 0.08% of portfolio
88,780
Q2 2025 Reduced 21.0%
$131B
$2.69 Million 0.08% of portfolio
5,805
Q2 2025 Added 18.78%
$87.3B
$2.75 Million 0.08% of portfolio
5,477
Q2 2025 Reduced 8.82%
$148B
$2.71 Million 0.08% of portfolio
39,054
Q2 2025 Added 12.46%
$48.7B
$2.65 Million 0.08% of portfolio
18,389
Q2 2025 Added 7.8%
$0
$2.8 Million 0.08% of portfolio
110,481
Q2 2025 Added 58.5%
$177B
$2.52 Million 0.08% of portfolio
12,954
Q2 2025 Added 16.76%
$60.9B
$2.77 Million 0.08% of portfolio
27,414
Q2 2025 Added 84.3%
$71.8B
$2.69 Million 0.08% of portfolio
59,382
Q2 2025 Added 16.28%
$36.5B
$2.8 Million 0.08% of portfolio
13,357
Q2 2025 Reduced 2.58%
$122B
$2.41 Million 0.07% of portfolio
7,800
Q2 2025 Reduced 12.8%
$214B
$2.4 Million 0.07% of portfolio
414
Q2 2025 Added 3.5%
$604M
$2.18 Million 0.07% of portfolio
98,874
Q2 2025 Added 7.45%
$97.1B
$2.46 Million 0.07% of portfolio
8,922
Q2 2025 Added 1.99%
$16.1B
$2.22 Million 0.07% of portfolio
83,785
Q2 2025 Added 11.15%
$29.9B
$2.31 Million 0.07% of portfolio
44,653
Q2 2025 Added 9.0%
$42B
$2.23 Million 0.07% of portfolio
17,308
Q2 2025 Added 16.89%

Summary

  • Portfolio
  • No. of Stocks 1,810
  • Current Value $3.35 Billion
  • Prior Value $2.98 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 148 stocks
  • Additional Purchases 579 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 360 stocks
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