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
$153B
$2.31 Million 0.07% of portfolio
2,582
Q2 2025 Added 7.9%
$3.01B
$2.29 Million 0.07% of portfolio
5,671
Q2 2025 Added 47.45%
$43.2B
$2.45 Million 0.07% of portfolio
3,348
Q2 2025 Added 2.35%
$87.8B
$2.18 Million 0.07% of portfolio
30,659
Q2 2025 Added 4.83%
$44B
$2.49 Million 0.07% of portfolio
59,192
Q2 2025 Added 14.96%
$187B
$2.35 Million 0.07% of portfolio
14,731
Q2 2025 Added 40.19%
$103B
$2.3 Million 0.07% of portfolio
25,025
Q2 2025 Added 11.51%
$1.45T
$2.4 Million 0.07% of portfolio
10,613
Q2 2025 Added 20.37%
$101B
$2.24 Million 0.07% of portfolio
5,033
Q2 2025 Reduced 15.88%
$77.2B
$2.32 Million 0.07% of portfolio
36,925
Q2 2025 Added 15.07%
$68.5B
$2.47 Million 0.07% of portfolio
15,814
Q2 2025 Reduced 1.49%
$210B
$2.07 Million 0.06% of portfolio
5,905
Q2 2025 Added 26.07%
$385B
$1.9 Million 0.06% of portfolio
2,366
Q2 2025 Reduced 11.15%
$51B
$2.04 Million 0.06% of portfolio
2,465
Q2 2025 Reduced 48.08%
$96.4B
$1.88 Million 0.06% of portfolio
6,095
Q2 2025 Added 1.16%
$4.51B
$2.03 Million 0.06% of portfolio
47,620
Q2 2025 New
$25.4B
$2.07 Million 0.06% of portfolio
15,032
Q2 2025 Added 15.0%
$209B
$2.11 Million 0.06% of portfolio
17,041
Q2 2025 Added 49.94%
$15.3B
$2.14 Million 0.06% of portfolio
4,744
Q2 2025 New
$65.7B
$1.97 Million 0.06% of portfolio
16,502
Q2 2025 Added 21.87%
$66.3B
$2.11 Million 0.06% of portfolio
19,920
Q2 2025 Added 3.44%
$27.5B
$1.97 Million 0.06% of portfolio
11,873
Q2 2025 Added 21.23%
$29.2B
$1.95 Million 0.06% of portfolio
8,934
Q2 2025 Added 5.14%
$182B
$1.91 Million 0.06% of portfolio
15,518
Q2 2025 Reduced 2.05%
$45.4B
$2.15 Million 0.06% of portfolio
3,723
Q2 2025 Reduced 4.07%
$15.7B
$2 Million 0.06% of portfolio
12,332
Q2 2025 Reduced 2.84%
$6.77B
$2.14 Million 0.06% of portfolio
23,794
Q2 2025 Added 1,501.21%
$38.6B
$1.84 Million 0.06% of portfolio
17,150
Q2 2025 Added 9.97%
$30.1B
$2.06 Million 0.06% of portfolio
19,534
Q2 2025 Added 331.31%
$0
$2.07 Million 0.06% of portfolio
57,193
Q2 2025 Reduced 9.29%
$82.5B
$2.05 Million 0.06% of portfolio
6,541
Q2 2025 Added 10.32%
$186B
$2.16 Million 0.06% of portfolio
2,103
Q2 2025 Added 75.4%
$140B
$2.16 Million 0.06% of portfolio
5,464
Q2 2025 Added 22.37%
$75.4B
$1.97 Million 0.06% of portfolio
3,835
Q2 2025 Added 13.19%
$13B
$2.01 Million 0.06% of portfolio
12,293
Q2 2025 Added 29.14%
$12.2B
$1.74 Million 0.05% of portfolio
189,301
Q2 2025 Added 12.2%
$129B
$1.63 Million 0.05% of portfolio
7,765
Q2 2025 Added 27.5%
$95.9B
$1.63 Million 0.05% of portfolio
35,258
Q2 2025 Added 7.66%
$44.2B
$1.76 Million 0.05% of portfolio
4,299
Q2 2025 Added 2.11%
$58.9B
$1.71 Million 0.05% of portfolio
13,256
Q2 2025 Added 25.42%
$17.4B
$1.76 Million 0.05% of portfolio
25,484
Q2 2025 Added 100.47%
$47.2B
$1.78 Million 0.05% of portfolio
164,437
Q2 2025 Reduced 8.81%
$21.4B
$1.68 Million 0.05% of portfolio
5,343
Q2 2025 Reduced 3.42%
$3.53B
$1.67 Million 0.05% of portfolio
20,396
Q2 2025 Added 26.84%
$8.64B
$1.62 Million 0.05% of portfolio
4,788
Q2 2025 Added 30.04%
$4.74B
$1.58 Million 0.05% of portfolio
16,936
Q2 2025 Reduced 19.17%
$32.6B
$1.55 Million 0.05% of portfolio
19,034
Q2 2025 Added 0.82%
$177B
$1.61 Million 0.05% of portfolio
13,988
Q2 2025 Added 10.11%
$5.99B
$1.72 Million 0.05% of portfolio
85,859
Q2 2025 Reduced 16.38%

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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