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
$21.9B
$1.59 Million 0.05% of portfolio
9,059
Q2 2025 Reduced 8.91%
$66.2B
$1.72 Million 0.05% of portfolio
2,283
Q2 2025 Added 0.48%
$81.6B
$1.57 Million 0.05% of portfolio
8,075
Q2 2025 Added 78.37%
$82.5B
$1.76 Million 0.05% of portfolio
11,425
Q2 2025 Reduced 4.68%
$20.7B
$1.6 Million 0.05% of portfolio
20,508
Q2 2025 Added 16.44%
$42.9B
$1.56 Million 0.05% of portfolio
4,960
Q2 2025 Added 107.18%
$58B
$1.27 Million 0.04% of portfolio
6,304
Q2 2025 Reduced 6.32%
$80B
$1.23 Million 0.04% of portfolio
8,683
Q2 2025 Added 0.35%
$140B
$1.36 Million 0.04% of portfolio
12,667
Q2 2025 Added 64.96%
$81.6B
$1.39 Million 0.04% of portfolio
6,537
Q2 2025 Added 33.33%
$26B
$1.27 Million 0.04% of portfolio
5,437
Q2 2025 Added 0.39%
$20.2B
$1.46 Million 0.04% of portfolio
26,972
Q2 2025 New
$17.9B
$1.34 Million 0.04% of portfolio
14,568
Q2 2025 Added 10.85%
$197B
$1.5 Million 0.04% of portfolio
17,653
Q2 2025 Added 0.48%
$60.7B
$1.49 Million 0.04% of portfolio
7,601
Q2 2025 Added 5.03%
$66.7B
$1.39 Million 0.04% of portfolio
15,259
Q2 2025 Added 4.37%
$74.7B
$1.5 Million 0.04% of portfolio
45,817
Q2 2025 Added 7.15%
$2.69B
$1.44 Million 0.04% of portfolio
14,010
Q2 2025 New
$95.3B
$1.46 Million 0.04% of portfolio
12,404
Q2 2025 Added 11.97%
$22.6B
$1.36 Million 0.04% of portfolio
3,015
Q2 2025 New
$19.3B
$1.23 Million 0.04% of portfolio
22,015
Q2 2025 Added 14.07%
$7.33B
$1.33 Million 0.04% of portfolio
65,916
Q2 2025 Added 8.67%
$42.4B
$1.4 Million 0.04% of portfolio
11,009
Q2 2025 Reduced 2.5%
$142B
$1.44 Million 0.04% of portfolio
6,180
Q2 2025 Added 36.12%
$13.5B
$1.47 Million 0.04% of portfolio
48,580
Q2 2025 Reduced 1.85%
$127B
$1.21 Million 0.04% of portfolio
13,852
Q2 2025 Reduced 1.83%
$13.4B
$1.5 Million 0.04% of portfolio
11,935
Q2 2025 Added 24.52%
$5.05B
$1.49 Million 0.04% of portfolio
45,763
Q2 2025 Added 12.03%
$135B
$1.47 Million 0.04% of portfolio
1,911
Q2 2025 Added 26.31%
$97.1B
$1.34 Million 0.04% of portfolio
14,587
Q2 2025 Added 0.61%
$168B
$1.41 Million 0.04% of portfolio
11,411
Q2 2025 Added 1.71%
$90.6B
$1.26 Million 0.04% of portfolio
5,501
Q2 2025 Added 15.69%
$318B
$1.26 Million 0.04% of portfolio
15,733
Q2 2025 Added 5.23%
$4.28B
$1.19 Million 0.04% of portfolio
11,704
Q2 2025 Added 23.1%
$43.3B
$1.38 Million 0.04% of portfolio
9,339
Q2 2025 Added 1.77%
$57.8B
$1.16 Million 0.03% of portfolio
11,161
Q2 2025 Added 0.08%
$88.1B
$991,000 0.03% of portfolio
10,882
Q2 2025 Added 2.57%
$41.1B
$1.14 Million 0.03% of portfolio
6,811
Q2 2025 Added 2.51%
$38.4B
$1.13 Million 0.03% of portfolio
6,099
Q2 2025 Added 8.04%
$25.9B
$914,000 0.03% of portfolio
4,135
Q2 2025 Added 326.29%
$1.09B
$1.11 Million 0.03% of portfolio
19,818
Q2 2025 Reduced 5.63%
$138B
$843,000 0.03% of portfolio
23,642
Q2 2025 Added 4.73%
$108B
$865,000 0.03% of portfolio
2,683
Q2 2025 Added 1.36%
$18.8B
$983,000 0.03% of portfolio
38,749
Q2 2025 Reduced 3.34%
$23B
$1.12 Million 0.03% of portfolio
35,085
Q2 2025 Added 0.86%
$23.3B
$1 Million 0.03% of portfolio
8,772
Q2 2025 Added 21.09%
$97.4B
$1.01 Million 0.03% of portfolio
4,103
Q2 2025 Added 77.85%
$9.85B
$958,000 0.03% of portfolio
2,338
Q2 2025 Reduced 5.69%
$7.57B
$1 Million 0.03% of portfolio
13,452
Q2 2025 Added 275.44%

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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