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 Market Cap. of $2 Billions to $10 Billions
