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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.3 Million 0.35% of portfolio
820,049
Q3 2025 Added 10.72%
$0
$3.59 Million 0.1% of portfolio
73,500
Q3 2025 Added 8.7%
$0
$3.65 Million 0.1% of portfolio
123,143
Q3 2025 Added 11.46%
$0
$2.57 Million 0.07% of portfolio
126,045
Q3 2025 Reduced 8.53%
$0
$1.63 Million 0.05% of portfolio
41,108
Q3 2025 Reduced 28.12%
$0
$746,000 0.02% of portfolio
45,546
Q3 2025 Reduced 3.77%
$0
$571,000 0.02% of portfolio
69,080
Q3 2025 Added 76.62%
$0
$617,000 0.02% of portfolio
43,750
Q3 2025 Reduced 12.06%
$0
$875,000 0.02% of portfolio
55,741
Q3 2025 Reduced 16.71%
$0
$677,000 0.02% of portfolio
28,185
Q3 2025 Reduced 15.23%
$0
$424,000 0.01% of portfolio
39,338
Q3 2025 Added 5.36%
$0
$314,000 0.01% of portfolio
15,400
Q3 2025 Reduced 0.65%
$0
$285,000 0.01% of portfolio
28,546
Q3 2025 Added 1.22%
$0
$225,000 0.01% of portfolio
14,169
Q2 2025 Reduced 84.25%
$0
$361,000 0.01% of portfolio
39,983
Q3 2025 Reduced 13.98%
$0
$254,000 0.01% of portfolio
28,000
Q3 2025 Reduced 14.11%
$0
$265,000 0.01% of portfolio
18,300
Q3 2025 Reduced 17.17%
$0
$312,000 0.01% of portfolio
26,000
Q3 2025 Added 154.9%
$0
$187,000 0.01% of portfolio
12,528
Q3 2025 Reduced 10.87%
$27.7M
$455,000 0.01% of portfolio
40,112
Q3 2025 New
$0
$204,000 0.01% of portfolio
12,593
Q3 2025 Reduced 1.42%
$0
$213,000 0.01% of portfolio
10,785
Q3 2025 Reduced 27.83%
$0
$177,000 0.01% of portfolio
12,576
Q3 2025 Added 1.3%
$0
$428,000 0.01% of portfolio
11,687
Q3 2025 Reduced 2.5%
$10.6M
$60,000 0.0% of portfolio
100,012
Q3 2025 Reduced 4.03%
$38.1M
$15,000 0.0% of portfolio
18,000
Q1 2025 New
$0
$65,000 0.0% of portfolio
10,574
Q3 2025 Reduced 89.05%
$0
$99,000 0.0% of portfolio
15,020
Q3 2025 Reduced 24.39%
$0
$155,000 0.0% of portfolio
13,544
Q2 2025 Added 25.36%
$0
$116,000 0.0% of portfolio
14,164
Q3 2025 Reduced 3.0%
$1.94M
$8,000 0.0% of portfolio
25,142
Q3 2025 New
$0
$0 0.0% of portfolio
16,398
Q3 2025 Added 4.53%
$0
$84,000 0.0% of portfolio
11,075
Q3 2025 New

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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