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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.14 Million 0.18% of portfolio
162,477
Q3 2025 Added 10.53%
$522B
$6.46 Million 0.18% of portfolio
34,830
Q3 2025 Added 1.83%
$0
$6.26 Million 0.18% of portfolio
161,127
Q3 2025 Added 0.3%
$141B
$6.4 Million 0.18% of portfolio
250,982
Q3 2025 Added 6.68%
$0
$6.45 Million 0.18% of portfolio
239,179
Q3 2025 Reduced 4.2%
$0
$6.47 Million 0.18% of portfolio
108,538
Q3 2025 Added 3.52%
$0
$6.16 Million 0.18% of portfolio
45,442
Q3 2025 Added 12.75%
$182B
$5.83 Million 0.17% of portfolio
8,540
Q3 2025 Reduced 14.7%
$0
$5.94 Million 0.17% of portfolio
66,505
Q3 2025 Added 13.38%
$0
$5.82 Million 0.17% of portfolio
12,434
Q3 2025 Reduced 7.51%
$23B
$5.99 Million 0.17% of portfolio
58,320
Q3 2025 Added 2.25%
$0
$5.79 Million 0.17% of portfolio
12,488
Q3 2025 Added 8.78%
$0
$5.93 Million 0.17% of portfolio
142,608
Q3 2025 Reduced 0.32%
$0
$5.58 Million 0.16% of portfolio
121,855
Q3 2025 Added 1.72%
$0
$5.75 Million 0.16% of portfolio
124,733
Q3 2025 Added 1,631.44%
$265B
$5.74 Million 0.16% of portfolio
7,203
Q3 2025 Added 1.94%
$0
$5.45 Million 0.16% of portfolio
112,362
Q3 2025 Added 1.6%
$0
$5.67 Million 0.16% of portfolio
132,512
Q3 2025 Added 32.56%
$3.96B
$5.55 Million 0.16% of portfolio
74,507
Q3 2025 Reduced 18.33%
$291B
$5.25 Million 0.15% of portfolio
11,008
Q3 2025 Reduced 0.56%
$144B
$5.13 Million 0.15% of portfolio
11,218
Q3 2025 Reduced 0.2%
$0
$5.29 Million 0.15% of portfolio
109,744
Q3 2025 Added 4.28%
$0
$5.39 Million 0.15% of portfolio
80,094
Q3 2025 Added 2.14%
$24.1B
$5.23 Million 0.15% of portfolio
123,330
Q3 2025 Added 4.96%
$0
$5.42 Million 0.15% of portfolio
125,067
Q3 2025 Added 8.61%
$0
$5.25 Million 0.15% of portfolio
65,465
Q3 2025 Reduced 19.57%
$512B
$5.36 Million 0.15% of portfolio
9,429
Q3 2025 Reduced 16.13%
$121B
$5.27 Million 0.15% of portfolio
6,816
Q3 2025 Reduced 9.17%
$270B
$5.25 Million 0.15% of portfolio
33,001
Q3 2025 Added 30.1%
$0
$5.23 Million 0.15% of portfolio
53,036
Q3 2025 Reduced 34.98%
$0
$5.1 Million 0.15% of portfolio
8,564
Q3 2025 Added 11.39%
$0
$5.4 Million 0.15% of portfolio
178,236
Q3 2025 Reduced 18.15%
$300B
$5.23 Million 0.15% of portfolio
15,152
Q3 2025 Added 18.92%
$39.4B
$5.03 Million 0.14% of portfolio
7,012
Q3 2025 Added 184.46%
$98.1B
$4.94 Million 0.14% of portfolio
28,891
Q3 2025 Added 11.68%
$0
$5.05 Million 0.14% of portfolio
133,772
Q3 2025 Added 93.7%
$0
$4.8 Million 0.14% of portfolio
19,845
Q3 2025 Reduced 4.95%
$0
$5.08 Million 0.14% of portfolio
186,177
Q3 2025 Reduced 20.9%
$59.8B
$5.04 Million 0.14% of portfolio
26,856
Q3 2025 Added 15.66%
$0
$4.79 Million 0.14% of portfolio
102,271
Q3 2025 Added 19.19%
$0
$4.48 Million 0.13% of portfolio
56,799
Q3 2025 Added 118.75%
$255B
$4.48 Million 0.13% of portfolio
13,475
Q3 2025 Reduced 3.72%
$183B
$4.49 Million 0.13% of portfolio
15,904
Q3 2025 Added 3.69%
$0
$4.42 Million 0.13% of portfolio
99,586
Q3 2025 Added 47.89%
$0
$4.63 Million 0.13% of portfolio
93,567
Q3 2025 Added 36.2%
$0
$4.62 Million 0.13% of portfolio
70,736
Q3 2025 Reduced 9.69%
$0
$4.52 Million 0.13% of portfolio
38,013
Q3 2025 Reduced 10.91%
$0
$4.64 Million 0.13% of portfolio
43,562
Q3 2025 Added 8.04%
$0
$4.57 Million 0.13% of portfolio
197,720
Q3 2025 Added 4.01%

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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email