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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.35 Million 0.13% of portfolio
85,901
Q2 2025 Added 6.35%
$0
$4.4 Million 0.13% of portfolio
17,384
Q2 2025 Reduced 12.47%
$0
$4.36 Million 0.13% of portfolio
7,688
Q2 2025 Added 20.82%
$0
$4.48 Million 0.13% of portfolio
40,302
Q2 2025 Added 25.07%
$0
$4.49 Million 0.13% of portfolio
60,966
Q2 2025 Added 54.91%
$150B
$4.03 Million 0.12% of portfolio
13,472
Q2 2025 Added 143.93%
$203B
$4.18 Million 0.12% of portfolio
144,489
Q2 2025 Added 7.58%
$381B
$3.93 Million 0.12% of portfolio
83,039
Q2 2025 Added 0.76%
$123B
$3.87 Million 0.12% of portfolio
25,870
Q2 2025 Added 13.65%
$0
$4.11 Million 0.12% of portfolio
61,952
Q2 2025 Added 3.37%
$18B
$3.86 Million 0.12% of portfolio
117,502
Q2 2025 Added 188.98%
$0
$3.98 Million 0.12% of portfolio
36,018
Q2 2025 Reduced 6.06%
$0
$3.97 Million 0.12% of portfolio
50,317
Q2 2025 Reduced 20.43%
$0
$4.05 Million 0.12% of portfolio
99,967
Q2 2025 Reduced 39.74%
$135B
$3.96 Million 0.12% of portfolio
17,211
Q2 2025 Added 0.66%
$245B
$3.97 Million 0.12% of portfolio
12,741
Q2 2025 Added 2.12%
$229B
$3.66 Million 0.11% of portfolio
26,911
Q2 2025 Added 82.37%
$22.7B
$3.72 Million 0.11% of portfolio
16,697
Q2 2025 Added 0.32%
$306B
$3.77 Million 0.11% of portfolio
53,291
Q2 2025 Reduced 0.96%
$93.6B
$3.54 Million 0.11% of portfolio
6,941
Q2 2025 Added 4.31%
$150B
$3.52 Million 0.11% of portfolio
31,788
Q2 2025 Added 7.64%
$0
$3.84 Million 0.11% of portfolio
92,977
Q2 2025 Reduced 0.81%
$0
$3.77 Million 0.11% of portfolio
31,655
Q2 2025 Reduced 21.38%
$0
$3.71 Million 0.11% of portfolio
48,011
Q2 2025 Reduced 0.57%
$0
$3.56 Million 0.11% of portfolio
26,330
Q2 2025 Reduced 1.58%
$222B
$3.64 Million 0.11% of portfolio
12,454
Q2 2025 Added 14.19%
$250B
$3.57 Million 0.11% of portfolio
25,366
Q2 2025 Reduced 0.44%
$0
$3.74 Million 0.11% of portfolio
39,334
Q2 2025 Added 4.16%
$229B
$3.67 Million 0.11% of portfolio
25,139
Q2 2025 Added 7.01%
$0
$3.69 Million 0.11% of portfolio
16,969
Q2 2025 Added 130.93%
$0
$3.6 Million 0.11% of portfolio
68,820
Q2 2025 Reduced 0.75%
$92.8B
$3.76 Million 0.11% of portfolio
10,951
Q2 2025 Reduced 4.04%
$55.4B
$3.73 Million 0.11% of portfolio
23,220
Q2 2025 Added 17.4%
$0
$3.67 Million 0.11% of portfolio
85,806
Q2 2025 Reduced 20.4%
$0
$3.69 Million 0.11% of portfolio
18,900
Q2 2025 Reduced 4.24%
$0
$3.58 Million 0.11% of portfolio
40,994
Q2 2025 Added 30.33%
$31.7B
$3.59 Million 0.11% of portfolio
110,019
Q2 2025 Added 10.22%
$0
$3.42 Million 0.1% of portfolio
87,771
Q2 2025 Added 17.15%
$169B
$3.28 Million 0.1% of portfolio
6,027
Q2 2025 Added 10.14%
$0
$3.27 Million 0.1% of portfolio
68,700
Q2 2025 Added 21.63%
$0
$3.34 Million 0.1% of portfolio
69,363
Q2 2025 Added 9.29%
$0
$3.37 Million 0.1% of portfolio
109,885
Q2 2025 Added 32.46%
$0
$3.24 Million 0.1% of portfolio
36,000
Q2 2025 Reduced 38.16%
$0
$3.51 Million 0.1% of portfolio
74,574
Q2 2025 Reduced 1.3%
$203B
$3.26 Million 0.1% of portfolio
41,131
Q2 2025 Added 6.97%
$35.6B
$3.32 Million 0.1% of portfolio
57,680
Q2 2025 Added 15.77%
$232B
$3.42 Million 0.1% of portfolio
12,551
Q2 2025 Added 10.18%
$0
$3.35 Million 0.1% of portfolio
39,453
Q2 2025 Reduced 16.74%
$0
$3.45 Million 0.1% of portfolio
129,909
Q2 2025 Added 8.34%

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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