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
$3.21 Million 0.1% of portfolio
80,077
Q2 2025 Added 8.21%
$0
$3.19 Million 0.1% of portfolio
123,636
Q2 2025 Added 72.06%
$182B
$3.37 Million 0.1% of portfolio
36,075
Q2 2025 Added 32.11%
$0
$3.21 Million 0.1% of portfolio
12,924
Q2 2025 Reduced 3.65%
$87.3B
$2.86 Million 0.09% of portfolio
18,799
Q2 2025 Added 12.81%
$157B
$2.95 Million 0.09% of portfolio
7,638
Q2 2025 Reduced 2.64%
$282B
$3.18 Million 0.09% of portfolio
22,395
Q2 2025 Added 9.89%
$0
$2.97 Million 0.09% of portfolio
32,647
Q2 2025 Added 38.82%
$0
$3.03 Million 0.09% of portfolio
137,796
Q2 2025 Reduced 12.74%
$423B
$2.92 Million 0.09% of portfolio
4
Q4 2024 Added 33.33%
$57.4B
$3.06 Million 0.09% of portfolio
12,585
Q2 2025 Added 8.45%
$0
$2.96 Million 0.09% of portfolio
67,340
Q2 2025 Added 62.61%
$0
$3.13 Million 0.09% of portfolio
187,175
Q2 2025 Added 50.34%
$0
$3.18 Million 0.09% of portfolio
67,615
Q2 2025 Added 8.98%
$0
$3.16 Million 0.09% of portfolio
58,963
Q2 2025 Added 17.06%
$0
$2.92 Million 0.09% of portfolio
59,076
Q2 2025 Reduced 10.71%
$89.4B
$2.85 Million 0.09% of portfolio
5,702
Q2 2025 Added 5.85%
$48.7B
$3.05 Million 0.09% of portfolio
20,984
Q2 2025 Added 11.62%
$0
$3.12 Million 0.09% of portfolio
78,032
Q2 2025 Added 197.11%
$0
$3.11 Million 0.09% of portfolio
23,045
Q2 2025 Added 16.12%
$0
$2.93 Million 0.09% of portfolio
109,754
Q2 2025 Added 729.84%
$187B
$3.15 Million 0.09% of portfolio
7,778
Q2 2025 Added 19.2%
$0
$3.17 Million 0.09% of portfolio
53,075
Q2 2025 Added 23.64%
$0
$3.15 Million 0.09% of portfolio
35,004
Q2 2025 Added 1.25%
$0
$2.81 Million 0.08% of portfolio
27,904
Q2 2025 Reduced 24.18%
$66.5B
$2.66 Million 0.08% of portfolio
26,890
Q2 2025 Added 91.5%
$55B
$2.54 Million 0.08% of portfolio
34,762
Q2 2025 Reduced 4.57%
$120B
$2.52 Million 0.08% of portfolio
28,057
Q2 2025 Added 5.9%
$23.4B
$2.57 Million 0.08% of portfolio
51,479
Q2 2025 Added 44.38%
$0
$2.8 Million 0.08% of portfolio
12,336
Q2 2025 Added 10.77%
$0
$2.8 Million 0.08% of portfolio
28,518
Q2 2025 Added 11.54%
$0
$2.75 Million 0.08% of portfolio
43,570
Q2 2025 Reduced 82.69%
$0
$2.59 Million 0.08% of portfolio
16,435
Q2 2025 Added 19.34%
$0
$2.67 Million 0.08% of portfolio
9,347
Q2 2025 Added 16.04%
$0
$2.71 Million 0.08% of portfolio
57,148
Q2 2025 Added 4.35%
$0
$2.63 Million 0.08% of portfolio
10,669
Q2 2025 Reduced 16.2%
$59.7B
$2.61 Million 0.08% of portfolio
88,780
Q2 2025 Reduced 21.0%
$113B
$2.69 Million 0.08% of portfolio
5,805
Q2 2025 Added 18.78%
$94.5B
$2.75 Million 0.08% of portfolio
5,477
Q2 2025 Reduced 8.82%
$141B
$2.71 Million 0.08% of portfolio
39,054
Q2 2025 Added 12.46%
$0
$2.84 Million 0.08% of portfolio
51,590
Q2 2025 Reduced 39.2%
$0
$2.73 Million 0.08% of portfolio
27,188
Q2 2025 Reduced 4.47%
$0
$2.54 Million 0.08% of portfolio
40,597
Q2 2025 Added 11.91%
$0
$2.65 Million 0.08% of portfolio
113,838
Q2 2025 Added 6.37%
$32.1B
$2.65 Million 0.08% of portfolio
18,389
Q2 2025 Added 7.8%
$0
$2.78 Million 0.08% of portfolio
36,517
Q2 2025 Reduced 20.67%
$0
$2.67 Million 0.08% of portfolio
29,120
Q2 2025 Added 0.14%
$0
$2.8 Million 0.08% of portfolio
110,481
Q2 2025 Added 58.5%
$177B
$2.52 Million 0.08% of portfolio
12,954
Q2 2025 Added 16.76%

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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