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
$228B
$3.23 Million 0.09% of portfolio
24,080
Q3 2025 Reduced 10.52%
$0
$3.1 Million 0.09% of portfolio
31,181
Q3 2025 Reduced 4.49%
$453B
$3.02 Million 0.09% of portfolio
4
Q4 2024 Added 33.33%
$0
$3.07 Million 0.09% of portfolio
59,091
Q3 2025 Added 20.63%
$0
$3.06 Million 0.09% of portfolio
55,973
Q3 2025 Added 24.9%
$0
$3.2 Million 0.09% of portfolio
64,887
Q3 2025 Reduced 64.08%
$156B
$3.32 Million 0.09% of portfolio
29,904
Q3 2025 Reduced 5.93%
$0
$3.07 Million 0.09% of portfolio
180,370
Q3 2025 Reduced 3.64%
$0
$3.08 Million 0.09% of portfolio
12,482
Q3 2025 Added 1.18%
$0
$3 Million 0.09% of portfolio
16,981
Q3 2025 Added 3.32%
$0
$3.15 Million 0.09% of portfolio
9,843
Q3 2025 Added 5.31%
$0
$3.08 Million 0.09% of portfolio
25,768
Q3 2025 Reduced 18.6%
$0
$3.29 Million 0.09% of portfolio
12,013
Q3 2025 Added 12.6%
$0
$3.13 Million 0.09% of portfolio
18,868
Q3 2025 Added 80.26%
$0
$3.17 Million 0.09% of portfolio
66,666
Q3 2025 Reduced 10.6%
$86.7B
$3.33 Million 0.09% of portfolio
5,460
Q3 2025 Reduced 4.24%
$0
$3.19 Million 0.09% of portfolio
41,988
Q3 2025 Added 14.98%
$0
$3.07 Million 0.09% of portfolio
113,873
Q3 2025 Reduced 12.34%
$0
$3.22 Million 0.09% of portfolio
35,080
Q3 2025 Added 20.47%
$0
$3.31 Million 0.09% of portfolio
71,473
Q3 2025 Added 70.1%
$0
$3.3 Million 0.09% of portfolio
81,378
Q3 2025 Added 1.62%
$0
$3.28 Million 0.09% of portfolio
44,046
Q3 2025 Reduced 27.75%
$0
$3.1 Million 0.09% of portfolio
51,606
Q3 2025 Reduced 2.77%
$0
$3.19 Million 0.09% of portfolio
43,394
Q3 2025 Added 12.04%
$0
$3.1 Million 0.09% of portfolio
34,565
Q3 2025 Reduced 1.25%
$0
$2.91 Million 0.08% of portfolio
32,689
Q3 2025 New
$0
$2.96 Million 0.08% of portfolio
27,194
Q3 2025 Reduced 2.54%
$53.8B
$2.74 Million 0.08% of portfolio
11,679
Q3 2025 Reduced 7.2%
$115B
$2.79 Million 0.08% of portfolio
5,694
Q3 2025 Reduced 17.97%
$0
$2.84 Million 0.08% of portfolio
89,752
Q3 2025 Reduced 18.32%
$0
$2.9 Million 0.08% of portfolio
60,640
Q3 2025 Added 6.11%
$61.6B
$2.84 Million 0.08% of portfolio
100,244
Q3 2025 Added 12.91%
$168B
$2.8 Million 0.08% of portfolio
37,146
Q3 2025 Reduced 4.89%
$39.8B
$2.92 Million 0.08% of portfolio
61,749
Q3 2025 Added 4.32%
$0
$2.91 Million 0.08% of portfolio
30,260
Q3 2025 Added 26.49%
$0
$2.69 Million 0.08% of portfolio
39,528
Q3 2025 Reduced 2.63%
$237B
$2.89 Million 0.08% of portfolio
12,182
Q3 2025 Reduced 2.94%
$86.1B
$2.66 Million 0.08% of portfolio
7,688
Q3 2025 Reduced 29.8%
$1.46T
$2.69 Million 0.08% of portfolio
9,646
Q3 2025 Reduced 9.11%
$177B
$2.63 Million 0.08% of portfolio
13,525
Q3 2025 Added 4.41%
$222B
$2.73 Million 0.08% of portfolio
5,620
Q3 2025 Reduced 27.74%
$0
$2.76 Million 0.08% of portfolio
9,407
Q3 2025 Added 11.83%
$0
$2.75 Million 0.08% of portfolio
35,057
Q3 2025 Added 3.63%
$0
$2.64 Million 0.08% of portfolio
19,186
Q3 2025 Added 15.89%
$74.3B
$2.69 Million 0.08% of portfolio
42,500
Q3 2025 Added 15.1%
$152B
$2.5 Million 0.07% of portfolio
10,150
Q3 2025 Reduced 24.66%
$151B
$2.49 Million 0.07% of portfolio
7,055
Q3 2025 Reduced 7.63%
$0
$2.57 Million 0.07% of portfolio
126,045
Q3 2025 Reduced 8.53%
$19B
$2.55 Million 0.07% of portfolio
12,418
Q3 2025 Reduced 25.63%

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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