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
$1.68 Million 0.05% of portfolio
67,246
Q2 2025 Added 143.82%
$0
$1.75 Million 0.05% of portfolio
27,401
Q2 2025 Added 5.32%
$0
$1.51 Million 0.05% of portfolio
11,396
Q2 2025 Reduced 6.14%
$0
$1.6 Million 0.05% of portfolio
10,467
Q2 2025 Reduced 15.24%
$0
$1.56 Million 0.05% of portfolio
24,268
Q2 2025 Reduced 12.26%
$3.71B
$1.67 Million 0.05% of portfolio
20,396
Q2 2025 Added 26.84%
$8.22B
$1.62 Million 0.05% of portfolio
4,788
Q2 2025 Added 30.04%
$4.82B
$1.58 Million 0.05% of portfolio
16,936
Q2 2025 Reduced 19.17%
$0
$1.7 Million 0.05% of portfolio
72,653
Q2 2025 Added 0.36%
$33.1B
$1.55 Million 0.05% of portfolio
19,034
Q2 2025 Added 0.82%
$0
$1.77 Million 0.05% of portfolio
21,670
Q2 2025 Added 21.07%
$178B
$1.61 Million 0.05% of portfolio
13,988
Q2 2025 Added 10.11%
$0
$1.79 Million 0.05% of portfolio
42,019
Q2 2025 Added 59.58%
$6.14B
$1.72 Million 0.05% of portfolio
85,859
Q2 2025 Reduced 16.38%
$18.4B
$1.59 Million 0.05% of portfolio
9,059
Q2 2025 Reduced 8.91%
$63.6B
$1.72 Million 0.05% of portfolio
2,283
Q2 2025 Added 0.48%
$1.18B
$1.58 Million 0.05% of portfolio
49,536
Q2 2025 Reduced 0.16%
$87.2B
$1.57 Million 0.05% of portfolio
8,075
Q2 2025 Added 78.37%
$76.4B
$1.76 Million 0.05% of portfolio
11,425
Q2 2025 Reduced 4.68%
$17.6B
$1.6 Million 0.05% of portfolio
20,508
Q2 2025 Added 16.44%
$39.4B
$1.56 Million 0.05% of portfolio
4,960
Q2 2025 Added 107.18%
$55.9B
$1.27 Million 0.04% of portfolio
6,304
Q2 2025 Reduced 6.32%
$86.8B
$1.23 Million 0.04% of portfolio
8,683
Q2 2025 Added 0.35%
$0
$1.24 Million 0.04% of portfolio
18,461
Q2 2025 Added 1.82%
$147B
$1.36 Million 0.04% of portfolio
12,667
Q2 2025 Added 64.96%
$83.2B
$1.39 Million 0.04% of portfolio
6,537
Q2 2025 Added 33.33%
$26.4B
$1.27 Million 0.04% of portfolio
5,437
Q2 2025 Added 0.39%
$14.8B
$1.46 Million 0.04% of portfolio
26,972
Q2 2025 New
$16.5B
$1.34 Million 0.04% of portfolio
14,568
Q2 2025 Added 10.85%
$185B
$1.5 Million 0.04% of portfolio
17,653
Q2 2025 Added 0.48%
$57.3B
$1.49 Million 0.04% of portfolio
7,601
Q2 2025 Added 5.03%
$70.9B
$1.39 Million 0.04% of portfolio
15,259
Q2 2025 Added 4.37%
$25.7B
$1.28 Million 0.04% of portfolio
2,389
Q2 2025 Added 4.19%
$75.3B
$1.5 Million 0.04% of portfolio
45,817
Q2 2025 Added 7.15%
$2.75B
$1.44 Million 0.04% of portfolio
14,010
Q2 2025 New
$0
$1.35 Million 0.04% of portfolio
7,764
Q2 2025 Reduced 1.48%
$0
$1.45 Million 0.04% of portfolio
14,742
Q2 2025 Added 203.27%
$95.8B
$1.46 Million 0.04% of portfolio
12,404
Q2 2025 Added 11.97%
$19.4B
$1.36 Million 0.04% of portfolio
3,015
Q2 2025 New
$0
$1.33 Million 0.04% of portfolio
10,920
Q2 2025 Added 38.23%
$0
$1.37 Million 0.04% of portfolio
38,931
Q2 2025 Reduced 1.84%
$0
$1.3 Million 0.04% of portfolio
24,137
Q2 2025 Reduced 79.4%
$0
$1.32 Million 0.04% of portfolio
35,084
Q2 2025 New
$17.1B
$1.23 Million 0.04% of portfolio
22,015
Q2 2025 Added 14.07%
$7.33B
$1.33 Million 0.04% of portfolio
65,916
Q2 2025 Added 8.67%
$0
$1.42 Million 0.04% of portfolio
89,200
Q2 2025 Reduced 14.14%
$0
$1.34 Million 0.04% of portfolio
27,546
Q2 2025 Reduced 8.71%
$41B
$1.4 Million 0.04% of portfolio
11,009
Q2 2025 Reduced 2.5%
$146B
$1.44 Million 0.04% of portfolio
6,180
Q2 2025 Added 36.12%

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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