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
$57.9B
$1.38 Million 0.04% of portfolio
6,438
Q3 2025 Added 2.13%
$62.3B
$1.26 Million 0.04% of portfolio
11,192
Q3 2025 Added 0.28%
$0
$1.5 Million 0.04% of portfolio
20,646
Q3 2025 Added 11.84%
$99.5B
$1.53 Million 0.04% of portfolio
33,880
Q3 2025 Reduced 3.91%
$77.2B
$1.5 Million 0.04% of portfolio
7,034
Q3 2025 Added 7.6%
$53.8B
$1.3 Million 0.04% of portfolio
8,277
Q3 2025 Added 21.52%
$45.2B
$1.34 Million 0.04% of portfolio
22,402
Q3 2025 Reduced 35.56%
$20.6B
$1.35 Million 0.04% of portfolio
37,784
Q3 2025 Added 40.09%
$32.4B
$1.28 Million 0.04% of portfolio
4,653
Q3 2025 Added 8.23%
$120B
$1.49 Million 0.04% of portfolio
47,286
Q3 2025 Added 100.01%
$32.5B
$1.49 Million 0.04% of portfolio
1,808
Q3 2025 Reduced 24.32%
$113B
$1.5 Million 0.04% of portfolio
15,810
Q3 2025 Reduced 43.65%
$73.4B
$1.51 Million 0.04% of portfolio
42,504
Q3 2025 Reduced 7.23%
$34.7B
$1.24 Million 0.04% of portfolio
8,724
Q3 2025 Added 83.55%
$0
$1.43 Million 0.04% of portfolio
44,835
Q3 2025 Added 224.7%
$13.4B
$1.33 Million 0.04% of portfolio
32,102
Q3 2025 Added 135.92%
$0
$1.27 Million 0.04% of portfolio
13,178
Q3 2025 Added 38.69%
$0
$1.23 Million 0.04% of portfolio
30,775
Q3 2025 Added 118.87%
$52.1B
$1.52 Million 0.04% of portfolio
126,989
Q3 2025 Reduced 22.77%
$0
$1.48 Million 0.04% of portfolio
43,666
Q3 2025 Reduced 23.85%
$0
$1.33 Million 0.04% of portfolio
68,268
Q3 2025 Reduced 21.59%
$0
$1.5 Million 0.04% of portfolio
42,253
Q3 2025 Reduced 22.97%
$0
$1.24 Million 0.04% of portfolio
37,000
Q3 2025 Reduced 23.85%
$0
$1.28 Million 0.04% of portfolio
26,830
Q3 2025 Reduced 10.57%
$51.1B
$1.51 Million 0.04% of portfolio
16,800
Q3 2025 Added 51.43%
$12.4B
$1.32 Million 0.04% of portfolio
53,483
Q3 2025 Added 10.09%
$74.9B
$1.45 Million 0.04% of portfolio
5,576
Q3 2025 Added 173.87%
$0
$1.38 Million 0.04% of portfolio
31,357
Q3 2025 Reduced 4.33%
$0
$1.41 Million 0.04% of portfolio
33,263
Q3 2025 Added 29.18%
$0
$1.29 Million 0.04% of portfolio
31,241
Q3 2025 Added 1.91%
$0
$1.23 Million 0.04% of portfolio
22,793
Q3 2025 Added 33.85%
$0
$1.29 Million 0.04% of portfolio
29,804
Q3 2025 Reduced 2.88%
$0
$1.35 Million 0.04% of portfolio
10,795
Q3 2025 Reduced 0.34%
$0
$1.24 Million 0.04% of portfolio
4,837
Q3 2025 Added 12.57%
$0
$1.51 Million 0.04% of portfolio
10,623
Q3 2025 Reduced 6.78%
$0
$1.43 Million 0.04% of portfolio
21,476
Q3 2025 Reduced 11.5%
$55.4B
$1.29 Million 0.04% of portfolio
4,211
Q3 2025 Added 2.18%
$128B
$1.32 Million 0.04% of portfolio
13,825
Q3 2025 Reduced 0.19%
$45.2B
$1.27 Million 0.04% of portfolio
2,232
Q3 2025 Reduced 40.05%
$31.5B
$1.48 Million 0.04% of portfolio
20,347
Q3 2025 Added 6.9%
$0
$1.4 Million 0.04% of portfolio
18,055
Q3 2025 Reduced 1.83%
$187B
$1.53 Million 0.04% of portfolio
9,183
Q3 2025 Reduced 37.66%
$14.2B
$1.23 Million 0.04% of portfolio
3,920
Q3 2025 New
$0
$1.23 Million 0.04% of portfolio
53,504
Q3 2025 Reduced 14.58%
$0
$1.3 Million 0.04% of portfolio
14,502
Q3 2025 Added 454.57%
$0
$1.42 Million 0.04% of portfolio
15,736
Q3 2025 Added 44.73%
$0
$1.28 Million 0.04% of portfolio
37,852
Q3 2025 Reduced 14.47%
$0
$1.52 Million 0.04% of portfolio
26,514
Q3 2025 Added 5.47%
$97.3B
$1.24 Million 0.04% of portfolio
14,664
Q3 2025 Added 0.53%

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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