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
$1.87B
$1.4 Million 0.04% of portfolio
4,360
Q3 2025 Reduced 23.12%
$269B
$1.29 Million 0.04% of portfolio
5,394
Q3 2025 Added 14.77%
$20.8B
$1.3 Million 0.04% of portfolio
6,379
Q3 2025 Reduced 29.58%
$0
$1.46 Million 0.04% of portfolio
97,848
Q3 2025 Reduced 23.31%
$0
$1.41 Million 0.04% of portfolio
11,675
Q3 2025 Added 11.47%
$0
$1.29 Million 0.04% of portfolio
9,860
Q3 2025 Reduced 0.6%
$72.7B
$1.31 Million 0.04% of portfolio
6,676
Q3 2025 Reduced 17.33%
$317B
$1.53 Million 0.04% of portfolio
18,232
Q3 2025 Added 15.88%
$12.2B
$1.46 Million 0.04% of portfolio
7,495
Q3 2025 Reduced 39.03%
$42.4B
$1.43 Million 0.04% of portfolio
9,397
Q3 2025 Added 0.62%
$55.6B
$1.42 Million 0.04% of portfolio
9,723
Q3 2025 Reduced 38.52%
$21.1B
$1.36 Million 0.04% of portfolio
16,446
Q3 2025 Reduced 19.81%
$0
$1.15 Million 0.03% of portfolio
25,049
Q3 2025 Reduced 3.56%
$0
$1.11 Million 0.03% of portfolio
94,025
Q3 2025 Added 109.59%
$78.4B
$1.19 Million 0.03% of portfolio
8,948
Q3 2025 Added 3.05%
$89.3B
$1.12 Million 0.03% of portfolio
10,302
Q3 2025 Reduced 5.33%
$20.1B
$1.02 Million 0.03% of portfolio
1,796
Q3 2025 Added 13.81%
$27.4B
$1.12 Million 0.03% of portfolio
4,587
Q3 2025 Reduced 15.63%
$16.9B
$1.05 Million 0.03% of portfolio
11,736
Q3 2025 Reduced 19.44%
$3.74B
$1.14 Million 0.03% of portfolio
28,267
Q3 2025 Reduced 40.64%
$40.3B
$1.03 Million 0.03% of portfolio
3,041
Q3 2025 Added 28.91%
$65.7B
$1.19 Million 0.03% of portfolio
14,947
Q3 2025 Reduced 2.04%
$111B
$1.04 Million 0.03% of portfolio
3,166
Q3 2025 Added 18.0%
$69.4B
$1.07 Million 0.03% of portfolio
13,089
Q3 2025 Added 6.19%
$49.5B
$1.22 Million 0.03% of portfolio
7,170
Q3 2025 Reduced 45.91%
$2.2B
$936,000 0.03% of portfolio
9,237
Q3 2025 Reduced 34.07%
$23.5B
$1.04 Million 0.03% of portfolio
29,761
Q3 2025 Reduced 15.17%
$0
$1.02 Million 0.03% of portfolio
24,039
Q3 2025 Added 4.32%
$0
$1.04 Million 0.03% of portfolio
10,268
Q3 2025 Reduced 30.35%
$23.5B
$940,000 0.03% of portfolio
9,100
Q3 2025 Added 3.74%
$14.5B
$1.19 Million 0.03% of portfolio
2,767
Q3 2025 Reduced 41.67%
$140B
$1.11 Million 0.03% of portfolio
2,968
Q3 2025 Added 1.37%
$46.1B
$941,000 0.03% of portfolio
10,355
Q3 2025 Added 5.58%
$70.2B
$1.21 Million 0.03% of portfolio
38,558
Q3 2025 Added 4.75%
$15.1B
$1.21 Million 0.03% of portfolio
3,313
Q3 2025 Added 202.28%
$76.2B
$1.01 Million 0.03% of portfolio
2,075
Q3 2025 Reduced 5.08%
$0
$949,000 0.03% of portfolio
16,820
Q3 2025 Added 11.69%
$0
$1.11 Million 0.03% of portfolio
8,258
Q3 2025 Reduced 24.38%
$0
$1.16 Million 0.03% of portfolio
11,797
Q3 2025 Reduced 5.76%
$0
$880,000 0.03% of portfolio
17,680
Q3 2025 Added 45.8%
$0
$977,000 0.03% of portfolio
25,702
Q3 2025 Reduced 33.98%
$0
$1.07 Million 0.03% of portfolio
27,716
Q3 2025 Reduced 21.0%
$0
$991,000 0.03% of portfolio
17,714
Q3 2025 Reduced 26.61%
$19.8B
$1.15 Million 0.03% of portfolio
18,261
Q3 2025 Reduced 17.05%
$24.4B
$1.22 Million 0.03% of portfolio
7,020
Q3 2025 Reduced 8.09%
$94.5B
$1.09 Million 0.03% of portfolio
3,194
Q3 2025 Reduced 8.48%
$0
$1.09 Million 0.03% of portfolio
68,577
Q3 2025 Reduced 23.12%
$0
$1.03 Million 0.03% of portfolio
20,842
Q3 2025 Reduced 24.34%
$9.75B
$1.01 Million 0.03% of portfolio
13,797
Q3 2025 Reduced 16.68%

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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