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
$15.7B
$1.47 Million 0.04% of portfolio
48,580
Q2 2025 Reduced 1.85%
$0
$1.38 Million 0.04% of portfolio
32,776
Q2 2025 Reduced 0.8%
$0
$1.49 Million 0.04% of portfolio
33,745
Q2 2025 Added 64.15%
$0
$1.22 Million 0.04% of portfolio
30,655
Q2 2025 Added 73.08%
$0
$1.2 Million 0.04% of portfolio
30,688
Q2 2025 Added 0.95%
$0
$1.35 Million 0.04% of portfolio
12,281
Q2 2025 Added 11.17%
$0
$1.2 Million 0.04% of portfolio
24,888
Q2 2025 Added 2.39%
$0
$1.34 Million 0.04% of portfolio
6,911
Q2 2025 Added 6.65%
$0
$1.31 Million 0.04% of portfolio
3,847
Q2 2025 Added 23.34%
$0
$1.23 Million 0.04% of portfolio
23,366
Q2 2025 Added 49.53%
$0
$1.23 Million 0.04% of portfolio
10,832
Q2 2025 Added 5.26%
$0
$1.23 Million 0.04% of portfolio
53,680
Q2 2025 Added 33.6%
$0
$1.28 Million 0.04% of portfolio
27,553
Q2 2025 Reduced 23.16%
$0
$1.28 Million 0.04% of portfolio
25,341
Q2 2025 Added 27.77%
$122B
$1.21 Million 0.04% of portfolio
13,852
Q2 2025 Reduced 1.83%
$12.3B
$1.5 Million 0.04% of portfolio
11,935
Q2 2025 Added 24.52%
$0
$1.31 Million 0.04% of portfolio
18,391
Q2 2025 Reduced 17.61%
$0
$1.45 Million 0.04% of portfolio
32,881
Q2 2025 Added 37.85%
$0
$1.43 Million 0.04% of portfolio
62,636
Q2 2025 Reduced 5.91%
$0
$1.49 Million 0.04% of portfolio
44,257
Q2 2025 Added 23.46%
$0
$1.31 Million 0.04% of portfolio
25,047
Q2 2025 Added 53.2%
$0
$1.4 Million 0.04% of portfolio
18,738
Q2 2025 Reduced 7.44%
$0
$1.37 Million 0.04% of portfolio
25,140
Q2 2025 Reduced 28.36%
$0
$1.25 Million 0.04% of portfolio
55,498
Q2 2025 Added 36.97%
$133B
$1.47 Million 0.04% of portfolio
1,911
Q2 2025 Added 26.31%
$108B
$1.34 Million 0.04% of portfolio
14,587
Q2 2025 Added 0.61%
$155B
$1.41 Million 0.04% of portfolio
11,411
Q2 2025 Added 1.71%
$0
$1.26 Million 0.04% of portfolio
9,920
Q2 2025 Added 2.38%
$95.6B
$1.26 Million 0.04% of portfolio
5,501
Q2 2025 Added 15.69%
$302B
$1.26 Million 0.04% of portfolio
15,733
Q2 2025 Added 5.23%
$4.67B
$1.19 Million 0.04% of portfolio
11,704
Q2 2025 Added 23.1%
$40.4B
$1.38 Million 0.04% of portfolio
9,339
Q2 2025 Added 1.77%
$0
$1.14 Million 0.03% of portfolio
25,973
Q2 2025 Added 207.52%
$57.5B
$1.16 Million 0.03% of portfolio
11,161
Q2 2025 Added 0.08%
$83.7B
$991,000 0.03% of portfolio
10,882
Q2 2025 Added 2.57%
$38.3B
$1.14 Million 0.03% of portfolio
6,811
Q2 2025 Added 2.51%
$38.4B
$1.13 Million 0.03% of portfolio
6,099
Q2 2025 Added 8.04%
$22.7B
$914,000 0.03% of portfolio
4,135
Q2 2025 Added 326.29%
$1.19B
$1.11 Million 0.03% of portfolio
19,818
Q2 2025 Reduced 5.63%
$141B
$843,000 0.03% of portfolio
23,642
Q2 2025 Added 4.73%
$111B
$865,000 0.03% of portfolio
2,683
Q2 2025 Added 1.36%
$19.1B
$983,000 0.03% of portfolio
38,749
Q2 2025 Reduced 3.34%
$21.8B
$1.12 Million 0.03% of portfolio
35,085
Q2 2025 Added 0.86%
$0
$963,000 0.03% of portfolio
23,043
Q2 2025 Added 4.65%
$26B
$1 Million 0.03% of portfolio
8,772
Q2 2025 Added 21.09%
$94.6B
$1.01 Million 0.03% of portfolio
4,103
Q2 2025 Added 77.85%
$9.89B
$958,000 0.03% of portfolio
2,338
Q2 2025 Reduced 5.69%
$7.61B
$1 Million 0.03% of portfolio
13,452
Q2 2025 Added 275.44%
$145B
$1.05 Million 0.03% of portfolio
2,928
Q2 2025 Reduced 1.98%

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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