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Change Path

Latest statistics and disclosures from CreativeOne Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, AAPL, VTV, VUG, NVDA, and represent 11.43% of CreativeOne Wealth's stock portfolio.
Added to shares of these 10 stocks: IVE (+$21M), QQQ (+$16M), VOO (+$14M), AVEM (+$12M), NFLX (+$9.9M), IBTG (+$9.1M), VBIL (+$7.2M), DYNF (+$6.9M), BOND (+$6.2M), SPMO (+$5.9M).
Started 133 new stock positions in PNR, TEVA, DOGG, A, BCS, ZYME, DXUV, XSOE, FCFS, TJAN.
Reduced shares in these 10 stocks: BRIF (-$94M), ESUM (-$37M), QUAL (-$22M), IBD (-$14M), IBTF (-$9.4M), OAIM (-$8.6M), ELCV (-$7.3M), SOVF (-$7.0M), SCHR (-$6.0M), ISMD (-$6.0M).
Sold out of its positions in ANIP, ATGE, ACM, AEM, AMT, ARES, AGX, Assertio Holdings, AstraZeneca, ATO.
CreativeOne Wealth was a net buyer of stock by $604k.
CreativeOne Wealth has $4.1B in assets under management (AUM), dropping by 0.65%.
Central Index Key (CIK): 0001739728

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Portfolio Holdings for CreativeOne Wealth

CreativeOne Wealth holds 1170 positions in its portfolio as reported in the December 2025 quarterly 13F filing

CreativeOne Wealth has 1170 total positions. Only the first 250 positions are shown.

Sign up to view all of the CreativeOne Wealth Dec. 31, 2025 positions
Download the CreativeOne Wealth December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$99M	+3%	1.6M	62.47	View chart
Apple (AAPL)	2.3	$96M		353k	271.86	View chart
Vanguard Index Fds Value Etf (VTV)	2.3	$95M	+5%	498k	191.00	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$93M		191k	487.78	View chart
NVIDIA Corporation (NVDA)	2.1	$89M	+2%	475k	186.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$83M	+23%	136k	614.20	View chart
Amazon (AMZN)	1.9	$77M		335k	230.82	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.7	$72M	+9%	772k	93.08	View chart
Advisorshares Tr Star Glob Buyw (VEGA)	1.7	$69M		1.4M	49.10	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.7	$68M	+11%	1.1M	60.81	View chart
Microsoft Corporation (MSFT)	1.6	$67M	+2%	138k	483.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$66M	+46%	309k	212.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$58M	+3%	86k	681.83	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$58M		470k	123.26	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.3	$52M	+5%	1.1M	48.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$51M	+36%	82k	627.39	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$47M	+32%	615k	77.02	View chart
Ishares Tr Core Total Usd (IUSB)	1.1	$45M		974k	46.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$45M		65k	684.92	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	1.1	$45M	+4%	690k	64.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$43M		136k	313.02	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$40M	+5%	116k	342.96	View chart
Broadcom (AVGO)	0.9	$38M		111k	346.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$34M	+5%	425k	78.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$32M	-40%	159k	198.62	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$31M	-15%	432k	71.41	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.7	$31M		609k	50.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$30M	+11%	117k	258.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$30M	+7%	560k	53.76	View chart
Meta Platforms Cl A (META)	0.7	$30M	+6%	45k	660.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$29M		841k	34.26	View chart
Tesla Motors (TSLA)	0.7	$28M	+4%	62k	449.69	View chart
Franklin Templeton Etf Tr Us Core Div Tilt (UDIV)	0.7	$27M	+10%	511k	53.15	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$25M	+8%	753k	33.30	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$25M	-7%	303k	81.17	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$23M	+3%	587k	38.56	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$22M		408k	52.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$21M		97k	219.77	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$20M	+41%	170k	119.32	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$20M	-20%	196k	101.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$20M	+9%	58k	335.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$19M		37k	502.65	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$18M	+9%	208k	88.38	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$18M	+6%	231k	77.88	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$18M	+6%	381k	47.09	View chart
Zacks Trust Earngs Constant (ZECP)	0.4	$17M		477k	34.76	View chart
Eli Lilly & Co. (LLY)	0.4	$15M	-2%	14k	1074.71	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.4	$15M	+3%	406k	36.99	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$15M	+20%	559k	26.68	View chart
Altria (MO)	0.3	$14M	+10%	249k	57.66	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$14M	+6%	197k	69.52	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$14M		346k	39.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$14M	+3%	38k	360.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$14M	+10%	94k	143.52	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$14M	-3%	143k	94.14	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$13M		201k	66.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$13M	-12%	33k	396.31	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.3	$13M	+22%	137k	94.82	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$13M	-4%	120k	106.68	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$13M	+3%	103k	123.31	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$13M	+18%	194k	64.79	View chart
Palantir Technologies Cl A (PLTR)	0.3	$13M	-30%	70k	177.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$12M	-4%	215k	57.27	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.3	$12M	+162%	155k	75.43	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.3	$12M	+9%	899k	12.88	View chart
Spdr Series Trust Portfolio S&p500 (SPYM)	0.3	$11M		141k	80.22	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$11M	+6%	76k	148.68	View chart
Netflix (NFLX)	0.3	$11M	+801%	119k	93.76	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$11M	+59%	218k	50.58	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$11M	-21%	44k	251.15	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$11M		112k	96.28	View chart
Verizon Communications (VZ)	0.3	$11M		258k	40.73	View chart
Abbvie (ABBV)	0.3	$11M		46k	228.48	View chart
JPMorgan Chase & Co. (JPM)	0.3	$10M		32k	322.21	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$10M	+758%	448k	22.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$10M	-5%	33k	313.79	View chart
Wal-Mart Stores (WMT)	0.2	$10M	+6%	92k	111.43	View chart
International Business Machines (IBM)	0.2	$9.9M	+5%	33k	296.24	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$9.7M	+4%	166k	58.35	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	0.2	$9.4M	-19%	235k	39.92	View chart
Ge Aerospace Com New (GE)	0.2	$9.2M	-14%	30k	307.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$9.1M	+4%	323k	28.24	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$9.1M		179k	50.86	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$9.1M	+16%	106k	85.37	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.2	$9.0M		301k	29.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.9M	+13%	93k	96.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.2	$8.8M	+16%	331k	26.53	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$8.5M	+15%	168k	50.58	View chart
Procter & Gamble Company (PG)	0.2	$8.5M	-2%	59k	143.31	View chart
Home Depot (HD)	0.2	$8.0M		23k	344.25	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$7.9M	+116%	55k	143.94	View chart
Visa Com Cl A (V)	0.2	$7.8M	+2%	22k	350.67	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$7.7M	+12%	99k	77.90	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$7.6M	+140%	84k	90.72	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$7.6M	+234%	170k	44.72	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$7.6M	+28%	171k	44.41	View chart
Pepsi (PEP)	0.2	$7.5M		53k	143.47	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$7.4M	-6%	116k	64.42	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$7.4M	+9%	314k	23.62	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.2	$7.4M		253k	29.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$7.4M	+4%	226k	32.65	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$7.3M		190k	38.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$7.2M	-25%	38k	192.05	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$7.2M	+9%	174k	41.27	View chart
Philip Morris International (PM)	0.2	$7.0M	+6%	44k	160.40	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.2	$7.0M	+4%	113k	62.31	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.2	$7.0M	+70%	268k	26.16	View chart
Exxon Mobil Corporation (XOM)	0.2	$7.0M	+5%	58k	120.32	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$7.0M	+16%	15k	480.57	View chart
Pfizer (PFE)	0.2	$7.0M	+11%	280k	24.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$6.9M	+4%	9.1k	750.90	View chart
T. Rowe Price (TROW)	0.2	$6.8M	+13%	66k	102.38	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$6.6M	+6%	72k	92.81	View chart
Goldman Sachs (GS)	0.2	$6.6M	+3%	7.4k	888.17	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$6.6M		154k	42.56	View chart
Johnson & Johnson (JNJ)	0.2	$6.5M	-9%	32k	206.95	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$6.4M	+2%	128k	49.90	View chart
Costco Wholesale Corporation (COST)	0.2	$6.4M	-3%	7.4k	863.60	View chart
Micron Technology (MU)	0.2	$6.4M	+53%	22k	285.48	View chart
Caterpillar (CAT)	0.2	$6.2M		11k	572.87	View chart
Chevron Corporation (CVX)	0.2	$6.2M		41k	152.37	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.1M	+13%	11k	570.48	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$6.1M		164k	37.40	View chart
Morgan Stanley Com New (MS)	0.1	$6.1M	+4%	35k	177.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$6.1M	+25%	25k	246.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$6.0M	+2%	13k	473.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$6.0M	-17%	60k	99.85	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$6.0M	+11%	44k	136.94	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$5.9M	+86%	23k	253.17	View chart
Intuit (INTU)	0.1	$5.9M	+3%	8.9k	662.29	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$5.8M	+4%	84k	69.47	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$5.7M		123k	46.80	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$5.6M	+7%	118k	47.95	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$5.6M	-2%	65k	87.17	View chart
Amgen (AMGN)	0.1	$5.6M	+7%	17k	327.34	View chart
Simon Property (SPG)	0.1	$5.6M	+12%	30k	185.13	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$5.6M	+9%	9.4k	596.95	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$5.4M	+17%	35k	153.80	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$5.4M		20k	275.36	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$5.3M		65k	82.48	View chart
Simplify Exchange Traded Fun Target 15 Distri (XV)	0.1	$5.3M	+34%	209k	25.37	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$5.2M		53k	97.84	View chart
McKesson Corporation (MCK)	0.1	$5.2M	-7%	6.3k	821.01	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$5.2M	-3%	171k	30.20	View chart
UnitedHealth (UNH)	0.1	$5.2M	+3%	16k	330.09	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$5.1M	-5%	119k	42.87	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$5.0M	+13%	33k	154.15	View chart
American Express Company (AXP)	0.1	$5.0M		14k	369.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.0M		184k	27.41	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$5.0M	+14%	51k	99.52	View chart
Oracle Corporation (ORCL)	0.1	$5.0M		26k	195.48	View chart
Amphenol Corp Cl A (APH)	0.1	$5.0M	+32%	37k	135.15	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$5.0M		131k	38.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$4.9M	+5%	75k	66.00	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$4.9M	NEW	91k	54.07	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$4.9M	+2%	105k	46.81	View chart
Deere & Company (DE)	0.1	$4.9M	-5%	11k	465.13	View chart
Merck & Co (MRK)	0.1	$4.8M	-3%	46k	105.22	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.8M	+2%	26k	183.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.8M	+4%	40k	120.18	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$4.7M	+9%	83k	56.80	View chart
Vanguard World Health Car Etf (VHT)	0.1	$4.7M		16k	287.84	View chart
Applied Materials (AMAT)	0.1	$4.7M	-13%	18k	256.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$4.7M		57k	82.32	View chart
Bank of America Corporation (BAC)	0.1	$4.7M	+2%	86k	55.01	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$4.7M		44k	107.12	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$4.7M	+2%	202k	23.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$4.6M	-2%	58k	79.47	View chart
Advanced Micro Devices (AMD)	0.1	$4.5M	-4%	21k	214.16	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.5M	+10%	53k	84.64	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$4.5M	+45%	90k	49.70	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.1	$4.5M	-35%	26k	174.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$4.4M	+34%	59k	74.10	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$4.4M	-2%	91k	48.00	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$4.3M	-2%	98k	44.25	View chart
Union Pacific Corporation (UNP)	0.1	$4.2M	+4%	18k	231.34	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$4.2M	+55%	16k	268.30	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.2M		63k	67.22	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$4.2M	+9%	43k	98.50	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$4.2M	NEW	47k	89.76	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.2M		20k	212.48	View chart
Global X Fds Adaptive Us (AUSF)	0.1	$4.2M	+381%	90k	46.37	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$4.2M	+18%	84k	49.67	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$4.2M	+30%	235k	17.67	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$4.1M		58k	71.03	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$4.1M	+36%	155k	26.47	View chart
Axon Enterprise (AXON)	0.1	$4.1M	+2%	7.2k	567.93	View chart
Cisco Systems (CSCO)	0.1	$4.1M	+6%	53k	77.00	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$4.0M	+11%	74k	54.76	View chart
Palo Alto Networks (PANW)	0.1	$4.0M	-5%	22k	184.20	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$4.0M	-56%	39k	102.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$4.0M		35k	113.92	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.0M	+12%	20k	199.73	View chart
Coca-Cola Company (KO)	0.1	$3.9M	+5%	56k	69.94	View chart
McDonald's Corporation (MCD)	0.1	$3.9M		13k	305.31	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	0.1	$3.9M		171k	22.79	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$3.9M	+2%	96k	40.63	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$3.9M	+5%	39k	100.05	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$3.9M	+2%	26k	148.98	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$3.8M		75k	51.50	View chart
Realty Income (O)	0.1	$3.8M	+7%	68k	56.37	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$3.8M	+24%	32k	119.39	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$3.8M	+19%	80k	47.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$3.8M	+9%	73k	51.56	View chart
Gilead Sciences (GILD)	0.1	$3.8M	+2%	31k	122.77	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.8M	+8%	22k	171.15	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$3.7M	+11%	34k	110.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$3.7M	+12%	73k	51.18	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.7M		62k	59.93	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$3.7M	+14%	22k	170.63	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$3.6M	+72%	51k	71.42	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$3.6M		73k	49.86	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$3.6M	-15%	44k	82.77	View chart
3M Company (MMM)	0.1	$3.6M	+8%	22k	160.11	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$3.6M	-12%	108k	33.02	View chart
salesforce (CRM)	0.1	$3.5M	+9%	13k	265.07	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$3.5M	+7%	45k	78.10	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$3.5M	+391%	80k	43.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$3.5M	-13%	80k	43.92	View chart
Paychex (PAYX)	0.1	$3.5M	+23%	31k	112.19	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.5M	+6%	46k	75.45	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$3.5M	-4%	77k	45.21	View chart
Vici Pptys (VICI)	0.1	$3.4M	+12%	122k	28.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$3.4M	+838%	63k	54.83	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$3.4M	-4%	46k	74.89	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$3.4M	+3%	85k	40.25	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$3.4M	-41%	27k	127.25	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$3.4M	-37%	71k	48.09	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$3.4M	+9%	56k	59.93	View chart
At&t (T)	0.1	$3.4M	-4%	136k	24.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$3.4M	+618%	69k	48.99	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$3.4M	+23%	24k	141.16	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$3.2M	+5%	35k	93.82	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$3.2M		10k	323.00	View chart
Arista Networks Com Shs (ANET)	0.1	$3.2M	-12%	25k	131.03	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$3.2M	+58%	27k	119.41	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$3.2M		32k	101.98	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$3.2M	-11%	43k	73.63	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$3.2M	+4%	28k	111.79	View chart
Dow (DOW)	0.1	$3.1M	+24%	135k	23.38	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.1	$3.1M	+3%	68k	46.00	View chart
Abbott Laboratories (ABT)	0.1	$3.1M	+4%	25k	125.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$3.1M		59k	52.95	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$3.1M	+20%	56k	55.80	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$3.1M		17k	181.21	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$3.1M		34k	91.45	View chart
Kinder Morgan (KMI)	0.1	$3.1M	+12%	113k	27.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$3.1M		55k	55.92	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$3.1M	+12%	39k	77.64	View chart
Dollar General (DG)	0.1	$3.0M	+151%	23k	133.16	View chart

Past Filings by CreativeOne Wealth

SEC 13F filings are viewable for CreativeOne Wealth going back to 2018

CreativeOne Wealth 2025 Q4 filed Feb. 13, 2026
CreativeOne Wealth 2025 Q3 filed Nov. 13, 2025
CreativeOne Wealth 2025 Q2 filed Aug. 12, 2025
CreativeOne Wealth 2025 Q1 filed May 14, 2025
CreativeOne Wealth 2024 Q4 filed Feb. 13, 2025
CreativeOne Wealth 2024 Q3 filed Nov. 13, 2024
CreativeOne Wealth 2024 Q2 filed Aug. 14, 2024
CreativeOne Wealth 2024 Q1 filed May 14, 2024
CreativeOne Wealth 2023 Q4 filed Feb. 9, 2024
CreativeOne Wealth 2023 Q3 filed Oct. 17, 2023
CreativeOne Wealth 2023 Q2 amended filed Aug. 16, 2023
CreativeOne Wealth 2023 Q2 filed Aug. 14, 2023
CreativeOne Wealth 2023 Q1 filed May 15, 2023
CreativeOne Wealth 2022 Q4 filed Feb. 15, 2023
CreativeOne Wealth 2022 Q3 filed Nov. 15, 2022
CreativeOne Wealth 2022 Q2 filed Aug. 12, 2022

View all past filings

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