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Change Path

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

Top 5 stock holdings are BRIF, VEA, VUG, AAPL, VTV, and represent 11.06% of CreativeOne Wealth's stock portfolio.
Added to shares of these 10 stocks: MTBA (+$29M), OEF (+$17M), DYNF (+$12M), BAI (+$12M), SHLD (+$12M), QQQ (+$9.1M), SPYG (+$7.6M), AVEM (+$7.2M), HYS (+$7.0M), BUFZ (+$6.5M).
Started 124 new stock positions in CYBR, MDYG, NUKZ, PFXF, PAAS, ZSEP, AMDL, BTCO, PFN, NSEP.
Reduced shares in these 10 stocks: MBB (-$27M), IYW (-$19M), EFG (-$16M), BRK.B (-$8.9M), FOCT (-$7.9M), FNOV (-$5.8M), JPME (-$5.7M), FDEC (-$5.7M), FMAY (-$5.5M), MMC.
Sold out of its positions in AVAV, AB, ATRO, AVB, BIDU, SHYM, XHLF, CPT, CPRX, CAKE.
CreativeOne Wealth was a net buyer of stock by $37M.
CreativeOne Wealth has $4.1B in assets under management (AUM), dropping by 7.30%.
Central Index Key (CIK): 0001739728

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Portfolio Holdings for CreativeOne Wealth

CreativeOne Wealth holds 1145 positions in its portfolio as reported in the September 2025 quarterly 13F filing

CreativeOne Wealth has 1145 total positions. Only the first 250 positions are shown.

Sign up to view all of the CreativeOne Wealth Sept. 30, 2025 positions
Download the CreativeOne Wealth September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Neos Etf Trust Fis Bright Port (BRIF)	2.3	$95M		3.2M	29.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$91M		1.5M	59.92	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$91M		190k	479.66	View chart
Apple (AAPL)	2.2	$88M		347k	254.63	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$88M		470k	186.48	View chart
NVIDIA Corporation (NVDA)	2.1	$86M	+3%	462k	186.58	View chart
Amazon (AMZN)	1.8	$73M		333k	219.57	View chart
Microsoft Corporation (MSFT)	1.7	$70M	+2%	135k	517.94	View chart
Advisorshares Tr Star Glob Buyw (VEGA)	1.6	$67M	+3%	1.4M	48.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$66M	+15%	110k	600.30	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.6	$66M	-6%	705k	93.35	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.5	$60M	+25%	1.0M	59.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$56M		463k	120.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$55M	+5%	83k	666.27	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$52M	-7%	268k	194.50	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.2	$50M	+3%	1.0M	49.46	View chart
Ishares Tr Core Total Usd (IUSB)	1.1	$45M		972k	46.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$44M	+4%	211k	206.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$43M		65k	669.29	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	1.0	$42M	+16%	662k	63.02	View chart
Strategy Eventide Us Mrkt (ESUM)	0.9	$38M		1.4M	27.18	View chart
Broadcom (AVGO)	0.9	$37M	-3%	113k	329.89	View chart
Ishares Tr S&p 100 Etf (OEF)	0.9	$37M	+86%	110k	332.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$37M	+7%	60k	612.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$35M	+25%	464k	75.11	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$35M	-11%	511k	67.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$33M	-6%	134k	243.12	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$32M	+2%	401k	78.92	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.8	$31M	+1841%	613k	50.35	View chart
Meta Platforms Cl A (META)	0.8	$31M	+11%	42k	734.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$29M	+22%	856k	33.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$28M		523k	54.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$27M	+2%	104k	254.33	View chart
Tesla Motors (TSLA)	0.6	$26M	+5%	60k	444.68	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$26M	+3%	247k	102.99	View chart
Franklin Templeton Etf Tr Us Core Div Tilt (UDIV)	0.6	$24M	+13%	461k	52.39	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$24M	+26%	329k	72.77	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$24M	+101%	695k	34.16	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$22M	+4%	567k	37.86	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$21M	+6%	402k	53.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$21M		97k	215.78	View chart
Palantir Technologies Cl A (PLTR)	0.4	$18M		101k	182.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$18M	-32%	37k	502.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$18M	-15%	53k	328.10	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$17M		190k	91.46	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$17M	-3%	218k	78.09	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$17M		358k	46.97	View chart
Netflix (NFLX)	0.4	$16M	+19%	13k	1198.92	View chart
Zacks Trust Earngs Constant (ZECP)	0.4	$16M	+2%	468k	33.62	View chart
Altria (MO)	0.4	$15M	+6%	226k	66.06	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.4	$15M		615k	24.15	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.4	$15M	+5%	393k	37.35	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$15M	-3%	120k	121.06	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$14M	+8%	148k	95.10	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$14M	-16%	56k	244.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$13M	+2%	38k	355.47	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$13M	+45%	342k	38.57	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$13M	-10%	203k	65.00	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$13M	+136%	126k	104.49	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$13M	+3%	184k	70.85	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$13M	+5%	226k	57.09	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$12M	-19%	462k	26.84	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.3	$12M	+10%	820k	14.98	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$12M	-2%	100k	120.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$12M	-27%	85k	140.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$12M	+16%	37k	326.36	View chart
Verizon Communications (VZ)	0.3	$12M	+6%	263k	43.95	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	0.3	$12M	-6%	290k	39.77	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$12M	NEW	164k	70.24	View chart
Eli Lilly & Co. (LLY)	0.3	$11M	+5%	15k	762.77	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$11M	+3%	140k	78.34	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.3	$11M	+184%	112k	95.68	View chart
Abbvie (ABBV)	0.3	$11M	+3%	46k	231.52	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$11M	+8%	111k	95.19	View chart
Ge Aerospace Com New (GE)	0.3	$11M	-5%	35k	300.84	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$10M	-2%	71k	145.65	View chart
JPMorgan Chase & Co. (JPM)	0.3	$10M	+2%	33k	315.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$9.6M	-9%	51k	189.72	View chart
Home Depot (HD)	0.2	$9.4M	-3%	23k	405.01	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.2	$9.4M	-6%	403k	23.36	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$9.3M	+6%	159k	58.54	View chart
Procter & Gamble Company (PG)	0.2	$9.3M	-7%	61k	153.65	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$9.3M	+10%	90k	103.38	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$9.3M		181k	51.08	View chart
International Business Machines (IBM)	0.2	$9.0M	+16%	32k	282.18	View chart
Wal-Mart Stores (WMT)	0.2	$8.9M	-4%	87k	103.05	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.2	$8.7M	+81%	296k	29.34	View chart
Unified Ser Tr Oneascent Intl (OAIM)	0.2	$8.6M		214k	40.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$8.5M	+10%	308k	27.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$8.4M	-2%	35k	243.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$7.7M	+9%	82k	93.49	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.2	$7.5M	-22%	257k	29.32	View chart
Visa Com Cl A (V)	0.2	$7.4M	-11%	22k	341.44	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$7.4M	+13%	146k	50.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.2	$7.4M	+723%	285k	25.90	View chart
Strategy Eventide High Di (ELCV)	0.2	$7.3M		274k	26.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$7.3M	+18%	73k	100.26	View chart
Pepsi (PEP)	0.2	$7.3M	+8%	52k	140.38	View chart
Oracle Corporation (ORCL)	0.2	$7.2M	+15%	26k	281.61	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$7.1M	+44%	25k	281.77	View chart
Costco Wholesale Corporation (COST)	0.2	$7.1M	-5%	7.6k	926.63	View chart
Elevation Series Trust Sovereigns Capit (SOVF)	0.2	$7.0M		232k	30.28	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$7.0M	+9%	92k	76.45	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$7.0M	-18%	137k	50.75	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$6.9M	+6%	276k	25.13	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$6.9M	+4%	88k	78.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$6.9M	-34%	216k	31.84	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$6.8M	-13%	188k	36.35	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$6.8M	-2%	287k	23.71	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.2	$6.8M	-19%	40k	171.18	View chart
Philip Morris International (PM)	0.2	$6.7M	+12%	41k	162.21	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$6.6M	+6%	159k	41.58	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$6.5M	+5%	8.8k	746.02	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$6.5M		266k	24.40	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$6.5M	+5%	152k	42.76	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.2	$6.5M	+3%	109k	59.61	View chart
Johnson & Johnson (JNJ)	0.2	$6.5M		35k	185.46	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$6.4M	-4%	239k	26.95	View chart
Chevron Corporation (CVX)	0.2	$6.4M	-8%	41k	155.33	View chart
Pfizer (PFE)	0.2	$6.4M	+6%	251k	25.48	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$6.3M	-5%	67k	93.75	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.2	$6.3M		161k	38.86	View chart
Exxon Mobil Corporation (XOM)	0.2	$6.2M	+2%	55k	112.76	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$6.2M	+12%	45k	135.65	View chart
Flexshares Tr Discp Dur Mbs (MBSD)	0.1	$6.1M		295k	20.86	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$6.1M	+10%	163k	37.78	View chart
T. Rowe Price (TROW)	0.1	$6.0M	+2%	58k	102.64	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$5.9M	+13%	67k	89.38	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.1	$5.9M		143k	41.57	View chart
Intuit (INTU)	0.1	$5.8M	-14%	8.5k	683.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$5.8M	-7%	12k	468.92	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$5.8M	+8%	13k	463.74	View chart
Goldman Sachs (GS)	0.1	$5.8M		7.2k	802.89	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$5.8M	+1631%	125k	46.12	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$5.7M	+32%	133k	42.79	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$5.6M	-3%	39k	142.41	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$5.6M		122k	45.76	View chart
Zillow Group Cl A (ZG)	0.1	$5.5M	-18%	75k	74.44	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$5.4M		112k	48.47	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$5.4M	+8%	125k	43.30	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$5.4M	-18%	178k	30.29	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$5.4M	+2%	80k	67.26	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.4M	-16%	9.4k	568.99	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$5.3M	+4%	110k	48.19	View chart
McKesson Corporation (MCK)	0.1	$5.3M	-9%	6.8k	772.66	View chart
Caterpillar (CAT)	0.1	$5.3M		11k	477.15	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$5.2M	-19%	66k	80.17	View chart
Morgan Stanley Com New (MS)	0.1	$5.2M	+30%	33k	158.96	View chart
UnitedHealth (UNH)	0.1	$5.2M	+18%	15k	345.39	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$5.2M	-34%	53k	98.61	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$5.2M	+4%	123k	42.37	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$5.2M	+11%	8.6k	603.26	View chart
Deere & Company (DE)	0.1	$5.1M		11k	457.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.1M	-20%	186k	27.35	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$5.1M	+93%	134k	37.77	View chart
Simon Property (SPG)	0.1	$5.0M	+15%	27k	187.64	View chart
Axon Enterprise (AXON)	0.1	$5.0M	+184%	7.0k	717.64	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.9M	+11%	29k	170.85	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$4.8M	-4%	20k	241.98	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$4.8M	+19%	102k	46.81	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$4.7M	-4%	59k	80.16	View chart
Palo Alto Networks (PANW)	0.1	$4.7M	-15%	23k	203.62	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$4.6M	+8%	44k	106.49	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$4.6M	+36%	94k	49.45	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$4.6M	-9%	71k	65.27	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$4.6M	+5%	19k	236.09	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$4.6M	+4%	198k	23.12	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$4.5M	+28%	51k	89.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.5M	-10%	38k	118.83	View chart
Amgen (AMGN)	0.1	$4.5M	+3%	16k	282.14	View chart
American Express Company (AXP)	0.1	$4.5M	-3%	14k	332.84	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$4.5M	+118%	57k	78.90	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$4.5M	+273%	59k	75.61	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$4.4M	+47%	100k	44.54	View chart
Applied Materials (AMAT)	0.1	$4.3M	-21%	21k	204.74	View chart
Vanguard World Health Car Etf (VHT)	0.1	$4.3M	+28%	17k	259.60	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$4.3M	+7%	44k	97.82	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.3M	+2%	26k	167.09	View chart
Bank of America Corporation (BAC)	0.1	$4.3M		83k	51.59	View chart
Applovin Corp Com Cl A (APP)	0.1	$4.2M		5.9k	718.54	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$4.2M	+204%	76k	55.32	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$4.2M	-3%	83k	50.75	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$4.2M	+29%	30k	138.74	View chart
Simplify Exchange Traded Fun Target 15 Distri (XV)	0.1	$4.1M	+26%	156k	26.61	View chart
Union Pacific Corporation (UNP)	0.1	$4.1M		18k	236.39	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.1	$4.1M	+171%	157k	26.26	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$4.1M	-4%	59k	69.98	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.1M	+5%	62k	65.90	View chart
Arista Networks Com Shs (ANET)	0.1	$4.1M	-2%	28k	145.71	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$4.1M	+2%	52k	79.67	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$4.1M	-8%	71k	57.33	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$4.1M		17k	239.80	View chart
Uber Technologies (UBER)	0.1	$4.1M	+14%	41k	97.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.0M	+3%	20k	207.44	View chart
At&t (T)	0.1	$4.0M		142k	28.24	View chart
Merck & Co (MRK)	0.1	$4.0M	+15%	48k	83.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$4.0M		92k	43.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$4.0M	-79%	35k	113.87	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.0M		48k	82.58	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$3.9M	+7%	39k	100.02	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	0.1	$3.8M	+7%	169k	22.79	View chart
McDonald's Corporation (MCD)	0.1	$3.8M		13k	303.84	View chart
Realty Income (O)	0.1	$3.8M	+9%	63k	60.79	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.8M	-11%	63k	59.91	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$3.7M	+5%	73k	50.74	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$3.7M	-3%	25k	145.60	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$3.7M	+34%	37k	100.97	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$3.6M	+5%	93k	39.26	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$3.6M	+11%	123k	29.62	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$3.6M	+8%	74k	48.86	View chart
Advanced Micro Devices (AMD)	0.1	$3.6M		22k	161.78	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$3.6M	-4%	66k	53.86	View chart
Coca-Cola Company (KO)	0.1	$3.5M		54k	66.33	View chart
Vici Pptys (VICI)	0.1	$3.5M		109k	32.61	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$3.5M	+16%	49k	71.94	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$3.5M	+60%	48k	73.54	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$3.5M	+13%	125k	27.97	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.5M	-84%	18k	195.89	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$3.5M	+3%	81k	42.96	View chart
Amphenol Corp Cl A (APH)	0.1	$3.5M	+3%	28k	123.76	View chart
Cisco Systems (CSCO)	0.1	$3.4M	-41%	50k	68.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$3.4M	-47%	67k	50.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$3.4M	-51%	61k	55.15	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$3.4M	-15%	30k	110.50	View chart
Northrop Grumman Corporation (NOC)	0.1	$3.3M	-4%	5.5k	609.00	View chart
Gilead Sciences (GILD)	0.1	$3.3M	-5%	30k	111.02	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$3.3M	+70%	72k	46.25	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$3.3M		81k	40.55	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$3.3M	+14%	42k	78.33	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$3.3M	+12%	12k	273.64	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.3M	-27%	44k	74.35	View chart
Abbott Laboratories (ABT)	0.1	$3.2M	-10%	24k	133.96	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$3.2M	+20%	35k	91.60	View chart
3M Company (MMM)	0.1	$3.2M	+9%	21k	155.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$3.2M	-64%	65k	49.24	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.2M	+12%	43k	73.45	View chart
Paychex (PAYX)	0.1	$3.2M	+19%	25k	126.76	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$3.2M	-10%	67k	47.55	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$3.2M	+6%	133k	23.85	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$3.1M	+5%	9.8k	320.00	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$3.1M	+80%	19k	166.10	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$3.1M	-4%	31k	99.53	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$3.1M	-2%	52k	60.03	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$3.1M		35k	89.57	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$3.1M		13k	247.68	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$3.1M	-18%	26k	119.56	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$3.1M	+28%	62k	49.66	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$3.1M	-12%	114k	26.95	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$3.1M	-3%	180k	17.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$3.1M	+20%	59k	51.91	View chart

Past Filings by CreativeOne Wealth

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

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
CreativeOne Wealth 2022 Q1 filed May 13, 2022

View all past filings

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