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Change Path

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

Top 5 stock holdings are AAPL, VEA, VTV, NVDA, VUG, and represent 10.95% of CreativeOne Wealth's stock portfolio.
Added to shares of these 10 stocks: CORO (+$55M), ESUM (+$36M), GOVT (+$27M), BLCR (+$17M), SPYM (+$15M), AAPL (+$13M), XLE (+$13M), IBD (+$13M), SPY (+$10M), OAIM (+$9.9M).
Started 115 new stock positions in PNW, ECOW, MTRN, EUHY, AOR, REMX, FELV, GDE, HBAN, XJUN.
Reduced shares in these 10 stocks: OEF (-$33M), AVEM (-$21M), EFV (-$17M), IAU (-$13M), EMB (-$9.6M), QQQ (-$9.0M), SMH (-$6.9M), DYNF (-$6.1M), DOW (-$5.3M), MO.
Sold out of its positions in AYI, AFRM, A, ALNT, AIG, AMP, COWS, Applied Therapeutics, ARIS, AWI.
CreativeOne Wealth was a net buyer of stock by $266M.
CreativeOne Wealth has $4.3B in assets under management (AUM), dropping by 4.42%.
Central Index Key (CIK): 0001739728

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Portfolio Holdings for CreativeOne Wealth

CreativeOne Wealth holds 1171 positions in its portfolio as reported in the March 2026 quarterly 13F filing

CreativeOne Wealth has 1171 total positions. Only the first 250 positions are shown.

Sign up to view all of the CreativeOne Wealth March 31, 2026 positions
Download the CreativeOne Wealth March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	2.4	$103M	+14%	405k	253.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$101M		1.6M	64.08	View chart
Vanguard Index Fds Value Etf (VTV)	2.3	$99M		503k	196.20	View chart
NVIDIA Corporation (NVDA)	2.0	$86M	+3%	492k	174.40	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$83M		190k	436.72	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.8	$77M	+8%	836k	92.28	View chart
Advisorshares Tr Star Glob Buyw (VEGA)	1.7	$72M	+6%	1.5M	48.27	View chart
Amazon (AMZN)	1.7	$72M	+2%	344k	208.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$69M	-11%	120k	577.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$66M	+18%	101k	650.45	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$63M	-3%	298k	211.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$59M	-9%	1.0M	58.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$58M	+8%	509k	113.11	View chart
Microsoft Corporation (MSFT)	1.3	$56M	+8%	150k	370.18	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.3	$55M	+6%	1.1M	48.05	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	1.3	$55M	NEW	1.7M	32.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$50M		83k	597.62	View chart
Ishares Tr Core Total Usd (IUSB)	1.1	$47M	+5%	1.0M	46.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$45M	+5%	69k	653.19	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	1.0	$44M	+5%	727k	60.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$41M	+3%	142k	287.56	View chart
Strategy Eventide Us Mrkt (ESUM)	0.9	$37M	+3727%	1.4M	26.18	View chart
Broadcom (AVGO)	0.8	$36M	+3%	115k	309.52	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$33M		421k	78.43	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.7	$32M	+6%	649k	49.46	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$32M	+587%	1.4M	22.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$31M	+3%	164k	191.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$30M		562k	54.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$30M		116k	261.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$30M	+3%	875k	33.77	View chart
Franklin Templeton Etf Tr Us Core Div Tilt (UDIV)	0.7	$29M	+8%	555k	51.62	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$28M	-42%	352k	80.58	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$27M	+7%	810k	32.95	View chart
Spdr Series Trust Portfolio S&p500 (SPYM)	0.6	$26M	+138%	335k	76.54	View chart
Meta Platforms Cl A (META)	0.6	$25M		44k	572.10	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$23M	+124%	381k	61.26	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$23M	+9%	642k	36.22	View chart
Tesla Motors (TSLA)	0.5	$23M		62k	371.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$21M		98k	215.06	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$21M	+8%	185k	112.11	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$21M	+50%	292k	70.84	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$20M	+38%	774k	26.20	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$20M	+12%	428k	46.95	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$20M		199k	100.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$20M	+4%	61k	320.86	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$19M	-8%	373k	51.93	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.4	$19M	+64%	254k	75.65	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$19M		210k	88.72	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$19M	+3%	239k	77.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$18M	+3%	38k	479.20	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.4	$17M	NEW	420k	41.06	View chart
Zacks Trust Earngs Constant (ZECP)	0.4	$16M		485k	33.83	View chart
Eli Lilly & Co. (LLY)	0.4	$16M	+21%	17k	920.11	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$16M	+21%	167k	93.27	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.4	$15M	+39%	303k	50.63	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$15M	-52%	206k	74.35	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.4	$15M		412k	37.07	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$14M	+2%	203k	68.78	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.3	$14M	+1435%	576k	23.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$14M	+46%	48k	286.88	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$14M		349k	38.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$13M	-50%	151k	88.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$13M	+4%	225k	56.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$13M	-8%	86k	148.09	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$13M	+3%	107k	117.17	View chart
Wal-Mart Stores (WMT)	0.3	$12M	+7%	99k	124.27	View chart
Netflix (NFLX)	0.3	$12M	+3%	123k	96.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$12M	+63%	62k	191.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$12M	-11%	127k	92.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$12M	-17%	27k	430.29	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$12M	-9%	183k	63.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$12M	+7%	82k	142.43	View chart
Altria (MO)	0.3	$12M	-29%	175k	65.99	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.3	$11M	+42%	120k	90.98	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$11M	+6%	476k	22.91	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.3	$11M	+565%	108k	100.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.2	$11M	+23%	409k	26.27	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$11M	+4%	45k	236.29	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.2	$10M	+5%	947k	11.02	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$10M	+3%	110k	92.69	View chart
Unified Ser Tr Oneascent Intl (OAIM)	0.2	$10M	+3849%	236k	43.06	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$9.9M	+2%	170k	58.53	View chart
Abbvie (ABBV)	0.2	$9.8M	-2%	45k	217.50	View chart
Exxon Mobil Corporation (XOM)	0.2	$9.5M	-4%	56k	169.68	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$9.4M	+23%	122k	77.38	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.2	$9.4M	+92%	117k	80.56	View chart
JPMorgan Chase & Co. (JPM)	0.2	$9.2M	-3%	31k	294.02	View chart
Procter & Gamble Company (PG)	0.2	$9.0M	+5%	62k	144.44	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$8.8M	-24%	90k	97.92	View chart
Raytheon Technologies Corp (RTX)	0.2	$8.8M	+73%	46k	192.90	View chart
Verizon Communications (VZ)	0.2	$8.7M	-32%	174k	50.20	View chart
Morgan Stanley Com New (MS)	0.2	$8.7M	+52%	53k	164.57	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$8.6M	+10%	189k	45.65	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$8.6M		170k	50.37	View chart
Palantir Technologies Cl A (PLTR)	0.2	$8.5M	-17%	58k	146.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.5M	-5%	87k	97.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$8.5M	-6%	303k	28.00	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$8.5M	+73%	158k	53.77	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.2	$8.5M	+29%	147k	57.74	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	0.2	$8.4M	-5%	221k	38.30	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$8.4M	-7%	166k	50.95	View chart
Johnson & Johnson (JNJ)	0.2	$8.3M	+8%	34k	244.50	View chart
Caterpillar (CAT)	0.2	$8.3M	+7%	12k	708.46	View chart
International Business Machines (IBM)	0.2	$8.3M		34k	242.38	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.2	$7.9M	+20%	323k	24.54	View chart
Chevron Corporation (CVX)	0.2	$7.9M	-7%	38k	206.87	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$7.7M	+14%	17k	463.19	View chart
Costco Wholesale Corporation (COST)	0.2	$7.7M	+4%	7.7k	995.30	View chart
Pepsi (PEP)	0.2	$7.7M	-6%	49k	155.31	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$7.6M	-47%	20k	383.40	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$7.6M	+46%	52k	146.06	View chart
Home Depot (HD)	0.2	$7.5M		23k	328.87	View chart
Strategy Eventide High Di (ELCV)	0.2	$7.4M	NEW	255k	29.00	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$7.1M		312k	22.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$6.9M	-6%	178k	38.96	View chart
Ge Aerospace Com New (GE)	0.2	$6.9M	-18%	24k	283.77	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$6.9M	+692%	276k	24.91	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$6.6M	+34%	141k	46.91	View chart
Deere & Company (DE)	0.2	$6.5M	+9%	12k	563.24	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$6.5M	+946%	269k	24.27	View chart
T. Rowe Price (TROW)	0.2	$6.5M	+9%	72k	90.14	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$6.4M	+6%	174k	36.84	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$6.4M	+72%	78k	81.95	View chart
Goldman Sachs (GS)	0.1	$6.4M		7.4k	856.04	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$6.3M	+10%	93k	68.28	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$6.3M	-9%	157k	40.12	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$6.3M	-4%	216k	29.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$6.3M	+4%	63k	99.28	View chart
Pfizer (PFE)	0.1	$6.2M	-20%	221k	28.08	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.1	$6.2M	-25%	225k	27.57	View chart
Applied Materials (AMAT)	0.1	$6.2M		18k	341.92	View chart
Flexshares Tr Discp Dur Mbs (MBSD)	0.1	$6.1M	+1998%	294k	20.71	View chart
Micron Technology (MU)	0.1	$6.1M	-19%	18k	338.10	View chart
Visa Com Cl A (V)	0.1	$6.1M	-9%	20k	302.24	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$6.0M	-8%	142k	42.25	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$6.0M	+33%	120k	49.60	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$6.0M	+938%	224k	26.61	View chart
McKesson Corporation (MCK)	0.1	$6.0M	+8%	6.9k	865.73	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.9M	+10%	12k	499.59	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$5.9M	+6%	25k	237.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$5.9M	+19%	48k	124.31	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.1	$5.9M	NEW	139k	42.45	View chart
Simon Property (SPG)	0.1	$5.8M	+2%	31k	186.51	View chart
Realty Income (O)	0.1	$5.8M	+39%	95k	61.18	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.1	$5.8M	+2685%	145k	39.97	View chart
Amgen (AMGN)	0.1	$5.8M	-4%	16k	351.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.7M	-7%	23k	247.99	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$5.7M	-16%	108k	52.78	View chart
Paychex (PAYX)	0.1	$5.7M	+99%	62k	92.12	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$5.6M		64k	86.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$5.5M	-12%	8.0k	689.98	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$5.5M		116k	47.88	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$5.5M	+6%	57k	96.79	View chart
Amphenol Corp Cl A (APH)	0.1	$5.5M	+16%	43k	126.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$5.5M		13k	426.57	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$5.4M	-10%	64k	84.53	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$5.4M	-6%	8.8k	612.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.4M	-4%	176k	30.68	View chart
Merck & Co (MRK)	0.1	$5.4M	-2%	45k	120.30	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$5.3M	-26%	40k	132.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$5.3M	+5%	79k	67.54	View chart
Philip Morris International (PM)	0.1	$5.2M	-28%	32k	165.34	View chart
UnitedHealth (UNH)	0.1	$5.2M	+22%	19k	270.39	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$5.2M	-4%	62k	83.57	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$5.1M	+11%	49k	106.15	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$5.1M	+82%	153k	33.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.1M	+43%	66k	77.21	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$5.1M	-33%	13k	391.86	View chart
Vici Pptys (VICI)	0.1	$5.0M	+49%	182k	27.32	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$4.9M	-10%	109k	45.12	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$4.9M	+4%	87k	56.58	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.9M	+7%	57k	86.64	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$4.9M	+33%	36k	136.50	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$4.9M	+58%	161k	30.22	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$4.8M	+28%	80k	59.78	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$4.7M		129k	36.76	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$4.7M	-7%	47k	100.17	View chart
Advanced Micro Devices (AMD)	0.1	$4.6M	+8%	23k	203.43	View chart
Elevation Series Trust Sovereigns Capit (SOVF)	0.1	$4.6M	NEW	173k	26.81	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$4.6M	-37%	158k	29.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.6M	+8%	21k	215.87	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$4.6M	+20%	39k	118.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$4.5M	+53%	16k	287.23	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$4.5M		90k	49.61	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$4.4M	-11%	105k	42.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$4.4M		60k	73.66	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$4.4M	+5%	49k	89.00	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$4.3M	+11%	43k	100.47	View chart
Coca-Cola Company (KO)	0.1	$4.3M		57k	76.08	View chart
Union Pacific Corporation (UNP)	0.1	$4.3M	-3%	18k	242.64	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.3M	+13%	37k	115.00	View chart
Kinder Morgan (KMI)	0.1	$4.3M	+12%	127k	33.53	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.1	$4.2M	-3%	25k	171.59	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	0.1	$4.2M		174k	24.30	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$4.2M	-46%	62k	68.14	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.2M	-3%	60k	69.76	View chart
Gilead Sciences (GILD)	0.1	$4.2M	-2%	30k	139.43	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$4.2M	+11%	89k	47.09	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$4.2M	-2%	96k	43.65	View chart
Lam Research Corp Com New (LRCX)	0.1	$4.2M	-11%	20k	213.65	View chart
Global X Fds Adaptive Us (AUSF)	0.1	$4.1M	-4%	86k	48.35	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.1M	+14%	23k	181.47	View chart
Williams Companies (WMB)	0.1	$4.1M	+22%	56k	72.78	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$4.1M	+17%	28k	145.80	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$4.1M	-10%	51k	79.22	View chart
Ge Vernova (GEV)	0.1	$4.1M	+34%	4.6k	877.96	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$4.0M		58k	70.32	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$4.0M	-16%	48k	84.84	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$4.0M	+7%	55k	73.25	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$4.0M	+4%	78k	51.09	View chart
American Express Company (AXP)	0.1	$4.0M	-3%	13k	302.48	View chart
McDonald's Corporation (MCD)	0.1	$3.9M		13k	311.10	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$3.9M	+13%	39k	99.83	View chart
Simplify Exchange Traded Fun Target 15 Distri (XV)	0.1	$3.9M	-20%	165k	23.56	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$3.9M	+5%	27k	141.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$3.9M	+282%	69k	55.85	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$3.8M	-4%	224k	17.15	View chart
Intuit (INTU)	0.1	$3.8M		8.8k	432.45	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$3.8M	-89%	12k	318.08	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$3.8M		77k	48.93	View chart
Cisco Systems (CSCO)	0.1	$3.7M	-9%	48k	77.60	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$3.7M		95k	39.13	View chart
Oracle Corporation (ORCL)	0.1	$3.7M		25k	147.19	View chart
3M Company (MMM)	0.1	$3.7M	+13%	26k	145.23	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$3.7M	+32%	40k	91.77	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$3.7M	+7%	86k	42.56	View chart
At&t (T)	0.1	$3.7M	-6%	126k	28.99	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$3.7M	-28%	122k	30.07	View chart
Howmet Aerospace (HWM)	0.1	$3.6M	+32%	16k	230.44	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$3.6M		43k	83.77	View chart
ConocoPhillips (COP)	0.1	$3.6M	+2%	27k	132.00	View chart
Nextera Energy (NEE)	0.1	$3.6M	+7%	39k	92.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$3.6M		72k	49.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$3.6M	+426%	71k	50.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$3.6M	-8%	32k	111.38	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$3.5M	+5%	59k	59.55	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$3.5M	+32%	41k	85.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$3.5M	+339%	72k	48.49	View chart
Vanguard World Health Car Etf (VHT)	0.1	$3.5M	-22%	13k	272.32	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$3.4M	+6%	18k	189.58	View chart
Bank of America Corporation (BAC)	0.1	$3.4M	-17%	71k	48.74	View chart
EOG Resources (EOG)	0.1	$3.4M		24k	144.73	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$3.4M	-4%	69k	49.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$3.4M	-8%	67k	50.33	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$3.4M	+11%	35k	95.82	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$3.4M		85k	39.75	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$3.4M	+13%	85k	39.81	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$3.4M	-2%	44k	75.75	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$3.4M	+7%	47k	72.08	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$3.3M	-23%	33k	101.76	View chart

Past Filings by CreativeOne Wealth

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

CreativeOne Wealth 2026 Q1 filed May 15, 2026
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

View all past filings

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