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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, VUG, NVDA, and represent 11.75% of CreativeOne Wealth's stock portfolio.
Added to shares of these 10 stocks: VUG (+$84M), SPYM (+$56M), IALT (+$21M), VYM (+$7.6M), VGT (+$7.2M), ICSH (+$6.9M), BOND (+$6.4M), STIP (+$6.0M), QQQ (+$5.7M), VOO (+$5.2M).
Started 131 new stock positions in TSN, DFTX, RBRK, ATLC, QQQE, RONB, GMAY, MOS, Redwood Trust, CMPS.
Reduced shares in these 10 stocks: ESUM (-$42M), QUAL (-$30M), AMZN (-$29M), AVEM (-$20M), ZECP (-$16M), IBD (-$13M), IVE (-$13M), EFV (-$13M), OAIM (-$11M), BAI (-$9.7M).
Sold out of its positions in AGNC, ARKQ, AA, ALTO, AWK, ATO, SAN, BCS, BFRG, CSG Systems International.
CreativeOne Wealth was a net seller of stock by $-35M.
CreativeOne Wealth has $4.6B in assets under management (AUM), dropping by 7.59%.
Central Index Key (CIK): 0001739728

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Portfolio Holdings for CreativeOne Wealth

CreativeOne Wealth holds 1189 positions in its portfolio as reported in the June 2026 quarterly 13F filing

CreativeOne Wealth has 1189 total positions. Only the first 250 positions are shown.

Sign up to view all of the CreativeOne Wealth June 30, 2026 positions
Download the CreativeOne Wealth June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	2.6	$122M	+4%	422k	289.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$113M		1.6M	71.25	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$112M		512k	217.96	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$100M	+511%	1.2M	86.14	View chart
NVIDIA Corporation (NVDA)	2.1	$97M		485k	200.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$94M	+6%	128k	736.44	View chart
Spdr Series Trust State Street Spd (SPYM)	1.8	$85M	+189%	972k	87.88	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.8	$84M	+8%	906k	92.21	View chart
Advisorshares Tr Star Glob Buyw (VEGA)	1.8	$82M	+3%	1.6M	52.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$75M		100k	746.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$73M	+4%	532k	137.53	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.5	$68M		1.0M	68.01	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	1.4	$66M	+5%	1.8M	36.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$62M	+9%	91k	686.93	View chart
Microsoft Corporation (MSFT)	1.3	$58M	+4%	156k	373.03	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.2	$57M	+3%	1.2M	48.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$55M	-19%	240k	227.06	View chart
Amazon (AMZN)	1.1	$53M	-35%	223k	238.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$50M		139k	357.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$48M	-5%	65k	748.90	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	1.0	$47M	-10%	648k	72.06	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.0	$47M		1.0M	46.15	View chart
Broadcom (AVGO)	0.9	$44M		116k	377.76	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.8	$37M	+15%	1.6M	22.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.8	$36M	+13%	994k	36.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$36M	+10%	466k	77.92	View chart
Franklin Templeton Etf Tr Us Core Div Tilt (UDIV)	0.8	$36M	+8%	603k	60.10	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.8	$35M	+10%	714k	49.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$35M		114k	302.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$34M	+2%	577k	59.69	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.7	$33M	-22%	625k	52.72	View chart
Tesla Motors (TSLA)	0.6	$28M	+6%	66k	420.57	View chart
Meta Platforms Cl A (META)	0.6	$27M	+6%	47k	563.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$24M	+5%	64k	370.02	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$23M	-22%	144k	161.54	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.5	$23M	+20%	305k	75.68	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.5	$22M	+44%	439k	50.65	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$22M	+10%	221k	100.35	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$22M	+25%	366k	59.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$22M	-5%	92k	236.63	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$22M	+8%	465k	46.80	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$22M	+6%	223k	96.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$21M	+56%	134k	158.04	View chart
Micron Technology (MU)	0.5	$21M		18k	1154.97	View chart
Blackrock Etf Trust Ishares Systemat (IALT)	0.5	$21M	NEW	748k	28.05	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.4	$21M	-3%	407k	50.37	View chart
Eli Lilly & Co. (LLY)	0.4	$20M		17k	1199.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$20M	+7%	258k	76.70	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$20M	-3%	744k	26.52	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$20M		375k	52.34	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$19M	-30%	443k	43.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$18M	-4%	37k	500.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$17M		48k	353.36	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$17M	+5%	177k	93.52	View chart
Advanced Micro Devices (AMD)	0.3	$16M	+20%	28k	580.91	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$15M	+10%	224k	68.93	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$15M	+33%	635k	22.89	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$15M	-57%	150k	96.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$14M	+6%	87k	164.26	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$14M	-2%	105k	134.73	View chart
Altria (MO)	0.3	$13M	+4%	182k	71.95	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$13M	-16%	292k	44.36	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$13M	-2%	20k	655.88	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.3	$13M	+52%	492k	25.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$12M	-5%	58k	212.82	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.3	$12M	+13%	123k	100.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.3	$12M	+5%	432k	27.93	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$12M	+57%	39k	302.90	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$12M	+3%	156k	75.51	View chart
Abbvie (ABBV)	0.3	$12M	+3%	47k	251.63	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$12M	-6%	12k	964.55	View chart
Morgan Stanley Com New (MS)	0.2	$12M	+4%	55k	209.03	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$12M	+33%	227k	50.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$11M	-10%	202k	56.51	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$11M	-44%	212k	53.10	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$11M	+12%	191k	58.08	View chart
Caterpillar (CAT)	0.2	$11M	-11%	10k	1064.90	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.2	$11M	-40%	245k	44.62	View chart
Wal-Mart Stores (WMT)	0.2	$11M	-6%	93k	113.25	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$10M	+97%	303k	34.27	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.2	$10M		949k	10.92	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$10M	-17%	37k	273.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$10M	+11%	338k	29.72	View chart
Visa Com Cl A (V)	0.2	$10M	+45%	29k	343.10	View chart
Applied Materials (AMAT)	0.2	$9.8M	-24%	14k	722.61	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$9.6M	+10%	18k	522.40	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$9.4M	+11%	184k	51.05	View chart
International Business Machines (IBM)	0.2	$9.4M	-2%	33k	281.17	View chart
JPMorgan Chase & Co. (JPM)	0.2	$9.3M	-9%	28k	327.28	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$9.2M	+9%	172k	53.50	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$9.2M	+22%	114k	81.06	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$9.2M	-2%	119k	77.23	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$9.1M	+189%	89k	102.14	View chart
Lam Research Corp Com New (LRCX)	0.2	$9.0M	+6%	21k	433.34	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$8.9M	-18%	98k	91.00	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	0.2	$8.8M	-7%	205k	42.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$8.7M	-13%	24k	368.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.6M	-5%	83k	103.78	View chart
Procter & Gamble Company (PG)	0.2	$8.5M	-6%	58k	146.64	View chart
Simon Property (SPG)	0.2	$8.5M	+21%	38k	223.68	View chart
Ge Aerospace Com New (GE)	0.2	$8.4M	-7%	23k	373.61	View chart
T. Rowe Price (TROW)	0.2	$8.4M		74k	113.70	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$8.2M	-23%	69k	118.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$8.2M	+751%	68k	119.52	View chart
Home Depot (HD)	0.2	$8.1M		23k	352.79	View chart
Costco Wholesale Corporation (COST)	0.2	$8.1M	+12%	8.7k	935.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$8.1M	+16%	27k	300.24	View chart
UnitedHealth (UNH)	0.2	$8.0M		19k	415.89	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$7.9M	-3%	50k	158.43	View chart
Johnson & Johnson (JNJ)	0.2	$7.9M	-8%	31k	253.96	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$7.8M	+2%	41k	190.53	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$7.4M		311k	23.85	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$7.4M	-39%	110k	67.58	View chart
Deere & Company (DE)	0.2	$7.4M		12k	633.81	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$7.2M	+11%	194k	37.02	View chart
Goldman Sachs (GS)	0.2	$7.1M	-6%	7.0k	1021.43	View chart
Netflix (NFLX)	0.2	$7.1M	-19%	99k	71.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$6.9M	-5%	205k	33.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$6.9M	+33%	29k	242.60	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$6.8M	-22%	86k	79.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$6.8M	-3%	46k	148.30	View chart
Amphenol Corp Cl A (APH)	0.1	$6.8M	-10%	39k	176.32	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$6.7M	+15%	26k	252.30	View chart
Realty Income (O)	0.1	$6.6M	+12%	106k	61.96	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$6.6M	+3%	163k	40.29	View chart
Intel Corporation (INTC)	0.1	$6.5M	-3%	47k	139.89	View chart
Paychex (PAYX)	0.1	$6.5M	+7%	66k	98.33	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$6.5M	+4%	9.2k	699.82	View chart
Verizon Communications (VZ)	0.1	$6.4M	-12%	152k	42.34	View chart
Ge Vernova (GEV)	0.1	$6.3M	+15%	5.3k	1180.03	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$6.3M	-2%	76k	83.09	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$6.3M	-82%	29k	219.44	View chart
Simplify Exchange Traded Fun Target 15 Distri (XV)	0.1	$6.2M	+52%	252k	24.78	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.1	$6.2M		118k	52.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$6.2M	+9%	72k	85.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$6.2M	+287%	50k	124.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$6.2M		80k	77.10	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$5.9M	+34%	141k	42.22	View chart
Marvell Technology (MRVL)	0.1	$5.9M	+66%	20k	297.56	View chart
Vici Pptys (VICI)	0.1	$5.9M	+20%	220k	26.55	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$5.8M		48k	121.43	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$5.7M	-3%	116k	49.38	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$5.7M	+25%	12k	475.96	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$5.7M	+9%	53k	107.62	View chart
Philip Morris International (PM)	0.1	$5.7M		32k	180.92	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$5.7M	+5%	60k	95.44	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.7M	-6%	11k	513.79	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$5.6M	-2%	105k	54.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.6M		178k	31.71	View chart
Chevron Corporation (CVX)	0.1	$5.6M	-10%	34k	165.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$5.6M	-35%	30k	189.70	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$5.6M	+60%	95k	58.93	View chart
Pfizer (PFE)	0.1	$5.6M	+4%	232k	24.08	View chart
Amgen (AMGN)	0.1	$5.6M	-6%	15k	362.24	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$5.5M	+474%	204k	27.07	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$5.5M	-12%	56k	98.61	View chart
Palantir Technologies Cl A (PLTR)	0.1	$5.5M	-19%	47k	116.66	View chart
Kla Corp Com New (KLAC)	0.1	$5.4M	+1188%	18k	301.65	View chart
Merck & Co (MRK)	0.1	$5.4M	-6%	42k	128.53	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$5.3M	-3%	55k	96.89	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	0.1	$5.3M	+153%	173k	30.77	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$5.3M	+406%	112k	47.20	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$5.3M	-5%	61k	86.41	View chart
Texas Instruments Incorporated (TXN)	0.1	$5.2M	+26%	17k	298.11	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$5.2M	-45%	80k	64.86	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$5.1M	NEW	248k	20.79	View chart
Howmet Aerospace (HWM)	0.1	$5.1M	+20%	19k	268.86	View chart
Dell Technologies CL C (DELL)	0.1	$5.1M	+24%	12k	431.15	View chart
Union Pacific Corporation (UNP)	0.1	$5.0M	+4%	19k	271.97	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$4.9M	-10%	55k	89.01	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.9M	+11%	42k	117.66	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$4.9M	+17%	263k	18.43	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.8M	-3%	58k	82.84	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$4.8M	-34%	92k	51.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$4.8M	+274%	59k	80.59	View chart
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)	0.1	$4.7M	+89%	150k	31.48	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$4.7M	+105%	40k	117.32	View chart
Palo Alto Networks (PANW)	0.1	$4.7M	-20%	14k	341.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$4.6M	+14%	45k	103.00	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$4.6M	+5%	52k	88.72	View chart
Cisco Systems (CSCO)	0.1	$4.6M	-18%	39k	117.46	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$4.6M	+58%	84k	55.11	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$4.6M	-62%	48k	96.45	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$4.6M	-51%	91k	50.39	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$4.6M	+20%	50k	91.97	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$4.5M	+9%	2.3k	1989.43	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$4.5M	+17%	55k	81.97	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$4.5M	+74%	7.0k	640.76	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$4.5M	+15%	110k	40.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$4.4M		61k	73.48	View chart
3M Company (MMM)	0.1	$4.4M	+7%	27k	161.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$4.4M	NEW	103k	43.04	View chart
Williams Companies (WMB)	0.1	$4.4M	+5%	59k	74.34	View chart
Kinder Morgan (KMI)	0.1	$4.4M	+7%	136k	31.97	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$4.4M	-3%	27k	163.67	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	0.1	$4.3M	+3%	180k	24.03	View chart
Pepsi (PEP)	0.1	$4.3M	-35%	32k	135.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$4.3M	+772%	77k	56.20	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$4.3M		78k	55.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$4.3M	+292%	71k	59.95	View chart
Coca-Cola Company (KO)	0.1	$4.3M	-7%	52k	81.28	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$4.2M	+15%	80k	52.68	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$4.2M		85k	49.47	View chart
ConocoPhillips (COP)	0.1	$4.2M	+46%	40k	103.99	View chart
Servicenow (NOW)	0.1	$4.2M	+74%	42k	99.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$4.2M	+2%	53k	79.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$4.1M		55k	74.90	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.1M	+249%	11k	368.43	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$4.1M	-5%	41k	100.87	View chart
American Express Company (AXP)	0.1	$4.1M	-7%	12k	338.25	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$4.1M	-3%	55k	73.76	View chart
Corning Incorporated (GLW)	0.1	$4.1M	+21%	16k	254.86	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$4.0M	-11%	140k	29.01	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$4.0M	-10%	35k	117.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$4.0M	-35%	41k	98.96	View chart
Spdr Series Trust State Street Spd (QUS)	0.1	$4.0M	-13%	22k	186.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$4.0M	-5%	66k	60.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$4.0M	+14%	81k	49.49	View chart
Fis Tr Bright Portfolio (BRIF)	0.1	$4.0M	NEW	107k	37.18	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$4.0M	-4%	91k	43.65	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.1	$3.9M	+13%	101k	38.61	View chart
Sandisk Corp (SNDK)	0.1	$3.9M	+111%	1.7k	2273.67	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$3.9M	+210%	88k	44.36	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$3.9M	-3%	18k	221.20	View chart
McKesson Corporation (MCK)	0.1	$3.9M	-25%	5.2k	754.42	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$3.9M	+6%	47k	82.50	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$3.9M	-7%	82k	46.94	View chart
Vanguard World Health Car Etf (VHT)	0.1	$3.9M		13k	300.00	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$3.8M	+113%	40k	96.37	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$3.8M	-27%	63k	60.79	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$3.8M	+19%	71k	53.61	View chart
Oracle Corporation (ORCL)	0.1	$3.8M	+3%	26k	146.63	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$3.8M	-4%	9.7k	394.00	View chart
Snowflake Com Shs (SNOW)	0.1	$3.8M	+59%	15k	254.50	View chart
Global X Fds Adaptive Us (AUSF)	0.1	$3.8M	-9%	78k	48.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$3.8M	-3%	68k	55.09	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$3.8M	+3%	88k	42.72	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$3.8M	-32%	79k	47.75	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$3.7M	+37%	35k	107.24	View chart
Bank of America Corporation (BAC)	0.1	$3.7M	-7%	66k	56.98	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$3.7M	+38%	110k	33.83	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$3.7M	+38%	132k	28.00	View chart
Axon Enterprise (AXON)	0.1	$3.6M	-3%	6.5k	560.61	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$3.6M	-14%	41k	89.20	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$3.6M	-8%	29k	124.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$3.6M	+679%	77k	46.74	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$3.6M	NEW	71k	50.95	View chart
Gilead Sciences (GILD)	0.1	$3.6M	-5%	28k	126.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$3.6M	+170%	87k	41.19	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$3.6M	+16%	59k	60.29	View chart

Past Filings by CreativeOne Wealth

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

CreativeOne Wealth 2026 Q2 filed Aug. 13, 2026
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

View all past filings

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