Institutions / CreativeOne Wealth, LLC
CreativeOne Wealth, LLC
CIK 1739728 · Institution · as of Dec 31, 2025
Portfolio value
$4.12B
Positions
1,170
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,170 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $98.50M | 2.4% |
| Apple Inc. | $95.94M | 2.3% |
| Vanguard Index Fds | $95.15M | 2.3% |
| Vanguard Index Fds | $93.21M | 2.3% |
| NVIDIA Corp | $88.58M | 2.1% |
| Invesco Qqq Tr | $83.28M | 2.0% |
| Amazon.com Inc | $77.21M | 1.9% |
| PIMCO ETF Tr | $71.86M | 1.7% |
| Advisorshares Tr | $68.75M | 1.7% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $68.42M | 1.7% |
| Microsoft Corp | $66.72M | 1.6% |
| iShares Tr | $65.53M | 1.6% |
| SPDR S&P 500 ETF Tr | $58.30M | 1.4% |
| iShares Tr | $57.91M | 1.4% |
| Vanguard Charlotte Fds | $51.80M | 1.3% |
| Vanguard Index Fds | $51.17M | 1.2% |
| American Centy ETF Tr | $47.33M | 1.1% |
| iShares Tr | $45.34M | 1.1% |
| iShares Tr | $44.52M | 1.1% |
| Northern Lts Fd Tr IV | $44.51M | 1.1% |
| Alphabet Inc. | $42.69M | 1.0% |
| iShares Tr | $39.77M | 1.0% |
| Broadcom Inc. | $38.32M | 0.9% |
| Vanguard Bd Index Fds | $33.47M | 0.8% |
| iShares MSCI UAE ETF | $31.49M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.