CreativeOne Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1739728
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$4.6B
Holdings
1,189
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CreativeOne Wealth, LLC disclosed 1,189 positions worth $4.6B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 2.6% of the equity portfolio. During the quarter the fund opened 128 new positions and exited 110. The portfolio is most concentrated in Other (67.4% of disclosed assets). All figures are sourced directly from CreativeOne Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1739728.
AI Fund Analysis
Concentrating
$AAPL2.6% weight
Held 10 quarters
VANGUARD TAX-MANAGED FDS -
2.5% weight
Held 10 quarters
VANGUARD INDEX FDS - VALUE
2.4% weight
Held 10 quarters
VANGUARD INDEX FDS - GROWT
2.2% weight
Held 10 quarters
$NVDA2.1% weight
Held 10 quarters
FRANKLIN TEMPLETON ETF TR
9 quarters accumulating
$GOF9 quarters accumulating
$SPG9 quarters accumulating
$TROW9 quarters accumulating
$O9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$122.0M421,620 sh VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$113.3M1,590,523 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$111.6M511,950 shVANGUARD INDEX FDS - GROWTH ETF
—Quality
$100.3M1,164,534 sh- 85.9
Quality
$97.0M484,553 sh - —
Quality
$94.0M127,697 sh SPDR SERIES TRUST - STATE STREET SPD
—Quality
$85.4M971,513 shPIMCO ETF TR - ACTIVE BD ETF
—Quality
$83.5M905,609 shADVISORSHARES TR - STAR GLOB BUYW
—Quality
$81.7M1,553,875 sh- —
Quality
$74.9M100,248 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $122.0M | 421,620 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $113.3M | 1,590,523 |
| VANGUARD INDEX FDS - VALUE ETF | — | $111.6M | 511,950 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $100.3M | 1,164,534 |
| NVIDIA CORP$NVDA | 85.9 | $97.0M | 484,553 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $94.0M | 127,697 |
| SPDR SERIES TRUST - STATE STREET SPD | — | $85.4M | 971,513 |
| PIMCO ETF TR - ACTIVE BD ETF | — | $83.5M | 905,609 |
| ADVISORSHARES TR - STAR GLOB BUYW | — | $81.7M | 1,553,875 |
 SPDR S&P 500 ETF TRUST$SPY | — | $74.9M | 100,248 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CreativeOne Wealth, LLC's 1,189 positions.
Showing top 10 of 1,189 holdings.
Sector Allocation
Other
$3.1B
Technology
$687.3M
Financials
$266.2M
Industrials
$136.7M
Healthcare
$114.9M
Consumer Discretionary
$108.3M
Consumer Staples
$56.2M
Energy
$37.9M
Top Holdings — CreativeOne Wealth, LLC (Q2 2026)
Top 150 of 1,189 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $122.0M | 2.6% | +4% | 76.4 |
| 2 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $113.3M | 2.5% | +1% | — |
| 3 | — | VANGUARD INDEX FDS - VALUE ETF | $111.6M | 2.4% | +2% | — |
| 4 | — | VANGUARD INDEX FDS - GROWTH ETF | $100.3M | 2.2% | +512% | — |
| 5 | $NVDA | NVIDIA CORP | $97.0M | 2.1% | -1% | 85.9 |
| 6 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $94.0M | 2.0% | +6% | — |
| 7 | — | SPDR SERIES TRUST - STATE STREET SPD | $85.4M | 1.8% | +190% | — |
| 8 | — | PIMCO ETF TR - ACTIVE BD ETF | $83.5M | 1.8% | +8% | — |
| 9 | — | ADVISORSHARES TR - STAR GLOB BUYW | $81.7M | 1.8% | +4% | — |
| 10 | $SPY | SPDR S&P 500 ETF TRUST | $74.9M | 1.6% | -1% | — |
| 11 | — | ISHARES TR - S&P 500 GRWT ETF | $73.2M | 1.6% | +5% | — |
| 12 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $68.4M | 1.5% | -1% | — |
| 13 | — | BLACKROCK ETF TRUST - ISHARES INTL CTR | $66.1M | 1.4% | +6% | — |
| 14 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $62.1M | 1.3% | +9% | — |
| 15 |  $MSFT | MICROSOFT CORP | $58.3M | 1.3% | +4% | 79.8 |
| 16 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $57.4M | 1.2% | +3% | — |
| 17 | — | ISHARES TR - S&P 500 VAL ETF | $54.5M | 1.2% | -19% | — |
| 18 |  $AMZN | AMAZON COM INC | $53.1M | 1.1% | -35% | 68.7 |
| 19 |  $GOOG | Alphabet Inc. | $49.7M | 1.1% | -2% | 78.2 |
| 20 | — | ISHARES TR - CORE S&P500 ETF | $48.4M | 1.0% | -6% | — |
| 21 | — | NORTHERN LTS FD TR IV - MAIN SECTR ROTN | $46.7M | 1.0% | -11% | — |
| 22 | — | ISHARES TR - CORE UNIVRSL USD | $46.5M | 1.0% | -2% | — |
| 23 |  $AVGO | Broadcom Inc. | $43.7M | 0.9% | +1% | 84.5 |
| 24 | — | ISHARES TR - US TREAS BD ETF | $36.6M | 0.8% | +16% | — |
| 25 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LADDERED | $36.3M | 0.8% | +14% | — |
| 26 |  $META | Meta Platforms, Inc. | $36.3M | 0.8% | +11% | 79.6 |
| 27 | — | FRANKLIN TEMPLETON ETF TR - US CORE DIV TILT | $36.2M | 0.8% | +9% | — |
| 28 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | $35.1M | 0.8% | +10% | — |
| 29 | — | VANGUARD INDEX FDS - SMALL CP ETF | $34.7M | 0.8% | -1% | — |
| 30 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $34.4M | 0.7% | +3% | — |
| 31 | — | BLACKROCK ETF TRUST - ISHARES A I INNO | $33.0M | 0.7% | -23% | — |
| 32 |  $TSLA | Tesla, Inc. | $27.7M | 0.6% | +7% | 53.9 |
| 33 | $META | Meta Platforms, Inc. | $26.6M | 0.6% | +7% | 79.6 |
| 34 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $23.8M | 0.5% | +5% | — |
| 35 |  $IVZ | Invesco Ltd. | $23.3M | 0.5% | -22% | — |
| 36 | — | VANGUARD INSTL INDEX FD - 0-3 MO TREAS BIL | $23.1M | 0.5% | +20% | — |
| 37 | — | ISHARES TR - ULTRA SHORT DUR | $22.2M | 0.5% | +45% | — |
| 38 | — | ISHARES TR - 10-20 YR TRS ETF | $22.1M | 0.5% | +11% | — |
| 39 | — | GLOBAL X FDS - DEFENSE TECH ETF | $21.8M | 0.5% | +25% | — |
| 40 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $21.8M | 0.5% | -6% | — |
| 41 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $21.7M | 0.5% | +9% | — |
| 42 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $21.5M | 0.5% | +6% | — |
| 43 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $21.2M | 0.5% | +56% | — |
| 44 |  $MU | MICRON TECHNOLOGY INC | $21.1M | 0.5% | +1% | 86.2 |
| 45 | — | BLACKROCK ETF TRUST - ISHARES SYSTEMAT | $21.0M | 0.5% | NEW | — |
| 46 | — | BLACKROCK ETF TRUST - ISHARES LARGE CA | $20.5M | 0.4% | -3% | — |
| 47 |  $LLY | ELI LILLY & Co | $20.4M | 0.4% | -2% | 87.5 |
| 48 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $19.8M | 0.4% | +8% | — |
| 49 | — | PIMCO ETF TR - MULTISECTOR BD | $19.7M | 0.4% | -4% | — |
| 50 | — | BLACKROCK ETF TRUST II - ISHARES FLEXIBLE | $19.6M | 0.4% | +1% | — |
| 51 | — | BLACKROCK ETF TRUST - ISHARES US THEMA | $19.1M | 0.4% | -31% | — |
| 52 |  $BRK.B | BERKSHIRE HATHAWAY INC | $18.3M | 0.4% | -4% | 73.8 |
| 53 |  $GOOGL | Alphabet Inc. | $17.0M | 0.4% | +1% | 78.2 |
| 54 | — | PIMCO ETF TR - 0-5 HIGH YIELD | $16.5M | 0.4% | +6% | — |
| 55 |  $AMD | ADVANCED MICRO DEVICES INC | $16.0M | 0.3% | +20% | 79.8 |
| 56 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $15.4M | 0.3% | +11% | — |
| 57 | — | ISHARES TR - IBONDS 26 TRM TS | $14.5M | 0.3% | +33% | — |
| 58 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $14.5M | 0.3% | -57% | — |
| 59 | — | ISHARES TR - CORE S&P TTL STK | $14.3M | 0.3% | +6% | — |
| 60 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | $14.1M | 0.3% | -2% | — |
| 61 |  $MO | ALTRIA GROUP, INC. | $13.1M | 0.3% | +4% | 67.4 |
| 62 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | $13.0M | 0.3% | -16% | — |
| 63 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $12.8M | 0.3% | -2% | — |
| 64 | — | SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME | $12.6M | 0.3% | +52% | — |
| 65 | $IVZ | Invesco Ltd. | $12.4M | 0.3% | -6% | — |
| 66 | — | GLOBAL X FDS - 1-3 MONTH T-BILL | $12.3M | 0.3% | +13% | — |
| 67 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | $12.1M | 0.3% | +6% | — |
| 68 | $IVZ | Invesco Ltd. | $11.9M | 0.3% | +58% | — |
| 69 |  $IAU | ISHARES GOLD TRUST | $11.8M | 0.3% | +3% | — |
| 70 |  $ABBV | AbbVie Inc. | $11.7M | 0.3% | +4% | 72.6 |
| 71 |  $STX | Seagate Technology Holdings plc | $11.6M | 0.3% | -7% | — |
| 72 |  $MS | MORGAN STANLEY | $11.5M | 0.3% | +5% | 75.8 |
| 73 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $11.5M | 0.3% | +33% | — |
| 74 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $11.4M | 0.3% | -10% | — |
| 75 | — | SELECT SECTOR SPDR TR - STATE STREET ENE | $11.3M | 0.2% | -44% | — |
| 76 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $11.1M | 0.2% | +13% | — |
| 77 |  $CAT | CATERPILLAR INC | $11.0M | 0.2% | -11% | 66.5 |
| 78 | — | ZACKS TRUST - SMALL/MID CAP | $10.9M | 0.2% | -41% | — |
| 79 |  $WMT | Walmart Inc. | $10.5M | 0.2% | -6% | 60.2 |
| 80 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $10.4M | 0.2% | +98% | — |
| 81 | $GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | $10.4M | 0.2% | +0% | — |
| 82 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $10.2M | 0.2% | -18% | — |
| 83 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LADDERED | $10.0M | 0.2% | +11% | — |
| 84 |  $V | VISA INC. | $10.0M | 0.2% | +45% | 82.9 |
| 85 |  $AMAT | APPLIED MATERIALS INC /DE | $9.8M | 0.2% | -25% | 72.3 |
| 86 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $9.6M | 0.2% | +10% | — |
| 87 | — | ISHARES TR - FLTG RATE NT ETF | $9.4M | 0.2% | +11% | — |
| 88 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $9.4M | 0.2% | -2% | 70 |
| 89 |  $JPM | JPMORGAN CHASE & CO | $9.3M | 0.2% | -9% | 70.7 |
| 90 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $9.2M | 0.2% | +9% | — |
| 91 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $9.2M | 0.2% | +22% | — |
| 92 | — | VANGUARD MALVERN FDS - CORE BD ETF | $9.2M | 0.2% | -2% | — |
| 93 | — | ISHARES TR - 0-5 YR TIPS ETF | $9.1M | 0.2% | +190% | — |
| 94 |  $LRCX | LAM RESEARCH CORP | $9.0M | 0.2% | +7% | 79.4 |
| 95 | — | SPDR SERIES TRUST - STATE STREET SPD | $8.9M | 0.2% | -19% | — |
| 96 | — | ETF SER SOLUTIONS - LHA MKT ST TACTL | $8.8M | 0.2% | -7% | — |
| 97 |  $GLD | SPDR GOLD TRUST | $8.7M | 0.2% | -14% | — |
| 98 | — | ISHARES TR - MSCI EAFE ETF | $8.6M | 0.2% | -6% | — |
| 99 |  $PG | PROCTER & GAMBLE Co | $8.5M | 0.2% | -7% | 64.6 |
| 100 | $SPG | SIMON PROPERTY GROUP INC. | $8.5M | 0.2% | +22% | 76.7 |
| 101 |  $GE | GENERAL ELECTRIC CO | $8.4M | 0.2% | -7% | 73.8 |
| 102 | $TROW | PRICE T ROWE GROUP INC | $8.4M | 0.2% | +2% | 69 |
| 103 | — | SPDR SERIES TRUST - STATE STREET SPD | $8.2M | 0.2% | -23% | — |
| 104 | — | VANGUARD WORLD FD - INF TECH ETF | $8.2M | 0.2% | +751% | — |
| 105 |  $HD | HOME DEPOT, INC. | $8.1M | 0.2% | +0% | 60.3 |
| 106 |  $COST | COSTCO WHOLESALE CORP /NEW | $8.1M | 0.2% | +12% | 66.2 |
| 107 | — | ISHARES TR - RUSSELL 2000 ETF | $8.1M | 0.2% | +17% | — |
| 108 |  $UNH | UNITEDHEALTH GROUP INC | $8.0M | 0.2% | +1% | 62.7 |
| 109 | — | SELECT SECTOR SPDR TR - STATE STREET HEA | $7.9M | 0.2% | -3% | — |
| 110 |  $JNJ | JOHNSON & JOHNSON | $7.9M | 0.2% | -9% | 69 |
| 111 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $7.8M | 0.2% | +2% | — |
| 112 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | $7.4M | 0.2% | -0% | — |
| 113 |  $DE | DEERE & CO | $7.4M | 0.2% | +1% | 55.4 |
| 114 | — | J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA | $7.4M | 0.2% | -40% | — |
| 115 | — | ISHARES TR - BROAD USD HIGH | $7.2M | 0.1% | +11% | — |
| 116 |  $NFLX | NETFLIX INC | $7.1M | 0.1% | -20% | 78.8 |
| 117 |  $GS | GOLDMAN SACHS GROUP INC | $7.0M | 0.1% | -6% | 73.5 |
| 118 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $6.9M | 0.1% | +34% | — |
| 119 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $6.9M | 0.1% | -5% | — |
| 120 |  $GLDM | World Gold Trust | $6.8M | 0.1% | -22% | — |
| 121 | — | ISHARES TR - CORE S&P SCP ETF | $6.8M | 0.1% | -3% | — |
| 122 |  $APH | AMPHENOL CORP /DE/ | $6.8M | 0.1% | -11% | 79.3 |
| 123 | — | ISHARES TR - U.S. TECH ETF | $6.7M | 0.1% | +16% | — |
| 124 | $O | REALTY INCOME CORP | $6.6M | 0.1% | +12% | 73.7 |
| 125 | — | SSGA ACTIVE ETF TR - STATE STREET BLA | $6.6M | 0.1% | +4% | — |
| 126 |  $PAYX | PAYCHEX INC | $6.5M | 0.1% | +7% | 74.6 |
| 127 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $6.5M | 0.1% | +5% | — |
| 128 |  $INTC | INTEL CORP | $6.5M | 0.1% | -4% | 45.6 |
| 129 |  $VZ | VERIZON COMMUNICATIONS INC | $6.4M | 0.1% | -13% | 65.8 |
| 130 |  $GEV | GE Vernova Inc. | $6.3M | 0.1% | +16% | 81.1 |
| 131 | — | SELECT SECTOR SPDR TR - STATE STREET CON | $6.3M | 0.1% | -3% | — |
| 132 | — | ISHARES TR - MSCI USA QLT FCT | $6.3M | 0.1% | -83% | — |
| 133 | — | SIMPLIFY EXCHANGE TRADED FUN - TARGET 15 DISTRI | $6.2M | 0.1% | +53% | — |
| 134 |  $LYB | LyondellBasell Industries N.V. | $6.2M | 0.1% | +1% | — |
| 135 | — | VANGUARD STAR FDS - VG TL INTL STK F | $6.2M | 0.1% | +10% | — |
| 136 | — | ISHARES TR - RUS 1000 GRW ETF | $6.2M | 0.1% | +288% | — |
| 137 | — | ISHARES TR - CORE S&P MCP ETF | $6.2M | 0.1% | +1% | — |
| 138 | — | ISHARES TR - 0-5YR HI YL CP | $6.0M | 0.1% | +34% | — |
| 139 |  $MRVL | Marvell Technology, Inc. | $5.9M | 0.1% | +66% | 76.5 |
| 140 |  $VICI | VICI PROPERTIES INC. | $5.9M | 0.1% | +21% | 65.8 |
| 141 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $5.8M | 0.1% | +2% | — |
| 142 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.7M | 0.1% | +25% | — |
| 143 | — | PIMCO ETF TR - MTG BKD SECS ACT | $5.7M | 0.1% | -4% | — |
| 144 | — | ISHARES TR - NATIONAL MUN ETF | $5.7M | 0.1% | +10% | — |
| 145 |  $PM | Philip Morris International Inc. | $5.7M | 0.1% | +0% | 75.9 |
| 146 | — | ISHARES TR - CORE MSCI TOTAL | $5.7M | 0.1% | +5% | — |
| 147 |  $MA | Mastercard Inc | $5.7M | 0.1% | -7% | 85.1 |
| 148 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $5.6M | 0.1% | -3% | — |
| 149 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $5.6M | 0.1% | +1% | — |
| 150 |  $CVX | CHEVRON CORP | $5.6M | 0.1% | -11% | 62.8 |
New Positions (128)
BLACKROCK ETF TRUST - ISHARES SYSTEMAT$21.0M
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$5.1M
FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT$4.4M
FIS TR - BRIGHT PORTFOLIO$4.0M
PUTNAM ETF TRUST - FOCUSED LAR CAP$3.6M
FIRST TR EXCHNG TRADED FD VI - VEST US EQTY DUA$3.5M
$AMCR Amcor plc$2.2M J P MORGAN EXCHANGE TRADED F - US RESEARCH ENHN$2.1M
CANARY XRP ETF - SHS$1.9M
$STM STMicroelectronics N.V.$1.9M
$UHS UNIVERSAL HEALTH SERVICES INC$1.7M FIS TR - BRIGHT PORTFOLIO$1.6M
$MRNA Moderna, Inc.$1.6M
$RVMD Revolution Medicines, Inc.$1.6M
$CMPS COMPASS Pathways plc$1.3MExited Positions (110)
ZACKS TRUST
$XOM.R34088 EXXON MOBIL CORP TIMOTHY PLAN
ELEVATION SERIES TRUST
$HON HONEYWELL INTERNATIONAL INC
$HIMS Hims & Hers Health, Inc.
$ESLT ELBIT SYSTEMS LTD PROSHARES TR
$FANG Diamondback Energy, Inc. DIMENSIONAL ETF TRUST
SIMPLIFY EXCHANGE TRADED FUN
ETF OPPORTUNITIES TRUST
$DECK DECKERS OUTDOOR CORP JANUS DETROIT STR TR
$FOX Fox CorpBrowse Top Institutional Investors
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