account_balance
Investment manager · 13F filer · SEC CIK 1739728
CreativeOne Wealth, LLC
Reported value$4.82Bas of Sep 30, 2026
Positions1,219 128 new, 98 sold out
Top 10 weight21.4%AAPL alone is 3%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
2.9%
VTVVanguard Index FDS
2.4%Added +6%
NVDANVIDIA Corp
2.4%Added +6%
VEAVanguard Tax-Managed FDS
2.4%Added +4%
VUGVanguard Index FDS
2.2%Added +3%
QQQInvesco QQQ Tr
2.0%Added +3%
SPYMSPDR Series Trust
1.9%Added +6%
VEGAAdvisorshares Tr
1.8%Added +6%
IVWiShares Tr
1.6%Added +4%
MSFTMicrosoft Corp
1.6%Trimmed −4%
BONDPimco ETF Tr
1.6%Trimmed −4%
SPYSPDR S&P 500 ETF Trust
1.5%
AAPLApple Inc.
2.9%
VTVVanguard Index FDS
2.4%
NVDANVIDIA Corp
2.4%
VEAVanguard Tax-Managed FDS
2.4%+4%
VUGVanguard Index FDS
2.2%+3%
QQQInvesco QQQ Tr
2.0%+3%
SPYMSPDR Series Trust
1.9%
VEGAAdvisorshares Tr
1.8%
IVWiShares Tr
1.6%
MSFTMicrosoft Corp
1.6%
BONDPimco ETF Tr
1.6%
SPYSPDR S&P 500 ETF Trust
1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 2.9% Held
VTV Vanguard Index FDS 2.4% Added +6%
NVDA NVIDIA Corp 2.4% Added +6%VEA Vanguard Tax-Managed FDS 2.4% Added +4%
VUG Vanguard Index FDS 2.2% Added +3%
QQQ Invesco QQQ Tr 2.0% Added +3%
SPYM SPDR Series Trust 1.9% Added +6%
VEGA Advisorshares Tr 1.8% Added +6%
IVW iShares Tr 1.6% Added +4%
MSFT Microsoft Corp 1.6% Trimmed −4%BOND Pimco ETF Tr 1.6% Trimmed −4%
SPY SPDR S&P 500 ETF Trust 1.5% Trimmed −6%What changed
Biggest moves since Jun 30, 2026
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