CreativeOne Wealth, LLC
CreativeOne Wealth, LLC reported 1,189 positions worth $4.63B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: AAPL (2.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $122.0M | 2.63% | 421,620 | — | — | |
| ▸ 2 | VEA | SH | $113.3M | 2.45% | 1,590,523 | — | — | |
| ▸ 3 | VTV | SH | $111.6M | 2.41% | 511,950 | — | — | |
| ▸ 4 | VUG | SH | $100.3M | 2.16% | 1,164,534 | — | — | |
| ▸ 5 | NVDA | SH | $97.0M | 2.09% | 484,553 | — | — | |
| ▸ 6 | QQQ | SH | $94.0M | 2.03% | 127,697 | — | — | |
| ▸ 7 | SPYM | SH | $85.4M | 1.84% | 971,513 | — | — | |
| ▸ 8 | BOND | SH | $83.5M | 1.80% | 905,609 | — | — | |
| ▸ 9 | VEGA | SH | $81.7M | 1.76% | 1,553,875 | — | — | |
| ▸ 10 | SPY | SH | $74.9M | 1.62% | 100,248 | — | — |
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Frequently Asked Questions
What stocks does CreativeOne Wealth, LLC hold as of Q2 2026?
CreativeOne Wealth, LLC reported 1189 positions worth $4.63B in its Q2 2026 13F filing. Largest positions: AAPL (2.6%), VEA (2.4%), VTV (2.4%), VUG (2.2%) and NVDA (2.1%).
What did CreativeOne Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CreativeOne Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.