CreativeOne Wealth, LLC - Portfolio Stock Holdings
CreativeOne Wealth, LLC disclosed 1282 stock positions in a recent SEC 13F filing. $4,196,228,571 of stock holdings were filed, with the largest holdings including AAPL, VEA, and VTV. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.We estimate the fund has a total AUM of $6,251,683,061 and has 222 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
March 31, 2026No. of Stocks:
1282Est. Stock Holding Value:
$4,196,228,571Top Stock Holdings By Sector
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Portfolio Stock Holdings - CreativeOne Wealth, LLC
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% of Portfolio
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