CreativeOne Wealth, LLC - Portfolio Stock Holdings
CreativeOne Wealth, LLC disclosed 1295 stock positions in a recent SEC 13F filing. $4,630,509,330 of stock holdings were filed, with the largest holdings including AAPL, VEA, and VTV. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 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:
June 30, 2026No. of Stocks:
1295Est. Stock Holding Value:
$4,630,509,330Top Stock Holdings By Sector
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Portfolio Stock Holdings - CreativeOne Wealth, LLC
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