CIK 1739728
CreativeOne Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
1,170
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ZECP | ZACKS TRUST | 477K | $1M+ | SH |
| SMIZ | ZACKS TRUST | 406K | $1M+ | SH |
| IVW | ISHARES TR | 111K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 38K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 201K | $1M+ | SH |
| IVE | ISHARES TR | 63K | $1M+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 155K | $1M+ | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 899K | $1M+ | SH |
| ICSH | ISHARES TR | 218K | $1M+ | SH |
| IBTG | ISHARES TR | 448K | $1M+ | SH |
| IVV | ISHARES TR | 14K | $1M+ | SH |
| MSTB | ETF SER SOLUTIONS | 235K | $1M+ | SH |
| GROZ | ZACKS TRUST | 301K | $1M+ | SH |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | 331K | $1M+ | SH |
| VEGA | ADVISORSHARES TR | 172K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 131K | $1M+ | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 314K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 174K | $1M+ | SH |
| XLSR | SSGA ACTIVE TR | 113K | $1M+ | SH |
| BOND | PIMCO ETF TR | 74K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 154K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 128K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 80K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 123K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 118K | $1M+ | SH |
| XV | SIMPLIFY EXCHANGE TRADED FUN | 209K | $1M+ | SH |
| AAPL | APPLE INC | 19K | $1M+ | SH |
| SHYG | ISHARES TR | 119K | $1M+ | SH |
| OEF | ISHARES TR | 15K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 51K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 131K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 16K | $1M+ | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 91K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 7K | $1M+ | SH |
| EFV | ISHARES TR | 55K | $1M+ | SH |
| LALT | FIRST TR EXCHNG TRADED FD VI | 171K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 21K | $1M+ | SH |
| PFM | INVESCO EXCHANGE TRADED FD T | 74K | $1M+ | SH |
| IUSB | ISHARES TR | 81K | $1M+ | SH |
| SHV | ISHARES TR | 34K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 62K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 8K | $1M+ | SH |
| IWL | ISHARES TR | 22K | $1M+ | SH |
| BUFF | INNOVATOR ETFS TRUST | 73K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 108K | $1M+ | SH |
| POCT | INNOVATOR ETFS TRUST | 79K | $1M+ | SH |
| QUAL | ISHARES TR | 17K | $1M+ | SH |
| UDIV | FRANKLIN TEMPLETON ETF TR | 63K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 24K | $1M+ | SH |
| IWO | ISHARES TR | 10K | $1M+ | SH |