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 701–750 of 1,170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HYG | ISHARES TR | 885 | $50K–$100K | SH |
| BUG | GLOBAL X FDS | 2K | $50K–$100K | SH |
| BND | VANGUARD BD INDEX FDS | 896 | $50K–$100K | SH |
| QCOM | QUALCOMM INC | 387 | $50K–$100K | SH |
| FMF | FIRST TR EXCHANGE-TRADED FD | 1K | $50K–$100K | SH |
| OAIM | UNIFIED SER TR | 2K | $50K–$100K | SH |
| WM | WASTE MGMT INC DEL | 293 | $50K–$100K | SH |
| VV | VANGUARD INDEX FDS | 201 | $50K–$100K | SH |
| RKLB | ROCKET LAB CORP | 902 | $50K–$100K | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 883 | $50K–$100K | SH |
| IMCG | ISHARES TR | 785 | $50K–$100K | SH |
| GLD | SPDR GOLD TR | 158 | $50K–$100K | SH |
| SLQT | SELECTQUOTE INC | 44K | $50K–$100K | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 1K | $50K–$100K | SH |
| IEV | ISHARES TR | 885 | $50K–$100K | SH |
| BIV | VANGUARD BD INDEX FDS | 775 | $50K–$100K | SH |
| IJK | ISHARES TR | 622 | $50K–$100K | SH |
| CLM | CORNERSTONE STRATEGIC INVEST | 7K | $50K–$100K | SH |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | 2K | $50K–$100K | SH |
| QTUM | ETF SER SOLUTIONS | 529 | $50K–$100K | SH |
| MQ | MARQETA INC | 12K | $50K–$100K | SH |
| SRE | SEMPRA | 645 | $50K–$100K | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 1K | $50K–$100K | SH |
| KNRG | SIMPLIFY EXCHANGE TRADED FUN | 2K | $50K–$100K | SH |
| DELL | DELL TECHNOLOGIES INC | 446 | $50K–$100K | SH |
| KO | COCA COLA CO | 799 | $50K–$100K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 601 | $50K–$100K | SH |
| NVO | NOVO-NORDISK A S | 1K | $50K–$100K | SH |
| DAPR | FIRST TR EXCHNG TRADED FD VI | 1K | $50K–$100K | SH |
| VO | VANGUARD INDEX FDS | 189 | $50K–$100K | SH |
| AMBP | ARDAGH METAL PACKAGING S A | 13K | $50K–$100K | SH |
| XAPR | FIRST TR EXCHNG TRADED FD VI | 1K | $50K–$100K | SH |
| SCHF | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| XLE | SELECT SECTOR SPDR TR | 1K | $50K–$100K | SH |
| LMT | LOCKHEED MARTIN CORP | 110 | $50K–$100K | SH |
| XLF | SELECT SECTOR SPDR TR | 967 | $50K–$100K | SH |
| SBUX | STARBUCKS CORP | 626 | $50K–$100K | SH |
| SCHR | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | 2K | $50K–$100K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 911 | $50K–$100K | SH |
| DMXF | ISHARES TR | 689 | $50K–$100K | SH |
| DMAR | FIRST TR EXCHNG TRADED FD VI | 1K | $50K–$100K | SH |
| MGK | VANGUARD WORLD FD | 123 | $50K–$100K | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 2K | $50K–$100K | SH |
| XMAR | FIRST TR EXCHNG TRADED FD VI | 1K | $50K–$100K | SH |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | 2K | $15K–$50K | SH |
| ENB | ENBRIDGE INC | 1K | $15K–$50K | SH |
| F | FORD MTR CO | 4K | $15K–$50K | SH |
| SCHP | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| MBSD | FLEXSHARES TR | 2K | $15K–$50K | SH |