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 51–100 of 1,170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DCOR | DIMENSIONAL ETF TRUST | 43K | $1M+ | SH |
| IWN | ISHARES TR | 17K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 34K | $1M+ | SH |
| VTC | VANGUARD SCOTTSDALE FDS | 39K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4 | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 91K | $1M+ | SH |
| DIVI | FRANKLIN TEMPLETON ETF TR | 74K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 61K | $1M+ | SH |
| MRSK | NORTHERN LIGHTS FD TR | 76K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 84K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 71K | $1M+ | SH |
| USMC | PRINCIPAL EXCHANGE TRADED FD | 40K | $1M+ | SH |
| WELL | WELLTOWER INC | 14K | $1M+ | SH |
| TQQQ | PROSHARES TR | 50K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 22K | $1M+ | SH |
| SECT | NORTHERN LTS FD TR IV | 40K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 81K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 29K | $1M+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 50K | $1M+ | SH |
| BUZZ | VANECK ETF TRUST | 72K | $1M+ | SH |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 46K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 96K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 41K | $1M+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 54K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 39K | $1M+ | SH |
| IWY | ISHARES TR | 7K | $1M+ | SH |
| AMZN | AMAZON COM INC | 9K | $1M+ | SH |
| NAPR | INNOVATOR ETFS TRUST | 38K | $1M+ | SH |
| DRSK | ETF SER SOLUTIONS | 71K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| TLH | ISHARES TR | 19K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 73K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 56K | $1M+ | SH |
| NOCT | INNOVATOR ETFS TRUST | 33K | $1M+ | SH |
| ZG | ZILLOW GROUP INC | 28K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 13K | $1M+ | SH |
| FISR | SSGA ACTIVE TR | 73K | $1M+ | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 61K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 57K | $1M+ | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 31K | $1M+ | SH |
| DFGP | DIMENSIONAL ETF TRUST | 34K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| GJUL | FIRST TR EXCHNG TRADED FD VI | 42K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 9K | $1M+ | SH |
| FRDM | EA SERIES TRUST | 33K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 35K | $1M+ | SH |
| PFEB | INNOVATOR ETFS TRUST | 42K | $1M+ | SH |
| PMAY | INNOVATOR ETFS TRUST | 42K | $1M+ | SH |
| DVY | ISHARES TR | 12K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 21K | $1M+ | SH |