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 151–200 of 1,170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PNOV | INNOVATOR ETFS TRUST | 27K | $1M+ | SH |
| DXUV | DIMENSIONAL ETF TRUST | 19K | $1M+ | SH |
| XYLD | GLOBAL X FDS | 27K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 63K | $1M+ | SH |
| UNP | UNION PAC CORP | 5K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| DGCB | DIMENSIONAL ETF TRUST | 20K | $1M+ | SH |
| DDTL | INNOVATOR ETFS TRUST | 51K | $1M+ | SH |
| DDTS | INNOVATOR ETFS TRUST | 50K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 11K | $1M+ | SH |
| USHY | ISHARES TR | 28K | $1M+ | SH |
| GOCT | FIRST TR EXCHNG TRADED FD VI | 27K | $1M+ | SH |
| ISEP | INNOVATOR ETFS TRUST | 32K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 28K | $1M+ | SH |
| MLN | VANECK ETF TRUST | 59K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 39K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 38K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 22K | $1M+ | SH |
| ITOT | ISHARES TR | 7K | $1M+ | SH |
| PDEC | INNOVATOR ETFS TRUST | 23K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 7K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 13K | $500K+ | SH |
| GSEP | FIRST TR EXCHNG TRADED FD VI | 25K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 4K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| GCOW | PACER FDS TR | 23K | $500K+ | SH |
| DIVB | ISHARES TR | 18K | $500K+ | SH |
| SCIO | FIRST TR EXCHANGE-TRADED FD | 45K | $500K+ | SH |
| FUTY | FIDELITY COVINGTON TRUST | 17K | $500K+ | SH |
| APOC | INNOVATOR ETFS TRUST | 35K | $500K+ | SH |
| EMN | EASTMAN CHEM CO | 14K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| GJAN | FIRST TR EXCHNG TRADED FD VI | 21K | $500K+ | SH |
| XBJA | INNOVATOR ETFS TRUST | 28K | $500K+ | SH |
| IEF | ISHARES TR | 9K | $500K+ | SH |
| HYGV | FLEXSHARES TR | 22K | $500K+ | SH |
| VTIP | VANGUARD MALVERN FDS | 18K | $500K+ | SH |
| IBUF | INNOVATOR ETFS TRUST | 30K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| GAUG | FIRST TR EXCHNG TRADED FD VI | 22K | $500K+ | SH |
| WDAY | WORKDAY INC | 4K | $500K+ | SH |
| WTPI | WISDOMTREE TR | 26K | $500K+ | SH |
| IOCT | INNOVATOR ETFS TRUST | 25K | $500K+ | SH |
| TCHP | T ROWE PRICE ETF INC | 17K | $500K+ | SH |
| HALO | HALOZYME THERAPEUTICS INC | 13K | $500K+ | SH |
| COWG | PACER FDS TR | 24K | $500K+ | SH |
| DFGX | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 21K | $500K+ | SH |
| PRIM | PRIMORIS SVCS CORP | 7K | $500K+ | SH |