Creativeone Wealth
$4.6B 13F equity value
1,303 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Creativeone Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 421,620 | $122M | 2.6% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,590,523 | $113M | 2.4% |
| VTV | VANGUARD INDEX FDS | 511,950 | $112M | 2.4% |
| VUG | VANGUARD INDEX FDS | 1,164,534 | $100M | 2.2% |
| NVDA | NVIDIA CORPORATION | 484,553 | $97M | 2.1% |
| QQQ | INVESCO QQQ TR | 127,697 | $94M | 2.0% |
| SPYM | SPDR SERIES TRUST | 971,513 | $85M | 1.8% |
| BOND | PIMCO ETF TR | 905,609 | $84M | 1.8% |
| VEGA | ADVISORSHARES TR | 1,553,875 | $82M | 1.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 100,248 | $75M | 1.6% |
Track Creativeone Wealth's 13F portfolio: $4.6B in reported holdings, 1,303 positions. Top holdings and quarterly changes on SentiSense.
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