Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CreativeOne Wealth, LLC (CIK 1739728) reported $4.31B across 1,168 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($102.9M, 2.39%), VEA ($101.1M, 2.35%), VTV ($98.6M, 2.29%), NVDA ($85.7M, 1.99%), VUG ($83.1M, 1.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $102.9M | 2.39% | 405,327 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $101.1M | 2.35% | 1.6M | Added |
| 3 | VTV | VANGUARD INDEX FDS | $98.6M | 2.29% | 502,637 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $85.7M | 1.99% | 491,489 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $83.1M | 1.93% | 190,354 | Trimmed |
| 6 | BOND | PIMCO ETF TR | $77.1M | 1.79% | 835,724 | Added |
| 7 | VEGA | ADVISORSHARES TR | $72.1M | 1.68% | 1.5M | Added |
| 8 | AMZN | AMAZON COM INC | $71.6M | 1.66% | 343,877 | Added |
| 9 | QQQ | INVESCO QQQ TR | $69.2M | 1.61% | 119,934 | Trimmed |
| 10 | SPY | SPDR S&P 500 ETF TR | $65.8M | 1.53% | 101,228 | Added |
| 11 | IVE | ISHARES TR | $62.9M | 1.46% | 298,049 | Trimmed |
| 12 | DYNF | BLACKROCK ETF TRUST | $59.4M | 1.38% | 1.0M | Trimmed |
| 13 | IVW | ISHARES TR | $57.5M | 1.34% | 508,502 | Added |
| 14 | MSFT | MICROSOFT CORP | $55.5M | 1.29% | 150,006 | Added |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $55.1M | 1.28% | 1.1M | Added |
| 16 | CORO | BLACKROCK ETF TRUST | $54.9M | 1.28% | 1.7M | New |
| 17 | VOO | VANGUARD INDEX FDS | $49.5M | 1.15% | 82,816 | Added |
| 18 | IUSB | ISHARES TR | $47.4M | 1.10% | 1.0M | Added |
| 19 | IVV | ISHARES TR | $44.8M | 1.04% | 68,640 | Added |
| 20 | SECT | NORTHERN LTS FD TR IV | $43.9M | 1.02% | 727,157 | Added |
| 21 | GOOGL | ALPHABET INC | $40.7M | 0.95% | 141,622 | Added |
| 22 | EUSM | STRATEGY SHS | $37.1M | 0.86% | 1.4M | Added |
| 23 | AVGO | BROADCOM INC | $35.5M | 0.83% | 114,797 | Added |
| 24 | BSV | VANGUARD BD INDEX FDS | $33.0M | 0.77% | 421,109 | Trimmed |
| 25 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $32.1M | 0.75% | 649,295 | Added |
Source: SEC Form 13F filings · as of 2026-03-31