Universe · entity
CreativeOne Wealth, LLC
Institutional manager (13F) · CIK 1739728
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $103M | 405,327 |
| 2 | VANGUARD TAX-MANAGED FDS | $101M | 1,577,008 |
| 3 | VANGUARD INDEX FDS | $99M | 502,637 |
| 4 | NVIDIA CORPORATION | $86M | 491,489 |
| 5 | VANGUARD INDEX FDS | $83M | 190,354 |
| 6 | PIMCO ETF TR | $77M | 835,724 |
| 7 | ADVISORSHARES TR | $72M | 1,494,435 |
| 8 | AMAZON COM INC | $72M | 343,877 |
| 9 | INVESCO QQQ TR | $69M | 119,934 |
| 10 | SPDR S&P 500 ETF TR | $66M | 101,228 |
| 11 | ISHARES TR | $63M | 298,049 |
| 12 | BLACKROCK ETF TRUST | $59M | 1,020,235 |
| 13 | ISHARES TR | $58M | 508,502 |
| 14 | MICROSOFT CORP | $56M | 150,006 |
| 15 | VANGUARD CHARLOTTE FDS | $55M | 1,145,967 |
| 16 | BLACKROCK ETF TRUST | $55M | 1,708,547 |
| 17 | VANGUARD INDEX FDS | $49M | 82,816 |
| 18 | ISHARES TR | $47M | 1,025,809 |
| 19 | ISHARES TR | $45M | 68,640 |
| 20 | NORTHERN LTS FD TR IV | $44M | 727,157 |
| 21 | ALPHABET INC | $41M | 141,622 |
| 22 | STRATEGY SHS | $37M | 1,417,296 |
| 23 | BROADCOM INC | $36M | 114,797 |
| 24 | VANGUARD BD INDEX FDS | $33M | 421,109 |
| 25 | SIMPLIFY EXCHANGE TRADED FUN | $32M | 649,295 |
| 26 | ISHARES TR | $32M | 1,389,814 |
| 27 | ISHARES TR | $31M | 163,942 |
| 28 | VANGUARD INTL EQUITY INDEX F | $30M | 561,579 |
| 29 | VANGUARD INDEX FDS | $30M | 115,857 |
| 30 | FIRST TR EXCHNG TRADED FD VI | $30M | 874,769 |
| 31 | FRANKLIN TEMPLETON ETF TR | $29M | 554,831 |
| 32 | AMERICAN CENTY ETF TR | $28M | 351,811 |
| 33 | BLACKROCK ETF TRUST | $27M | 809,890 |
| 34 | SPDR SERIES TRUST | $26M | 335,348 |
| 35 | META PLATFORMS INC | $25M | 44,226 |
| 36 | SELECT SECTOR SPDR TR | $23M | 380,606 |
| 37 | BLACKROCK ETF TRUST | $23M | 641,918 |
| 38 | TESLA INC | $23M | 61,765 |
| 39 | VANGUARD SPECIALIZED FUNDS | $21M | 97,742 |
| 40 | INVESCO EXCH TRADED FD TR II | $21M | 185,380 |
| 41 | GLOBAL X FDS | $21M | 292,228 |
| 42 | PIMCO ETF TR | $20M | 773,540 |
| 43 | VANGUARD SCOTTSDALE FDS | $20M | 427,520 |
| 44 | ISHARES TR | $20M | 198,794 |
| 45 | VANGUARD INDEX FDS | $20M | 61,143 |
| 46 | BLACKROCK ETF TRUST II | $19M | 372,944 |
| 47 | VANGUARD INSTL INDEX FD | $19M | 254,057 |
| 48 | VANGUARD INDEX FDS | $19M | 210,031 |
| 49 | VANGUARD BD INDEX FDS | $18M | 239,367 |
| 50 | BERKSHIRE HATHAWAY INC DEL | $18M | 38,275 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.