CreativeOne Wealth, LLC: summary

CreativeOne Wealth, LLC reported 1,219 positions with a reported value of $4.82B in its 13F for Q3 2026. Compared with Q2 2026: 134 new positions, 104 exited.

Top positions

• APPLE INC COM
• VANGUARD MORNINGSTAR VALUE ETF
• NVIDIA CORPORATION
• VANGUARD FTSE DEVELOPED MARKETS ETF
• VANGUARD MORNINGSTAR GROWTH ETF
• INVSC QQQ TRUST SRS 1 ETF
• STATE STREET SPDR PORTFOLIO S&P 500 ETF
• ADVISORSHARES TR
• ISHARES S&P 500 GROWTH ETF
• MICROSOFT CORP COM