CreativeOne Wealth, LLC
CIK
1739728
City
OVERLAND PARK
State / Country
KS
Top Portfolio Positions
503 positions ·
$1,402,175,784 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
405,327 | $102,867,939 | 7.34% | |
| NVDA |
Nvidia Corp
Technology
|
491,489 | $85,715,681 | 6.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
343,877 | $71,619,262 | 5.11% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
119,934 | $69,223,505 | 4.94% | |
| SPY |
Spdr S&P 500 ETF Trust
|
101,228 | $65,832,617 | 4.70% | |
| MSFT |
Microsoft Corp
Technology
|
150,006 | $55,527,720 | 3.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
141,622 | $40,724,822 | 2.90% | |
| AVGO |
Broadcom Inc.
Technology
|
114,797 | $35,530,819 | 2.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
44,226 | $25,303,021 | 1.80% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
61,765 | $22,961,138 | 1.64% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RMM
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $175,731 | 12,893 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $173,377 | 12,739 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $177,824 | 12,576 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $166,471 | 12,414 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $175,448 | 12,252 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $174,522 | 12,107 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $192,325 | 11,968 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $161,603 | 10,590 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $166,122 | 11,097 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $145,671 | 10,273 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $184,753 | 13,466 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $211,854 | 13,993 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $256,084 | 16,993 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||