StockDriftsStockDriftsTop 50 Creativeone Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.63% | 421.6K | $122.0M | +4.02%(+16.29K) | $205.40(+48.67%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.45% | 1.59M | $113.3M | +0.86%(+13.52K) | $46.13(+60.45%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.41% | 511.9K | $111.6M | +1.85%(+9.31K) | $125.54(+81.23%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.16% | 1.16M | $100.3M | +1.96%(+22.41K) | $38.76(+130.11%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.09% | 484.6K | $97.0M | -1.41%(-6.94K) | $100.43(+125.10%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.03% | 127.7K | $94.0M | +6.47%(+7.76K) | $482.52(+51.81%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.84% | 971.5K | $85.4M | +189.70%(+636.16K) | $62.72(+45.49%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 1.8% | 905.6K | $83.5M | +8.36%(+69.89K) | $92.99(-2.58%) | 2026-06-30 | |
| VEGA | ADVISORSHARES TR | 1.76% | 1.55M | $81.7M | +3.98%(+59.44K) | $40.14(+33.41%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.62% | 100.2K | $74.9M | -0.97%(-980) | $530.59(+46.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.64% | +46.77% | +6.82% | +39.06% |
| Top 20 Holdings Unweighted | +13.65% | +46.78% | +7.13% | +41.14% |
Creativeone Wealth LLC reports $4.63B in US-listed equity holdings across 1,189 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (2.6%), VEA (2.5%) and VTV (2.4%). The top 20 holdings account for 33.56% of reported assets. Its disclosed equity book has returned +46.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Creativeone Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1739728). View Creativeone Wealth LLC’s 13F filings on SEC