CreativeOne Wealth, LLC: 13F holdings
CIK 17397282026Q2
| Positions | 1,189 |
|---|---|
| Reported value | $4.6bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 421,620 | $122.0m | 2.6% |
| VEA VANGUARD TAX-MANAGED FDS | 1,590,523 | $113.3m | 2.4% |
| VTV VANGUARD INDEX FDS | 511,950 | $111.6m | 2.4% |
| VUG VANGUARD INDEX FDS | 1,164,534 | $100.3m | 2.2% |
| NVDA NVIDIA CORPORATION | 484,553 | $97.0m | 2.1% |
| QQQ INVESCO QQQ TR | 127,697 | $94.0m | 2.0% |
| SPYM SPDR SERIES TRUST | 971,513 | $85.4m | 1.8% |
| BOND PIMCO ETF TR | 905,609 | $83.5m | 1.8% |
| ADVISORSHARES TR | 1,553,875 | $81.7m | 1.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 100,248 | $74.9m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1739728")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.