13F Filings History of CreativeOne Wealth, LLC
- Latest 13F filing
- Q1 2026 - 15 May 2026
- Latest reported 13F value
- $4,306,356,850
- Largest 13F holdings
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AAPL VEA VTV NVDA VUG BOND VEGA AMZN QQQ SPY IVE DYNF
+8 more
IVW MSFT BNDX CORO VOO IUSB IVV SECT - Form 13F summary
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- CreativeOne Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- CreativeOne Wealth, LLC reported 1171 equity holdings with a total reported market value of $4,306,356,850 for Q1 2026. Top reported holdings included AAPL, VEA, VTV, NVDA, and VUG.
- Manager signature
- Chang Shin - Chief Compliance Officer
- Manager location
- Overland Park, KS
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$4,306,356,850
Quarter delta
+$181,797,949
Accepted
15 May 2026, 13:40
Rows shown
1-25 of 34
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 1,171 | $4,306,356,850 | +$588,913,863 | -$322,557,992 | +$266,355,871 | AAPL, VEA, VTV, NVDA, VUG | 13F-HR | 15 May 2026, 13:40 |
| Q4 2025 | 1,170 | $4,124,558,901 | +$399,742,428 | -$398,885,325 | +$857,103 | VEA, AAPL, VTV, VUG, NVDA | 13F-HR | 13 Feb 2026, 16:35 |
| Q3 2025 | 1,145 | $4,096,177,771 | +$368,785,427 | -$331,597,044 | +$37,188,383 | BRIF, VEA, VUG, AAPL, VTV | 13F-HR | 12 Nov 2025, 18:19 |
| Q2 2025 | 1,109 | $3,817,942,683 | +$433,224,758 | -$218,467,203 | +$214,757,555 | BRIF, VEA, VUG, VTV, AAPL | 13F-HR | 12 Aug 2025, 16:58 |
| Q1 2025 | 1,056 | $3,343,728,480 | +$504,295,304 | -$363,969,104 | +$140,326,200 | VTV, BRIF, VEA, AAPL, BOND | 13F-HR | 14 May 2025, 17:00 |
| Q4 2024 | 1,061 | $3,263,402,138 | +$525,163,116 | -$162,579,124 | +$362,583,992 | IUSB, VUG, VTV, AAPL, VEA | 13F-HR | 13 Feb 2025, 14:22 |
| Q3 2024 | 942 | $2,940,579,368 | +$965,608,654 | -$85,794,470 | +$879,814,184 | IUSB, VTV, VUG, VEA, VEGA | 13F-HR | 13 Nov 2024, 16:35 |
| Q2 2024 | 781 | $1,974,129,000 | +$137,547,831 | -$675,278,432 | -$537,730,601 | VUG, VTV, VEA, IUSB, IVW | 13F-HR | 14 Aug 2024, 13:39 |
| Q1 2024 | 900 | $2,509,334,000 | +$958,095,820 | -$93,164,599 | +$864,931,221 | IUSB, VTV, VUG, VEA, SPLG | 13F-HR | 14 May 2024, 14:38 |
| Q4 2023 | 629 | $1,561,961,000 | +$201,625,410 | -$147,685,184 | +$53,940,226 | VTV, VUG, SPLG, VEA, IUSB | 13F-HR | 09 Feb 2024, 13:57 |
| Q3 2023 | 577 | $1,389,813,000 | +$120,485,595 | -$834,017,529 | -$713,531,934 | IUSB, VTV, VUG, VEA, SPLG | 13F-HR | 17 Oct 2023, 14:48 |
| Q2 2023 | 835 | $2,144,484,000 | $0 | $0 | $0 | IUSB, VEA, VUG, VTV, VEGA | New Holdings | 16 Aug 2023, 12:56 |
| Q2 2023 | 964 | $2,173,653,000 | +$270,874,397 | -$192,596,022 | +$78,278,375 | IUSB, VEA, VUG, VTV, VEGA | 13F-HR | 14 Aug 2023, 13:40 |
| Q1 2023 | 795 | $2,026,473,000 | +$350,908,181 | -$224,828,583 | +$126,079,598 | IUSB, VTV, VEA, VUG, VEGA | 13F-HR | 15 May 2023, 13:31 |
| Q4 2022 | 736 | $1,815,589,000 | +$211,196,441 | -$155,476,010 | +$55,720,431 | IUSB, VTV, ESGU, VEA, VUG | 13F-HR | 14 Feb 2023, 17:54 |
| Q3 2022 | 702 | $1,663,990,000 | +$211,753,063 | -$186,170,101 | +$25,582,962 | IUSB, ESGU, GOVT, VTV, VEA | 13F-HR | 14 Nov 2022, 18:19 |
| Q2 2022 | 713 | $1,846,287,000 | +$347,752,694 | -$192,203,278 | +$155,549,416 | GOOGL, IUSB, ESGU, VTV, GOVT | 13F-HR | 11 Aug 2022, 17:50 |
| Q1 2022 | 731 | $1,929,879,000 | +$303,141,992 | -$289,426,453 | +$13,715,539 | IUSB, ESGU, VTV, VEA, VUG | 13F-HR | 13 May 2022, 11:47 |
| Q4 2021 | 748 | $2,025,696,000 | +$379,782,809 | -$115,668,478 | +$264,114,331 | SPY, ESGU, IUSB, VTV, VEA | 13F-HR | 14 Feb 2022, 21:31 |
| Q3 2021 | 690 | $1,687,115,000 | +$210,073,993 | -$117,755,867 | +$92,318,126 | SPY, VTV, VEA, ESGU, VUG | 13F-HR | 15 Nov 2021, 19:15 |
| Q2 2021 | 672 | $1,619,424,000 | +$452,453,621 | -$224,459,879 | +$227,993,742 | SPY, VTV, VEA, VUG, JPIN | 13F-HR | 13 Aug 2021, 11:47 |
| Q1 2021 | 562 | $1,321,333,000 | +$223,733,063 | -$155,003,859 | +$68,729,204 | BOND, SPY, OMFL, JPIN, VTV | 13F-HR | 14 May 2021, 17:46 |
| Q4 2020 | 504 | $1,207,491,000 | +$475,400,080 | -$58,170,990 | +$417,229,090 | SPY, BOND, JAGG, JPIN, OMFL | 13F-HR | 12 Feb 2021, 09:42 |
| Q3 2020 | 266 | $720,246,000 | +$137,478,676 | -$82,311,777 | +$55,166,899 | JAGG, BOND, JPIN, VTV, JPME | 13F-HR | 13 Nov 2020, 17:21 |
| Q2 2020 | 245 | $643,429,000 | +$109,634,795 | -$52,796,940 | +$56,837,855 | JAGG, JPIN, VUG, OMFL, JPME | 13F-HR | 13 Aug 2020, 15:06 |