Notify me when CreativeOne Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,145 | $4.1B | +$369M | -$332M | +$37.2M | BRIF, VEA, VUG, AAPL, VTV | 13F-HR | 11/12/2025, 06:19 PM |
| Q2 2025 | 1,109 | $3.82B | +$433M | -$218M | +$215M | BRIF, VEA, VUG, VTV, AAPL | 13F-HR | 8/12/2025, 04:58 PM |
| Q1 2025 | 1,056 | $3.34B | +$504M | -$364M | +$140M | VTV, BRIF, VEA, AAPL, BOND | 13F-HR | 5/14/2025, 05:00 PM |
| Q4 2024 | 1,061 | $3.26B | +$525M | -$163M | +$363M | IUSB, VUG, VTV, AAPL, VEA | 13F-HR | 2/13/2025, 02:22 PM |
| Q3 2024 | 942 | $2.94B | +$966M | -$85.8M | +$880M | IUSB, VTV, VUG, VEA, VEGA | 13F-HR | 11/13/2024, 04:35 PM |
| Q2 2024 | 781 | $1.97B | +$138M | -$675M | -$538M | VUG, VTV, VEA, IUSB, IVW | 13F-HR | 8/14/2024, 01:39 PM |
| Q1 2024 | 900 | $2.51B | +$958M | -$93.2M | +$865M | IUSB, VTV, VUG, VEA, SPLG | 13F-HR | 5/14/2024, 02:38 PM |
| Q4 2023 | 629 | $1.56B | +$202M | -$148M | +$53.9M | VTV, VUG, SPLG, VEA, IUSB | 13F-HR | 2/9/2024, 01:57 PM |
| Q3 2023 | 577 | $1.39B | +$120M | -$834M | -$714M | IUSB, VTV, VUG, VEA, SPLG | 13F-HR | 10/17/2023, 02:48 PM |
| Q2 2023 | 835 | $2.14B | $0 | $0 | IUSB, VEA, VUG, VTV, VEGA | New Holdings | 8/16/2023, 12:56 PM | |
| Q2 2023 | 964 | $2.17B | +$271M | -$193M | +$78.3M | IUSB, VEA, VUG, VTV, VEGA | 13F-HR | 8/14/2023, 01:40 PM |
| Q1 2023 | 795 | $2.03B | +$351M | -$225M | +$126M | IUSB, VTV, VEA, VUG, VEGA | 13F-HR | 5/15/2023, 01:31 PM |
| Q4 2022 | 736 | $1.82B | +$211M | -$155M | +$55.7M | IUSB, VTV, ESGU, VEA, VUG | 13F-HR | 2/14/2023, 05:54 PM |
| Q3 2022 | 702 | $1.66B | +$212M | -$186M | +$25.6M | IUSB, ESGU, GOVT, VTV, VEA | 13F-HR | 11/14/2022, 06:19 PM |
| Q2 2022 | 713 | $1.85B | +$348M | -$192M | +$156M | GOOGL, IUSB, ESGU, VTV, GOVT | 13F-HR | 8/11/2022, 05:50 PM |
| Q1 2022 | 731 | $1.93B | +$303M | -$289M | +$13.7M | IUSB, ESGU, VTV, VEA, VUG | 13F-HR | 5/13/2022, 11:47 AM |
| Q4 2021 | 748 | $2.03B | +$380M | -$116M | +$264M | SPY, ESGU, IUSB, VTV, VEA | 13F-HR | 2/14/2022, 09:31 PM |
| Q3 2021 | 690 | $1.69B | +$210M | -$118M | +$92.3M | SPY, VTV, VEA, ESGU, VUG | 13F-HR | 11/15/2021, 07:15 PM |
| Q2 2021 | 672 | $1.62B | +$452M | -$224M | +$228M | SPY, VTV, VEA, VUG, JPIN | 13F-HR | 8/13/2021, 11:47 AM |
| Q1 2021 | 562 | $1.32B | +$224M | -$155M | +$68.7M | BOND, SPY, OMFL, JPIN, VTV | 13F-HR | 5/14/2021, 05:46 PM |
| Q4 2020 | 504 | $1.21B | +$475M | -$58.2M | +$417M | SPY, BOND, JAGG, JPIN, OMFL | 13F-HR | 2/12/2021, 09:42 AM |
| Q3 2020 | 266 | $720M | +$137M | -$82.3M | +$55.2M | JAGG, BOND, JPIN, VTV, JPME | 13F-HR | 11/13/2020, 05:21 PM |
| Q2 2020 | 245 | $643M | +$110M | -$52.8M | +$56.8M | JAGG, JPIN, VUG, OMFL, JPME | 13F-HR | 8/13/2020, 03:06 PM |
| Q1 2020 | 199 | $523M | +$67.6M | -$45.1M | +$22.5M | JAGG, JPIN, JPUS, VTV, JPME | 13F-HR | 5/14/2020, 02:39 PM |
| Q4 2019 | 222 | $592M | +$85.8M | -$32.3M | +$53.5M | JAGG, JPIN, JPUS, JPME, VTV | 13F-HR | 2/12/2020, 06:57 PM |
| Q3 2019 | 181 | $518M | +$66.1M | -$26.3M | +$39.8M | JAGG, JPIN, JPUS, JPME, VTV | 13F-HR | 11/12/2019, 06:45 PM |
| Q2 2019 | 175 | $476M | +$98.6M | -$12.7M | +$85.9M | JAGG, JPUS, JPIN, JPME, JPSE | 13F-HR | 8/14/2019, 06:52 PM |
| Q1 2019 | 130 | $383M | +$120M | -$59.1M | +$60.6M | JAGG, JPUS, JPIN, JPME, JPSE | 13F-HR | 5/15/2019, 12:44 PM |
| Q4 2018 | 105 | $297M | +$54.5M | -$5.05M | +$49.5M | SCHZ, JPUS, JPIN, JPME, VTV | 13F-HR | 2/14/2019, 11:11 AM |
| Q3 2018 | 67 | $271M | +$40.2M | -$6.05M | +$34.2M | SCHZ, JPIN, JPUS, JPME, VTV | 13F-HR | 11/13/2018, 07:24 PM |
| Q2 2018 | 56 | $232M | +$49.1M | -$18.7M | +$30.5M | SCHZ, JPIN, JPUS, JPME, VTV | 13F-HR | 8/14/2018, 11:00 AM |
| Q1 2018 | 55 | $201M | $0 | $0 | SCHZ, JPIN, FNDA, JPUS, JPME | 13F-HR | 5/14/2018, 04:24 PM |