Holdings
CreativeOne Wealth, LLC
As of Jun 30, 2026, CreativeOne Wealth, LLC reported 443 positions worth US$1.29B. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 422K | US$122M | +16,293 | Jun 30, 2026 |
| Nvidia Corporation | 485K | US$97M | −6,936 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 186K | US$66.6M | −2,844 | Jun 30, 2026 |
| Microsoft Corp. | 156K | US$58.3M | +6,189 | Jun 30, 2026 |
| Amazon.com, Inc. | 223K | US$53.1M | −121K | Jun 30, 2026 |
| Broadcom Inc. | 116K | US$43.7M | +759 | Jun 30, 2026 |
| Tesla, Inc. | 65,823 | US$27.7M | +4,058 | Jun 30, 2026 |
| Meta Platforms, Inc. | 47,158 | US$26.6M | +2,932 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 42,551 | US$21.3M | −1,718 | Jun 30, 2026 |
| Micron Technology, Inc. | 18,248 | US$21.1M | +254 | Jun 30, 2026 |