SEC Form 13F

CreativeOne Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$4,633,457,746
Positions1,189

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$121,999,849421,620
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$113,324,7401,590,523
VANGUARD INDEX FDSVTVVALUE ETF$111,569,376511,950
VANGUARD INDEX FDSVUGGROWTH ETF$100,312,9811,164,534
NVIDIA CORPORATIONNVDACOM$96,954,060484,553
INVESCO QQQ TRQQQUNIT SER 1$94,036,197127,697
SPDR SERIES TRUSTSPYMSTATE STREET SPD$85,376,507971,513
PIMCO ETF TRBONDACTIVE BD ETF$83,506,171905,609
ADVISORSHARES TRVEGASTAR GLOB BUYW$81,653,6151,553,875
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$74,862,384100,248

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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