CreativeOne Wealth, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,124,559
- Description
- Overland Park Kansas based advisory led wealth manager with a manager led operating structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for planning centered advisory portfolios. The process prioritizes downside control, mandate clarity, and consistent execution standards through cross cycle capital preservation and mandate continuity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 1,170 | 4,124,559 | 13F-HR | CreativeOne Wealth, LLC |
| Q3 2025 | 11/13/2025 | 1,145 | 4,096,178 | 13F-HR | CreativeOne Wealth, LLC |
| Q2 2025 | 8/12/2025 | 1,109 | 3,817,943 | 13F-HR | CreativeOne Wealth, LLC |
| Q1 2025 | 5/14/2025 | 1,056 | 3,343,728 | 13F-HR | CreativeOne Wealth, LLC |
| Q4 2024 | 2/13/2025 | 1,061 | 3,263,537 | 13F-HR | CreativeOne Wealth, LLC |
| Q3 2024 | 11/13/2024 | 942 | 2,940,579 | 13F-HR | CreativeOne Wealth, LLC |
| Q2 2024 | 8/14/2024 | 761 | 1,974,151 | 13F-HR | CreativeOne Wealth, LLC |
| Q1 2024 | 5/14/2024 | 873 | 2,509,370 | 13F-HR | CreativeOne Wealth, LLC |
| Q4 2023 | 2/9/2024 | 619 | 1,561,971 | 13F-HR | CreativeOne Wealth, LLC |
| Q3 2023 | 10/17/2023 | 567 | 1,389,825 | 13F-HR | CreativeOne Wealth, LLC |
| Q2 2023 | 8/16/2023 | 827 | 2,144,493 | 13F-HR/A - NEW HOLDINGS | CreativeOne Wealth, LLC |
| Q2 2023 | 8/14/2023 | 781 | 1,864,822 | 13F-HR | CreativeOne Wealth, LLC |
| Q1 2023 | 5/15/2023 | 789 | 2,026,481 | 13F-HR | CreativeOne Wealth, LLC |
| Q4 2022 | 2/15/2023 | 731 | 1,815,595 | 13F-HR | CreativeOne Wealth, LLC |
| Q3 2022 | 11/15/2022 | 693 | 1,664,003 | 13F-HR | CreativeOne Wealth, LLC |
| Q2 2022 | 8/12/2022 | 711 | 1,846,289 | 13F-HR | CreativeOne Wealth, LLC |
| Q1 2022 | 5/13/2022 | 729 | 1,929,882 | 13F-HR | CreativeOne Wealth, LLC |
| Q4 2021 | 2/15/2022 | 745 | 2,025,708 | 13F-HR | Change Path, LLC |
| Q3 2021 | 11/16/2021 | 687 | 1,702,403 | 13F-HR | Change Path, LLC |
| Q2 2021 | 8/13/2021 | 669 | 1,619,427 | 13F-HR | Change Path, LLC |
| Q1 2021 | 5/17/2021 | 561 | 1,321,334 | 13F-HR | Change Path, LLC |
| Q4 2020 | 2/12/2021 | 517 | 1,207,742 | 13F-HR | Change Path, LLC |
| Q3 2020 | 11/13/2020 | 265 | 720,247 | 13F-HR | Change Path, LLC |
| Q2 2020 | 8/13/2020 | 243 | 643,432 | 13F-HR | Change Path, LLC |
| Q1 2020 | 5/14/2020 | 195 | 523,449 | 13F-HR | Change Path, LLC |
| Q4 2019 | 2/13/2020 | 221 | 592,283 | 13F-HR | Change Path, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.735 M | 66.4% | 27.77 K | 0 | 27.77 K |
| ETFs | 1.245 M | 30.2% | 87.24 K | 0 | 87.24 K |
| Debt | 75.04 K | 1.8% | 7.673 K | 0 | 7.673 K |
| Other | 65.16 K | 1.6% | 0 | 32 | -32 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
4,124,559
Holdings
1170
QoQ value change ($000)
28,381
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.