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Chang Shin

Creativeone Wealth, Llc

Assets Managed
$4.306B
Holdings
1171
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
4.41%(2Q avg: 2.56%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Creativeone Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1171 positions.

Assets under management

The assets under management (AUM) of Creativeone Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.306B in assets, with a quarterly growth rate of 4.41% and a 2-quarter average growth rate of 2.56%. The portfolio is managed by Chang Shin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 14.86%
2.39%
$102.868M
405,327 shares@ $253.79 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.02%
2.35%
$101.055M
1.577M shares@ $64.08 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.9%
2.3%
$98.617M
502,637 shares@ $196.21 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.48%
2%
$85.716M
491,489 shares@ $174.41 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -0.37%
1.94%
$83.145M
190,354 shares@ $436.8 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 8.26%
1.8%
$77.121M
835,724 shares@ $92.28 avg price
VEGA
Advshrs Star Gbl Buy-write
Recent Activity
Increased 6.75%
1.68%
$72.132M
1.494M shares@ $48.27 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.81%
1.67%
$71.619M
343,877 shares@ $208.27 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -11.52%
1.61%
$69.223M
119,934 shares@ $577.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 18.42%
1.53%
$65.833M
101,228 shares@ $650.35 avg price

1-10 of 1171