CreativeOne Wealth, LLC — 13F Portfolio

CreativeOne Wealth, LLC operates as an SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm functions as the wealth management arm within the broader CreativeOne organization, providing investment advisory services to high-net-worth individuals, families, and retail investors seeking comprehensive financial planning and portfolio management. CreativeOne Wealth files quarterly 13F disclosures with the SEC under CIK #0001739728, documenting its aggregate U.S. equity holdings across managed client accounts. The CreativeOne organization has established a substantial presence in the independent financial services industry, providing distribution, marketing, and operational support to financial professionals nationwide. CreativeOne Wealth extends this infrastructure into the registered investment advisor space, enabling affiliated advisors to deliver holistic wealth management combining investment management with insurance, retirement planning, and estate coordination services. Under the leadership of Chief Executive Officer Bill Dolan and President John Dolan, CreativeOne Wealth has cultivated an advisor-focused model that emphasizes comprehensive client service delivery. Anthony Boquet serves as Chief Operating Officer, overseeing the operational infrastructure supporting affiliated advisory practices. The firm's Indianapolis headquarters positions it within the Midwest's growing financial services sector while maintaining national reach through its advisor network. Access to 13F Portfolio Composition data enables observers to examine how CreativeOne Wealth allocates client capital across publicly traded U.S. equities, revealing investment preferences and portfolio construction methodologies employed across the advisor network.

CreativeOne Wealth employs a diversified investment philosophy designed to serve clients across various life stages and risk tolerances. The firm's aggregate 13F holdings reflect a blended approach combining growth-oriented positions with income-generating securities, creating portfolios suitable for wealth accumulation and retirement income objectives. Portfolio construction emphasizes broad diversification across market sectors and capitalizations, with observable emphasis on established large-cap equities offering stability and dividend income. The investment process balances growth potential with capital preservation considerations appropriate for wealth management clients, many of whom prioritize retirement security over aggressive return maximization. The firm's investment approach reflects the comprehensive financial planning context within which portfolio management operates. CreativeOne Wealth advisors typically coordinate investment strategies with insurance solutions, annuity products, and retirement planning vehicles to deliver integrated wealth management. This holistic perspective influences portfolio construction toward diversified, risk-aware allocations designed to complement broader financial plans. Sector Allocation History demonstrates diversified exposure across Technology, Healthcare, Financial Services, Consumer, and other major sectors. The portfolio construction avoids concentrated sector bets in favor of balanced positioning that reduces vulnerability to industry-specific disruptions. Income-oriented positions feature prominently, reflecting client demographics often focused on retirement income generation and preservation. Turnover remains low to moderate, consistent with long-term investment orientations that minimize transaction costs and tax inefficiency. Historical replication through backtesting services illuminates the compounding behavior of this diversified, income-aware approach across market cycles, providing insight into how client portfolios have performed through varying economic environments.

CreativeOne Wealth, LLC represents the convergence of independent advisory distribution with registered investment advisor capabilities, providing comprehensive wealth management through an extensive advisor network. Under Chief Executive Officer Bill Dolan and President John Dolan's leadership, the Indianapolis-based firm has built infrastructure supporting holistic financial planning across the client lifecycle. The firm's 13F filings document a diversified equity portfolio reflecting blended investment styles and broad sector exposure consistent with wealth management mandates. Sharpe Ratio analysis derived from historical holdings data illuminates risk-adjusted outcomes, while Annualized Return (CAGR) calculations reveal the compounding behavior of the disclosed portfolio across market environments. Key observable characteristics include diversified sector allocation, emphasis on large-cap securities with income characteristics, and moderate portfolio turnover consistent with long-term wealth management orientations. Top 10 Holdings Concentration metrics provide visibility into how CreativeOne Wealth balances position conviction against diversification requirements appropriate for retail and high-net-worth client portfolios. For allocators and researchers examining CreativeOne Wealth's disclosed positioning, a critical question emerges: How does the firm's aggregate portfolio construction adapt to rising interest rate environments that simultaneously pressure equity valuations while enhancing yield competition from fixed income alternatives favored by income-oriented client demographics?

CreativeOne Wealth maintains a risk management framework calibrated to wealth preservation objectives appropriate for its client base. Portfolio construction emphasizes diversification across sectors, capitalizations, and investment styles to reduce concentration risk while maintaining meaningful equity market exposure. The firm's Volatility Profile reflects its diversified, income-oriented positioning, typically exhibiting moderate variability relative to growth-concentrated strategies. Emphasis on established large-cap companies with stable business models and dividend commitments provides some defensive characteristics during market corrections. However, meaningful equity exposure necessarily entails participation in broader market movements regardless of individual security quality. Max Drawdown Depth analysis of the disclosed 13F holdings provides insight into how the aggregate portfolio has navigated periods of market stress. The diversified construction and income orientation may mitigate drawdown severity relative to concentrated or speculative approaches, though equity-heavy allocations experience meaningful drawdowns during significant market corrections. CreativeOne Wealth's integration of investment management with broader financial planning enables risk management at the client level, where equity portfolio positioning coordinates with insurance products, annuities, and other vehicles that may provide downside protection or guaranteed income components. This comprehensive approach allows advisors to calibrate overall client risk exposure beyond the equity portfolio alone. The firm's advisor network model means that individual client portfolios may vary from aggregate 13F patterns based on personalized risk tolerance assessments and financial planning requirements.