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CreativeOne Wealth, LLC
Marty Pfannenstiel · Investment Advisor · Multi-Strategy
CreativeOne Wealth, LLC is a prominent SEC-registered investment advisor based in Overland Park, Kansas. Established in 2015 and formerly known as ChangePath, LLC, the firm serves as a subsidiary of CreativeOne, a leading diversified financial services organization. CreativeOne Wealth provides independent financial professionals with a robust wealth management platform that integrates advanced technology, practice management resources, and specialized investment strategies. The firm's history is characterized by its evolution into a comprehensive advisory partner that bridges the gap between insurance-based solutions and traditional securities, focusing on delivering scalable, fiduciary-based asset management and financial planning services to a broad range of retail and institutional clients nationwide.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +13.7% |
| YTD return | +10.2% |
| Sharpe ratio | 2.37 |
| Win rate | 56% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://creativeonewealth.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 19.5% | +20.8% |
| NVDA | NVIDIA Corporation | 15.3% | +20.9% |
| MSFT | Microsoft Corporation | 11.5% | +1.2% |
| GOOGL | Alphabet Inc Class A | 9.3% | +27.0% |
| AMZN | Amazon.com Inc | 8.5% | +14.7% |
| AVGO | Broadcom Inc | 6.1% | +5.9% |
| META | Meta Platforms Inc. | 3.9% | -9.1% |
| TSLA | Tesla Inc | 3.3% | -18.4% |
| BRK-A | Berkshire Hathaway Inc | 3.1% | +2.4% |
| LLY | Eli Lilly and Company | 2.9% | +25.7% |
| MU | Micron Technology Inc | 2.4% | +94.0% |
| AMD | Advanced Micro Devices Inc | 1.8% | +1.4% |
| MO | Altria Group | 1.8% | +5.3% |
| ABBV | AbbVie Inc | 1.7% | +19.0% |
| MS | Morgan Stanley | 1.7% | +6.9% |
| V | Visa Inc. Class A | 1.6% | +1.4% |
| JPM | JPMorgan Chase & Co | 1.5% | +11.9% |
| STX | Seagate Technology PLC | 1.4% | +52.0% |
| WMT | Walmart Inc. Common Stock | 1.4% | +1.5% |
| PLTR | Palantir Technologies Inc. | 1.2% | -6.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | TSLA | 3.5% → 3.3% |
| Aug 31, 2026 | BUY | WMT | 1.4% → 1.4% |
| Aug 31, 2026 | BUY | PLTR | 0.0% → 1.2% |
| Aug 31, 2026 | BUY | MS | 1.7% → 1.7% |
| Aug 31, 2026 | BUY | GOOGL | 9.4% → 9.3% |
Investment Style Analysis
CreativeOne Wealth, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, CreativeOne Wealth, LLC made a significant move by reducing the position in TSLA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
CreativeOne Wealth's investment philosophy is centered on a fiduciary-driven approach that prioritizes risk-adjusted returns and client-specific objectives. The firm employs an open-architecture model, utilizing both proprietary investment models and partnerships with elite third-party sub-advisors to create diversified portfolios. Their strategy emphasizes asset allocation across various classes, including equities, fixed income, and exchange-traded funds (ETFs), often managed through Unified Managed Accounts (UMA) to ensure efficiency and transparency. By focusing on rigorous risk assessment and long-term financial planning, CreativeOne Wealth aims to provide advisors with the tools necessary to navigate volatile markets while helping clients achieve their unique retirement and wealth preservation goals.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with CreativeOne Wealth, LLC.
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Frequently asked questions
How is the simulated portfolio for CreativeOne Wealth, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is CreativeOne Wealth, LLC's largest holding?
As of the latest filing, CreativeOne Wealth, LLC's top position is Apple Inc (AAPL), representing 19.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is CreativeOne Wealth, LLC's historical performance and risk profile?
Our simulation indicates a total return of +13.7% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 2.37, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does CreativeOne Wealth, LLC primarily invest in?
CreativeOne Wealth, LLC has a strong preference for the Semiconductors sector, which makes up 25.7% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is CreativeOne Wealth, LLC's portfolio concentrated or diversified?
CreativeOne Wealth, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 46.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has CreativeOne Wealth, LLC performed in 2026?
Our AI-simulated model portfolio for CreativeOne Wealth, LLC tracks a Year-to-Date (YTD) return of +10.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Marty Pfannenstiel manage CreativeOne Wealth, LLC directly?
Yes, Marty Pfannenstiel serves as the key portfolio manager for CreativeOne Wealth, LLC, overseeing the investment strategy and final capital allocation decisions.