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Creative Planning — 13F Holdings & Portfolio

CIK 1540235 · latest 13F-HR filed 2026-05-12

Backtest portfolio

Creative Planning manages $147.42B in 13F-reported U.S. long-equity assets across 4,753 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (10.52%), BND (6.04%), VEA (5.16%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 331 new positions, exited 129, added to 2,178, and trimmed 950.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$147.42B

Long-equity book

Holdings

4,753

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+331 / −129 / ↑2178 / ↓950

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD BD INDEX FDS$873.9M +42.5%
  • SPDR INDEX SHS FDS$551.7M +9.9%
  • SPDR SERIES TRUST$356.7M +6.6%
  • ISHARES TR$329.2M +31.0%
  • AMERICAN CENTY ETF TR$309.2M +16.1%
Show all 2178 →

Top Trims

  • MICROSOFT CORP-$268.5M -15.8%
  • SCHWAB STRATEGIC TR-$146.0M -6.5%
  • STATE STR SPDR S&P 500 ETF T-$133.4M -6.5%
  • BERKSHIRE HATHAWAY INC DEL-$75.2M -5.2%
  • ORACLE CORP-$55.2M -26.0%
Show all 950 →

New Positions

  • ASTRAZENECA PLC$46.0M
  • INNOVATOR ETFS TRUST$11.5M
  • VANGUARD WORLD FD$11.1M
  • INNOVATOR ETFS TRUST$10.8M
  • INNOVATOR ETFS TRUST$10.1M
Show all 331 →

Exited Positions

  • ASTRAZENECA PLC$33.4M
  • CYBERARK SOFTWARE LTD$9.3M
  • PIPER SANDLER COMPANIES$9.0M
  • SYNOVUS FINL CORP$5.9M
  • PINNACLE FINL PARTNERS INC$5.9M
Show all 129 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $15.50B 10.52% 23,734,424 SH
2 VANGUARD BD INDEX FDS BND 921937835 $8.90B 6.04% 120,821,818 SH
3 VANGUARD TAX-MANAGED FDS VEA 921943858 $7.60B 5.16% 118,646,763 SH
4 SPDR INDEX SHS FDS SPDW 78463X889 $6.02B 4.08% 131,908,951 SH
5 SPDR SERIES TRUST SPMD 78464A847 $5.67B 3.84% 95,684,518 SH
6 ISHARES INC IEMG 46434G103 $5.36B 3.64% 76,866,529 SH
7 VANGUARD INDEX FDS VV 922908637 $3.57B 2.42% 11,957,203 SH
8 APPLE INC AAPL 037833100 $3.02B 2.05% 11,892,117 SH
9 VANGUARD BD INDEX FDS BSV 921937827 $2.90B 1.97% 37,030,958 SH
10 SPDR SERIES TRUST SPYM 78464A854 $2.53B 1.72% 33,082,634 SH
11 AMERICAN CENTY ETF TR AVDV 025072802 $2.35B 1.60% 23,552,629 SH
12 VANGUARD INDEX FDS VO 922908629 $2.33B 1.58% 8,103,968 SH
13 NVIDIA CORPORATION NVDA 67066G104 $2.28B 1.55% 13,096,844 SH
14 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $2.23B 1.51% 26,914,005 SH
15 AMERICAN CENTY ETF TR AVUV 025072877 $2.22B 1.50% 20,056,944 SH
16 SCHWAB STRATEGIC TR SCHX 808524201 $2.02B 1.37% 78,969,781 SH
17 SELECT SECTOR SPDR TR XLRE 81369Y860 $1.94B 1.32% 47,515,565 SH
18 VANGUARD INDEX FDS VTI 922908769 $1.94B 1.31% 6,040,839 SH
19 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.90B 1.29% 2,928,737 SH
20 DIMENSIONAL ETF TRUST DFAS 25434V500 $1.84B 1.25% 25,822,040 SH
21 SPDR SERIES TRUST SPSB 78464A474 $1.59B 1.08% 52,755,997 SH
22 ISHARES TR IDEV 46435G326 $1.56B 1.06% 18,611,177 SH
23 ISHARES TR MUB 464288414 $1.48B 1.00% 13,901,428 SH
24 MICROSOFT CORP MSFT 594918104 $1.41B 0.95% 3,801,954 SH
25 ISHARES TR AGG 464287226 $1.37B 0.93% 13,830,817 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.33B 0.90% 2,773,434 SH
27 VANGUARD MUN BD FDS VTEB 922907746 $1.33B 0.90% 26,608,307 SH
28 SCHWAB STRATEGIC TR SCHF 808524805 $1.14B 0.77% 46,155,826 SH
29 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $1.13B 0.77% 19,055,937 SH
30 VANGUARD INDEX FDS VNQ 922908553 $1.10B 0.74% 12,377,961 SH
31 SPDR INDEX SHS FDS SPEM 78463X509 $985.4M 0.67% 21,006,268 SH
32 VANGUARD INTL EQUITY INDEX F VWO 922042858 $962.0M 0.65% 17,799,179 SH
33 SCHWAB STRATEGIC TR SCHM 808524508 $891.8M 0.60% 28,803,909 SH
34 VANGUARD INDEX FDS VOO 922908363 $885.4M 0.60% 1,481,647 SH
35 AMAZON COM INC AMZN 023135106 $882.1M 0.60% 4,235,161 SH
36 DIMENSIONAL ETF TRUST DFAT 25434V609 $821.6M 0.56% 13,155,881 SH
37 ALPHABET INC GOOGL 02079K305 $821.6M 0.56% 2,857,028 SH
38 SCHWAB STRATEGIC TR SCHE 808524706 $696.4M 0.47% 21,135,884 SH
39 VANGUARD WHITEHALL FDS VYM 921946406 $556.4M 0.38% 3,756,631 SH
40 BROADCOM INC AVGO 11135F101 $547.8M 0.37% 1,769,768 SH
41 META PLATFORMS INC META 30303M102 $535.1M 0.36% 935,355 SH
42 VANGUARD INDEX FDS VB 922908751 $524.5M 0.36% 2,002,654 SH
43 ALPHABET INC GOOG 02079K107 $492.3M 0.33% 1,716,250 SH
44 JPMORGAN CHASE & CO JPM 46625H100 $436.1M 0.30% 1,482,501 SH
45 SCHWAB STRATEGIC TR SCHH 808524847 $422.3M 0.29% 19,652,399 SH
46 INVESCO QQQ TR QQQ 46090E103 $409.5M 0.28% 709,464 SH
47 TESLA INC TSLA 88160R101 $385.7M 0.26% 1,037,490 SH
48 ELI LILLY & CO LLY 532457108 $379.8M 0.26% 412,957 SH
49 EXXON MOBIL CORP XOM 30231G102 $373.9M 0.25% 2,204,084 SH
50 ISHARES TR IJH 464287507 $325.0M 0.22% 4,812,033 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $147.42B 4,753 0001540235-26-000003
2025-12-31 2026-02-17 $139.71B 4,593 0001540235-26-000002
2025-09-30 2025-11-14 $130.88B 6,684 0001540235-25-000008