How many stocks does Creative Planning own?

As of Q1 2026, Creative Planning holds 4,090 positions in their 13F portfolio.

What is Creative Planning's largest holding?

IVV at 10.6% of portfolio, worth $15.7B.

What is Creative Planning's total portfolio value?

$147.4B as of Q1 2026, tracked across 4,090 holdings.

Is Creative Planning a hedge fund?

Creative Planning is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Creative Planning report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Creative Planning's portfolio changed in Q1 2026?

View Creative Planning's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Creative Planning's investment strategy?

Creative Planning is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Creative Planning Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

Creative Planning

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$147.4B

AUM

4,090

Positions

Q1 2026

Filing

Rating · 5.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New2%Increased84%Decreased13%Exited1%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.9 years

<1Q4%1-4Q8%1-2Y13%2Y+75%

Q1 2026 Summary

Active quarter - 325 new positions, 123 exits, 2770 increased. Top move: IVV (INCREASED, conviction 65). Portfolio: $147.4B across 4090 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV10.64%

BND6.06%

VEA5.23%

SPDW4.14%

SPMD3.88%

IEMG3.67%

VV2.49%

AAPL2.09%

VANGUARD BD 1.99%

SPYM1.75%

Other1.62%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

AXTI4Q held

AXT INC

Avg $2.75 · $4.9M est. P&L

Est. P&L

+4403.55%

AGL9Q held

AGILON HEALTH INC

Avg $3.80 · $791,416 est. P&L

Est. P&L

+2048.53%

IMUX6Q held

IMMUNIC INC

Avg $1.03 · $386,992 est. P&L

Est. P&L

+1072.82%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings4,090 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES TR	24M	$15.7B	10.6%	—	$358.90	+106.87%	30 qtrssince 2018-Q4	Increased 65
BND ETF VANGUARD BD INDEX FDS	121.4M	$8.9B	6.1%	—	$70.08	+3.79%	30 qtrssince 2018-Q4	Increased 64
VEA ETF VANGUARD TAX-MANAGED FDS	120.4M	$7.7B	5.2%	—	$36.68	+88.32%	30 qtrssince 2018-Q4	Decreased 0
SPDW ETF SPDR INDEX SHS FDS	133.8M	$6.1B	4.1%	—	$33.30	+47.64%	30 qtrssince 2018-Q4	Increased 63
SPMD ETF SPDR SERIES TRUST	96.6M	$5.7B	3.9%	—	$43.40	+45.90%	30 qtrssince 2018-Q4	Increased 61
IEMG ETF ISHARES INC	77.7M	$5.4B	3.7%	—	$45.19	+75.90%	30 qtrssince 2018-Q4	Increased 60
VV ETF VANGUARD INDEX FDS	12.3M	$3.7B	2.5%	—	$144.17	+135.71%	30 qtrssince 2018-Q4	Increased 55
AAPL APPLE INC	12.1M	$3.1B	2.1%	—	$145.03	+107.01%	30 qtrssince 2018-Q4	Increased 59
??VANGUARD BD INDEX FDS Bond	37.4M	$2.9B	2.0%	—	—	—	—	Increased 68
SPYM ETF SPDR SERIES TRUST	33.7M	$2.6B	1.7%	—	$46.89	+85.51%	30 qtrssince 2018-Q4	Increased 52
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