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.

Creative Planning

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC 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 Trust CORE S&P500 ETF	24M	$15.7B	10.6%	—	$358.90	+111.23%	30 qtrssince 2018-Q4	Increased 65
BND ETF VANGUARD BD INDEX FDS	121.4M	$8.9B	6.1%	—	$70.08	+3.83%	30 qtrssince 2018-Q4	Increased 64
VEA ETF VANGUARD TAX-MANAGED FDS	120.4M	$7.7B	5.2%	—	$36.68	+93.53%	30 qtrssince 2018-Q4	Decreased 0
SPDW ETF SPDR INDEX SHS FDS	133.8M	$6.1B	4.1%	—	$33.30	+51.01%	30 qtrssince 2018-Q4	Increased 63
SPMD ETF SPDR SERIES TRUST	96.6M	$5.7B	3.9%	—	$43.40	+52.75%	30 qtrssince 2018-Q4	Increased 61
IEMG ETF ISHARES INC	77.7M	$5.4B	3.7%	—	$45.19	+79.94%	30 qtrssince 2018-Q4	Increased 60
VV ETF VANGUARD INDEX FDS	12.3M	$3.7B	2.5%	—	$144.17	+141.14%	30 qtrssince 2018-Q4	Increased 55
AAPL APPLE INC	12.1M	$3.1B	2.1%	—	$145.03	+117.41%	30 qtrssince 2018-Q4	Increased 59
??VANGUARD BD INDEX FDSDelisted Bond	37.4M	$2.9B	2.0%	—	—	—	—	Increased 68
SPYM ETF SPDR SERIES TRUST	33.7M	$2.6B	1.7%	—	$46.89	+89.48%	30 qtrssince 2018-Q4	Increased 52
VO ETF VANGUARD INDEX FDS	8.3M	$2.4B	1.6%	—	$145.72	-44.45%	30 qtrssince 2018-Q4	Decreased 0
AVDV ETF AMERICAN CENTY ETF TR	23.8M	$2.4B	1.6%	—	$70.96	+46.85%	22 qtrssince 2020-Q4	Increased 53
NVDA NVIDIA CORPORATION	13.5M	$2.4B	1.6%	—	$139.14	+51.62%	30 qtrssince 2018-Q4	Increased 54
VCIT ETF VANGUARD SCOTTSDALE FDS	27M	$2.2B	1.5%	—	$68.37	+19.66%	30 qtrssince 2018-Q4	Increased 51
AVUV ETF AMERICAN CENTY ETF TR	20.2M	$2.2B	1.5%	—	$89.15	+39.03%	22 qtrssince 2020-Q4	Increased 54
SCHX ETF SCHWAB STRATEGIC TR	82.3M	$2.1B	1.4%	—	$20.28	+46.62%	30 qtrssince 2018-Q4	Decreased 0
VTI ETF VANGUARD INDEX FDS	6.1M	$2B	1.3%	—	$168.56	+121.10%	30 qtrssince 2018-Q4	Increased 51
XLRE ETF SELECT SECTOR SPDR TR	48M	$2B	1.3%	—	$37.59	+18.26%	30 qtrssince 2018-Q4	Increased 54
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	3M	$1.9B	1.3%	—	$364.40	+107.18%	30 qtrssince 2018-Q4	Decreased 0
DFAS ETF DIMENSIONAL ETF TRUST	26.2M	$1.9B	1.3%	—	$60.37	+34.36%	20 qtrssince 2021-Q2	Increased 53
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