Creative Planning
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,452 positions
ISHARES TR | 21.8M | $12.3B | 11.5% | $325.68 | +69.47% | 26 qtrssince 2018-Q4 | Increased 62 |
VANGUARD BD INDEX FDS | 108.6M | $8B | 7.5% | $68.19 | +1.86% | 26 qtrssince 2018-Q4 | Increased 67 |
VANGUARD TAX-MANAGED FDS | 138.3M | $7B | 6.6% | $36.34 | +34.54% | 26 qtrssince 2018-Q4 | Decreased 0 |
SPDR | 80.1M | $4.1B | 3.9% | $40.01 | +25.26% | 26 qtrssince 2018-Q4 | Increased 61 |
ISHARES INC | 72.5M | $3.9B | 3.7% | $43.69 | +20.22% | 26 qtrssince 2018-Q4 | Increased 60 |
VANGUARD INDEX FDS | 12.7M | $3.3B | 3.1% | $142.02 | +77.98% | 26 qtrssince 2018-Q4 | Decreased 0 |
SPDR INDEX SHS FDS | 86.6M | $3.2B | 3.0% | $27.50 | +26.05% | 26 qtrssince 2018-Q4 | Increased 67 |
APPLE INC | 10.2M | $2.3B | 2.1% | $87.40 | +152.61% | 26 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 8.2M | $2.1B | 2.0% | $35.22 | +80.24% | 26 qtrssince 2018-Q4 | Increased 51 |
VANGUARD SCOTTSDALE FDS | 25M | $2B | 1.9% | $65.50 | +16.20% | 26 qtrssince 2018-Q4 | Increased 51 |
SPDR SERIES TRUST | 30.8M | $2B | 1.9% | $43.41 | +48.96% | 26 qtrssince 2018-Q4 | Increased 51 |
SCHWAB STRATEGIC TR | 82.7M | $1.8B | 1.7% | $13.13 | +65.73% | 26 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 6.5M | $1.8B | 1.7% | $163.31 | +65.43% | 26 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 3M | $1.7B | 1.6% | $352.54 | +56.08% | 26 qtrssince 2018-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC DEL | 2.8M | $1.5B | 1.4% | $219.43 | +142.71% | 26 qtrssince 2018-Q4 | Increased 51 |
SELECT SECTOR SPDR TR | 34.5M | $1.4B | 1.4% | $35.34 | +12.49% | 26 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 13.1M | $1.4B | 1.3% | $97.09 | +3.79% | 26 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 43.2M | $1.3B | 1.2% | $26.15 | +7.73% | 23 qtrssince 2019-Q3 | Increased 54 |
VANGUARD MUN BD FDS | 26.1M | $1.3B | 1.2% | $45.39 | +4.20% | 26 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 14.2M | $1.3B | 1.2% | $68.80 | +25.46% | 26 qtrssince 2018-Q4 | Decreased 0 |
Creative Planning manages $106.4B across 3452 positions as of Q1 2025. Top holdings: IVV (11.5%), BND (7.5%), VEA (6.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 213 new positions, 343 exits, 2151 increased. Top move: BND (INCREASED, conviction 67). Portfolio: $106.4B across 3452 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR