Creative Planning
Institutional investor · Portfolio as of Q1 2026
Top Holdings4,090 positions
ISHARES TR | 24M | $15.7B | 10.6% | $355.11 | +82.92% | 30 qtrssince 2018-Q4 | Increased 65 |
VANGUARD BD INDEX FDS | 121.4M | $8.9B | 6.1% | $68.70 | +5.40% | 30 qtrssince 2018-Q4 | Increased 64 |
VANGUARD TAX-MANAGED FDS | 120.4M | $7.7B | 5.2% | $36.34 | +74.99% | 30 qtrssince 2018-Q4 | Decreased 0 |
SPDR INDEX SHS FDS | 133.8M | $6.1B | 4.1% | $32.65 | +37.86% | 30 qtrssince 2018-Q4 | Increased 63 |
SPDR | 96.6M | $5.7B | 3.9% | $42.87 | +37.22% | 30 qtrssince 2018-Q4 | Increased 61 |
ISHARES INC | 77.7M | $5.4B | 3.7% | $45.19 | +58.83% | 30 qtrssince 2018-Q4 | Increased 60 |
VANGUARD INDEX FDS | 12.3M | $3.7B | 2.5% | $142.60 | +108.44% | 30 qtrssince 2018-Q4 | Increased 55 |
APPLE INC | 12.1M | $3.1B | 2.1% | $114.78 | +120.71% | 30 qtrssince 2018-Q4 | Increased 59 |
| 37.4M | $2.9B | 2.0% | — | — | 30 qtrssince 2018-Q4 | Increased 68 | |
SPDR SERIES TRUST | 33.7M | $2.6B | 1.7% | $46.24 | +64.63% | 30 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 8.3M | $2.4B | 1.6% | $36.36 | +96.81% | 30 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN CENTY ETF TR | 23.8M | $2.4B | 1.6% | $69.27 | +41.61% | 22 qtrssince 2020-Q4 | Increased 53 |
NVIDIA CORPORATION | 13.5M | $2.4B | 1.6% | $98.80 | +76.12% | 30 qtrssince 2018-Q4 | Increased 54 |
VANGUARD SCOTTSDALE FDS | 27M | $2.2B | 1.5% | $66.57 | +21.28% | 30 qtrssince 2018-Q4 | Increased 51 |
AMERICAN CENTY ETF TR | 20.2M | $2.2B | 1.5% | $88.08 | +24.56% | 22 qtrssince 2020-Q4 | Increased 54 |
SCHWAB STRATEGIC TR | 82.3M | $2.1B | 1.4% | $13.64 | +87.55% | 30 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 6.1M | $2B | 1.3% | $164.67 | +93.77% | 30 qtrssince 2018-Q4 | Increased 51 |
SELECT SECTOR SPDR TR | 48M | $2B | 1.3% | $36.64 | +9.53% | 30 qtrssince 2018-Q4 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 3M | $1.9B | 1.3% | $361.16 | +79.16% | 30 qtrssince 2018-Q4 | Decreased 0 |
DIMENSIONAL ETF TRUST | 26.2M | $1.9B | 1.3% | $59.71 | +18.47% | 20 qtrssince 2021-Q2 | Increased 53 |
Creative Planning manages $147.4B across 4090 positions as of Q1 2026. Top holdings: IVV (10.6%), BND (6.1%), VEA (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 331 new positions, 129 exits, 2769 increased. Top move: IVV (INCREASED, conviction 65). Portfolio: $147.4B across 4090 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