How many stocks does Creative Planning own?

As of Q2 2025, Creative Planning holds 3,678 positions in their 13F portfolio.

What is Creative Planning's largest holding?

IVV at 11.8% of portfolio, worth $13.8B.

What is Creative Planning's total portfolio value?

$117.1B as of Q2 2025, tracked across 3,678 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 Q2 2025?

View Creative Planning's latest portfolio changes, new positions, and exits for Q2 2025 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 Q2 2025

Top Holdings3,678 positions

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Activity:

				Price Trend
IVV ETF iShares Trust CORE S&P500 ETF	22.2M	$13.8B	11.8%	—	$330.80	+84.94%	27 qtrssince 2018-Q4	Increased 63
BND ETF VANGUARD TOTAL BOND MARKET ETF	114.9M	$8.5B	7.2%	—	$68.31	+2.94%	27 qtrssince 2018-Q4	Increased 66
VEA ETF VANGUARD FTSE DEVELOPED MARKETS ETF	132.1M	$7.5B	6.4%	—	$36.34	+52.10%	27 qtrssince 2018-Q4	Decreased 0
SPMD ETF STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF	83.1M	$4.5B	3.9%	—	$40.49	+32.06%	27 qtrssince 2018-Q4	Increased 61
IEMG ETF ISHARES INC	73.2M	$4.4B	3.8%	—	$43.84	+33.95%	27 qtrssince 2018-Q4	Increased 59
SPDW ETF STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	99.6M	$4B	3.4%	—	$29.03	+35.08%	27 qtrssince 2018-Q4	Increased 67
VV ETF VANGUARD MORNINGSTAR LARGE-CAP ETF	12.6M	$3.6B	3.1%	—	$142.02	+98.14%	27 qtrssince 2018-Q4	Decreased 0
VO ETF VANGUARD INDEX FDS	8.4M	$2.4B	2.0%	—	$36.00	+91.53%	27 qtrssince 2018-Q4	Increased 56
SPYM ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF	31.1M	$2.3B	1.9%	—	$43.70	+64.05%	27 qtrssince 2018-Q4	Increased 51
VCIT ETF VANGUARD SCOTTSDALE FDS	25.5M	$2.1B	1.8%	—	$65.75	+18.79%	27 qtrssince 2018-Q4	Increased 51
AAPL Apple Inc.	10.2M	$2.1B	1.8%	—	$87.40	+133.63%	27 qtrssince 2018-Q4	Decreased 0
SCHX ETF SCHWAB U.S. LARGE-CAP ETF	81.6M	$2B	1.7%	—	$13.13	+83.99%	27 qtrssince 2018-Q4	Decreased 0
VTI ETF VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF	6.4M	$1.9B	1.6%	—	$163.31	+83.50%	27 qtrssince 2018-Q4	Decreased 0
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	2.9M	$1.8B	1.5%	—	$352.54	+72.90%	27 qtrssince 2018-Q4	Decreased 0
XLRE ETF STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF	37.4M	$1.5B	1.3%	—	$35.68	+11.28%	27 qtrssince 2018-Q4	Increased 55
AVDV ETF AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	18.4M	$1.5B	1.2%	—	$62.91	+21.76%	19 qtrssince 2020-Q4	Increased 62
MSFT Microsoft Corp.	2.9M	$1.5B	1.2%	—	$227.02	+116.96%	27 qtrssince 2018-Q4	Increased 53
NVDA NVIDIA Corp.	9.1M	$1.4B	1.2%	—	$58.17	+170.94%	27 qtrssince 2018-Q4	Decreased 0
SPSB ETF STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	45.4M	$1.4B	1.2%	—	$26.26	+8.85%	24 qtrssince 2019-Q3	Increased 53
IDEV ETF ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	18M	$1.4B	1.2%	—	$47.72	+55.97%	22 qtrssince 2020-Q1	Increased 51