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 CORE S&P 500 ETF	22.2M	$13.8B	11.8%	—	$330.80	+84.94%	27 qtrssince 2018-Q4	Increased 63
BND ETF VANGUARD TOTAL BOND MARKET	114.9M	$8.5B	7.2%	—	$68.31	+2.94%	27 qtrssince 2018-Q4	Increased 66
VEA ETF VANGUARD FTSE DEVELOPED ETF	132.1M	$7.5B	6.4%	—	$36.34	+52.10%	27 qtrssince 2018-Q4	Decreased 0
SPMD ETF SPDR SER TR	83.1M	$4.5B	3.9%	—	$40.49	+32.06%	27 qtrssince 2018-Q4	Increased 61
IEMG ETF ISHARES CORE MSCI EMERGING	73.2M	$4.4B	3.8%	—	$43.84	+33.95%	27 qtrssince 2018-Q4	Increased 59
SPDW ETF SPDR PORTFOLIO DEVELOPED WOR	99.6M	$4B	3.4%	—	$29.03	+35.08%	27 qtrssince 2018-Q4	Increased 67
VV ETF VANGUARD LARGE-CAP ETF	12.6M	$3.6B	3.1%	—	$142.02	+98.14%	27 qtrssince 2018-Q4	Decreased 0
VO ETF VANGUARD MID-CAP ETF	8.4M	$2.4B	2.0%	—	$36.00	+91.53%	27 qtrssince 2018-Q4	Increased 56
SPYM ETF 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 INT-TERM CORPORATE	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 US LARGE-CAP ETF	81.6M	$2B	1.7%	—	$13.13	+83.99%	27 qtrssince 2018-Q4	Decreased 0
VTI ETF VANGUARD TOTAL STOCK MKT ETF	6.4M	$1.9B	1.6%	—	$163.31	+83.50%	27 qtrssince 2018-Q4	Decreased 0
SPY Unit SPDR S&P 500 ETF TRUST	2.9M	$1.8B	1.5%	—	$352.54	+72.90%	27 qtrssince 2018-Q4	Decreased 0
XLRE ETF REAL ESTATE SELECT SECT SPDR	37.4M	$1.5B	1.3%	—	$35.68	+11.28%	27 qtrssince 2018-Q4	Increased 55
AVDV ETF AMERICAN CENTY ETF TR	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 CORPORATION	9.1M	$1.4B	1.2%	—	$58.17	+170.94%	27 qtrssince 2018-Q4	Decreased 0
SPSB ETF SPDR PORT SHRT TRM CORP BND	45.4M	$1.4B	1.2%	—	$26.26	+8.85%	24 qtrssince 2019-Q3	Increased 53
IDEV ETF ISHARES CORE MSCI DEV MKTS	18M	$1.4B	1.2%	—	$47.72	+55.97%	22 qtrssince 2020-Q1	Increased 51