How many stocks does Creative Planning own?

As of Q2 2026, Creative Planning holds 4,294 positions in their 13F portfolio.

What is Creative Planning's largest holding?

IVV at 10.8% of portfolio, worth $18.4B.

What is Creative Planning's total portfolio value?

$171.1B as of Q2 2026, tracked across 4,294 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 2026?

View Creative Planning's latest portfolio changes, new positions, and exits for Q2 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 Q2 2026

Top Holdings4,294 positions

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Activity:

				Price Trend
IVV ETF ISHARES TR	24.6M	$18.4B	10.8%	—	$364.52	+104.85%	31 qtrssince 2018-Q4	Increased 63
BND ETF VANGUARD BD INDEX FDS	130.7M	$9.6B	5.6%	—	$68.51	+5.67%	31 qtrssince 2018-Q4	Increased 67
VEA ETF VANGUARD TAX-MANAGED FDS	117M	$8.3B	4.9%	—	$36.34	+95.59%	31 qtrssince 2018-Q4	Decreased 0
SPDW ETF SPDR INDEX SHS FDS	144.4M	$7.3B	4.3%	—	$33.96	+48.39%	31 qtrssince 2018-Q4	Increased 63
SPMD ETF SPDR SERIES TRUST	101.2M	$6.8B	4.0%	—	$43.98	+53.07%	31 qtrssince 2018-Q4	Increased 61
IEMG ETF ISHARES INC	78.9M	$6.5B	3.8%	—	—	—	31 qtrssince 2018-Q4	Increased 59
VV ETF VANGUARD MORNINGSTAR LARGE CA	12M	$4.1B	2.4%	—	$142.60	+140.56%	31 qtrssince 2018-Q4	Decreased 0
AAPL APPLE INC	12.4M	$3.6B	2.1%	—	$118.69	+143.59%	31 qtrssince 2018-Q4	Increased 56
?? VANGUARD BD INDEX FDS ETF	43.8M	$3.4B	2.0%	—	—	—	31 qtrssince 2018-Q4	Increased 59
SP SPYM ETF SPDR SERIES TRUST	35.4M	$3.1B	1.8%	—	$48.24	+81.69%	31 qtrssince 2018-Q4	Increased 53
NVDA NVIDIA CORPORATION	14.7M	$2.9B	1.7%	—	$106.76	+87.20%	31 qtrssince 2018-Q4	Increased 55
AVUV ETF AMERICAN CENTY ETF TR	21.6M	$2.7B	1.6%	—	$90.44	+37.50%	23 qtrssince 2020-Q4	Increased 54
VO ETF VANGUARD INDEX FDS	32.7M	$2.6B	1.5%	—	$36.36	+121.56%	31 qtrssince 2018-Q4	Increased 81
AVDV ETF AMERICAN CENTY ETF TR	25.5M	$2.6B	1.5%	—	$71.55	+43.35%	23 qtrssince 2020-Q4	Increased 54
SCHX ETF SCHWAB STRATEGIC TR	81.5M	$2.4B	1.4%	—	$13.64	+115.83%	31 qtrssince 2018-Q4	Decreased 0
VCIT ETF VANGUARD SCOTTSDALE FDS	27.8M	$2.3B	1.3%	—	$66.72	+21.80%	31 qtrssince 2018-Q4	Increased 52
DFAS ETF DIMENSIONAL ETF TRUST	27.8M	$2.3B	1.3%	—	$61.00	+34.65%	21 qtrssince 2021-Q2	Increased 53
XLRE ETF State Street Real Estate Select Sector SPDR ETF	51.8M	$2.3B	1.3%	—	$37.16	+17.49%	31 qtrssince 2018-Q4	Increased 54
VTI ETF VANGUARD INDEX FDS	6.1M	$2.2B	1.3%	—	$164.67	+124.14%	31 qtrssince 2018-Q4	Decreased 0
SPY Unit STATE STR SPDR S&P 500 ETF T	3M	$2.2B	1.3%	—	$361.87	+105.85%	31 qtrssince 2018-Q4	Increased 50

$171.1B

AUM

4,294

Positions

Q2 2026

Filing

HI rating · 5.0/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$106,354,835,858	3.42435174774%
2025-Q2	$117,100,054,682	10.103178419%
2025-Q3	$130,883,731,727	11.7708544906%
2025-Q4	$139,705,144,107	6.73988452469%
2026-Q1	$147,424,828,352	5.52569792211%
2026-Q2	$171,094,726,620	16.0555711901%