How many stocks does Creative Planning own?

As of Q3 2019, Creative Planning holds 1,000 positions in their 13F portfolio.

What is Creative Planning's largest holding?

VEA at 9.4% of portfolio, worth $2.9B.

What is Creative Planning's total portfolio value?

$21.3B as of Q3 2019, tracked across 1,000 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 Q3 2019?

View Creative Planning's latest portfolio changes, new positions, and exits for Q3 2019 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 Q3 2019 13F Filing - 1871 Positions, $30.7B AUM

Q3 2019 Summary

Active quarter - 129 new positions, 147 exits, 772 increased. Top move: AGG (INCREASED, conviction 65). Portfolio: $21.3B across 1000 positions.

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

ENPH4Q held

ENPHASE ENERGY INC

Avg $4.86 · $177,045 est. P&L

Est. P&L

+358.02%

VGZ4Q held

VISTA GOLD

Avg $0.52 · $19,800 est. P&L

Est. P&L

+317.31%

SNAP4Q held

SNAP INC

Avg $5.82 · $2.6M est. P&L

Est. P&L

+175.41%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Holdings

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VEA ETF VANGUARD TAX-MANAGED FDS	69.9M	$2.9B	9.4%	—	$30.07	+12.06%	4 qtrssince 2018-Q4	Increased 64
AGG ETF ISHARES TR	23.1M	$2.6B	8.5%	—	$88.06	+7.14%	4 qtrssince 2018-Q4	Increased 65
VCIT ETF VANGUARD SCOTTSDALE FDS	27.9M	$2.5B	8.3%	—	$64.54	+12.14%	4 qtrssince 2018-Q4	Increased 62
IVV ETF ISHARES TR	7.9M	$2.4B	7.7%	—	$225.90	+19.32%	4 qtrssince 2018-Q4	Increased 64
IEMG ETF ISHARES INC	39.3M	$1.9B	6.3%	—	$39.12	+3.39%	4 qtrssince 2018-Q4	Increased 64
VO ETF VANGUARD INDEX FDS	8.2M	$1.4B	4.4%	—	$122.70	+23.20%	4 qtrssince 2018-Q4	Decreased 0
VNQ ETF VANGUARD INDEX FDS	9.4M	$875M	2.8%	—	$60.33	+21.66%	4 qtrssince 2018-Q4	Increased 59
BRK/B BERKSHIRE HATHAWAY INC DEL	3.7M	$771.6M	2.5%	—	$202.47	+2.46%	4 qtrssince 2018-Q4	Increased 56
VWO ETF VANGUARD INTL EQUITY INDEX F	18.9M	$759.2M	2.5%	—	$31.03	+6.39%	4 qtrssince 2018-Q4	Increased 60
SCHF ETF SCHWAB STRATEGIC TR	21.9M	$697.8M	2.3%	—	$11.68	+11.28%	4 qtrssince 2018-Q4	Increased 61
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