Creative Planning
Institutional investor · Portfolio as of Q3 2025
Top Holdings3,909 positions
ISHARES TR | 22.7M | $15.2B | 11.6% | $338.15 | +95.61% | 28 qtrssince 2018-Q4 | Increased 63 |
VANGUARD BD INDEX FDS | 124.9M | $9.3B | 7.1% | $68.58 | +4.58% | 28 qtrssince 2018-Q4 | Increased 68 |
VANGUARD TAX-MANAGED FDS | 128.1M | $7.7B | 5.9% | $36.34 | +60.63% | 28 qtrssince 2018-Q4 | Decreased 0 |
SPDR SER TR | 88M | $5B | 3.8% | $41.37 | +36.36% | 28 qtrssince 2018-Q4 | Increased 62 |
ISHARES INC | 75.1M | $5B | 3.8% | $44.36 | +45.59% | 28 qtrssince 2018-Q4 | Increased 60 |
SPDR INDEX SHS FDS | 112.8M | $4.8B | 3.7% | $30.48 | +35.98% | 28 qtrssince 2018-Q4 | Increased 66 |
VANGUARD INDEX FDS | 12.4M | $3.8B | 2.9% | $142.02 | +114.38% | 28 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 10.9M | $2.8B | 2.1% | $98.24 | +158.24% | 28 qtrssince 2018-Q4 | Increased 59 |
SPDR SER TR | 32M | $2.5B | 1.9% | $44.64 | +73.61% | 28 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 8.3M | $2.4B | 1.9% | $36.00 | +101.76% | 28 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 26.4M | $2.2B | 1.7% | $66.25 | +21.01% | 28 qtrssince 2018-Q4 | Increased 52 |
NVIDIA CORPORATION | 11.5M | $2.1B | 1.6% | $84.22 | +121.00% | 28 qtrssince 2018-Q4 | Increased 62 |
SCHWAB STRATEGIC TR | 80.7M | $2.1B | 1.6% | $13.13 | +98.84% | 28 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 6.2M | $2B | 1.6% | $163.31 | +98.68% | 28 qtrssince 2018-Q4 | Decreased 0 |
SPDR S&P 500 ETF TR | 3M | $2B | 1.5% | $357.98 | +84.11% | 28 qtrssince 2018-Q4 | Increased 51 |
AMERICAN CENTY ETF TR | 20.6M | $1.8B | 1.4% | $65.42 | +31.50% | 20 qtrssince 2020-Q4 | Increased 56 |
MICROSOFT CORP | 3.3M | $1.7B | 1.3% | $263.79 | +94.75% | 28 qtrssince 2018-Q4 | Increased 58 |
SELECT SECTOR SPDR TR | 40.7M | $1.7B | 1.3% | $36.09 | +12.76% | 28 qtrssince 2018-Q4 | Increased 55 |
AMERICAN CENTY ETF TR | 16.8M | $1.7B | 1.3% | $84.76 | +15.89% | 20 qtrssince 2020-Q4 | Increased 58 |
DIMENSIONAL ETF TRUST | 22.7M | $1.6B | 1.2% | $58.14 | +16.50% | 18 qtrssince 2021-Q2 | Increased 56 |
Creative Planning manages $130.9B across 3909 positions as of Q3 2025. Top holdings: IVV (11.6%), BND (7.1%), VEA (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 336 new positions, 119 exits, 2586 increased. Top move: BND (INCREASED, conviction 68). Portfolio: $130.9B across 3909 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