Creative Planning
Institutional investor · Portfolio as of Q4 2025
Top Holdings3,894 positions
ISHARES TR | 23M | $15.7B | 11.3% | $341.98 | +98.65% | 29 qtrssince 2018-Q4 | Increased 63 |
VANGUARD BD INDEX FDS | 117.8M | $8.7B | 6.2% | $68.58 | +5.52% | 29 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 124.2M | $7.8B | 5.6% | $36.34 | +70.30% | 29 qtrssince 2018-Q4 | Decreased 0 |
SPDR INDEX SHS FDS | 125.1M | $5.6B | 4.0% | $31.80 | +37.73% | 29 qtrssince 2018-Q4 | Increased 65 |
SPDR SERIES TRUST | 92.7M | $5.4B | 3.8% | $42.18 | +35.93% | 29 qtrssince 2018-Q4 | Increased 62 |
ISHARES INC | 76.3M | $5.1B | 3.7% | $44.71 | +50.72% | 29 qtrssince 2018-Q4 | Increased 59 |
VANGUARD INDEX FDS | 12.2M | $3.8B | 2.8% | $142.02 | +119.82% | 29 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.3M | $3.1B | 2.2% | $104.75 | +158.83% | 29 qtrssince 2018-Q4 | Increased 57 |
SPDR SERIES TRUST | 32.8M | $2.6B | 1.9% | $45.46 | +75.08% | 29 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 8.4M | $2.4B | 1.7% | $36.36 | +98.14% | 29 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORPORATION | 12.5M | $2.3B | 1.7% | $92.89 | +100.32% | 29 qtrssince 2018-Q4 | Increased 55 |
SCHWAB STRATEGIC TR | 83.8M | $2.3B | 1.6% | $13.64 | +96.28% | 29 qtrssince 2018-Q4 | Increased 52 |
VANGUARD SCOTTSDALE FDS | 26.6M | $2.2B | 1.6% | $66.33 | +22.27% | 29 qtrssince 2018-Q4 | Increased 50 |
AMERICAN CENTY ETF TR | 22.6M | $2.1B | 1.5% | $67.75 | +36.08% | 21 qtrssince 2020-Q4 | Increased 55 |
| 26.1M | $2.1B | 1.5% | — | — | 29 qtrssince 2018-Q4 | Increased 81 | |
STATE STR SPDR S&P 500 ETF T | 3M | $2.1B | 1.5% | $361.16 | +87.35% | 29 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 6.1M | $2B | 1.5% | $163.31 | +103.56% | 29 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN CENTY ETF TR | 18.8M | $1.9B | 1.4% | $86.53 | +16.74% | 21 qtrssince 2020-Q4 | Increased 56 |
SELECT SECTOR SPDR TR | 44.5M | $1.8B | 1.3% | $36.37 | +8.33% | 29 qtrssince 2018-Q4 | Increased 55 |
DIMENSIONAL ETF TRUST | 24.8M | $1.7B | 1.2% | $59.09 | +16.98% | 19 qtrssince 2021-Q2 | Increased 55 |
Creative Planning manages $139.7B across 3894 positions as of Q4 2025. Top holdings: IVV (11.3%), BND (6.2%), VEA (5.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 244 new positions, 181 exits, 2455 increased. Top move: SPDW (INCREASED, conviction 65). Portfolio: $139.7B across 3894 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