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Creative Planning

Latest statistics and disclosures from Creative Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, BND, VEA, SPDW, SPMD, and represent 30.87% of Creative Planning's stock portfolio.
Added to shares of these 10 stocks: BSV (+$2.0B), SPDW (+$549M), SPMD (+$272M), AVUV (+$208M), AVDV (+$185M), IVV (+$177M), NVDA (+$155M), XLRE (+$153M), DFAS (+$150M), NFLX (+$138M).
Started 244 new stock positions in KRUS, PALC, BSTZ, ELPC, EB, ZTR, SOLS, DFGP, IAUX, AIOT.
Reduced shares in these 10 stocks: BND (-$531M), VEA (-$244M), AGG (-$132M), VV (-$56M), VTEB (-$54M), VTI (-$46M), VNQ (-$34M), Unilever (-$28M), DGS (-$25M), IDEV (-$21M).
Sold out of its positions in ABEO, PEO, AEHR, ADV, DECU, AIRS, AKRO, ALRM, ALEC, ALEX.
Creative Planning was a net buyer of stock by $6.7B.
Creative Planning has $140B in assets under management (AUM), dropping by 17.87%.
Central Index Key (CIK): 0001540235

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Portfolio Holdings for Creative Planning

Creative Planning holds 3875 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Creative Planning has 3875 total positions. Only the first 250 positions are shown.

Sign up to view all of the Creative Planning Dec. 31, 2025 positions
Download the Creative Planning December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.3	$16B		23M	684.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.2	$8.7B	-5%	118M	74.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.5	$7.8B	-3%	124M	62.47	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.0	$5.6B	+10%	125M	44.41	View chart
Spdr Series Trust State Street Spd (SPMD)	3.8	$5.4B	+5%	93M	57.91	View chart
Ishares Core Msci Emkt (IEMG)	3.7	$5.1B		76M	67.22	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.8	$3.8B		12M	314.80	View chart
Apple (AAPL)	2.2	$3.1B	+3%	11M	271.86	View chart
Spdr Series Trust State Street Spd (SPYM)	1.9	$2.6B	+2%	33M	80.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.7	$2.4B		8.4M	290.22	View chart
NVIDIA Corporation (NVDA)	1.7	$2.4B	+6%	13M	186.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$2.3B	+3%	84M	26.91	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.6	$2.2B		27M	83.75	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.5	$2.1B	+9%	23M	93.97	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.5	$2.1B	+4933%	26M	78.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$2.1B		3.0M	681.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$2.0B	-2%	6.1M	335.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$1.9B	+12%	19M	101.98	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	1.3	$1.8B	+9%	45M	40.35	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$1.7B	+9%	25M	69.67	View chart
Microsoft Corporation (MSFT)	1.2	$1.7B	+4%	3.5M	483.62	View chart
Spdr Series Trust State Street Spd (SPSB)	1.1	$1.5B	+4%	51M	30.20	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$1.5B	+2%	14M	107.11	View chart
Ishares Tr Core Msci Intl (IDEV)	1.0	$1.4B		18M	82.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.4B	+2%	2.9M	502.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$1.3B	-4%	25M	50.29	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$1.1B	-2%	13M	88.49	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.8	$1.1B	+8%	18M	59.93	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$1.1B	-11%	11M	99.88	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$1.0B		22M	46.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$1.0B	+2%	42M	24.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$988M		18M	53.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$949M	+8%	1.5M	627.13	View chart
Amazon (AMZN)	0.7	$938M	+4%	4.1M	230.82	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$915M	+3%	30M	30.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$849M	+5%	2.7M	313.00	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$816M		14M	59.54	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$619M		19M	32.75	View chart
Broadcom (AVGO)	0.4	$589M	+11%	1.7M	346.10	View chart
Meta Platforms Cl A (META)	0.4	$588M	+4%	890k	660.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$557M		1.8M	313.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$548M	+8%	2.1M	257.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$519M		3.6M	143.52	View chart
JPMorgan Chase & Co. (JPM)	0.3	$483M	+2%	1.5M	322.22	View chart
Tesla Motors (TSLA)	0.3	$445M	+7%	989k	449.72	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$441M	-2%	21M	20.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$434M		707k	614.31	View chart
Eli Lilly & Co. (LLY)	0.3	$411M	+8%	383k	1074.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$314M		4.8M	66.00	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$310M	-3%	4.0M	77.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$310M		2.1M	148.69	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$300M	+2%	2.8M	106.70	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$272M	+9%	8.1M	33.81	View chart
Wal-Mart Stores (WMT)	0.2	$270M	+5%	2.4M	111.41	View chart
Visa Com Cl A (V)	0.2	$269M		766k	350.71	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$265M	+6%	3.2M	82.50	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$259M	-8%	4.5M	57.24	View chart
Johnson & Johnson (JNJ)	0.2	$258M	+8%	1.2M	206.95	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$254M		3.4M	74.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$248M		1.1M	219.78	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$246M		657k	373.44	View chart
Exxon Mobil Corporation (XOM)	0.2	$244M	+7%	2.0M	120.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$240M		2.7M	89.46	View chart
Abbvie (ABBV)	0.2	$239M	+6%	1.0M	228.49	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$235M		5.0M	46.59	View chart
Costco Wholesale Corporation (COST)	0.2	$230M		266k	862.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$227M	+3%	479k	473.30	View chart
Procter & Gamble Company (PG)	0.2	$221M	-2%	1.5M	143.31	View chart
Oracle Corporation (ORCL)	0.2	$212M	+9%	1.1M	194.91	View chart
Home Depot (HD)	0.1	$206M	-4%	598k	344.10	View chart
Caterpillar (CAT)	0.1	$204M	+3%	356k	572.87	View chart
Bank of America Corporation (BAC)	0.1	$203M	+4%	3.7M	55.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$199M		2.1M	96.03	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$193M	+45%	6.8M	28.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$185M	+22%	379k	487.86	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$184M	+6%	606k	303.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$179M	+30%	938k	190.99	View chart
Wisdomtree Tr True Developed I (DOL)	0.1	$175M		2.7M	65.85	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$171M		3.4M	49.90	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$167M	-3%	277k	603.28	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$166M	+12%	220.00	754523.01	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$163M	+9%	1.3M	120.96	View chart
Applied Materials (AMAT)	0.1	$156M	+6%	606k	256.99	View chart
Mastercard Incorporated Cl A (MA)	0.1	$153M	+3%	267k	570.88	View chart
Netflix (NFLX)	0.1	$151M	+1007%	1.6M	93.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$151M		1.3M	120.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$149M	+4%	606k	246.16	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$149M	-9%	1.2M	119.35	View chart
Coca-Cola Company (KO)	0.1	$147M	+8%	2.1M	69.91	View chart
Advanced Micro Devices (AMD)	0.1	$144M	+9%	671k	214.16	View chart
International Business Machines (IBM)	0.1	$143M	+9%	483k	296.21	View chart
Abbott Laboratories (ABT)	0.1	$138M	+2%	1.1M	125.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$138M	+112%	4.2M	32.62	View chart
Merck & Co (MRK)	0.1	$131M	+15%	1.2M	105.26	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$131M		2.8M	46.86	View chart
Wells Fargo & Company (WFC)	0.1	$129M	+4%	1.4M	93.20	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$128M		1.4M	91.38	View chart
Cisco Systems (CSCO)	0.1	$127M	+7%	1.7M	77.03	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$122M		1.4M	88.08	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$121M	-3%	1.8M	65.66	View chart
McDonald's Corporation (MCD)	0.1	$121M	+4%	397k	305.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$118M	-2%	4.3M	27.43	View chart
Arista Networks Com Shs (ANET)	0.1	$117M		890k	131.03	View chart
Pepsi (PEP)	0.1	$116M	+15%	808k	143.52	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$116M	+5%	1.4M	83.61	View chart
Lam Research Corp Com New (LRCX)	0.1	$115M	+15%	672k	171.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$114M	+2%	540k	210.34	View chart
Palantir Technologies Cl A (PLTR)	0.1	$113M	+3%	638k	177.75	View chart
Raytheon Technologies Corp (RTX)	0.1	$113M	+7%	617k	183.40	View chart
Goldman Sachs (GS)	0.1	$112M	+2%	127k	879.00	View chart
Chevron Corporation (CVX)	0.1	$112M		733k	152.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$111M	+2%	147k	753.78	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$110M	-3%	985k	111.78	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$106M		2.3M	47.02	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$104M		496k	209.12	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$103M	+3%	1.4M	73.56	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$103M		3.1M	32.80	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$100M	+8%	1.4M	71.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$100M	+69%	3.8M	26.23	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$99M		2.1M	46.71	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$99M	+7%	690k	143.33	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$98M	+9%	1.2M	79.73	View chart
UnitedHealth (UNH)	0.1	$96M	+9%	291k	330.11	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$96M	+3%	2.4M	39.59	View chart
Qualcomm (QCOM)	0.1	$94M	+7%	548k	171.05	View chart
Union Pacific Corporation (UNP)	0.1	$92M	+20%	399k	231.32	View chart
Ge Aerospace Com New (GE)	0.1	$92M	+9%	298k	308.03	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$91M		940k	96.27	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$90M	-2%	1.9M	48.41	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$90M	+281%	3.0M	29.61	View chart
Micron Technology (MU)	0.1	$89M	+10%	312k	285.41	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$87M	+2%	2.0M	44.17	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$87M	+5%	219k	396.31	View chart
salesforce (CRM)	0.1	$87M	+5%	327k	264.91	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$86M	-7%	1.5M	58.73	View chart
American Express Company (AXP)	0.1	$85M	+4%	229k	369.95	View chart
Amphenol Corp Cl A (APH)	0.1	$84M	+2%	619k	135.14	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$82M	+76%	1.1M	77.88	View chart
Walt Disney Company (DIS)	0.1	$81M	+5%	714k	113.77	View chart
Morgan Stanley Com New (MS)	0.1	$81M	+7%	455k	177.53	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$81M	+18%	301k	268.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$81M		653k	123.26	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$80M	+2%	2.4M	32.94	View chart
Applovin Corp Com Cl A (APP)	0.1	$79M	+4%	117k	673.82	View chart
Nextera Energy (NEE)	0.1	$79M	+7%	982k	80.28	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$79M	+7%	168k	468.76	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$78M		1.5M	51.60	View chart
Philip Morris International (PM)	0.1	$78M		486k	160.40	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$77M		725k	106.70	View chart
Boeing Company (BA)	0.1	$77M	-4%	355k	217.12	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$77M	+104%	536k	143.97	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$77M		434k	177.37	View chart
Lockheed Martin Corporation (LMT)	0.1	$77M	+4%	159k	483.67	View chart
TJX Companies (TJX)	0.1	$76M	+11%	498k	153.61	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$75M	-2%	974k	77.02	View chart
Amgen (AMGN)	0.1	$73M	+9%	224k	327.31	View chart
Thermo Fisher Scientific (TMO)	0.1	$72M		124k	579.45	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$71M	+4%	1.5M	45.98	View chart
Charles Schwab Corporation (SCHW)	0.0	$70M		699k	99.91	View chart
Eaton Corp SHS (ETN)	0.0	$69M		218k	318.51	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$69M	+5%	2.1M	32.89	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$67M	+285%	2.5M	26.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$66M		312k	211.79	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$66M	+6%	409k	160.97	View chart
Snowflake Com Shs (SNOW)	0.0	$66M	+23%	299k	219.36	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$64M		791k	81.17	View chart
Intuitive Surgical Com New (ISRG)	0.0	$64M	+3%	112k	566.36	View chart
Lowe's Companies (LOW)	0.0	$63M	+11%	263k	241.16	View chart
Kla Corp Com New (KLAC)	0.0	$63M	+12%	52k	1215.07	View chart
Servicenow (NOW)	0.0	$63M	+442%	410k	153.19	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$62M	-5%	442k	139.16	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$62M		684k	90.00	View chart
Novartis Sponsored Adr (NVS)	0.0	$61M	+3%	439k	137.87	View chart
Chubb (CB)	0.0	$61M	+21%	194k	312.12	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$60M		387k	154.14	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$60M	+10%	1.4M	41.66	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$59M	+5%	184k	323.01	View chart
McKesson Corporation (MCK)	0.0	$59M	+6%	72k	820.29	View chart
Ge Vernova (GEV)	0.0	$59M	+15%	90k	653.57	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$58M	+54%	2.1M	27.21	View chart
Honeywell International (HON)	0.0	$58M	-13%	296k	195.09	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$58M	+9%	421k	136.94	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$58M		791k	72.68	View chart
Marriott Intl Cl A (MAR)	0.0	$57M	+10%	185k	310.24	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$57M		1.3M	45.53	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$57M	+5%	752k	75.44	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$56M	+4%	511k	110.19	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$56M		136k	412.77	View chart
Intel Corporation (INTC)	0.0	$55M		1.5M	36.90	View chart
Prologis (PLD)	0.0	$54M	+11%	426k	127.66	View chart
Booking Holdings (BKNG)	0.0	$54M	+29%	10k	5355.18	View chart
S&p Global (SPGI)	0.0	$53M	+12%	102k	522.59	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$53M	-2%	648k	82.32	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$53M		560k	95.09	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$53M		110k	480.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$52M	+10%	369k	141.06	View chart
At&t (T)	0.0	$52M		2.1M	24.84	View chart
Capital One Financial (COF)	0.0	$51M	+14%	212k	242.36	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$51M	+16%	48k	1069.86	View chart
Dover Corporation (DOV)	0.0	$51M	+4%	258k	195.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$50M	+20%	262k	191.56	View chart
Palo Alto Networks (PANW)	0.0	$50M	+13%	271k	184.20	View chart
Intuit (INTU)	0.0	$50M	+7%	75k	662.42	View chart
Verizon Communications (VZ)	0.0	$50M	+7%	1.2M	40.73	View chart
Rbc Cad (RY)	0.0	$49M	+6%	285k	170.49	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$49M		1.5M	32.57	View chart
Genesis Energy Unit Ltd Partn (GEL)	0.0	$48M		3.1M	15.60	View chart
Comcast Corp Cl A (CMCSA)	0.0	$48M	+19%	1.6M	29.89	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$48M	+1150%	557k	85.37	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$47M	-3%	973k	48.66	View chart
Citigroup Com New (C)	0.0	$47M	+4%	401k	116.69	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$46M	+3%	310k	148.98	View chart
Pfizer (PFE)	0.0	$46M	+12%	1.9M	24.90	View chart
Caci Intl Cl A (CACI)	0.0	$46M	+1652%	86k	532.81	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$46M		1.8M	25.60	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$46M	-3%	1.4M	33.45	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$46M	+5%	101k	453.36	View chart
Adobe Systems Incorporated (ADBE)	0.0	$45M	+12%	128k	349.99	View chart
Altria (MO)	0.0	$44M		770k	57.66	View chart
Deere & Company (DE)	0.0	$44M	-2%	95k	465.57	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$44M	+18%	439k	100.38	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$44M		309k	141.14	View chart
Tcg Bdc (CGBD)	0.0	$43M	-25%	3.5M	12.49	View chart
Duke Energy Corp Com New (DUK)	0.0	$43M	+2%	368k	117.21	View chart
Uber Technologies (UBER)	0.0	$43M	+10%	524k	81.71	View chart
Starbucks Corporation (SBUX)	0.0	$43M	+2%	505k	84.21	View chart
Us Bancorp Del Com New (USB)	0.0	$43M	+23%	796k	53.36	View chart
Southern Company (SO)	0.0	$42M	+3%	481k	87.20	View chart
O'reilly Automotive (ORLY)	0.0	$42M		458k	91.21	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$42M	-3%	458k	90.97	View chart
American Electric Power Company (AEP)	0.0	$41M	+7%	358k	115.31	View chart
Northrop Grumman Corporation (NOC)	0.0	$41M		72k	570.21	View chart
Analog Devices (ADI)	0.0	$41M	+7%	151k	271.20	View chart
Constellation Energy (CEG)	0.0	$41M	+15%	116k	353.27	View chart
Gilead Sciences (GILD)	0.0	$40M	+8%	329k	122.74	View chart
Bristol Myers Squibb (BMY)	0.0	$40M	+43%	749k	53.94	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.0	$40M		532k	75.77	View chart
Nike CL B (NKE)	0.0	$40M		633k	63.71	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$39M	-26%	857k	46.04	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$39M		692k	56.81	View chart
Welltower Inc Com reit (WELL)	0.0	$39M	+5%	212k	185.61	View chart
Texas Instruments Incorporated (TXN)	0.0	$39M		224k	173.49	View chart
Waste Management (WM)	0.0	$39M		177k	219.71	View chart
Cummins (CMI)	0.0	$39M	+6%	76k	510.45	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$39M		139k	279.14	View chart
General Dynamics Corporation (GD)	0.0	$39M	+17%	114k	336.66	View chart
Hca Holdings (HCA)	0.0	$38M	+27%	82k	466.86	View chart
Parker-Hannifin Corporation (PH)	0.0	$38M	+12%	43k	878.96	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$38M	-2%	687k	54.71	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$37M		1.4M	26.33	View chart

Past Filings by Creative Planning

SEC 13F filings are viewable for Creative Planning going back to 2011

Creative Planning 2025 Q4 filed Feb. 17, 2026
Creative Planning 2025 Q3 filed Nov. 14, 2025
Creative Planning 2025 Q2 filed Aug. 8, 2025
Creative Planning 2025 Q1 filed May 15, 2025
Creative Planning 2024 Q4 filed Feb. 14, 2025
Creative Planning 2024 Q3 filed Oct. 11, 2024
Creative Planning 2024 Q2 filed Aug. 15, 2024
Creative Planning 2024 Q1 filed May 13, 2024
Creative Planning 2023 Q4 filed Feb. 14, 2024
Creative Planning 2023 Q3 filed Nov. 16, 2023
Creative Planning 2023 Q2 filed July 21, 2023
Creative Planning 2023 Q1 filed May 15, 2023
Creative Planning 2022 Q4 filed Feb. 10, 2023
Creative Planning 2022 Q3 filed Nov. 3, 2022
Creative Planning 2022 Q2 filed Aug. 15, 2022
Creative Planning 2022 Q1 filed May 16, 2022

View all past filings

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