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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, SPMD, IEMG, and represent 35.55% of Creative Planning's stock portfolio.
Added to shares of these 10 stocks: BND (+$747M), SPDW (+$562M), IVV (+$338M), SPMD (+$281M), AVUV (+$220M), MSFT (+$219M), AVDV (+$199M), NVDA (+$181M), AAPL (+$176M), DFAS (+$168M).
Started 336 new stock positions in TRTX, VFLO, FBP, MFIN, ICOW, NUKZ, ALEC, MOO, BLBD, MRGR.
Reduced shares in these 10 stocks: VEA (-$239M), VTI (-$48M), AGG (-$41M), VNQ (-$38M), VTEB (-$38M), DGS (-$27M), VIOO (-$26M), MSTR (-$26M), FBND (-$24M), SPEM (-$24M).
Sold out of its positions in ATYR, AISP, AIRO, BOXX, AMED, CRMT, ANSS, ARDT, ARTNA, ASST.
Creative Planning was a net buyer of stock by $5.8B.
Creative Planning has $119B in assets under management (AUM), dropping by 1.04%.
Central Index Key (CIK): 0001540235

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Portfolio Holdings for Creative Planning

Creative Planning holds 3811 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Creative Planning has 3811 total positions. Only the first 250 positions are shown.

Sign up to view all of the Creative Planning Sept. 30, 2025 positions
Download the Creative Planning September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.8	$15B	+2%	23M	669.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.8	$9.3B	+8%	125M	74.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.5	$7.7B	-3%	128M	59.92	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	4.2	$5.0B	+5%	88M	57.19	View chart
Ishares Core Msci Emkt (IEMG)	4.2	$5.0B	+2%	75M	65.92	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.1	$4.8B	+13%	113M	42.79	View chart
Apple (AAPL)	2.4	$2.8B	+6%	11M	254.63	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.1	$2.5B	+2%	32M	78.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.9	$2.2B	+3%	26M	84.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.8	$2.1B		81M	26.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$2.0B	-2%	6.2M	328.17	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.5	$1.8B	+12%	21M	89.03	View chart
Microsoft Corporation (MSFT)	1.5	$1.7B	+14%	3.4M	517.95	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.4	$1.7B	+8%	41M	42.13	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$1.7B	+15%	17M	99.53	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$1.6B	+12%	23M	68.46	View chart
Spdr Series Trust Portfolio Short (SPSB)	1.2	$1.5B	+7%	49M	30.29	View chart
Ishares Tr Core Msci Intl (IDEV)	1.2	$1.4B		18M	80.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$1.4B		2.8M	502.74	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$1.4B	+6%	13M	106.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$1.3B	-2%	26M	50.07	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$1.2B	-3%	13M	91.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$1.2B	-3%	12M	100.25	View chart
NVIDIA Corporation Call Option (NVDA)	1.0	$1.1B	+19%	12M	94.77	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$1.0B	-2%	22M	46.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$1.0B		19M	54.18	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.8	$988M	+9%	17M	60.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$953M		41M	23.28	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$875M		30M	29.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$854M	+3%	1.4M	612.38	View chart
Amazon (AMZN)	0.7	$852M	+10%	3.9M	219.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$810M		14M	58.21	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$638M	-2%	19M	33.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$626M	+11%	2.6M	243.10	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$504M		3.6M	140.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$500M		2.0M	254.28	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$468M	-4%	22M	21.57	View chart
JPMorgan Chase & Co. (JPM)	0.4	$462M	+7%	1.5M	315.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$436M	+6%	1.8M	243.55	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$318M	-3%	4.1M	76.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$313M		4.8M	65.26	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$306M		2.1M	145.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$294M	+4%	2.8M	106.78	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$283M	-8%	5.0M	57.10	View chart
Oracle Corporation (ORCL)	0.2	$279M	+18%	992k	281.24	View chart
Eli Lilly & Co. (LLY)	0.2	$269M	+32%	353k	763.02	View chart
Visa Com Cl A (V)	0.2	$261M	+16%	763k	341.38	View chart
Home Depot (HD)	0.2	$253M	+9%	624k	405.19	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$251M	-2%	3.5M	72.44	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.2	$249M	+6%	7.4M	33.89	View chart
Costco Wholesale Corporation (COST)	0.2	$245M	+4%	265k	925.65	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$243M		3.0M	80.65	View chart
Procter & Gamble Company (PG)	0.2	$243M	+9%	1.6M	153.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$241M	+2%	1.1M	215.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$240M		655k	365.48	View chart
Wal-Mart Stores (WMT)	0.2	$236M	+8%	2.3M	103.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$236M		2.7M	87.31	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$229M	-2%	5.1M	44.69	View chart
Abbvie (ABBV)	0.2	$226M	+15%	976k	231.54	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$216M		461k	468.41	View chart
Exxon Mobil Corporation (XOM)	0.2	$212M	+6%	1.9M	112.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$194M		2.1M	93.37	View chart
Bank of America Corporation (BAC)	0.2	$182M	+15%	3.5M	51.59	View chart
Netflix (NFLX)	0.1	$175M	+9%	146k	1198.88	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$167M		2.7M	62.25	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$165M	-4%	1.4M	119.51	View chart
Caterpillar (CAT)	0.1	$164M	+24%	344k	477.15	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$158M	+6%	567k	279.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$158M	-2%	3.4M	46.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$151M		1.3M	118.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$149M	+4%	310k	479.61	View chart
Mastercard Incorporated Cl A (MA)	0.1	$148M	+6%	259k	568.84	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$147M	-2%	195.00	754200.00	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$146M	-3%	1.2M	118.44	View chart
Abbott Laboratories (ABT)	0.1	$144M	+17%	1.1M	133.94	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$134M	+2%	718k	186.49	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$131M		2.8M	46.32	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$131M		4.7M	27.90	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$129M	-4%	1.9M	67.29	View chart
Coca-Cola Company (KO)	0.1	$129M		1.9M	66.32	View chart
Arista Networks Com Shs (ANET)	0.1	$128M		877k	145.71	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$127M	-2%	1.4M	91.75	View chart
International Business Machines (IBM)	0.1	$124M	+21%	440k	282.17	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$122M		1.4M	87.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$120M		4.4M	27.30	View chart
Chevron Corporation (CVX)	0.1	$116M	+20%	748k	155.29	View chart
McDonald's Corporation (MCD)	0.1	$115M	+5%	380k	303.89	View chart
Palantir Technologies Cl A (PLTR)	0.1	$113M	+7%	619k	182.42	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$111M	-5%	1.0M	108.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$107M	+2%	144k	746.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$107M	-2%	524k	203.59	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$106M		2.3M	46.93	View chart
Cisco Systems (CSCO)	0.1	$105M	+6%	1.5M	68.42	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$104M	+13%	1.3M	79.80	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$103M	+2%	493k	209.34	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$101M		3.1M	32.12	View chart
Advanced Micro Devices (AMD)	0.1	$99M	+38%	612k	161.79	View chart
Goldman Sachs (GS)	0.1	$99M	+11%	124k	796.32	View chart
Pepsi (PEP)	0.1	$98M	+9%	701k	140.44	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$98M		2.1M	45.99	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$96M	-2%	1.3M	71.37	View chart
Raytheon Technologies Corp (RTX)	0.1	$96M	+6%	573k	167.33	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$94M	+6%	1.6M	58.86	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$92M		1.9M	48.42	View chart
UnitedHealth (UNH)	0.1	$91M	+9%	264k	345.32	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$91M	+4%	640k	142.55	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$90M		2.3M	38.57	View chart
Merck & Co (MRK)	0.1	$90M	+13%	1.1M	83.93	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$90M		1.3M	69.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$90M	+20%	1.1M	79.93	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$90M		928k	96.55	View chart
Qualcomm (QCOM)	0.1	$85M	+11%	509k	166.36	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$83M		1.9M	43.42	View chart
Eaton Corp SHS (ETN)	0.1	$82M	+2%	220k	374.27	View chart
Ge Aerospace Com New (GE)	0.1	$82M	+14%	273k	300.82	View chart
Applovin Corp Com Cl A (APP)	0.1	$81M	+4%	112k	718.54	View chart
Boeing Company (BA)	0.1	$80M	+13%	373k	215.83	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$80M		1.5M	52.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$79M		650k	120.72	View chart
Lam Research Corp Com New (LRCX)	0.1	$78M	+4%	584k	133.90	View chart
Walt Disney Company (DIS)	0.1	$77M	+6%	676k	114.50	View chart
Philip Morris International (PM)	0.1	$77M		477k	162.21	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$77M		737k	104.51	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$77M	-9%	156k	490.38	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$76M	-3%	436k	174.58	View chart
Lockheed Martin Corporation (LMT)	0.1	$76M	+27%	152k	499.05	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$75M	-3%	1.0M	75.11	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$75M	+13%	2.4M	31.63	View chart
Amphenol Corp Cl A (APH)	0.1	$75M	+5%	603k	123.75	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$74M	+13%	262k	281.88	View chart
salesforce (CRM)	0.1	$73M	+14%	309k	237.00	View chart
American Express Company (AXP)	0.1	$73M	+14%	218k	332.16	View chart
Honeywell International (HON)	0.1	$72M	+41%	343k	210.50	View chart
Servicenow (NOW)	0.1	$70M	+31%	76k	919.93	View chart
Nextera Energy (NEE)	0.1	$69M		916k	75.49	View chart
Morgan Stanley Com New (MS)	0.1	$67M	+46%	424k	158.96	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$66M		1.5M	45.08	View chart
Charles Schwab Corporation (SCHW)	0.1	$66M	+30%	690k	95.47	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$66M	+44%	383k	170.85	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$65M	-5%	465k	140.05	View chart
TJX Companies (TJX)	0.1	$64M	+8%	445k	144.54	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$64M	+3%	307k	208.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$63M	+5%	2.0M	31.91	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$63M	+42%	2.0M	31.84	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$62M	-4%	253k	246.57	View chart
Lowe's Companies (LOW)	0.1	$60M	+5%	237k	251.31	View chart
Thermo Fisher Scientific (TMO)	0.1	$60M	+9%	123k	484.98	View chart
At&t (T)	0.0	$58M	+4%	2.1M	28.24	View chart
Tcg Bdc (CGBD)	0.0	$58M	-5%	4.6M	12.50	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$58M		2.3M	25.70	View chart
Amgen (AMGN)	0.0	$58M	-5%	204k	282.20	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$58M	+3%	791k	72.77	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$58M		679k	84.68	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$57M	+4%	385k	148.61	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$56M		1.2M	45.51	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$56M		175k	320.04	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$55M	+17%	1.3M	42.60	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$55M		384k	142.41	View chart
Snowflake Com Shs (SNOW)	0.0	$55M	+43%	241k	225.55	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$54M		135k	402.42	View chart
Novartis Sponsored Adr (NVS)	0.0	$54M	+6%	424k	128.24	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$54M	+3%	487k	111.47	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$54M	-31%	1.2M	46.24	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$54M	-3%	795k	67.51	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$53M	-4%	668k	78.90	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$52M	+5%	713k	73.46	View chart
Genesis Energy Unit Ltd Partn (GEL)	0.0	$52M		3.1M	16.71	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$52M	+4%	1.8M	28.79	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$52M		554k	92.98	View chart
Altria (MO)	0.0	$51M	+19%	775k	66.06	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$50M		109k	463.74	View chart
Kla Corp Com New (KLAC)	0.0	$50M	+8%	46k	1077.97	View chart
Verizon Communications (VZ)	0.0	$50M	+11%	1.1M	43.95	View chart
Intel Corporation (INTC)	0.0	$49M	+18%	1.5M	33.55	View chart
O'reilly Automotive (ORLY)	0.0	$49M	+5%	454k	107.81	View chart
Palo Alto Networks (PANW)	0.0	$49M	+30%	239k	203.62	View chart
Intuit (INTU)	0.0	$48M	+7%	70k	682.91	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$48M		1.5M	31.53	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$47M	-2%	1.4M	33.68	View chart
Micron Technology (MU)	0.0	$47M	+57%	282k	167.32	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$46M	-2%	595k	78.09	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$46M	-3%	1.0M	46.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$46M		334k	137.77	View chart
Wells Fargo & Company Call Option (WFC)	0.0	$45M	+23%	1.3M	34.36	View chart
Bentley Sys Com Cl B (BSY)	0.0	$45M	-23%	875k	51.48	View chart
Chubb (CB)	0.0	$45M	+6%	159k	282.25	View chart
Duke Energy Corp Com New (DUK)	0.0	$44M	+8%	357k	123.75	View chart
Nike CL B (NKE)	0.0	$44M		634k	69.73	View chart
S&p Global (SPGI)	0.0	$44M	+3%	91k	486.58	View chart
Southern Company (SO)	0.0	$44M	+3%	465k	94.78	View chart
Tesla Motors Call Option (TSLA)	0.0	$44M	+6%	915k	48.15	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$44M	+2%	310k	142.10	View chart
Northrop Grumman Corporation (NOC)	0.0	$44M	+25%	72k	609.32	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$44M	-2%	300k	145.60	View chart
Marriott Intl Cl A (MAR)	0.0	$44M	+43%	168k	260.41	View chart
Prologis (PLD)	0.0	$44M	+303%	380k	114.52	View chart
Booking Holdings (BKNG)	0.0	$42M	+32%	7.8k	5399.10	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.0	$42M	+25%	477k	88.65	View chart
Comcast Corp Cl A (CMCSA)	0.0	$42M	+10%	1.3M	31.42	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$42M	+14%	235k	178.73	View chart
Pfizer (PFE)	0.0	$42M	+2%	1.6M	25.48	View chart
Starbucks Corporation (SBUX)	0.0	$42M	-2%	494k	84.60	View chart
Linde SHS (LIN)	0.0	$42M	+19%	88k	475.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$41M	+4%	218k	189.70	View chart
Dover Corporation (DOV)	0.0	$41M		247k	166.83	View chart
Automatic Data Processing (ADP)	0.0	$41M		140k	293.49	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$41M		519k	78.91	View chart
Texas Instruments Incorporated (TXN)	0.0	$41M	+3%	223k	183.73	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$41M	+3%	139k	293.79	View chart
Adobe Systems Incorporated (ADBE)	0.0	$40M	-17%	113k	352.75	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.0	$40M		538k	73.75	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$39M	+14%	41k	968.09	View chart
Rbc Cad (RY)	0.0	$39M	+7%	267k	147.32	View chart
Waste Management (WM)	0.0	$39M	+13%	178k	220.83	View chart
Capital One Financial (COF)	0.0	$39M	+10%	185k	212.57	View chart
Digital Realty Trust (DLR)	0.0	$39M	+36%	227k	172.91	View chart
Trane Technologies SHS (TT)	0.0	$39M		93k	421.96	View chart
Citigroup Com New (C)	0.0	$39M	-7%	383k	101.50	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$39M	+6%	700k	55.33	View chart
Synopsys (SNPS)	0.0	$38M	+132%	78k	493.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$38M		706k	53.40	View chart
American Electric Power Company (AEP)	0.0	$38M	+10%	333k	112.50	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$37M	-5%	1.4M	26.07	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$37M	-13%	370k	100.70	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$37M	+8%	95k	391.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$36M	+8%	122k	297.62	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$36M		1.4M	26.30	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$36M	+7%	524k	68.58	View chart
Welltower Inc Com reit (WELL)	0.0	$36M	+11%	201k	178.14	View chart
Phillips 66 (PSX)	0.0	$35M	+10%	258k	136.02	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$35M		613k	57.25	View chart
Carrier Global Corporation (CARR)	0.0	$35M	+29%	585k	59.70	View chart
Analog Devices (ADI)	0.0	$35M	+9%	141k	245.67	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$35M	+2%	726k	47.74	View chart
Metropcs Communications (TMUS)	0.0	$34M	+11%	144k	239.38	View chart
Marathon Petroleum Corp (MPC)	0.0	$34M		176k	192.74	View chart
Fastenal Company (FAST)	0.0	$34M	+99%	691k	49.04	View chart
Gilead Sciences (GILD)	0.0	$34M	+7%	303k	111.00	View chart
General Dynamics Corporation (GD)	0.0	$33M	+31%	98k	341.00	View chart
Stryker Corporation (SYK)	0.0	$33M	+3%	90k	369.67	View chart
Constellation Energy (CEG)	0.0	$33M		100k	329.07	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$33M		1.1M	29.69	View chart
Boston Scientific Corporation (BSX)	0.0	$32M	+20%	330k	97.63	View chart
Intercontinental Exchange (ICE)	0.0	$32M	+8%	190k	168.48	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$32M		155k	206.51	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$32M	+2%	692k	45.76	View chart
Edwards Lifesciences (EW)	0.0	$32M	+4%	406k	77.77	View chart
3M Company (MMM)	0.0	$31M	+12%	202k	155.17	View chart
Us Bancorp Del Com New (USB)	0.0	$31M	+3%	647k	48.33	View chart
Dell Technologies CL C (DELL)	0.0	$31M	+39%	220k	141.75	View chart

Past Filings by Creative Planning

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

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
Creative Planning 2021 Q4 filed Feb. 11, 2022

View all past filings

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