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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 29.96% of Creative Planning's stock portfolio.
Added to shares of these 10 stocks: BSV (+$884M), IVV (+$670M), SPDW (+$397M), AGG (+$336M), VONV (+$273M), BND (+$265M), SPMD (+$235M), VONG (+$223M), AAPL (+$204M), NVDA (+$154M).
Started 332 new stock positions in CDL, DCOR, HBCP, FRHC, MUNY, NTSX, ARAY, ILF, AEVA, PNFP.
Reduced shares in these 10 stocks: VEA (-$241M), SCHX (-$40M), SPY (-$38M), SCHV (-$34M), AstraZeneca (-$33M), SCHM (-$31M), VO (-$30M), VNQ (-$28M), SCHG (-$27M), SCHP (-$27M).
Sold out of its positions in DTEC, Agilon Health, BOXX, OSG, GHI, AVMU, MFIC, AstraZeneca, Astria Therapeutics, AUUDW.
Creative Planning was a net buyer of stock by $9.2B.
Creative Planning has $148B in assets under management (AUM), dropping by 5.48%.
Central Index Key (CIK): 0001540235

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Portfolio Holdings for Creative Planning

Creative Planning holds 4078 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Creative Planning has 4078 total positions. Only the first 250 positions are shown.

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Download the Creative Planning March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.6	$16B	+4%	24M	653.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.1	$8.9B	+3%	121M	73.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.2	$7.7B	-3%	120M	64.08	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	4.1	$6.1B	+6%	134M	45.65	View chart
Spdr Series Trust State Street Spd (SPMD)	3.9	$5.7B	+4%	97M	59.22	View chart
Ishares Core Msci Emkt (IEMG)	3.7	$5.4B		78M	69.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.5	$3.7B		12M	298.85	View chart
Apple (AAPL)	2.1	$3.1B	+7%	12M	253.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.0	$2.9B	+43%	37M	78.41	View chart
Spdr Series Trust State Street Spd (SPYM)	1.7	$2.6B	+2%	34M	76.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$2.4B		8.3M	287.18	View chart
NVIDIA Corporation (NVDA)	1.6	$2.4B	+6%	14M	174.40	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.6	$2.4B	+5%	24M	99.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.5	$2.2B		27M	82.75	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$2.2B	+7%	20M	110.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$2.1B		82M	25.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$2.0B		6.1M	320.81	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	1.3	$2.0B	+7%	48M	40.83	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$1.9B		3.0M	650.34	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$1.9B	+5%	26M	71.13	View chart
Spdr Series Trust State Street Spd (SPSB)	1.1	$1.6B	+4%	53M	30.07	View chart
Ishares Tr Core Msci Intl (IDEV)	1.1	$1.6B	+8%	19M	83.57	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$1.5B	+5%	14M	106.15	View chart
Microsoft Corporation (MSFT)	1.0	$1.4B	+10%	3.9M	370.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$1.4B	+31%	14M	99.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$1.4B	+9%	28M	49.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.4B		2.8M	479.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.2B	+12%	47M	24.75	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.8	$1.1B	+7%	19M	59.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$1.1B	-2%	13M	88.70	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.7	$1.0B		22M	46.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$985M		18M	54.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$967M	+6%	1.6M	597.55	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$911M	-3%	29M	30.96	View chart
Amazon (AMZN)	0.6	$899M	+6%	4.3M	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$849M	+8%	3.0M	287.56	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$844M		14M	62.45	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$717M	+15%	22M	32.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$569M	+6%	3.8M	148.10	View chart
Broadcom (AVGO)	0.4	$558M	+5%	1.8M	309.51	View chart
Meta Platforms Cl A (META)	0.4	$542M	+6%	948k	572.12	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$533M	-4%	2.0M	261.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$524M	+2%	1.8M	286.86	View chart
JPMorgan Chase & Co. (JPM)	0.3	$454M	+2%	1.5M	294.16	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$438M	-3%	20M	21.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$415M		718k	577.15	View chart
Tesla Motors (TSLA)	0.3	$392M	+6%	1.1M	371.75	View chart
Eli Lilly & Co. (LLY)	0.3	$387M	+9%	421k	919.82	View chart
Exxon Mobil Corporation (XOM)	0.3	$379M	+10%	2.2M	169.66	View chart
Johnson & Johnson (JNJ)	0.2	$328M	+7%	1.3M	244.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$327M		4.8M	67.53	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$326M	+28%	4.1M	79.06	View chart
Wal-Mart Stores (WMT)	0.2	$317M	+5%	2.6M	124.28	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$309M	+3%	2.9M	106.50	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$308M		3.9M	78.41	View chart
Costco Wholesale Corporation (COST)	0.2	$300M	+13%	301k	996.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$292M		2.0M	142.43	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$280M	+3944%	3.0M	93.74	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$268M		8.0M	33.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$259M	+6%	1.2M	215.07	View chart
Caterpillar (CAT)	0.2	$259M	+2%	366k	708.46	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$253M	-6%	4.2M	60.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$249M	+2%	2.8M	90.53	View chart
Visa Com Cl A (V)	0.2	$245M	+5%	812k	302.24	View chart
Procter & Gamble Company (PG)	0.2	$245M	+9%	1.7M	144.44	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$240M		5.0M	48.46	View chart
Abbvie (ABBV)	0.2	$240M	+5%	1.1M	217.49	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$238M	-2%	3.4M	70.91	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$236M	+1668%	2.2M	109.69	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$234M	+129%	1.1M	205.80	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$229M	-2%	642k	356.56	View chart
Applied Materials (AMAT)	0.1	$217M	+4%	635k	341.80	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$216M	+5%	639k	337.95	View chart
Home Depot (HD)	0.1	$204M	+3%	621k	328.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$203M		2.1M	97.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$201M		471k	426.40	View chart
Chevron Corporation (CVX)	0.1	$186M	+22%	901k	206.90	View chart
Wisdomtree Tr True Developed I (DOL)	0.1	$183M		2.7M	67.99	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$180M		3.4M	52.78	View chart
Bank of America Corporation (BAC)	0.1	$179M		3.7M	48.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$177M	-3%	903k	196.20	View chart
Coca-Cola Company (KO)	0.1	$177M	+10%	2.3M	76.05	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$174M	-11%	6.0M	29.08	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$164M	+8%	1.5M	112.27	View chart
Netflix (NFLX)	0.1	$162M	+4%	1.7M	96.15	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$162M	+2%	225.00	718140.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$158M	-4%	361k	436.79	View chart
Merck & Co (MRK)	0.1	$157M	+4%	1.3M	120.29	View chart
Oracle Corporation (ORCL)	0.1	$157M		1.1M	147.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$156M		1.3M	124.31	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$153M	-10%	249k	616.76	View chart
Lam Research Corp Com New (LRCX)	0.1	$153M	+6%	715k	213.66	View chart
Advanced Micro Devices (AMD)	0.1	$149M	+8%	731k	203.43	View chart
Cisco Systems (CSCO)	0.1	$148M	+15%	1.9M	77.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$142M	-5%	571k	248.01	View chart
Mastercard Incorporated Cl A (MA)	0.1	$141M	+5%	282k	499.68	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$140M	-5%	1.2M	118.60	View chart
McDonald's Corporation (MCD)	0.1	$139M	+12%	446k	310.81	View chart
Pepsi (PEP)	0.1	$138M	+9%	886k	155.29	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$137M	+134%	2.9M	46.74	View chart
Micron Technology (MU)	0.1	$136M	+29%	403k	337.85	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$135M		2.8M	48.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$135M	+2%	4.4M	30.68	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$129M		1.4M	91.64	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$129M	+2074%	5.1M	25.15	View chart
Raytheon Technologies Corp (RTX)	0.1	$124M	+4%	645k	192.90	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$122M		1.4M	89.33	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$122M	+24%	3.9M	31.33	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$121M	+6%	1.5M	82.43	View chart
International Business Machines (IBM)	0.1	$121M	+3%	498k	242.40	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$119M	+1008%	2.4M	50.04	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$118M		2.2M	52.64	View chart
Abbott Laboratories (ABT)	0.1	$118M	+4%	1.2M	102.67	View chart
Goldman Sachs (GS)	0.1	$117M	+8%	138k	845.96	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.1	$116M	-4%	1.8M	66.12	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$115M	+21044%	1.7M	65.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$115M		537k	213.67	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$113M	+12%	1.6M	71.73	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$112M	+8%	160k	697.66	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$111M	+5139%	4.7M	23.32	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$111M	+4%	1.5M	75.10	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$108M		970k	111.18	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$108M	+2%	2.2M	49.69	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$107M	+14%	2.8M	38.86	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$107M	+6%	735k	145.79	View chart
Wells Fargo & Company (WFC)	0.1	$105M	-4%	1.3M	79.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$105M	+7%	1.3M	79.27	View chart
Palantir Technologies Cl A (PLTR)	0.1	$105M	+11%	714k	146.28	View chart
Lockheed Martin Corporation (LMT)	0.1	$102M	+6%	169k	604.20	View chart
Arista Networks Com Shs (ANET)	0.1	$102M	-6%	828k	122.78	View chart
Union Pacific Corporation (UNP)	0.1	$100M	+3%	411k	242.61	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$99M		1.8M	53.87	View chart
Nextera Energy (NEE)	0.1	$97M	+6%	1.0M	92.88	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$96M	-22%	3.3M	29.13	View chart
Ge Aerospace Com New (GE)	0.1	$95M	+12%	336k	283.77	View chart
Philip Morris International (PM)	0.1	$94M	+17%	571k	165.35	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$94M		218k	430.29	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$93M		957k	97.23	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$92M	+2%	2.0M	45.47	View chart
Ge Vernova (GEV)	0.1	$90M	+14%	103k	872.99	View chart
TJX Companies (TJX)	0.1	$88M	+10%	552k	159.70	View chart
Eaton Corp SHS (ETN)	0.1	$88M	+12%	245k	357.69	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$87M	+7%	1.1M	77.18	View chart
Amgen (AMGN)	0.1	$87M	+10%	247k	351.85	View chart
UnitedHealth (UNH)	0.1	$83M	+5%	307k	270.61	View chart
Kla Corp Com New (KLAC)	0.1	$83M	+8%	56k	1471.64	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$82M		2.4M	33.67	View chart
Amphenol Corp Cl A (APH)	0.1	$81M	+3%	641k	126.35	View chart
Novartis Sponsored Adr (NVS)	0.1	$81M	+20%	529k	152.75	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$80M	-16%	3.2M	25.10	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$80M		434k	184.28	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$80M	-7%	1.4M	58.54	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$80M		1.5M	52.54	View chart
Morgan Stanley Com New (MS)	0.1	$79M	+5%	481k	164.57	View chart
Honeywell International (HON)	0.1	$79M	+17%	348k	226.03	View chart
Boeing Company (BA)	0.1	$78M	+10%	392k	199.03	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$78M	+6%	2.2M	35.04	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$76M	+3%	673k	113.11	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$74M	-5%	920k	80.58	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$74M		1.6M	47.02	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$74M	+12%	189k	390.41	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$73M	+2%	550k	132.90	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$73M	+26%	947k	77.11	View chart
American Express Company (AXP)	0.0	$73M	+5%	241k	302.50	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$72M	+3%	821k	88.16	View chart
salesforce (CRM)	0.0	$72M	+17%	385k	186.67	View chart
Charles Schwab Corporation (SCHW)	0.0	$71M	+8%	760k	93.98	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$71M		728k	97.91	View chart
Verizon Communications (VZ)	0.0	$70M	+14%	1.4M	50.20	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$69M	+9%	52k	1321.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$69M		315k	217.27	View chart
McKesson Corporation (MCK)	0.0	$68M	+9%	79k	865.36	View chart
Chubb (CB)	0.0	$68M	+7%	208k	325.98	View chart
At&t (T)	0.0	$67M	+9%	2.3M	28.99	View chart
Walt Disney Company (DIS)	0.0	$66M	-3%	689k	96.38	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$66M	+3%	704k	94.24	View chart
Qualcomm (QCOM)	0.0	$66M	-6%	510k	128.77	View chart
Lowe's Companies (LOW)	0.0	$65M	+4%	276k	236.28	View chart
Palo Alto Networks (PANW)	0.0	$65M	+49%	404k	160.30	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$64M		439k	145.94	View chart
Intel Corporation (INTC)	0.0	$64M	-2%	1.4M	44.13	View chart
Thermo Fisher Scientific (TMO)	0.0	$64M	+4%	129k	491.52	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$63M		806k	78.66	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$63M	+6%	1.5M	41.06	View chart
Intuitive Surgical Com New (ISRG)	0.0	$62M	+20%	135k	461.08	View chart
Prologis (PLD)	0.0	$61M	+8%	464k	132.19	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$60M	+2%	2.2M	27.85	View chart
Pfizer (PFE)	0.0	$60M	+14%	2.1M	28.08	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$59M	+5%	541k	108.99	View chart
Deere & Company (DE)	0.0	$59M	+9%	104k	563.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$59M	-36%	1.9M	30.50	View chart
Duke Energy Corp Com New (DUK)	0.0	$58M	+20%	444k	130.94	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$58M	+6538%	1.6M	35.59	View chart
Marriott Intl Cl A (MAR)	0.0	$57M	-5%	175k	327.03	View chart
Gilead Sciences (GILD)	0.0	$57M	+24%	409k	139.37	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$57M	+6%	596k	95.62	View chart
Southern Company (SO)	0.0	$57M	+22%	590k	96.53	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$57M	-4%	286k	198.27	View chart
Bristol Myers Squibb (BMY)	0.0	$56M	+23%	928k	60.65	View chart
Phillips 66 (PSX)	0.0	$56M	+9%	307k	182.18	View chart
Comcast Corp Cl A (CMCSA)	0.0	$56M	+20%	1.9M	28.71	View chart
Genesis Energy Unit Ltd Partn (GEL)	0.0	$55M		3.1M	17.83	View chart
Servicenow (NOW)	0.0	$55M	+29%	530k	104.55	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$55M	-4%	175k	313.81	View chart
Altria (MO)	0.0	$55M	+8%	832k	65.99	View chart
Dover Corporation (DOV)	0.0	$55M		263k	208.39	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$54M		423k	128.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$54M	+6%	279k	191.92	View chart
Texas Instruments Incorporated (TXN)	0.0	$53M	+22%	275k	194.14	View chart
Linde SHS (LIN)	0.0	$53M	+50%	108k	495.76	View chart
ConocoPhillips (COP)	0.0	$53M	+17%	403k	132.00	View chart
Analog Devices (ADI)	0.0	$53M	+10%	167k	318.10	View chart
American Electric Power Company (AEP)	0.0	$52M	+11%	400k	131.09	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$52M	-4%	618k	84.84	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$52M	+7%	440k	118.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$52M	+2%	377k	138.31	View chart
Northrop Grumman Corporation (NOC)	0.0	$52M	+5%	76k	682.19	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$51M		110k	463.19	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$51M		547k	92.69	View chart
Booking Holdings (BKNG)	0.0	$50M	+17%	12k	4210.32	View chart
S&p Global (SPGI)	0.0	$50M	+14%	116k	425.26	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$49M		135k	367.44	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$49M	+8%	110k	446.67	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$49M	-3%	1.4M	33.86	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$48M		1.3M	35.94	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$48M	+2%	318k	151.41	View chart
FedEx Corporation (FDX)	0.0	$48M	+11%	135k	356.15	View chart
Rbc Cad (RY)	0.0	$48M	+3%	296k	161.78	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$47M	+10%	505k	93.29	View chart
Caci Intl Cl A (CACI)	0.0	$47M		86k	543.87	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$46M	+3%	402k	115.01	View chart
Astrazeneca Ord (AZN)	0.0	$46M	NEW	233k	197.21	View chart
Cummins (CMI)	0.0	$46M	+11%	85k	538.02	View chart
Starbucks Corporation (SBUX)	0.0	$46M		508k	89.59	View chart
Target Corporation (TGT)	0.0	$45M		371k	121.20	View chart
Corning Incorporated (GLW)	0.0	$45M	+13%	329k	135.97	View chart
Digital Realty Trust (DLR)	0.0	$45M	+10%	248k	180.25	View chart
Comfort Systems USA (FIX)	0.0	$45M	+22%	32k	1378.99	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$44M	-5%	922k	48.15	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$44M		313k	141.42	View chart
Marathon Petroleum Corp (MPC)	0.0	$44M	+3%	180k	244.19	View chart
Waste Management (WM)	0.0	$44M	+7%	190k	229.79	View chart
Welltower Inc Com reit (WELL)	0.0	$44M	+4%	220k	197.69	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$43M	+22%	170k	250.58	View chart
Shell Spon Ads (SHEL)	0.0	$42M	+7%	456k	93.00	View chart
O'reilly Automotive (ORLY)	0.0	$42M		459k	92.31	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$42M	+7%	738k	56.79	View chart
Citigroup Com New (C)	0.0	$42M	-7%	369k	113.41	View chart
Parker-Hannifin Corporation (PH)	0.0	$42M	+8%	46k	895.41	View chart
Capital One Financial (COF)	0.0	$41M	+7%	227k	182.43	View chart

Past Filings by Creative Planning

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

Creative Planning 2026 Q1 filed May 12, 2026
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

View all past filings

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