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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: VO (+$2.0B), BND (+$682M), SPDW (+$535M), BSV (+$503M), IVV (+$445M), SPMD (+$311M), NVDA (+$232M), AVDV (+$179M), AVUV (+$176M), IWF (+$174M).
Started 261 new stock positions in Trekor Metals, XAIX, DFTX, DDLS, MLTX, WLTH, BSEP, SPAM, NWS, VG.
Reduced shares in these 10 stocks: VEA (-$245M), Honeywell International (-$79M), VV (-$77M), AGG (-$39M), VNQ (-$35M), SCHF (-$31M), IDEV (-$30M), SCHE (-$24M), VONV (-$24M), VWO (-$23M).
Sold out of its positions in AEF, ACTG, Air Lease Corp, AWF, American Woodmark Corporation, FOLD, Apellis Pharmaceuticals, ACLX, AHRT, Ascendis Pharma A S.
Creative Planning was a net buyer of stock by $9.8B.
Creative Planning has $169B in assets under management (AUM), dropping by 14.26%.
Central Index Key (CIK): 0001540235

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Portfolio Holdings for Creative Planning

Creative Planning holds 4197 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Creative Planning has 4197 total positions. Only the first 250 positions are shown.

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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.9	$18B	+2%	25M	748.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.7	$9.6B	+7%	131M	73.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.9	$8.3B	-2%	117M	71.25	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	4.3	$7.3B	+7%	144M	50.39	View chart
Spdr Series Trust St Str P400mid (SPMD)	4.1	$6.8B	+4%	101M	67.56	View chart
Ishares Core Msci Emkt (IEMG)	3.9	$6.5B		79M	82.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.5	$4.1B		12M	343.91	View chart
Apple (AAPL)	2.1	$3.6B	+2%	13M	289.36	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.0	$3.4B	+17%	44M	77.91	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.8	$3.1B	+5%	35M	87.88	View chart
NVIDIA Corporation (NVDA)	1.8	$3.0B	+8%	15M	200.09	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.6	$2.7B	+6%	22M	124.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$2.6B	+293%	33M	80.57	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.6	$2.6B	+7%	26M	103.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$2.4B		82M	29.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.4	$2.3B	+3%	28M	82.65	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.4	$2.3B	+6%	28M	82.34	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	1.4	$2.3B	+7%	52M	44.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$2.2B		6.1M	370.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$2.2B		3.0M	746.76	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	1.0	$1.7B	+6%	56M	30.01	View chart
Ishares Tr Core Msci Intl (IDEV)	1.0	$1.7B		19M	89.01	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$1.6B	+3%	15M	107.62	View chart
Microsoft Corporation (MSFT)	0.9	$1.6B	+7%	4.2M	373.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.4B		2.9M	500.39	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$1.4B		27M	50.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$1.3B	-2%	14M	98.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.3B	-2%	46M	27.70	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$1.2B	+9%	21M	58.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$1.2B	-2%	12M	96.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.1B	+8%	3.2M	357.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.1B	+2%	1.7M	686.81	View chart
Amazon (AMZN)	0.7	$1.1B	+8%	4.7M	238.34	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.7	$1.1B		21M	51.78	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.1B		29M	36.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.1B	-2%	18M	59.69	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$930M		13M	69.90	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$765M	-3%	21M	36.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$613M		2.0M	303.12	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$606M		3.8M	158.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$545M	+3%	741k	736.35	View chart
Eli Lilly & Co. (LLY)	0.3	$535M	+5%	446k	1199.50	View chart
JPMorgan Chase & Co. (JPM)	0.3	$521M	+3%	1.6M	327.33	View chart
Micron Technology (MU)	0.3	$519M	+11%	450k	1154.31	View chart
Applied Materials (AMAT)	0.3	$483M	+5%	668k	723.02	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$466M	-3%	20M	23.68	View chart
Advanced Micro Devices (AMD)	0.3	$447M	+5%	770k	580.90	View chart
Caterpillar (CAT)	0.2	$404M	+3%	380k	1064.90	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$385M	+2%	4.2M	90.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$377M		4.9M	77.11	View chart
Johnson & Johnson (JNJ)	0.2	$352M	+3%	1.4M	253.97	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$339M		2.1M	164.27	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$338M	+10%	708k	477.57	View chart
Lam Research Corp Com New (LRCX)	0.2	$316M		729k	433.33	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$315M		3.0M	106.47	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$313M	-3%	3.8M	82.27	View chart
Exxon Mobil Corporation (XOM)	0.2	$312M	+2%	2.3M	136.72	View chart
Visa Com Cl A (V)	0.2	$307M	+10%	894k	343.09	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$294M	-7%	2.8M	106.31	View chart
Wal-Mart Stores (WMT)	0.2	$288M		2.5M	113.26	View chart
Costco Wholesale Corporation (COST)	0.2	$287M		307k	935.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$283M		1.2M	236.60	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$272M		3.3M	81.94	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$271M	-3%	1.1M	246.21	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$268M		4.9M	55.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$267M		651k	409.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$262M		2.7M	96.58	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$257M	-6%	2.0M	127.81	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.2	$257M	-3%	7.7M	33.46	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$256M	-5%	4.0M	64.71	View chart
Procter & Gamble Company (PG)	0.1	$248M		1.7M	146.64	View chart
Cisco Systems (CSCO)	0.1	$238M	+6%	2.0M	117.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$232M	+296%	1.9M	124.17	View chart
Home Depot (HD)	0.1	$230M	+5%	653k	352.68	View chart
Bank of America Corporation (BAC)	0.1	$220M	+5%	3.9M	56.98	View chart
Intel Corporation (INTC)	0.1	$215M	+6%	1.5M	139.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$212M		5.9M	36.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$212M	-2%	2.0M	103.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$204M	+3%	935k	217.93	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	0.1	$200M		2.7M	74.36	View chart
Coca-Cola Company (KO)	0.1	$195M	+3%	2.4M	81.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$194M	+523%	2.3M	86.14	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$194M		1.5M	132.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$186M		1.3M	148.31	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$183M		3.4M	54.02	View chart
Merck & Co (MRK)	0.1	$174M	+3%	1.4M	128.50	View chart
Kla Corp Com New (KLAC)	0.1	$173M	+919%	574k	301.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$169M		562k	300.47	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$166M	-5%	236k	703.34	View chart
Oracle Corporation (ORCL)	0.1	$165M	+5%	1.1M	146.55	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$163M	-3%	218.00	748850.00	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$160M		2.8M	57.67	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$159M	+732%	1.3M	119.52	View chart
Chevron Corporation (CVX)	0.1	$158M	+6%	955k	165.76	View chart
International Business Machines (IBM)	0.1	$153M	+9%	545k	281.22	View chart
Mastercard Incorporated Cl A (MA)	0.1	$153M	+5%	297k	513.62	View chart
Arista Networks Com Shs (ANET)	0.1	$151M	+7%	891k	169.88	View chart
Goldman Sachs (GS)	0.1	$151M	+7%	149k	1011.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$150M	+7%	4.7M	31.71	View chart
UnitedHealth (UNH)	0.1	$145M	+14%	350k	415.63	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$140M	+7%	1.6M	88.54	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$139M		3.9M	36.06	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$136M	-3%	2.8M	48.12	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$136M	-5%	178k	763.14	View chart
Sandisk Corp (SNDK)	0.1	$136M	+78%	60k	2273.73	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$135M	-2%	1.1M	117.45	View chart
Ge Aerospace Com New (GE)	0.1	$135M	+7%	361k	373.73	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$133M	-6%	4.8M	27.62	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$132M		1.6M	82.34	View chart
Raytheon Technologies Corp (RTX)	0.1	$131M	+7%	691k	189.73	View chart
Ge Vernova (GEV)	0.1	$131M	+7%	111k	1174.98	View chart
Palo Alto Networks (PANW)	0.1	$129M	-6%	379k	341.02	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$129M	-2%	1.3M	96.32	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$127M		1.4M	91.64	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.1	$126M	-3%	1.7M	74.30	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$125M		1.5M	83.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$123M	-5%	509k	242.43	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$122M		2.8M	44.36	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$121M	+6%	784k	154.29	View chart
Netflix (NFLX)	0.1	$121M		1.7M	71.40	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$120M	-3%	938k	128.08	View chart
Wells Fargo & Company (WFC)	0.1	$119M	+9%	1.4M	82.64	View chart
Abbott Laboratories (ABT)	0.1	$119M	+14%	1.3M	90.74	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$119M	+15%	60k	1989.87	View chart
Western Digital (WDC)	0.1	$118M	+39%	184k	638.72	View chart
Amphenol Corp Cl A (APH)	0.1	$117M	+3%	664k	176.32	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$115M		2.2M	51.85	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$115M		2.1M	53.79	View chart
Union Pacific Corporation (UNP)	0.1	$115M	+3%	424k	271.99	View chart
Philip Morris International (PM)	0.1	$113M	+9%	624k	180.92	View chart
Pepsi (PEP)	0.1	$112M	-6%	830k	135.40	View chart
McDonald's Corporation (MCD)	0.1	$112M	-7%	414k	270.33	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$111M	+6%	583k	190.53	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$111M		2.0M	54.69	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$110M	-8%	2.2M	50.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$110M	+5%	1.4M	79.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$110M		3.3M	33.84	View chart
Morgan Stanley Com New (MS)	0.1	$109M	+8%	523k	209.04	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$108M	-3%	4.6M	23.44	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$105M	+21%	1.4M	76.70	View chart
Eaton Corp SHS (ETN)	0.1	$105M		246k	426.14	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$103M	-2%	937k	110.32	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$101M	-14%	1.5M	67.24	View chart
Qualcomm (QCOM)	0.1	$100M	+5%	540k	184.79	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$96M	+10%	807k	118.99	View chart
Lockheed Martin Corporation (LMT)	0.1	$96M	+11%	189k	509.32	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$96M	+3%	3.3M	28.97	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$94M	-3%	1.8M	53.08	View chart
American Express Company (AXP)	0.1	$94M	+15%	278k	338.28	View chart
Amgen (AMGN)	0.1	$94M	+4%	258k	362.12	View chart
Boeing Company (BA)	0.1	$93M	+9%	430k	216.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$92M		672k	137.53	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$92M	+7%	465k	197.60	View chart
Nextera Energy (NEE)	0.1	$92M		1.0M	87.77	View chart
Texas Instruments Incorporated (TXN)	0.1	$91M	+11%	306k	298.07	View chart
Corning Incorporated (GLW)	0.1	$90M	+7%	354k	255.43	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.1	$90M	+5%	2.0M	45.12	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$89M		1.6M	55.93	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$86M	-3%	892k	96.49	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$86M		1.5M	56.52	View chart
Novartis Sponsored Adr (NVS)	0.1	$86M	+3%	547k	156.72	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$85M	+4%	994k	85.49	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$85M		2.2M	38.79	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$84M		2.4M	35.03	View chart
Dell Technologies CL C (DELL)	0.0	$84M	-14%	194k	431.42	View chart
TJX Companies (TJX)	0.0	$83M		551k	151.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$83M	+8%	342k	243.02	View chart
Palantir Technologies Cl A (PLTR)	0.0	$82M	-2%	698k	116.67	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$81M		796k	102.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$81M		221k	368.38	View chart
Walt Disney Company (DIS)	0.0	$78M	+17%	811k	96.25	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$76M	+28%	693k	109.07	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$75M	-6%	1.3M	58.23	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$74M	+18%	1.8M	41.03	View chart
Chubb (CB)	0.0	$73M	+3%	215k	340.79	View chart
Broadcom Put Option (AVGO)	0.0	$73M	+6%	1.9M	37.93	View chart
Marvell Technology (MRVL)	0.0	$72M		241k	297.91	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$72M	+18%	74k	965.00	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$71M	+2%	721k	98.19	View chart
Charles Schwab Corporation (SCHW)	0.0	$71M		767k	92.27	View chart
Analog Devices (ADI)	0.0	$70M	+6%	177k	397.13	View chart
Thermo Fisher Scientific (TMO)	0.0	$69M	+6%	138k	501.35	View chart
Prologis (PLD)	0.0	$69M	+9%	506k	135.48	View chart
Comfort Systems USA (FIX)	0.0	$68M	+6%	35k	1981.95	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$68M		2.2M	31.10	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$67M	-2%	171k	393.96	View chart
Fortinet (FTNT)	0.0	$67M	+9%	437k	153.61	View chart
Deere & Company (DE)	0.0	$67M		105k	634.79	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.0	$67M	+3%	2.5M	27.21	View chart
Linde SHS (LIN)	0.0	$66M	+17%	127k	518.94	View chart
Rbc Cad (RY)	0.0	$66M	+6%	316k	206.97	View chart
Cummins (CMI)	0.0	$65M	+8%	92k	713.21	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$65M	+10%	416k	156.93	View chart
Verizon Communications (VZ)	0.0	$65M	+9%	1.5M	42.34	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.0	$65M	-3%	1.6M	41.10	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$65M	-3%	424k	152.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$64M	-4%	1.8M	34.81	View chart
Altria (MO)	0.0	$64M	+6%	887k	71.95	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$63M	+16%	128k	496.88	View chart
Duke Energy Corp Com New (DUK)	0.0	$63M	+12%	498k	126.58	View chart
Marriott Intl Cl A (MAR)	0.0	$62M	-4%	168k	370.55	View chart
American Electric Power Company (AEP)	0.0	$62M	+13%	453k	136.82	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$62M		598k	102.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$62M	+3%	289k	212.77	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$62M	+18%	203k	302.70	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$61M	+11%	687k	89.18	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$61M	+6%	182k	334.82	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$61M		415k	146.41	View chart
Snowflake Com Shs (SNOW)	0.0	$60M		237k	254.42	View chart
Southern Company (SO)	0.0	$60M	+6%	625k	95.72	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$60M	-3%	793k	75.51	View chart
Starbucks Corporation (SBUX)	0.0	$59M	+13%	579k	102.19	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$59M	+2%	113k	522.39	View chart
Dover Corporation (DOV)	0.0	$58M		258k	224.22	View chart
McKesson Corporation (MCK)	0.0	$58M	-3%	76k	755.60	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$57M	+385%	653k	87.91	View chart
Intuitive Surgical Com New (ISRG)	0.0	$57M	+6%	144k	397.81	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$57M	-2%	1.4M	40.21	View chart
Phillips 66 (PSX)	0.0	$57M	+8%	335k	169.05	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$55M		1.3M	40.68	View chart
Lowe's Companies (LOW)	0.0	$54M	-10%	247k	220.49	View chart
Capital One Financial (COF)	0.0	$54M	+19%	271k	200.62	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$54M	+6%	470k	114.18	View chart
Citigroup Com New (C)	0.0	$54M	+3%	383k	139.96	View chart
Synopsys (SNPS)	0.0	$53M	+66%	119k	446.18	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$53M	+49%	427k	124.44	View chart
Northrop Grumman Corporation (NOC)	0.0	$53M	+37%	104k	509.27	View chart
salesforce (CRM)	0.0	$53M	-12%	337k	156.66	View chart
Welltower Inc Com reit (WELL)	0.0	$53M	+5%	231k	226.95	View chart
Gilead Sciences (GILD)	0.0	$52M		414k	126.34	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$52M	+8%	548k	94.93	View chart
Trane Technologies SHS (TT)	0.0	$52M	+7%	106k	491.16	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$52M		318k	163.67	View chart
Parker-Hannifin Corporation (PH)	0.0	$52M	+14%	53k	978.31	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$52M	+8%	438k	117.69	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$51M	+13%	140k	365.72	View chart
Bristol Myers Squibb (BMY)	0.0	$51M	-4%	887k	57.62	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.0	$51M	+40%	505k	100.67	View chart
Target Corporation (TGT)	0.0	$51M	+4%	388k	130.61	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$51M	+16%	165k	306.30	View chart
Travelers Companies (TRV)	0.0	$50M	+8%	153k	330.12	View chart
Us Bancorp Com New (USB)	0.0	$50M	+6%	835k	60.40	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$50M		318k	156.30	View chart
Servicenow (NOW)	0.0	$50M	-5%	500k	99.29	View chart
Pfizer (PFE)	0.0	$50M	-3%	2.1M	24.08	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$49M	+2%	942k	52.38	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$49M	-2%	718k	68.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$48M	+62%	221k	219.43	View chart
Delta Air Lines Com New (DAL)	0.0	$48M	+15%	514k	93.66	View chart
At&t (T)	0.0	$48M		2.3M	20.70	View chart

Past Filings by Creative Planning

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

Creative Planning 2026 Q2 filed Aug. 13, 2026
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

View all past filings

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