Creative Planning »

P10 shares owned by Creative Planning

Quarter-by-quarter ownership of P10 (PX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in P10

Tip: Access up to 7 years of quarterly data

All positions including P10 held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in P10 by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $504k 46k 10.88
2025-06-30 $110k 11k 10.22

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding P10

FMR
Vanguard Group
River Road Asset Management
Massachusetts Financial Services
BlackRock
Macquarie Group
American Century Companies
Capital World Investors
Loomis, Sayles and
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Mission Creek Capital Partners
Daniel D. Thurber
Grandeur Peak Global Advisors

View all funds holding P10