Creative Planning
$147.4B Assets Reported
4,194 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 24,018,496 | $15.7B | 10.6% |
| BND | VANGUARD BD INDEX FDS | 121,385,406 | $8.9B | 6.1% |
| VEA | VANGUARD TAX-MANAGED FDS | 120,418,397 | $7.7B | 5.2% |
| SPDW | SPDR INDEX SHS FDS | 133,821,065 | $6.1B | 4.1% |
| SPMD | SPDR SERIES TRUST | 96,641,159 | $5.7B | 3.9% |
| IEMG | ISHARES INC | 77,654,854 | $5.4B | 3.7% |
| VV | VANGUARD INDEX FDS | 12,262,531 | $3.7B | 2.5% |
| AAPL | APPLE INC | 12,170,899 | $3.1B | 2.1% |
| BSV | VANGUARD BD INDEX FDS | 37,384,791 | $2.9B | 2.0% |
| SPYM | SPDR SERIES TRUST | 33,659,028 | $2.6B | 1.7% |
Track Creative Planning's 13F portfolio: $147.4B in reported holdings, 4,194 positions. Top holdings, AUM, and quarterly changes on SentiSense.