Creative Planning
$171.1B 13F equity value
4,334 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Creative Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 24,609,695 | $18.4B | 10.8% |
| BND | VANGUARD BD INDEX FDS | 130,673,715 | $9.6B | 5.6% |
| VEA | VANGUARD TAX-MANAGED FDS | 116,981,979 | $8.3B | 4.9% |
| SPDW | SPDR INDEX SHS FDS | 144,440,101 | $7.3B | 4.3% |
| SPMD | SPDR SERIES TRUST | 101,248,410 | $6.8B | 4.0% |
| IEMG | ISHARES INC | 78,943,848 | $6.5B | 3.8% |
| VV | VANGUARD INDEX FDS | 12,039,581 | $4.1B | 2.4% |
| AAPL | APPLE INC | 12,407,426 | $3.6B | 2.1% |
| BSV | VANGUARD BD INDEX FDS | 43,838,959 | $3.4B | 2.0% |
| SPYM | SPDR SERIES TRUST | 35,366,422 | $3.1B | 1.8% |
Track Creative Planning's 13F portfolio: $171.1B in reported holdings, 4,334 positions. Top holdings and quarterly changes on SentiSense.
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