Home › Creative Planning

Creative Planning 13F holdings

Filed 2026-08-13 · Creative Planning · 7,093 positions · $171.1B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
IVVISHARES TR24.3M$18.2B10.6%
BNDVANGUARD BD INDEX FDS130.1M$9.6B5.6%
VEAVANGUARD TAX-MANAGED FDS115.3M$8.2B4.8%
SPDWSPDR INDEX SHS FDS142.5M$7.2B4.2%
SPMDSPDR SERIES TRUST100.3M$6.8B4.0%
ACWIISHARES INC78.2M$6.5B3.8%
VVVANGUARD INDEX FDS11.7M$4.0B2.4%
AAPLAPPLE INC12.2M$3.5B2.1%
BSVVANGUARD BD INDEX FDS43.4M$3.4B2.0%
SPYMSPDR SERIES TRUST34.8M$3.1B1.8%
NVDANVIDIA CORPORATION14.2M$2.9B1.7%
AVUVAMERICAN CENTY ETF TR21.5M$2.7B1.6%
AVDVAMERICAN CENTY ETF TR25.3M$2.6B1.5%
VOVANGUARD INDEX FDS31.9M$2.6B1.5%
SCHXSCHWAB STRATEGIC TR78.3M$2.3B1.3%
VCITVANGUARD SCOTTSDALE FDS27.7M$2.3B1.3%
XLRESELECT SECTOR SPDR TR51.4M$2.3B1.3%
DFASDIMENSIONAL ETF TRUST27.4M$2.3B1.3%
VTIVANGUARD INDEX FDS6.0M$2.2B1.3%
SPYSTATE STR SPDR S&P 500 ETF T2.9M$2.2B1.3%
SPSBSPDR SERIES TRUST56.0M$1.7B1.0%
IDEVISHARES TR18.3M$1.6B1.0%
MUBISHARES TR14.3M$1.5B0.9%
MSFTMICROSOFT CORP4.1M$1.5B0.9%
BRK-BBERKSHIRE HATHAWAY INC DEL2.8M$1.4B0.8%
VTEBVANGUARD MUN BD FDS26.5M$1.3B0.8%
AGGISHARES TR13.4M$1.3B0.8%
SCHFSCHWAB STRATEGIC TR45.1M$1.2B0.7%
VGITVANGUARD SCOTTSDALE FDS20.9M$1.2B0.7%
VNQVANGUARD INDEX FDS12.0M$1.2B0.7%
GOOGLALPHABET INC3.1M$1.1B0.6%
AMZNAMAZON COM INC4.6M$1.1B0.6%
SPEMSPDR INDEX SHS FDS20.6M$1.1B0.6%
SCHMSCHWAB STRATEGIC TR28.4M$1.0B0.6%
VOOVANGUARD INDEX FDS1.5M$1.0B0.6%
VWOVANGUARD INTL EQUITY INDEX F17.4M$1.0B0.6%
DFATDIMENSIONAL ETF TRUST12.9M$904.9M0.5%
SCHESCHWAB STRATEGIC TR20.5M$744.9M0.4%
AVGOBROADCOM INC1.9M$711.6M0.4%
GOOGALPHABET INC1.8M$643.5M0.4%
VBVANGUARD INDEX FDS2.0M$603.3M0.4%
VYMVANGUARD WHITEHALL FDS3.8M$593.1M0.3%
METAMETA PLATFORMS INC1.0M$568.8M0.3%
QQQINVESCO QQQ TR727.7K$535.9M0.3%
LLYELI LILLY & CO438.4K$525.9M0.3%
MUMICRON TECHNOLOGY INC443.0K$511.4M0.3%
JPMJPMORGAN CHASE & CO1.5M$501.3M0.3%
AMATAPPLIED MATLS INC659.0K$476.5M0.3%
TSLATESLA INC1.1M$468.2M0.3%
SCHHSCHWAB STRATEGIC TR19.0M$449.4M0.3%
AMDADVANCED MICRO DEVICES INC754.6K$438.4M0.3%
SPTMSPDR SERIES TRUST4.2M$380.9M0.2%
IJHISHARES TR4.9M$374.9M0.2%
CATCATERPILLAR INC344.6K$366.9M0.2%
JNJJOHNSON & JOHNSON1.4M$346.2M0.2%
TSMTAIWAN SEMICONDUCTOR MANUFAC697.2K$333.0M0.2%
ITOTISHARES TR2.0M$328.3M0.2%
LRCXLAM RESEARCH CORP720.3K$312.1M0.2%
EXMOCEXXON MOBIL CORP2.3M$307.9M0.2%
SCZISHARES TR3.7M$307.6M0.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}