Creative Planning
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$147.42B
Q ending 2026-03-31
Prior quarter
$139.71B
Q ending 2025-12-31
Change
+5.5% QoQ · +38.6% YoY
Positions
4,090
reported holdings
Largest positions
Top 100 of 4,090 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $15.69B | 24.0M |
| Vanguard Bd Index Fds | BND | Shares | $8.94B | 121.4M |
| Vanguard Tax-Managed Fds | VEA | Shares | $7.72B | 120.4M |
| Spdr Index Shs Fds | SPDW | Shares | $6.11B | 133.8M |
| Spdr Series Trust | SPMD | Shares | $5.72B | 96.6M |
| Ishares Inc | IEMG | Shares | $5.42B | 77.7M |
| Vanguard Index Fds | VV | Shares | $3.66B | 12.3M |
| Apple Inc | AAPL | Shares | $3.08B | 12.1M |
| Vanguard Bd Index Fds | BSV | Shares | $2.93B | 37.4M |
| Spdr Series Trust | SPYM | Shares | $2.58B | 33.7M |
| Vanguard Index Fds | VO | Shares | $2.39B | 8.3M |
| American Centy Etf Tr | AVDV | Shares | $2.37B | 23.8M |
| Nvidia Corporation | NVDA | Shares | $2.36B | 13.5M |
| Vanguard Scottsdale Fds | VCIT | Shares | $2.24B | 27.0M |
| American Centy Etf Tr | AVUV | Shares | $2.23B | 20.2M |
| Schwab Strategic Tr | SCHX | Shares | $2.11B | 82.3M |
| Vanguard Index Fds | VTI | Shares | $1.96B | 6.1M |
| Select Sector Spdr Tr | XLRE | Shares | $1.96B | 48.0M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.92B | 3.0M |
| Dimensional Etf Trust | DFAS | Shares | $1.87B | 26.2M |
| Spdr Series Trust | SPSB | Shares | $1.60B | 53.1M |
| Ishares Tr | IDEV | Shares | $1.60B | 19.1M |
| Ishares Tr | MUB | Shares | $1.53B | 14.4M |
| Microsoft Corp | MSFT | Shares | $1.43B | 3.9M |
| Ishares Tr | AGG | Shares | $1.39B | 14.0M |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.37B | 27.5M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.36B | 2.8M |
| Schwab Strategic Tr | SCHF | Shares | $1.17B | 47.1M |
| Vanguard Scottsdale Fds | VGIT | Shares | $1.14B | 19.2M |
| Vanguard Index Fds | VNQ | Shares | $1.11B | 12.6M |
| Spdr Index Shs Fds | SPEM | Shares | $1.02B | 21.8M |
| Vanguard Intl Equity Index F | VWO | Shares | $984.9M | 18.2M |
| Vanguard Index Fds | VOO | Shares | $966.9M | 1.6M |
| Schwab Strategic Tr | SCHM | Shares | $911.2M | 29.4M |
| Amazon Com Inc | AMZN | Shares | $898.5M | 4.3M |
| Alphabet Inc | GOOGL | Shares | $848.7M | 3.0M |
| Dimensional Etf Trust | DFAT | Shares | $844.4M | 13.5M |
| Schwab Strategic Tr | SCHE | Shares | $716.9M | 21.8M |
| Vanguard Whitehall Fds | VYM | Shares | $568.6M | 3.8M |
| Broadcom Inc | AVGO | Shares | $557.7M | 1.8M |
| Meta Platforms Inc | META | Shares | $542.2M | 948K |
| Vanguard Index Fds | VB | Shares | $533.2M | 2.0M |
| Alphabet Inc | GOOG | Shares | $523.3M | 1.8M |
| Jpmorgan Chase & Co | JPM | Shares | $454.0M | 1.5M |
| Schwab Strategic Tr | SCHH | Shares | $437.5M | 20.4M |
| Invesco Qqq Tr | QQQ | Shares | $414.6M | 718K |
| Tesla Inc | TSLA | Shares | $392.1M | 1.1M |
| Eli Lilly & Co | LLY | Shares | $386.9M | 421K |
| Exxon Mobil Corp | XOM | Shares | $379.2M | 2.2M |
| Johnson & Johnson | JNJ | Shares | $327.9M | 1.3M |
| Ishares Tr | IJH | Shares | $326.7M | 4.8M |
| Spdr Series Trust | SPTM | Shares | $326.2M | 4.1M |
| Walmart Inc | WMT | Shares | $317.1M | 2.6M |
| Ishares Tr | SUB | Shares | $309.4M | 2.9M |
| Ishares Tr | SCZ | Shares | $307.7M | 3.9M |
| Costco Wholesale Corporation | COST | Shares | $300.2M | 301K |
| Ishares Tr | ITOT | Shares | $291.9M | 2.0M |
| Vanguard Scottsdale Fds | VONV | Shares | $280.2M | 3.0M |
| Spdr Series Trust | SPIB | Shares | $267.5M | 8.0M |
| Caterpillar Inc | CAT | Shares | $259.1M | 366K |
| Vanguard Specialized Funds | VIG | Shares | $259.1M | 1.2M |
| Wisdomtree Tr | DGS | Shares | $252.9M | 4.2M |
| Ishares Tr | IEFA | Shares | $249.2M | 2.8M |
| Visa Inc | V | Shares | $245.3M | 812K |
| Procter & Gamble Co | PG | Shares | $244.7M | 1.7M |
| Dimensional Etf Trust | DFUV | Shares | $240.0M | 5.0M |
| Abbvie Inc | ABBV | Shares | $240.0M | 1.1M |
| Dimensional Etf Trust | DFUS | Shares | $238.0M | 3.4M |
| Vanguard Scottsdale Fds | VONG | Shares | $235.9M | 2.2M |
| Vanguard Index Fds | VXF | Shares | $234.1M | 1.1M |
| Ishares Tr | IWB | Shares | $229.0M | 642K |
| Applied Matls Inc | AMAT | Shares | $216.9M | 635K |
| Taiwan Semiconductor Manufac | TSM | Shares | $215.8M | 639K |
| Home Depot Inc | HD | Shares | $204.3M | 621K |
| Ishares Tr | EFA | Shares | $202.7M | 2.1M |
| Ishares Tr | IWF | Shares | $201.0M | 471K |
| Chevron Corporation | CVX | Shares | $186.3M | 901K |
| Wisdomtree Tr | DOL | Shares | $183.4M | 2.7M |
| Dimensional Etf Trust | DFIV | Shares | $180.2M | 3.4M |
| Bank America Corp | BAC | Shares | $178.6M | 3.7M |
| Vanguard Index Fds | VTV | Shares | $177.1M | 903K |
| Coca Cola Co | KO | Shares | $176.6M | 2.3M |
| Schwab Strategic Tr | SCHA | Shares | $174.3M | 6.0M |
| Vanguard World Fd | ESGV | Shares | $163.7M | 1.5M |
| Netflix Inc. | NFLX | Shares | $162.3M | 1.7M |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $161.5M | 225 |
| Vanguard Index Fds | VUG | Shares | $157.7M | 361K |
| Merck & Co Inc | MRK | Shares | $157.4M | 1.3M |
| Oracle Corp | ORCL | Shares | $156.8M | 1.1M |
| Ishares Tr | IJR | Shares | $156.2M | 1.3M |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $153.4M | 249K |
| Lam Research Corp | LRCX | Shares | $152.7M | 715K |
| Advanced Micro Devices Inc | AMD | Shares | $148.8M | 731K |
| Cisco Sys Inc | CSCO | Shares | $148.0M | 1.9M |
| Ishares Tr | IWM | Shares | $141.6M | 571K |
| Mastercard Incorporated | MA | Shares | $141.0M | 282K |
| Ishares Tr | IEI | Shares | $139.6M | 1.2M |
| Mcdonalds Corp | MCD | Shares | $138.6M | 446K |
| Pepsico Inc | PEP | Shares | $137.6M | 886K |
| Schwab Strategic Tr | SCHC | Shares | $137.4M | 2.9M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.