Creative Planning
CIK 1540235
13F filing for Q2 2026・No. 77
- Holdings
- US$171.09B
- Quarter change
- +US$23.67B
- Entries
- 7,093
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
4,194 stocks worth US$171.09B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | — | 24,609,695 | US$18.43B | 10.77% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | — | 130,673,715 | US$9.59B | 5.61% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | — | 116,981,979 | US$8.33B | 4.87% |
| SPDR INDEX SHS FDSST STR PO EX ETF | — | 144,440,101 | US$7.28B | 4.25% |
| SPDR SERIES TRUSTST STR P400MID | — | 101,248,410 | US$6.84B | 4.00% |
| IEMGISHARES INCCORE MSCI EMKT | — | 78,943,848 | US$6.54B | 3.82% |
| VANGUARD INDEX FDSLARGE CAP ETF | — | 12,039,581 | US$4.14B | 2.42% |
| AAPLAppleCOM | — | 12,407,426 | US$3.59B | 2.10% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | — | 43,838,959 | US$3.42B | 2.00% |
| SPDR SERIES TRUSTST STR P500ETF | — | 35,366,422 | US$3.11B | 1.82% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.