Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Creative Planning (CIK 1540235) reported $147.42B across 4,025 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($15.69B, 10.64%), BND ($8.94B, 6.06%), VEA ($7.72B, 5.23%), SPDW ($6.11B, 4.14%), SPMD ($5.72B, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $15.69B | 10.64% | 24.0M | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $8.94B | 6.06% | 121.4M | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $7.72B | 5.23% | 120.4M | Trimmed |
| 4 | SPDW | SPDR INDEX SHS FDS | $6.11B | 4.14% | 133.8M | Added |
| 5 | SPMD | SPDR SERIES TRUST | $5.72B | 3.88% | 96.6M | Added |
| 6 | IEMG | ISHARES INC | $5.42B | 3.67% | 77.7M | Added |
| 7 | VV | VANGUARD INDEX FDS | $3.66B | 2.49% | 12.3M | Added |
| 8 | AAPL | APPLE INC | $3.08B | 2.09% | 12.2M | Added |
| 9 | BSV | VANGUARD BD INDEX FDS | $2.93B | 1.99% | 37.4M | Added |
| 10 | SPLG | SPDR SERIES TRUST | $2.58B | 1.75% | 33.7M | Added |
| 11 | VO | VANGUARD INDEX FDS | $2.39B | 1.62% | 8.3M | Trimmed |
| 12 | AVDV | AMERICAN CENTY ETF TR | $2.37B | 1.61% | 23.8M | Added |
| 13 | NVDA | NVIDIA CORPORATION | $2.36B | 1.60% | 13.6M | Added |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $2.24B | 1.52% | 27.0M | Added |
| 15 | AVUV | AMERICAN CENTY ETF TR | $2.23B | 1.51% | 20.2M | Added |
| 16 | SCHX | SCHWAB STRATEGIC TR | $2.11B | 1.43% | 82.3M | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $1.96B | 1.33% | 6.1M | Added |
| 18 | XLRE | SELECT SECTOR SPDR TR | $1.96B | 1.33% | 48.0M | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $1.92B | 1.30% | 3.0M | Trimmed |
| 20 | DFAS | DIMENSIONAL ETF TRUST | $1.87B | 1.27% | 26.2M | Added |
| 21 | SPSB | SPDR SERIES TRUST | $1.60B | 1.08% | 53.1M | Added |
| 22 | IDEV | ISHARES TR | $1.60B | 1.08% | 19.1M | Added |
| 23 | MUB | ISHARES TR | $1.53B | 1.03% | 14.4M | Added |
| 24 | MSFT | MICROSOFT CORP | $1.43B | 0.97% | 3.9M | Added |
| 25 | AGG | ISHARES TR | $1.39B | 0.94% | 14.0M | Added |
Source: SEC Form 13F filings · as of 2026-03-31