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 $171.09B across 4,194 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($18.43B, 10.77%), BND ($9.59B, 5.61%), VEA ($8.33B, 4.87%), SPDW ($7.28B, 4.25%), SPMD ($6.84B, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $18.43B | 10.77% | 24.6M | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $9.59B | 5.61% | 130.7M | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $8.33B | 4.87% | 117.0M | Trimmed |
| 4 | SPDW | SPDR INDEX SHS FDS | $7.28B | 4.25% | 144.4M | Added |
| 5 | SPMD | SPDR SERIES TRUST | $6.84B | 4.00% | 101.2M | Added |
| 6 | IEMG | ISHARES INC | $6.54B | 3.82% | 78.9M | Added |
| 7 | VV | VANGUARD INDEX FDS | $4.14B | 2.42% | 12.0M | Trimmed |
| 8 | AAPL | APPLE INC | $3.59B | 2.10% | 12.5M | Added |
| 9 | BSV | VANGUARD BD INDEX FDS | $3.42B | 2.00% | 43.8M | Added |
| 10 | SPYM | SPDR SERIES TRUST | $3.11B | 1.82% | 35.4M | Added |
| 11 | NVDA | NVIDIA CORPORATION | $2.94B | 1.72% | 14.8M | Added |
| 12 | AVUV | AMERICAN CENTY ETF TR | $2.70B | 1.58% | 21.6M | Added |
| 13 | AVDV | AMERICAN CENTY ETF TR | $2.63B | 1.54% | 25.5M | Added |
| 14 | VO | VANGUARD INDEX FDS | $2.64B | 1.54% | 32.7M | Added |
| 15 | SCHX | SCHWAB STRATEGIC TR | $2.40B | 1.40% | 81.5M | Trimmed |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $2.30B | 1.35% | 27.8M | Added |
| 17 | DFAS | DIMENSIONAL ETF TRUST | $2.29B | 1.34% | 27.8M | Added |
| 18 | XLRE | SELECT SECTOR SPDR TR | $2.28B | 1.33% | 51.8M | Added |
| 19 | VTI | VANGUARD INDEX FDS | $2.25B | 1.31% | 6.1M | Trimmed |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $2.21B | 1.29% | 3.0M | Added |
| 21 | SPSB | SPDR SERIES TRUST | $1.69B | 0.99% | 56.3M | Added |
| 22 | IDEV | ISHARES TR | $1.67B | 0.98% | 18.8M | Trimmed |
| 23 | MUB | ISHARES TR | $1.59B | 0.93% | 14.8M | Added |
| 24 | MSFT | MICROSOFT CORP | $1.55B | 0.91% | 4.2M | Added |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.42B | 0.83% | 2.9M | Added |
Source: SEC Form 13F filings · as of 2026-06-30