Institutions / Creative Planning
Creative Planning
CIK 1540235 · Institution · as of Dec 31, 2025
Portfolio value
$138.26B
Positions
3,873
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 3,873 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $15.75B | 11.4% |
| Vanguard Total Bond Mkt ETF | $8.72B | 6.3% |
| Vanguard Tax-Managed Fds | $7.76B | 5.6% |
| SPDR Index Shs Fds | $5.56B | 4.0% |
| SPDR Series Trust | $5.37B | 3.9% |
| iShares Inc | $5.13B | 3.7% |
| Vanguard Index Fds | $3.85B | 2.8% |
| Apple Inc. | $3.07B | 2.2% |
| SPDR Series Trust | $2.63B | 1.9% |
| Vanguard Index Fds | $2.44B | 1.8% |
| NVIDIA Corp | $2.34B | 1.7% |
| Schwab Strategic Tr | $2.26B | 1.6% |
| Vanguard Scottsdale Fds | $2.23B | 1.6% |
| American Centy ETF Tr | $2.12B | 1.5% |
| Vanguard Short Term Bond ETF | $2.06B | 1.5% |
| SPDR S&P 500 ETF Tr | $2.06B | 1.5% |
| Vanguard Total Stock Mkt ETF | $2.03B | 1.5% |
| American Centy ETF Tr | $1.92B | 1.4% |
| Select Sector SPDR Tr | $1.80B | 1.3% |
| Dimensional ETF Trust | $1.73B | 1.3% |
| Microsoft Corp | $1.70B | 1.2% |
| SPDR Series Trust | $1.54B | 1.1% |
| iShares Tr | $1.45B | 1.1% |
| iShares MSCI UAE ETF | $1.45B | 1.0% |
| Vanguard Tax Ex Bond ETF | $1.26B | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.