CIK 1540235
Creative Planning
Institutional 13F holdings & portfolio
Holdings
3,811
Portfolio Value
$1M+
Latest Report
Sep 30, 2025
Report Periods
2
Holdings
13F filings as of Sep 30, 2025 · Showing 1–50 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 22.4M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 126.3M | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 87.0M | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 110.8M | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 76.0M | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 20.4M | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 40.3M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3.3M | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 22.3M | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.7M | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 13.1M | $1M+ | SH |
| AGG | ISHARES TR | 11.7M | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 21.6M | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 16.3M | $1M+ | SH |
| AMZN | AMAZON COM INC | 3.8M | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 13.5M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 1.2M | $1M+ | SH |
| GOOGL | ALPHABET INC | 2.5M | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 21.0M | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 7.1M | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.1M | $1M+ | SH |
| WMT | WALMART INC | 2.2M | $1M+ | SH |
| ABBV | ABBVIE INC | 944K | $1M+ | SH |
| EFA | ISHARES TR | 2.0M | $1M+ | SH |
| DOL | WISDOMTREE TR | 2.6M | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 558K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 3.2M | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 1.1M | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 2.8M | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 1.4M | $1M+ | SH |
| KO | COCA COLA CO | 1.9M | $1M+ | SH |
| EWX | SPDR INDEX SHS FDS | 1.9M | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 828K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 4.4M | $1M+ | SH |
| MCD | MCDONALDS CORP | 375K | $1M+ | SH |
| DLN | WISDOMTREE TR | 1.3M | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 1.3M | $1M+ | SH |
| AMLP | ALPS ETF TR | 2.2M | $1M+ | SH |
| CSCO | CISCO SYS INC | 1.5M | $1M+ | SH |
| SCHK | SCHWAB STRATEGIC TR | 3.0M | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 465K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 600K | $1M+ | SH |
| RTX | RTX CORPORATION | 558K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 2.3M | $1M+ | SH |
| MRK | MERCK & CO INC | 1.0M | $1M+ | SH |
| IWR | ISHARES TR | 876K | $1M+ | SH |
| QCOM | QUALCOMM INC | 484K | $1M+ | SH |
| BA | BOEING CO | 365K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 735K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 435K | $1M+ | SH |