Creative Planning
Creative Planning reported 4,294 positions worth $171.09B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: IVV (10.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $18.43B | 10.77% | 24,609,695 | — | — | |
| ▸ 2 | BND | SH | $9.59B | 5.61% | 130,673,715 | — | — | |
| ▸ 3 | VEA | SH | $8.33B | 4.87% | 116,981,979 | — | — | |
| ▸ 4 | SPDW | SH | $7.28B | 4.25% | 144,440,101 | — | — | |
| ▸ 5 | SPMD | SH | $6.84B | 4.00% | 101,248,410 | — | — | |
| ▸ 6 | IEMG | SH | $6.54B | 3.82% | 78,943,848 | — | — | |
| ▸ 7 | VV | SH | $4.14B | 2.42% | 12,039,581 | — | — | |
| ▸ 8 | AAPL | SH | $3.59B | 2.10% | 12,407,426 | — | — | |
| ▸ 9 | BSV | SH | $3.42B | 2.00% | 43,838,959 | — | — | |
| ▸ 10 | SPYM | SH | $3.11B | 1.82% | 35,366,422 | — | — |
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Frequently Asked Questions
What stocks does Creative Planning hold as of Q2 2026?
Creative Planning reported 4294 positions worth $171.09B in its Q2 2026 13F filing. Largest positions: IVV (10.8%), BND (5.6%), VEA (4.9%), SPDW (4.3%) and SPMD (4.0%).
What did Creative Planning buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Creative Planning sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.