Creative Planning

Est. AUM

$144.7M

13F long equity, this entity only

Positions

4,053

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$15.5M	23734424	10.71%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$8.9M	120821818	6.15%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.6M	118646763	5.25%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$6.0M	131908951	4.16%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$5.7M	95684518	3.91%	SOLE
6	ISHARES INC	CORE MSCI EMKT	$5.4M	76866529	3.70%	SOLE
7	VANGUARD INDEX FDS	LARGE CAP ETF	$3.6M	11957203	2.47%	SOLE
8	APPLE INC	COM	$3.0M	11892117	2.09%	SOLE
9	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.9M	37030958	2.01%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$2.5M	33082634	1.75%	SOLE
11	AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.4M	23552629	1.62%	SOLE
12	VANGUARD INDEX FDS	MID CAP ETF	$2.3M	8103968	1.61%	SOLE
13	NVIDIA CORPORATION	COM	$2.3M	13096844	1.58%	SOLE
14	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.2M	26914005	1.54%	SOLE
15	AMERICAN CENTY ETF TR	US SML CP VALU	$2.2M	20056944	1.53%	SOLE
16	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.0M	78969781	1.40%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET REA	$1.9M	47515565	1.34%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	6040839	1.34%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	2928737	1.32%	SOLE
20	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.8M	25822040	1.27%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	52755997	1.10%	SOLE
22	ISHARES TR	CORE MSCI INTL	$1.6M	18611177	1.07%	SOLE
23	ISHARES TR	NATIONAL MUN ETF	$1.5M	13901428	1.02%	SOLE
24	MICROSOFT CORP	COM	$1.4M	3801954	0.97%	SOLE
25	ISHARES TR	CORE US AGGBD ET	$1.4M	13830817	0.95%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2773434	0.92%	SOLE
27	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.3M	26608307	0.92%	SOLE
28	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.1M	46155826	0.79%	SOLE
29	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.1M	19055937	0.78%	SOLE
30	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	12377961	0.76%	SOLE
31	SPDR INDEX SHS FDS	STATE STREET SPD	$985K	21006268	0.68%	SOLE
32	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$962K	17799179	0.66%	SOLE
33	SCHWAB STRATEGIC TR	US MID-CAP ETF	$891K	28803909	0.62%	SOLE
34	VANGUARD INDEX FDS	S&P 500 ETF SHS	$885K	1481647	0.61%	SOLE
35	AMAZON COM INC	COM	$882K	4235161	0.61%	SOLE
36	ALPHABET INC	CAP STK CL A	$821K	2857028	0.57%	SOLE
37	DIMENSIONAL ETF TRUST	US TARGETED VLU	$821K	13155881	0.57%	SOLE
38	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$696K	21135884	0.48%	SOLE
39	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$556K	3756631	0.38%	SOLE
40	BROADCOM INC	COM	$547K	1769768	0.38%	SOLE
41	META PLATFORMS INC	CL A	$535K	935355	0.37%	SOLE
42	VANGUARD INDEX FDS	SMALL CP ETF	$524K	2002654	0.36%	SOLE
43	ALPHABET INC	CAP STK CL C	$492K	1716250	0.34%	SOLE
44	JPMORGAN CHASE & CO	COM	$436K	1482501	0.30%	SOLE
45	SCHWAB STRATEGIC TR	US REIT ETF	$422K	19652399	0.29%	SOLE
46	INVESCO QQQ TR	UNIT SER 1	$409K	709464	0.28%	SOLE
47	TESLA INC	COM	$385K	1037490	0.27%	SOLE
48	ELI LILLY & CO	COM	$379K	412957	0.26%	SOLE
49	EXXON MOBIL CORP	COM	$373K	2204084	0.26%	SOLE
50	ISHARES TR	CORE S&P MCP ETF	$324K	4812033	0.22%	SOLE

1–50 of 4,053

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.