As of 03/31/2026, Creative Planning reported a 13F portfolio value of $147.42B, up from $139.74B for the prior reporting period. The largest reported positions included Ishares TR (IVV), Vanguard BD Index FDS (BND), Vanguard Tax Managed FDS (VEA), Spdr Index SHS FDS (SPDW), and Spdr Series Trust (SPMD).
The table below shows the Creative Planning top holdings by position size, including reported share amounts, changes from the prior quarter, and position value. Holdings data is derived from publicly available 13F filings.
Creative Planning latest 13F summary
- Reporting date: 03/31/2026
- Reported 13F portfolio value: $147.42 billion
- Prior reported value: $139.74 billion
- Largest reported holding: Ishares TR (IVV)
- Other top holdings: Vanguard BD Index FDS (BND), Vanguard Tax Managed FDS (VEA), Spdr Index SHS FDS (SPDW), Spdr Series Trust (SPMD)
| Entity | Amount | Change
12/31/2025 to 03/31/2026 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
24,018,496 | +1,025,490 | $15,689,122 |
| IVV | 24,018,496 | +1,025,490 | $15,689,122 |
| VANGUARD BD INDEX FDS (BND) |
121,385,406 | +3,604,204 | $8,938,821 |
| BND | 121,385,406 | +3,604,204 | $8,938,821 |
| VANGUARD TAX MANAGED FDS (VEA) |
120,418,397 | -3,756,634 | $7,716,411 |
| VEA | 120,418,397 | -3,756,634 | $7,716,411 |
| SPDR INDEX SHS FDS (SPDW) |
133,821,065 | +8,686,628 | $6,108,932 |
| SPDW | 133,821,065 | +8,686,628 | $6,108,932 |
| SPDR SERIES TRUST (SPMD) |
96,641,159 | +3,972,550 | $5,723,089 |
| SPMD | 96,641,159 | +3,972,550 | $5,723,089 |
| ISHARES INC (IEMG) |
77,654,854 | +1,378,212 | $5,416,426 |
| IEMG | 77,654,854 | +1,378,212 | $5,416,426 |
| VANGUARD INDEX FDS (VV) |
12,262,531 | +45,572 | $3,664,658 |
| VV | 12,262,531 | +45,572 | $3,664,658 |
 APPLE INC |
$3,078,269 | ||
| AAPL | 12,129,399 | +818,817 | $3,078,320 |
| Put | 41,500 | -13,900 | $51 |
| VANGUARD BD INDEX FDS (BSV) |
37,384,791 | +11,278,076 | $2,931,341 |
| BSV | 37,384,791 | +11,278,076 | $2,931,341 |
| SPDR SERIES TRUST (SPYM) |
33,659,028 | +858,879 | $2,576,262 |
| SPYM | 33,659,028 | +858,879 | $2,576,262 |
| VANGUARD INDEX FDS (VO) |
8,310,889 | -104,469 | $2,386,721 |
| VO | 8,310,889 | -104,469 | $2,386,721 |
| AMERICAN CENTY ETF TR (AVDV) |
23,779,849 | +1,187,441 | $2,374,656 |
| AVDV | 23,779,849 | +1,187,441 | $2,374,656 |
| NVIDIA CORPORATION |
$2,360,474 | ||
| NVDA | 13,535,313 | +986,694 | $2,360,559 |
| Put | 82,100 | -115,400 | $160 |
| Call | 10,000 | +10,000 | $75 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
27,022,817 | +454,514 | $2,236,138 |
| VCIT | 27,022,817 | +454,514 | $2,236,138 |
| AMERICAN CENTY ETF TR (AVUV) |
20,195,491 | +1,350,729 | $2,230,996 |
| AVUV | 20,195,491 | +1,350,729 | $2,230,996 |
| SCHWAB STRATEGIC TR |
82,270,037 | -1,542,288 | $2,109,404 |
| SCHX | 82,270,037 | -1,542,288 | $2,109,404 |
| VANGUARD INDEX FDS (VTI) |
6,120,710 | +53,700 | $1,963,585 |
| VTI | 6,120,710 | +53,700 | $1,963,585 |
| SELECT SECTOR SPDR TR (XLRE) |
47,961,726 | +3,468,550 | $1,958,277 |
| XLRE | 47,961,726 | +3,468,550 | $1,958,277 |
| STATE STR SPDR S&P 500 ETF T (SPY) |
2,956,006 | -58,746 | $1,922,409 |
| SPY | 2,956,006 | -58,746 | $1,922,409 |
| DIMENSIONAL ETF TRUST (DFAS) |
26,230,978 | +1,395,277 | $1,865,809 |
| DFAS | 26,230,978 | +1,395,277 | $1,865,809 |
| SPDR SERIES TRUST (SPSB) |
53,069,411 | +2,164,798 | $1,595,797 |
| SPSB | 53,069,411 | +2,164,798 | $1,595,797 |
| ISHARES TR (IDEV) |
19,092,951 | +1,537,353 | $1,595,598 |
| IDEV | 19,092,951 | +1,537,353 | $1,595,598 |
| ISHARES TR (MUB) |
14,367,478 | +812,109 | $1,525,108 |
| MUB | 14,367,478 | +812,109 | $1,525,108 |
| BERKSHIRE HATHAWAY INC DEL |
$1,521,366 | ||
| BRK.B | 2,837,844 | -17,229 | $1,359,895 |
| BRK.A | 225 | +5 | $161,524 |
| Put | 12,000 | UNCH | $53 |
| MICROSOFT CORP |
3,870,580 | +352,849 | $1,432,773 |
| MSFT | 3,870,580 | +352,849 | $1,432,773 |
| ISHARES TR (AGG) |
14,026,407 | +3,381,864 | $1,392,401 |
| AGG | 14,026,407 | +3,381,864 | $1,392,401 |
| VANGUARD MUN BD FDS (VTEB) |
27,532,088 | +2,499,613 | $1,373,576 |
| VTEB | 27,532,088 | +2,499,613 | $1,373,576 |
| SCHWAB STRATEGIC TR |
47,134,843 | +5,277,974 | $1,166,587 |
| SCHF | 47,134,843 | +5,277,974 | $1,166,587 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
19,200,025 | +1,343,679 | $1,143,362 |
| VGIT | 19,200,025 | +1,343,679 | $1,143,362 |
| VANGUARD INDEX FDS (VNQ) |
12,560,585 | -309,984 | $1,114,124 |
| VNQ | 12,560,585 | -309,984 | $1,114,124 |
| SPDR INDEX SHS FDS (SPEM) |
21,771,079 | -269,388 | $1,021,281 |
| SPEM | 21,771,079 | -269,388 | $1,021,281 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
18,221,206 | -159,053 | $984,856 |
| VWO | 18,221,206 | -159,053 | $984,856 |
| VANGUARD INDEX FDS (VOO) |
1,618,133 | +104,940 | $966,916 |
| VOO | 1,618,133 | +104,940 | $966,916 |
| SCHWAB STRATEGIC TR |
29,432,010 | -1,004,432 | $911,215 |
| SCHM | 29,432,010 | -1,004,432 | $911,215 |
| AMAZON COM INC |
4,314,124 | +248,730 | $898,503 |
| AMZN | 4,314,124 | +248,730 | $898,503 |
| ALPHABET INC |
2,951,228 | +238,724 | $848,655 |
| GOOGL | 2,951,228 | +238,724 | $848,655 |
| DIMENSIONAL ETF TRUST (DFAT) |
13,521,487 | -186,197 | $844,417 |
| DFAT | 13,521,487 | -186,197 | $844,417 |
| SCHWAB STRATEGIC TR |
21,758,142 | +2,851,208 | $716,931 |
| SCHE | 21,758,142 | +2,851,208 | $716,931 |
| VANGUARD WHITEHALL FDS (VYM) |
3,839,152 | +220,398 | $568,579 |
| VYM | 3,839,152 | +220,398 | $568,579 |
| BROADCOM INC |
1,801,894 | +100,698 | $557,704 |
| AVGO | 1,801,894 | +100,698 | $557,704 |
| META PLATFORMS INC |
947,746 | +57,452 | $542,234 |
| META | 947,746 | +57,452 | $542,234 |
| VANGUARD INDEX FDS (VB) |
2,035,636 | -90,108 | $533,174 |
| VB | 2,035,636 | -90,108 | $533,174 |
| ALPHABET INC |
$523,478 | ||
| GOOG | 1,824,150 | +50,066 | $523,276 |
| Call | 1,100 | +1,100 | $202 |
| JPMORGAN CHASE & CO |
1,543,468 | +44,216 | $454,026 |
| JPM | 1,543,468 | +44,216 | $454,026 |
| SCHWAB STRATEGIC TR |
20,357,903 | -747,217 | $437,491 |
| SCHH | 20,357,903 | -747,217 | $437,491 |
| INVESCO QQQ TR |
718,318 | +11,294 | $414,598 |
| QQQ | 718,318 | +11,294 | $414,598 |
| TESLA INC |
1,054,828 | +66,327 | $392,132 |
| TSLA | 1,054,828 | +66,327 | $392,132 |
| ELI LILLY & CO |
420,635 | +37,789 | $386,888 |
| LLY | 420,635 | +37,789 | $386,888 |
| EXXON MOBIL CORP |
2,234,969 | +210,847 | $379,185 |
| XOM | 2,234,969 | +210,847 | $379,185 |
| JOHNSON & JOHNSON |
1,341,281 | +94,624 | $327,863 |
| JNJ | 1,341,281 | +94,624 | $327,863 |
