Creative Planning: 13F holdings
CIK 15402352026Q2
| Positions | 4,197 |
|---|
| Reported value | $171.1bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 4,197 (+119 vs prior quarter) |
|---|
| Reported value | $171.1bn (+16.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 24,609,695 | $18.4bn | 10.8% |
| BND VANGUARD BD INDEX FDS | 130,673,715 | $9.6bn | 5.6% |
| VEA VANGUARD TAX-MANAGED FDS | 116,981,979 | $8.3bn | 4.9% |
| EWU SPDR INDEX SHS FDS | 144,440,101 | $7.3bn | 4.3% |
| SPMD SPDR SERIES TRUST | 101,248,410 | $6.8bn | 4.0% |
| IEMG ISHARES INC | 78,943,848 | $6.5bn | 3.8% |
| VV VANGUARD INDEX FDS | 12,039,581 | $4.1bn | 2.4% |
| AAPL APPLE INC | 12,407,426 | $3.6bn | 2.1% |
| BSV VANGUARD BD INDEX FDS | 43,838,959 | $3.4bn | 2.0% |
| SPYM SPDR SERIES TRUST | 35,366,422 | $3.1bn | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1540235")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples