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CIK: 0001540235
Total reported value
$171.1B
$171.1B
3594 檔
22.6%
At the close of Q2 2025, Creative Planning disclosed equity holdings valued at approximately $171.1B, spread across 3594 reported holdings.
During Q2 2025, Creative Planning's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BND, VEA) accounted for 22.6% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 3594 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.79% | +0.13% | +1.82% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.22% | -0.45% | +5.83% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.43% | -0.36% | -4.54% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.86% | +0.12% | +3.65% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.75% | +0.15% | +1.07% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.45% | +0.11% | +15.03% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 3.07% | -0.07% | -0.68% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.01% | -0.08% | +2.37% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.93% | +0.07% | +1.04% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.81% | -0.17% | +2.02% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.78% | +0.01% | +0.73% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.70% | -0.03% | -1.31% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.65% | -0.02% | -2.88% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | -0.01% | -1.87% | |
| 15 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.32% | — | +8.34% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.24% | -0.07% | +27.31% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.12% | -4.66% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.06% | +5.27% | |
| 19 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.17% | -0.09% | +4.95% | |
| 20 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.17% | -0.10% | +1.60% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | -0.09% | -0.33% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.14% | +0.07% | +29.84% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.12% | -0.12% | +2.69% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 1.10% | -0.10% | -5.95% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.10% | +0.07% | +20.26% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.05% | -0.15% | -2.60% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.04% | -0.07% | -3.77% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.84% | -0.04% | +0.92% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.80% | -0.05% | -0.70% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.78% | -0.04% | +0.24% | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.77% | -0.06% | +9.40% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.71% | +0.01% | +2.37% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.04% | +3.47% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | — | +1.70% | |
| 35 | DFAT | Dimensional US Target Value | ETF-Other | 0.65% | -0.03% | +1.08% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.03% | +15.91% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.50% | -0.04% | -2.75% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | -0.04% | -0.46% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-Other | 0.41% | -0.03% | -3.27% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.40% | — | -1.66% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.09% | +6.28% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | +2.24% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | +0.04% | +1.48% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.27% | -0.03% | -4.88% | |
| 45 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.26% | -0.02% | -22.91% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | +0.04% | +12.86% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | — | -4.04% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.04% | +5.38% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.24% | — | -1.20% | |
| 50 | SUB | Ishares Short-term National | ETF-Other | 0.24% | -0.03% | +2.76% |
According to official SEC Form 13F filings, Creative Planning reported a total U.S. public equity portfolio value of $171.1B across 3594 disclosed positions in Q2 2025.
During Q2 2025, Creative Planning's top holdings by market value included IVV (11.8%)、BND (7.2%)、VEA (6.4%). The largest single position, IVV, represented 11.8% of total portfolio value.
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In Q2 2025, Creative Planning made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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