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CIK: 0001540235
Total reported value
$171.1B
$171.1B
3811 檔
24.6%
During the Q3 2025 filing period, Creative Planning (CIK: 0001540235) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $171.1B across 3811 reported positions.
In Q3 2025, Creative Planning displayed an active expansion posture, initiating 2 new positions and adding to 144 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3811 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.63% | +0.13% | +2.27% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.10% | -0.45% | +8.74% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.86% | -0.36% | -3.02% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.84% | +0.12% | +5.90% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.78% | +0.15% | +2.55% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.69% | +0.11% | +13.18% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 2.92% | -0.07% | -1.56% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.12% | +0.01% | +6.70% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.92% | +0.07% | +2.86% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.87% | -0.08% | -0.89% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.70% | -0.17% | +3.63% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | +0.12% | +19.14% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.62% | -0.03% | -1.03% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.56% | -0.02% | -2.31% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | -0.01% | +2.34% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.40% | -0.07% | +12.14% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.06% | +14.45% | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.31% | — | +8.88% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.28% | +0.07% | +15.12% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.19% | +0.07% | +12.14% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.13% | -0.09% | +7.50% | |
| 22 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.09% | -0.10% | -0.97% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.07% | -0.10% | +6.90% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.09% | +1.50% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.00% | -0.12% | -2.80% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.93% | -0.07% | -3.05% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.92% | -0.15% | -3.26% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.80% | -0.04% | -2.25% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | -0.05% | -1.43% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.75% | -0.06% | +9.31% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.73% | -0.04% | -1.03% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.67% | +0.01% | -0.26% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | — | +3.80% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.04% | +10.18% | |
| 35 | DFAT | Dimensional US Target Value | ETF-Other | 0.62% | -0.03% | -1.34% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.49% | -0.04% | -2.05% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.03% | -5.81% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.09% | +11.61% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | -0.04% | -0.78% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | +0.04% | +40.47% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | — | -0.02% | |
| 42 | SCHH | Schwab US Reit ETF | ETF-Other | 0.36% | -0.03% | -4.09% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.01% | +7.27% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.04% | +6.46% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | +0.04% | +6.82% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | +0.01% | +6.56% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.24% | -0.03% | -3.12% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.24% | — | -0.27% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.23% | — | -0.69% | |
| 50 | SUB | Ishares Short-term National | ETF-Other | 0.22% | -0.03% | +4.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.7% | +13.18% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | +19.14% | Add |
| 3 | AVDV | Avantis Intl S/c Value ETF | +0.5% | +12.14% | Add |
| 4 | AVUV | Avantis US Small Cap Value | +0.4% | +15.12% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | +14.45% | Add |
| 6 | DFAS | Dimensional US Small Cap ETF | +0.3% | +12.14% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | +40.47% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +11.61% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.27% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | +0.1% | +2.55% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +6.46% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | +6.56% | Add |
| 13 | ORCL | Oracle CORP | +0.1% | +18.69% | Add |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +1.55% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.1% | -5.81% | Add |
| 16 | AMAT | Applied Materials Inc | +0.1% | +115.33% | Add |
| 17 | SCHK | Schwab 1000 Index ETF | +0.1% | +1.32% | Add |
| 18 | CAT | Caterpillar Inc | +0.1% | +24.63% | Add |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +7.05% | Add |
| 20 | AMZN | Amazon.com Inc | 0% | +10.18% | Add |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +7.27% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | +6.52% | Add |
| 23 | ANET | Arista Networks Inc | 0% | +1.21% | Add |
| 24 | AMD | Advanced Micro Devices | 0% | +38.64% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.82% | Add |
| 26 | GS | Goldman Sachs Group Inc | 0% | +11.01% | Add |
| 27 | APP | Applovin Corp-class A | 0% | +4.90% | Add |
| 28 | DFSV | Dimensional US Small Cap Val | 0% | +42.27% | Add |
| 29 | APH | Amphenol Corp-cl A | 0% | +5.37% | Add |
| 30 | NFLX | Netflix Inc | 0% | +9.76% | Add |
| 31 | BAC | Bank Of America CORP | 0% | +15.77% | Add |
| 32 | LRCX | Lam Research CORP | 0% | +4.26% | Add |
| 33 | MS | Morgan Stanley | 0% | +46.51% | Add |
| 34 | GE | General Electric | 0% | +14.28% | Add |
| 35 | IWR | Ishares Russell Mid-cap ETF | 0% | -0.25% | Add |
| 36 | PLD | Prologis Inc | 0% | +303.21% | Add |
| 37 | MU | Micron Technology Inc | 0% | +57.28% | Add |
| 38 | BX | Blackstone Inc | 0% | +44.45% | Add |
| 39 | XLK | Ss Technology Select Sector | 0% | +13.34% | Add |
| 40 | SNOW | Snowflake Inc | 0% | +43.54% | Add |
| 41 | GEV | GE Vernova Inc | 0% | +11.45% | Add |
| 42 | DFIS | Dimensional International Sm | 0% | +13.06% | Add |
| 43 | SNPS | Synopsys Inc | 0% | +132.17% | Add |
| 44 | AVSC | Avantis US Small Cap Equity | 0% | -0.65% | Add |
| 45 | COF | Capital One Financial CORP | 0% | +10.02% | Add |
| 46 | FAST | Fastenal Co | 0% | +99.09% | Add |
| 47 | UBER | Uber Technologies Inc | 0% | +21.42% | Add |
| 48 | VMC | Vulcan Materials Co | 0% | +184.79% | Add |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +2.86% | Add |
| 50 | VOO | Vanguard S&p 500 ETF | 0% | +3.80% | Add |
According to official SEC Form 13F filings, Creative Planning reported a total U.S. public equity portfolio value of $171.1B across 3811 disclosed positions in Q3 2025.
During Q3 2025, Creative Planning's top holdings by market value included IVV (11.6%)、BND (7.1%)、VEA (5.9%). The largest single position, IVV, represented 11.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BND, VEA) accounted for 24.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
CRWV
市值: $31.1M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $12.3M
In Q3 2025, Creative Planning made 200 total portfolio adjustments, initiating 2 new buys, adding to 144 positions, trimming 53 holdings, and fully liquidating 1 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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