13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001540235
Total reported value
$171.1B
$171.1B
3875 檔
25.2%
The Q4 2025 SEC filing reveals that Creative Planning held a total portfolio value of $171.1B, covering 3875 public equity positions.
In Q4 2025, Creative Planning displayed an active expansion posture, initiating 4 new positions and adding to 151 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BND, VEA) accounted for 25.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $27.2M
Top Position Liquidated / Trimmed
UL
前期市值: $27.9M
Showing top 200 holdings (of 3875 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.27% | +0.13% | +1.13% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.24% | -0.45% | -5.73% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.55% | -0.36% | -3.05% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.98% | +0.11% | +10.97% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.84% | +0.12% | +5.35% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.67% | +0.15% | +1.55% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 2.75% | -0.07% | -1.44% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.20% | +0.01% | +3.37% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | +0.07% | +2.41% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.75% | -0.08% | +1.01% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | +0.12% | +6.95% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.61% | -0.03% | +3.81% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.59% | -0.17% | +0.49% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.52% | -0.07% | +9.56% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.47% | +0.01% | +4933.36% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.47% | -0.01% | +0.43% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.46% | -0.02% | -2.21% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.38% | +0.07% | +12.15% | |
| 19 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.29% | — | +9.31% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.24% | +0.07% | +9.48% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.06% | +4.85% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.10% | -0.09% | +4.41% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.04% | -0.10% | +2.76% | |
| 24 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.04% | -0.10% | -1.42% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.09% | +2.18% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.90% | -0.12% | -4.09% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.82% | -0.07% | -2.93% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.77% | -0.06% | +8.50% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.76% | -0.15% | -11.07% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.74% | -0.04% | -1.47% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.72% | -0.04% | +2.27% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | -0.05% | -1.21% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | — | +8.48% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.04% | +4.82% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.66% | +0.01% | +3.08% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.09% | +5.39% | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.58% | -0.03% | -1.43% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.44% | -0.04% | -1.14% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.04% | +11.57% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.03% | +4.57% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.04% | -0.93% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | — | +8.18% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.37% | -0.04% | +1.22% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.01% | +2.40% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | +0.01% | +7.99% | |
| 46 | SCHH | Schwab US Reit ETF | ETF-Other | 0.32% | -0.03% | -2.78% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | +0.04% | +0.15% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.05% | +8.43% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.22% | — | -0.57% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.22% | -0.03% | -3.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | +1.4% | +4933.36% | Add |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +10.97% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.39% | Add |
| 4 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +9.56% | Add |
| 5 | AVUV | Avantis US Small Cap Value | +0.1% | +12.15% | Add |
| 6 | AAPL | Apple Inc | +0.1% | +3.37% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | +8.43% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -0.93% | Trim |
| 9 | DFAS | Dimensional US Small Cap ETF | +0.1% | +9.48% | Add |
| 10 | SCHG | Schwab US Large-cap Growth | +0.1% | +112.95% | Add |
| 11 | NVDA | Nvidia CORP | 0% | +6.95% | Add |
| 12 | AVGO | Broadcom Inc | 0% | +11.57% | Add |
| 13 | SCHV | Schwab US Large-cap Value | 0% | +281.76% | Add |
| 14 | SCHA | Schwab US Small-cap ETF | 0% | +45.09% | Add |
| 15 | SCHP | Schwab U.s. Tips ETF | 0% | +285.68% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | 0% | +8.48% | Add |
| 17 | VTV | Vanguard Value ETF | 0% | +30.69% | Add |
| 18 | GLDM | Spdr Gold Minishares Trust | 0% | +1150.13% | Add |
| 19 | CACI | Caci International Inc -cl A | 0% | +1652.45% | Add |
| 20 | SCHB | Schwab US Broad Market ETF | 0% | +69.22% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +4.82% | Add |
| 22 | VGIT | Vanguard Intermediate-term T | 0% | +8.50% | Add |
| 23 | JNJ | Johnson & Johnson | 0% | +8.48% | Add |
| 24 | AMD | Advanced Micro Devices | 0% | +9.66% | Add |
| 25 | MU | Micron Technology Inc | 0% | +10.38% | Add |
| 26 | MRK | Merck & Co. Inc. | 0% | +15.81% | Add |
| 27 | AMAT | Applied Materials Inc | 0% | +6.23% | Add |
| 28 | CAT | Caterpillar Inc | 0% | +3.52% | Add |
| 29 | LRCX | Lam Research CORP | 0% | +15.10% | Add |
| 30 | VUG | Vanguard Growth ETF | 0% | +22.18% | Add |
| 31 | BIV | Vanguard Intermediate-term B | 0% | +76.80% | Add |
| 32 | COUR | Coursera Inc | 0% | +8379.86% | Add |
| 33 | ISRG | Intuitive Surgical Inc | 0% | +3.73% | Add |
| 34 | VB | Vanguard Small-cap ETF | 0% | +8.18% | Add |
| 35 | TSLA | Tesla Inc | 0% | +7.99% | Add |
| 36 | WMT | Walmart Inc | 0% | +5.86% | Add |
| 37 | XOM | Exxon Mobil CORP | 0% | +7.82% | Add |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 0% | +6.83% | Add |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | 0% | +208.70% | Add |
| 40 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +9.48% | Add |
| 41 | CSCO | Cisco Systems Inc | 0% | +7.15% | Add |
| 42 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +54.46% | Add |
| 43 | BAC | Bank Of America CORP | 0% | +4.63% | Add |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | +12.82% | Add |
| 45 | IBM | Intl Business Machines CORP | 0% | +9.72% | Add |
| 46 | WFC | Wells Fargo & Co | 0% | +4.88% | Add |
| 47 | ACN | Accenture plc | 0% | +18.87% | Add |
| 48 | RTX | Rtx CORP | 0% | +7.65% | Add |
| 49 | BMY | Bristol-myers Squibb Co | 0% | +43.13% | Add |
| 50 | ESGV | Vanguard Esg US Stock ETF | 0% | +9.17% | Add |
According to official SEC Form 13F filings, Creative Planning reported a total U.S. public equity portfolio value of $171.1B across 3875 disclosed positions in Q4 2025.
During Q4 2025, Creative Planning's top holdings by market value included IVV (11.3%)、BND (6.2%)、VEA (5.5%). The largest single position, IVV, represented 11.3% of total portfolio value.
In Q4 2025, Creative Planning made 200 total portfolio adjustments, initiating 4 new buys, adding to 151 positions, trimming 42 holdings, and fully liquidating 3 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.