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CIK: 0001540235
Total reported value
$171.1B
$171.1B
4078 檔
25.8%
In Q1 2026, Creative Planning's U.S. equity holdings reached a combined market value of $171.1B, distributed across 4078 disclosed stock positions.
In Q1 2026, Creative Planning displayed an active expansion posture, initiating 6 new positions and adding to 154 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BND, VEA) accounted for 25.8% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 4078 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.64% | +0.13% | +4.46% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.06% | -0.45% | +3.06% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.23% | -0.36% | -3.03% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.14% | +0.11% | +6.94% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.88% | +0.12% | +4.29% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.67% | +0.15% | +1.81% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 2.49% | -0.07% | +0.37% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.09% | +0.01% | +7.08% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.99% | +0.01% | +43.20% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | +0.07% | +2.62% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.62% | -0.08% | -1.24% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.61% | -0.07% | +5.26% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.12% | +6.91% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.52% | -0.17% | +1.71% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.51% | +0.07% | +7.17% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.43% | -0.03% | -1.84% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.33% | -0.02% | +0.89% | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.33% | — | +7.80% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | -0.01% | -1.95% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.27% | +0.07% | +5.62% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.08% | -0.09% | +4.25% | |
| 22 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.08% | -0.10% | +8.76% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.03% | -0.10% | +5.99% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.06% | +10.03% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.94% | -0.15% | +31.77% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.93% | -0.12% | +9.99% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.09% | -0.60% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.79% | -0.04% | +12.61% | |
| 29 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.78% | -0.06% | +7.52% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.76% | -0.07% | -2.41% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.69% | -0.04% | -1.22% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.67% | -0.05% | -0.87% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | — | +6.93% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.62% | +0.01% | -3.30% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.04% | +6.12% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.09% | +8.80% | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.57% | -0.03% | -1.36% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.49% | -0.04% | +15.08% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.39% | -0.04% | +6.09% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | +0.04% | +5.92% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.03% | +6.45% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.36% | — | -4.24% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.04% | +2.88% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.01% | +2.95% | |
| 45 | SCHH | Schwab US Reit ETF | ETF-Other | 0.30% | -0.03% | -3.54% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.04% | +1.60% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | +0.01% | +6.71% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | +0.05% | +9.87% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.08% | +10.42% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.01% | +7.59% |
According to official SEC Form 13F filings, Creative Planning reported a total U.S. public equity portfolio value of $171.1B across 4078 disclosed positions in Q1 2026.
During Q1 2026, Creative Planning's top holdings by market value included IVV (10.6%)、BND (6.1%)、VEA (5.2%). The largest single position, IVV, represented 10.6% of total portfolio value.
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Top New Position Initiated
AZN
市值: $46.0M
Top Position Liquidated / Trimmed
AZNN
前期市值: $33.4M
In Q1 2026, Creative Planning made 200 total portfolio adjustments, initiating 6 new buys, adding to 154 positions, trimming 38 holdings, and fully liquidating 2 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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