Institutional Fund
Creative Planning
Overland Park, KSCIK 15402355 filings on record
Portfolio Value
$147.42B
Q1 2026
Holdings
4,074
Reported positions
New Buys
331
Opened this quarter
QoQ Change
+5.5%
from $139.70B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.6%
- Vanguard Bd Index Fds6.1%
- Vanguard Tax-Managed Fds5.2%
- Spdr Index Shs Fds4.1%
- Spdr Series Trust3.9%
- Ishares Inc3.7%
- Other66.4%
Portfolio Holdings
4,074 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 24.02M | $15.69B | 10.6% | +1.03M | Added |
| 2 | Vanguard Bd Index Fds | 121.39M | $8.94B | 6.1% | +3.60M | Added |
| 3 | Vanguard Tax-Managed Fds | 120.42M | $7.72B | 5.2% | −3.76M | Reduced |
| 4 | Spdr Index Shs Fds | 133.82M | $6.11B | 4.1% | +8.69M | Added |
| 5 | Spdr Series Trust | 96.64M | $5.72B | 3.9% | +3.97M | Added |
| 6 | Ishares Inc | 77.65M | $5.42B | 3.7% | +1.38M | Added |
| 7 | Vanguard Index Fds | 12.26M | $3.66B | 2.5% | +45.6K | Added |
| 8 | Apple Inc | 12.13M | $3.08B | 2.1% | +818.8K | Added |
| 9 | Vanguard Bd Index Fds | 37.38M | $2.93B | 2.0% | +11.28M | Added |
| 10 | Spdr Series Trust | 33.66M | $2.58B | 1.7% | +858.9K | Added |
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