Creative Planning

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
4,090
Total value ($000)
$147,424,828
Net value change ($000)
+7,719,684 (5.5%)
New positions
328
Sold out positions
127
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BND 8,936,437 374850.5%
SPDW 551,712 9.9%
SPMD 356,650 6.6%
AGG 329,224 31.0%
AVUV 309,207 16.1%
IEMG 289,110 5.6%
VONV 273,394 4008.1%
AVDV 251,647 11.9%
VONG 221,048 1493.1%
CVX 186,036 65970.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -268,472 -15.8%
VV -181,241 -4.7%
SCHX -145,986 -6.5%
SPY -133,410 -6.5%
BRK-B -75,207 -5.2%
VTI -70,055 -3.4%
IVV -59,205 -0.4%
VO -55,584 -2.3%
ORCL -55,190 -26.0%
SPYM -54,966 -2.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,282 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type