Creative Planning

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
4,294
Total value ($000)
$171,094,727
Net value change ($000)
+23,669,899 (16.1%)
New positions
262
Sold out positions
139
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: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 2,740,833 17.5%
SPDW 1,169,405 19.1%
IEMG 1,123,282 20.7%
SPMD 1,117,254 19.5%
BND 653,936 7.3%
VEA 618,555 8.0%
NVDA 579,444 24.5%
SPYM 531,739 20.6%
AAPL 511,893 16.6%
VV 475,874 13.0%
Top Reduces (Value $000, Stocks/ETFs)
HON -78,567 -100.0%
XOM -66,989 -17.7%
AGG -42,872 -3.1%
NFLX -42,007 -25.9%
WMT -28,715 -9.1%
CVX -28,084 -15.1%
MCD -26,558 -19.2%
PEP -25,492 -18.5%
PLTR -23,107 -22.1%
INTU -20,473 -51.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,190 (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