Universe · entity
Creative Planning
Institutional manager (13F) · CIK 1540235
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $109.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $15.7B | 24,018,496 |
| 2 | VANGUARD BD INDEX FDS | $8.9B | 121,385,406 |
| 3 | VANGUARD TAX-MANAGED FDS | $7.7B | 120,418,397 |
| 4 | SPDR INDEX SHS FDS | $6.1B | 133,821,065 |
| 5 | SPDR SERIES TRUST | $5.7B | 96,641,159 |
| 6 | ISHARES INC | $5.4B | 77,654,854 |
| 7 | VANGUARD INDEX FDS | $3.7B | 12,262,531 |
| 8 | APPLE INC | $3.1B | 12,129,399 |
| 9 | VANGUARD BD INDEX FDS | $2.9B | 37,384,791 |
| 10 | SPDR SERIES TRUST | $2.6B | 33,659,028 |
| 11 | VANGUARD INDEX FDS | $2.4B | 8,310,889 |
| 12 | AMERICAN CENTY ETF TR | $2.4B | 23,779,849 |
| 13 | NVIDIA CORPORATION | $2.4B | 13,535,313 |
| 14 | VANGUARD SCOTTSDALE FDS | $2.2B | 27,022,817 |
| 15 | AMERICAN CENTY ETF TR | $2.2B | 20,195,491 |
| 16 | SCHWAB STRATEGIC TR | $2.1B | 82,270,037 |
| 17 | VANGUARD INDEX FDS | $2.0B | 6,120,710 |
| 18 | SELECT SECTOR SPDR TR | $2.0B | 47,961,726 |
| 19 | STATE STR SPDR S&P 500 ETF T | $1.9B | 2,956,006 |
| 20 | DIMENSIONAL ETF TRUST | $1.9B | 26,230,978 |
| 21 | SPDR SERIES TRUST | $1.6B | 53,069,411 |
| 22 | ISHARES TR | $1.6B | 19,092,951 |
| 23 | ISHARES TR | $1.5B | 14,367,478 |
| 24 | MICROSOFT CORP | $1.4B | 3,870,580 |
| 25 | ISHARES TR | $1.4B | 14,026,407 |
| 26 | VANGUARD MUN BD FDS | $1.4B | 27,532,088 |
| 27 | BERKSHIRE HATHAWAY INC DEL | $1.4B | 2,837,844 |
| 28 | SCHWAB STRATEGIC TR | $1.2B | 47,134,843 |
| 29 | VANGUARD SCOTTSDALE FDS | $1.1B | 19,200,025 |
| 30 | VANGUARD INDEX FDS | $1.1B | 12,560,585 |
| 31 | SPDR INDEX SHS FDS | $1.0B | 21,771,079 |
| 32 | VANGUARD INTL EQUITY INDEX F | $985M | 18,221,206 |
| 33 | VANGUARD INDEX FDS | $967M | 1,618,133 |
| 34 | SCHWAB STRATEGIC TR | $911M | 29,432,010 |
| 35 | AMAZON COM INC | $899M | 4,314,124 |
| 36 | ALPHABET INC | $849M | 2,951,228 |
| 37 | DIMENSIONAL ETF TRUST | $844M | 13,521,487 |
| 38 | SCHWAB STRATEGIC TR | $717M | 21,758,142 |
| 39 | VANGUARD WHITEHALL FDS | $569M | 3,839,152 |
| 40 | BROADCOM INC | $558M | 1,801,894 |
| 41 | META PLATFORMS INC | $542M | 947,746 |
| 42 | VANGUARD INDEX FDS | $533M | 2,035,636 |
| 43 | ALPHABET INC | $523M | 1,824,150 |
| 44 | JPMORGAN CHASE & CO | $454M | 1,543,468 |
| 45 | SCHWAB STRATEGIC TR | $437M | 20,357,903 |
| 46 | INVESCO QQQ TR | $415M | 718,318 |
| 47 | TESLA INC | $392M | 1,054,828 |
| 48 | ELI LILLY & CO | $387M | 420,635 |
| 49 | EXXON MOBIL CORP | $379M | 2,234,969 |
| 50 | JOHNSON & JOHNSON | $328M | 1,341,281 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.