Quick Takeaways
- Creative Planning reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $139,699,257,718.
13F Filings History of Creative Planning
- Latest 13F report
- Q4 2025 - 17 Feb 2026
- Value $
- $139,699,257,718
- Signature - Title
- Rebecca Havens - Compliance Director
- Location
- Overland Park, KS
- Summary
- This page shows a list of all the recent 13F filings made by Creative Planning. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Creative Planning reported 3874 stock holdings with total value $139,699,257,718 as of Q4 2025. Top holdings included IVV, BND, VEA, SPDW, and SPMD.
Follow Filing Activity
Follow Creative Planning and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
Holdings Value
What Changed
- Most recent filing was accepted on 17 Feb 2026, 13:03.
- Reported value moved from $130,875,312,310 to $139,699,257,718.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 3,874 | $139,699,257,718 | +$8,788,476,286 | -$1,928,022,792 | +$6,860,453,494 | IVV, BND, VEA, SPDW, SPMD | 13F-HR | 17 Feb 2026, 13:03 |
| Q3 2025 | 3,811 | $130,875,312,310 | +$7,632,492,512 | -$1,250,658,240 | +$6,381,834,272 | IVV, BND, VEA, SPMD, IEMG | 13F-HR | 14 Nov 2025, 16:39 |
| Q2 2025 | 3,594 | $117,077,102,931 | +$4,775,402,368 | -$2,090,620,751 | +$2,684,781,617 | IVV, BND, VEA, SPMD, IEMG | 13F-HR | 08 Aug 2025, 15:03 |
| Q1 2025 | 3,424 | $106,337,880,115 | +$6,056,799,296 | -$1,061,589,013 | +$4,995,210,283 | IVV, BND, VEA, SPMD, IEMG | 13F-HR | 15 May 2025, 17:25 |
| Q4 2024 | 3,554 | $102,814,418,602 | +$7,473,487,783 | -$1,180,642,262 | +$6,292,845,521 | IVV, BND, VEA, SPMD, IEMG | 13F-HR | 14 Feb 2025, 13:39 |
| Q3 2024 | 3,265 | $100,987,359,300 | +$2,902,375,554 | -$1,276,777,247 | +$1,625,598,307 | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 11 Oct 2024, 13:22 |
| Q2 2024 | 3,001 | $93,649,858,524 | +$4,288,642,953 | -$1,141,430,033 | +$3,147,212,920 | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 15 Aug 2024, 14:01 |
| Q1 2024 | 2,845 | $90,203,808,444 | +$35,296,067,737 | -$1,574,726,496 | +$33,721,341,241 | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 10 May 2024, 17:37 |
| Q4 2023 | 2,720 | $53,908,848,466 | +$2,042,137,976 | -$30,254,242,365 | -$28,212,104,389 | VO, VTI, VCIT, SPDW, AAPL | 13F-HR | 14 Feb 2024, 17:26 |
| Q3 2023 | 2,808 | $74,932,191,735 | +$3,600,295,023 | -$726,848,091 | +$2,873,446,932 | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 16 Nov 2023, 10:09 |
| Q2 2023 | 2,530 | $75,054,482,168 | +$3,499,574,268 | -$834,663,959 | +$2,664,910,309 | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 21 Jul 2023, 14:04 |
| Q1 2023 | 2,542 | $69,412,711,118 | +$1,402,712,692 | -$2,018,558,369 | -$615,845,677 | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 15 May 2023, 14:58 |
| Q4 2022 | 2,379 | $66,469,644,028 | +$5,129,300,822 | -$675,141,096 | +$4,454,159,726 | IVV, VEA, BND, IEMG, VV | 13F-HR | 10 Feb 2023, 17:25 |
| Q3 2022 | 2,216 | $57,802,960,000 | +$2,926,702,106 | -$1,449,811,216 | +$1,476,890,890 | IVV, VEA, BND, IEMG, VV | 13F-HR | 03 Nov 2022, 16:04 |
| Q2 2022 | 2,185 | $60,682,827,000 | +$6,948,661,046 | -$1,527,406,922 | +$5,421,254,124 | IVV, VEA, IEMG, BND, VV | 13F-HR | 15 Aug 2022, 16:35 |
| Q1 2022 | 2,274 | $64,566,104,000 | +$7,315,308,855 | -$1,144,646,644 | +$6,170,662,211 | IVV, VEA, BND, IEMG, VTI | 13F-HR | 16 May 2022, 13:01 |
| Q4 2021 | 2,075 | $62,240,924,000 | +$3,758,024,838 | -$808,135,950 | +$2,949,888,888 | IVV, VEA, BND, IEMG, VCIT | 13F-HR | 11 Feb 2022, 14:56 |
| Q3 2021 | 2,053 | $56,354,636,000 | +$2,846,862,918 | -$1,916,343,652 | +$930,519,266 | IVV, VEA, BND, IEMG, VCIT | 13F-HR | 10 Nov 2021, 09:49 |
| Q2 2021 | 1,975 | $56,314,075,000 | +$6,807,886,840 | -$2,895,215,386 | +$3,912,671,454 | IVV, VEA, BND, IEMG, VCIT | 13F-HR | 04 Aug 2021, 17:18 |
| Q1 2021 | 2,332 | $49,530,900,000 | +$2,927,805,035 | -$609,519,828 | +$2,318,285,207 | IVV, VEA, IEMG, VCIT, BND | 13F-HR | 30 Apr 2021, 15:26 |
| Q4 2020 | 2,106 | $45,277,527,000 | +$3,564,314,860 | -$899,331,680 | +$2,664,983,180 | IVV, VEA, IEMG, VCIT, AGG | 13F-HR | 29 Jan 2021, 16:26 |
| Q3 2020 | 1,980 | $38,198,107,000 | +$2,943,990,732 | -$639,551,202 | +$2,304,439,530 | IVV, VEA, VCIT, IEMG, AGG | 13F-HR | 05 Nov 2020, 14:53 |
| Q2 2020 | 1,815 | $34,494,732,000 | +$2,690,985,991 | -$898,313,967 | +$1,792,672,024 | IVV, VEA, VCIT, AGG, IEMG | 13F-HR | 23 Jul 2020, 11:27 |
| Q1 2020 | 1,730 | $28,174,376,000 | +$4,402,561,198 | -$3,371,126,361 | +$1,031,434,837 | IVV, VEA, VCIT, AGG, IEMG | 13F-HR | 05 May 2020, 12:23 |
| Q4 2019 | 1,875 | $33,278,066,000 | +$1,416,579,173 | -$581,477,740 | +$835,101,433 | VEA, AGG, IVV, VCIT, IEMG | 13F-HR | 30 Jan 2020, 16:20 |
| Q3 2019 | 1,868 | $30,694,442,000 | +$1,484,708,858 | -$501,663,309 | +$983,045,549 | VEA, AGG, VCIT, IVV, IEMG | 13F-HR | 01 Nov 2019, 14:28 |
| Q2 2019 | 1,887 | $29,707,753,000 | +$1,803,702,594 | -$502,002,384 | +$1,301,700,210 | VEA, VCIT, AGG, IVV, IEMG | 13F-HR | 26 Jul 2019, 10:20 |
| Q1 2019 | 1,849 | $27,738,794,000 | +$1,180,409,656 | -$387,346,343 | +$793,063,313 | VEA, VCIT, IVV, AGG, IEMG | 13F-HR | 24 Apr 2019, 14:48 |
| Q4 2018 | 1,802 | $24,380,432,000 | +$1,850,238,448 | -$1,373,805,645 | +$476,432,803 | VEA, VCIT, AGG, IVV, IEMG | Restatement | 12 Feb 2019, 14:48 |
| Q3 2018 | 1,931 | $26,922,355,000 | +$1,482,393,728 | -$783,305,209 | +$699,088,519 | VEA, IVV, VCIT, IEMG, AGG | 13F-HR | 25 Oct 2018, 15:09 |
| Q2 2018 | 1,912 | $25,428,830,000 | +$1,900,914,263 | -$1,123,963,955 | +$776,950,308 | VEA, IVV, VCIT, IEMG, VO | 13F-HR | 20 Jul 2018, 14:53 |
| Q1 2018 | 1,899 | $24,545,221,000 | +$2,552,531,735 | -$777,479,916 | +$1,775,051,819 | VEA, IVV, IEMG, VCIT, VO | 13F-HR | 18 Apr 2018, 17:14 |
| Q4 2017 | 1,877 | $23,186,458,000 | +$1,587,588,143 | -$643,773,531 | +$943,814,612 | VEA, IVV, VCIT, VO, IEMG | 13F-HR | 17 Jan 2018, 11:39 |
| Q3 2017 | 1,856 | $21,518,101,000 | +$1,687,573,519 | -$545,246,605 | +$1,142,326,914 | VEA, IVV, VCIT, VO, IEMG | 13F-HR | 17 Oct 2017, 14:40 |
| Q2 2017 | 4,468 | $19,741,303,000 | +$1,472,462,827 | -$364,816,010 | +$1,107,646,817 | VEA, IVV, VCIT, VO, AGG | 13F-HR | 12 Jul 2017, 16:02 |
| Q1 2017 | 4,471 | $18,295,810,000 | +$1,408,793,648 | -$248,641,291 | +$1,160,152,357 | VEA, IVV, VCIT, VO, AGG | 13F-HR | 07 Apr 2017, 15:33 |
| Q4 2016 | 4,410 | $16,409,784,000 | +$1,017,147,088 | -$317,831,080 | +$699,316,008 | VEA, VCIT, IVV, VO, AGG | 13F-HR | 09 Jan 2017, 16:21 |
| Q3 2016 | 4,350 | $15,695,667,000 | +$1,660,078,043 | -$244,023,862 | +$1,416,054,181 | VEA, VCIT, IVV, AGG, VO | 13F-HR | 12 Oct 2016, 09:55 |
| Q2 2016 | 4,180 | $13,808,013,000 | +$908,041,020 | -$240,762,050 | +$667,278,970 | VEA, VCIT, IVV, VO, AGG | 13F-HR | 12 Jul 2016, 13:29 |
| Q1 2016 | 4,173 | $12,822,667,000 | +$1,087,229,890 | -$557,812,667 | +$529,417,223 | VEA, VCIT, IVV, VO, AGG | 13F-HR | 08 Apr 2016, 10:32 |
| Q4 2015 | 4,243 | $12,150,509,000 | +$1,064,922,691 | -$453,342,113 | +$611,580,578 | VEA, VCIT, IVV, AGG, VO | 13F-HR | 11 Jan 2016, 13:59 |
| Q3 2015 | 4,168 | $11,319,477,000 | +$1,616,261,872 | -$395,243,352 | +$1,221,018,520 | VEA, VCIT, AGG, IVV, VO | 13F-HR | 09 Oct 2015, 15:14 |
| Q2 2015 | 1,070 | $11,014,425,000 | +$1,321,522,745 | -$708,597,974 | +$612,924,771 | VCIT, VO, VEA, AGG, IVV | 13F-HR | 09 Jul 2015, 12:10 |
| Q1 2015 | 4,040 | $10,632,989,000 | +$1,662,368,828 | -$748,624,314 | +$913,744,514 | VO, VEA, VCIT, SJNK, IVV | 13F-HR | 13 Apr 2015, 17:02 |
| Q4 2014 | 3,986 | $9,608,965,000 | +$1,256,199,901 | -$316,423,368 | +$939,776,533 | VO, VCIT, VEA, IVV, VV | 13F-HR | 29 Jan 2015, 10:25 |
| Q3 2014 | 3,836 | $8,617,180,000 | +$1,601,431,453 | -$492,186,639 | +$1,109,244,814 | VO, VCIT, VEA, VV, IVV | 13F-HR | 10 Oct 2014, 10:09 |
| Q2 2014 | 3,623 | $7,707,042,000 | +$974,161,876 | -$153,258,803 | +$820,903,073 | VEA, VO, VV, VWO, VCIT | 13F-HR | 20 Aug 2014, 15:55 |
| Q1 2014 | 3,494 | $6,643,346,000 | +$802,362,013 | -$99,115,058 | +$703,246,955 | VV, VEA, VO, VWO, VCIT | 13F-HR | 11 Apr 2014, 11:24 |
| Q4 2013 | 3,300 | $5,857,497,000 | $0 | $0 | $0 | VV, VEA, VO, VWO, BNDX | 13F-HR | 06 Jan 2014, 10:51 |