Creative Planning 13F Holdings
CIK 0001540235 · LEAWOOD, KS
As of Sep 30, 2025, Creative Planning reported 6,684 positions worth
CIK 0001540235 · LEAWOOD, KS
As of Sep 30, 2025, Creative Planning reported 6,684 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 22,735,267 | 5.2B | 13.18% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 124,332,514 | $9.2B | 8.01% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 128,084,556 | $7.7B | 6.65% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 87,966,062 | $5.0B | 4.36% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 75,109,409 | $5.0B | 4.29% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 112,764,556 | $4.8B | 4.18% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 12,394,725 | $3.8B | 3.31% |
| APPLE INC | AAPL | Technology | 10,884,515 | $2.8B | 2.40% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 31,463,200 | $2.5B | 2.13% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 8,331,100 | $2.4B | 2.12% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 26,318,822 | $2.2B | 1.92% |
| NVIDIA CORP | NVDA | Technology | 11,481,241 | $2.1B | 1.86% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 80,734,185 | $2.1B | 1.84% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 6,123,169 | $2.0B | 1.74% |
| SPDR S&P 500 ETF TRUST | SPY | — | 2,957,538 | $2.0B | 1.71% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 20,393,627 | .8B | 1.57% |
| THE REAL ESTATE SELECT SECTOR SPDR FUND | XLRE | — | 40,259,876 | .7B | 1.47% |
| MICROSOFT CORP | MSFT | Technology | 3,266,413 | .7B | 1.47% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 16,671,663 | .7B | 1.44% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 22,255,354 | .5B | 1.32% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 48,431,314 | .5B | 1.27% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 13,191,212 | .4B | 1.22% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 17,226,914 | .4B | 1.20% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 2,730,659 | .4B | 1.19% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 26,101,247 | .3B | 1.13% |