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Creative Planning
Updated 3 days agoManaged by Creative Planning • Latest filing Q3 2026
Portfolio value
$178.7B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $130.9B |
| Q4 2025 | $139.7B |
| Q1 2026 | $147.4B |
| Q2 2026 | $171.1B |
| Q3 2026 | $178.7B |
Top holdings
7,283 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $19B | 24.87M | 10.66% | — | |
| 2 | $9.7B | 138.98M | 5.46% | — | |
| 3 | $8B | 112.84M | 4.46% | — | |
| 4 | $7.7B | 153.28M | 4.31% | — | |
| 5 | $6.6B | 104.45M | 3.68% | — | |
| 6 | $6.5B | 80.28M | 3.65% | — | |
| 7 | $4.2B | 12.72M | 2.37% | — | |
| 8 | $4.2B | 18.44M | 2.36% | — | |
| 9 | $4.1B | 11.59M | 2.28% | — | |
| 10 | $3.6B | 47.75M | 2.04% | — | |
| 11 | $3.2B | 35.58M | 1.79% | — | |
| 12 | ? N/A AMERICAN CENTY ETF TR | $2.9B | 26.91M | 1.65% | — |
| 13 | $2.7B | 22.71M | 1.50% | — | |
| 14 | $2.5B | 31.88M | 1.40% | — | |
| 15 | $2.3B | 78.06M | 1.31% | — | |
| 16 | $2.3B | 2.96M | 1.26% | — | |
| 17 | $2.3B | 28.81M | 1.26% | — | |
| 18 | $2.3B | 55.12M | 1.26% | — | |
| 19 | $2.2B | 29.01M | 1.26% | — | |
| 20 | $2.2B | 4.32M | 1.24% | — |