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Creative Planning

Q2 2026 13F filing

Updated 28 days ago

7,093 disclosed positions worth $171.1B

Portfolio value
$171.1B
Total holdings
7,093
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

Value
$18.2B
Shares
24.33M
% Port
10.65%
V

VANGUARD BD INDEX FDS

Value
$9.6B
Shares
130.12M
% Port
5.58%
V

VANGUARD TAX-MANAGED FDS

Value
$8.2B
Shares
115.26M
% Port
4.80%
S

SPDR INDEX SHS FDS

Value
$7.2B
Shares
142.54M
% Port
4.20%
S

SPDR SERIES TRUST

Value
$6.8B
Shares
100.32M
% Port
3.96%
E

ISHARES INC

Value
$6.5B
Shares
78.16M
% Port
3.78%
V

VANGUARD INDEX FDS

Value
$4B
Shares
11.75M
% Port
2.36%
A

APPLE INC

Value
$3.5B
Shares
12.18M
% Port
2.06%
V

VANGUARD BD INDEX FDS

Value
$3.4B
Shares
43.44M
% Port
1.98%
S

SPDR SERIES TRUST

Value
$3.1B
Shares
34.79M
% Port
1.79%
N
11.NVDA

NVIDIA CORPORATION

Value
$2.9B
Shares
14.25M
% Port
1.67%
?
12.N/A

AMERICAN CENTY ETF TR

Value
$2.7B
Shares
21.46M
% Port
1.57%
?
13.N/A

AMERICAN CENTY ETF TR

Value
$2.6B
Shares
25.29M
% Port
1.52%
V
14.VGES

VANGUARD INDEX FDS

Value
$2.6B
Shares
31.90M
% Port
1.50%
S

SCHWAB STRATEGIC TR

Value
$2.3B
Shares
78.25M
% Port
1.35%
V
16.VGES

VANGUARD SCOTTSDALE FDS

Value
$2.3B
Shares
27.74M
% Port
1.34%
S

SELECT SECTOR SPDR TR

Value
$2.3B
Shares
51.35M
% Port
1.32%
?
18.N/A

DIMENSIONAL ETF TRUST

Value
$2.3B
Shares
27.42M
% Port
1.32%
V
19.VGES

VANGUARD INDEX FDS

Value
$2.2B
Shares
6.00M
% Port
1.30%
S
20.SPY

STATE STR SPDR S&P 500 ETF T

Value
$2.2B
Shares
2.94M
% Port
1.28%
S

SPDR SERIES TRUST

Value
$1.7B
Shares
56.02M
% Port
0.98%
E
22.ETHA

ISHARES TR

Value
$1.6B
Shares
18.28M
% Port
0.95%
E
23.ETHA

ISHARES TR

Value
$1.5B
Shares
14.34M
% Port
0.90%
M
24.MSFT

MICROSOFT CORP

Value
$1.5B
Shares
4.09M
% Port
0.89%
B

BERKSHIRE HATHAWAY INC DEL

Value
$1.4B
Shares
2.79M
% Port
0.81%
V
26.VGES

VANGUARD MUN BD FDS

Value
$1.3B
Shares
26.49M
% Port
0.78%
E
27.ETHA

ISHARES TR

Value
$1.3B
Shares
13.45M
% Port
0.78%
S

SCHWAB STRATEGIC TR

Value
$1.2B
Shares
45.11M
% Port
0.73%
V
29.VGES

VANGUARD SCOTTSDALE FDS

Value
$1.2B
Shares
20.86M
% Port
0.72%
V
30.VGES

VANGUARD INDEX FDS

Value
$1.2B
Shares
12.04M
% Port
0.68%
G

ALPHABET INC

Value
$1.1B
Shares
3.11M
% Port
0.65%
A
32.AMZN

AMAZON COM INC

Value
$1.1B
Shares
4.61M
% Port
0.64%
S

SPDR INDEX SHS FDS

Value
$1.1B
Shares
20.65M
% Port
0.62%
S

SCHWAB STRATEGIC TR

Value
$1B
Shares
28.41M
% Port
0.61%
V
35.VGES

VANGUARD INDEX FDS

Value
$1B
Shares
1.52M
% Port
0.61%
V
36.VGES

VANGUARD INTL EQUITY INDEX F

Value
$1B
Shares
17.43M
% Port
0.61%
?
37.N/A

DIMENSIONAL ETF TRUST

Value
$904.9M
Shares
12.95M
% Port
0.53%
S

SCHWAB STRATEGIC TR

Value
$744.9M
Shares
20.54M
% Port
0.44%
A
39.AVGO

BROADCOM INC

Value
$711.6M
Shares
1.88M
% Port
0.42%
G

ALPHABET INC

Value
$643.5M
Shares
1.82M
% Port
0.38%
V
41.VGES

VANGUARD INDEX FDS

Value
$603.3M
Shares
1.99M
% Port
0.35%
V
42.VGES

VANGUARD WHITEHALL FDS

Value
$593.1M
Shares
3.75M
% Port
0.35%
M
43.META

META PLATFORMS INC

Value
$568.8M
Shares
1.01M
% Port
0.33%
Q
44.QQQ

INVESCO QQQ TR

Value
$535.9M
Shares
727.7K
% Port
0.31%
L
45.LLY

ELI LILLY & CO

Value
$525.9M
Shares
438.4K
% Port
0.31%
M
46.MU

MICRON TECHNOLOGY INC

Value
$511.4M
Shares
443.0K
% Port
0.30%
J

JPMORGAN CHASE & CO

Value
$501.3M
Shares
1.53M
% Port
0.29%
A
48.AMAT

APPLIED MATLS INC

Value
$476.5M
Shares
659.0K
% Port
0.28%
T
49.TSLA

TESLA INC

Value
$468.2M
Shares
1.11M
% Port
0.27%
S

SCHWAB STRATEGIC TR

Value
$449.4M
Shares
18.98M
% Port
0.26%