Creative Planning

Investment Portfolio & 13F Holdings Analysis

About

Creative Planning is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 3934 holdings worth $104.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 3,934
Total Value: 104536811896
Accession Number: 0001540235-25-000003
Form Type: 13F-HR
CIK: 0001540235
Manager Name: Creative Planning

Data Enrichment

78% identified

3,087 identified847 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

3,934 positions • $104,536,811.896K total value

3,934 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 172

Sort by:

464287200

IVV|464287200

21748871(+0.4%)

Value:

$12.2T(-4.1%)

921937835

BND|921937835

108318565(+7.7%)

Value:

$8.0T(+10.0%)

921943858

VEA|921943858

138340620(-3.4%)

Value:

$7.0T(+2.6%)

78464A847

80140007(+4.1%)

Value:

$4.1T(-2.6%)

46434G103

IEMG|46434G103

72470640(+2.5%)

Value:

$3.9T(+6.0%)

922908637

VV|922908637

12677960(-0.4%)

Value:

$3.3T(-5.1%)

78463X889

SPDW|78463X889

86619802(+26.1%)

Value:

$3.2T(+34.5%)

Apple Inc.

AAPL|037833100

10175738(+4068.6%)

Value:

$2.3T(+4002.5%)

922908629

VO|922908629

8212002(+1.5%)

Value:

$2.1T(-0.6%)

92206C870

VCIT|92206C870

25005319(+1.6%)

Value:

$2.0T(+3.5%)

78464A854

SPLG|78464A854

30820373(+1.3%)

Value:

$2.0T(-3.3%)

808524201

SCHX|808524201

82661328(+0.2%)

Value:

$1.8T(-4.5%)

922908769

VTI|922908769

6537810(-1.2%)

Value:

$1.8T(-6.3%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

2989193(+1.6%)

Value:

$1.7T(-3.0%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

2761647(+3826.9%)

Value:

$1.5T(+5277.6%)

81369Y860

34507302(+8.1%)

Value:

$1.4T(+11.2%)

464288414

MUB|464288414

13047681(-1.3%)

Value:

$1.4T(-2.4%)

78464A474

43214109(+7.1%)

Value:

$1.3T(+7.9%)

922907746

VTEB|922907746

26149018(+4.0%)

Value:

$1.3T(+3.0%)

922908553

VNQ|922908553

14212091(-4.6%)

Value:

$1.3T(-3.0%)

Instrument	Shares		Other Manager	Value
(IVVcusip464287200)	21.7M	QoQ +0.44% (-95.4K) YoY +5.56% (+1.1M)	All Managers (Combined)	$12.2B	QoQ -4.12% (-$526.3M) YoY +12.83% (+$1389.6M)
(BNDcusip921937835)	108.3M	QoQ +7.70% (+7.8M) YoY +43.00% (+32.6M)	All Managers (Combined)	$8.0B	QoQ +10.01% (+$724.2M) YoY +44.61% (+$2454.5M)
(VEAcusip921943858)	138.3M	QoQ -3.44% (-4.9M) YoY +3.85% (+5.1M)	All Managers (Combined)	$7.0B	QoQ +2.62% (-$180.2M) YoY +5.21% (+$348.6M)
(cusip78464A847)✕	80.1M	QoQ +4.08% (-3.1M) YoY +21.04% (+13.9M)	All Managers (Combined)	$4.1B	QoQ -2.59% (-$109.3M) YoY +16.14% (+$570.2M)
(IEMGcusip46434G103)	72.5M	QoQ +2.55% (+1.8M) YoY +1.50% (+1.1M)	All Managers (Combined)	$3.9B	QoQ +5.99% (+$221.2M) YoY +6.17% (+$227.3M)
(VVcusip922908637)	12.7M	QoQ -0.42% (-53.5K) YoY -1.19% (-153.1K)	All Managers (Combined)	$3.3B	QoQ -5.09% (-$175.1M) YoY +5.92% (-$182.2M)
(SPDWcusip78463X889)	86.6M	QoQ +26.06% (+17.9M) YoY +63.15% (+33.5M)	All Managers (Combined)	$3.2B	QoQ +34.49% (+$808.8M) YoY +65.75% (+$1251.1M)
Apple Inc.(AAPLcusip037833100)	10.2M	QoQ +4068.59% (+9.9M) YoY +11.70% (+1.1M)	All Managers (Combined)	$2.3B	QoQ +4002.53% (+$2205.2M) YoY +44.70% (+$698.3M)
(VOcusip922908629)	8.2M	QoQ +1.54% (-125.3K) YoY -0.45% (-37.4K)	All Managers (Combined)	$2.1B	QoQ -0.56% (-$12.1M) YoY +3.03% (-$62.6M)
(VCITcusip92206C870)	25.0M	QoQ +1.59% (+392.3K) YoY +6.84% (+1.6M)	All Managers (Combined)	$2.0B	QoQ +3.47% (+$68.8M) YoY +8.50% (+$160.2M)
(SPLGcusip78464A854)	30.8M	QoQ +1.33% (-407.4K) YoY +11.78% (+3.3M)	All Managers (Combined)	$2.0B	QoQ -3.33% (-$69.9M) YoY +19.47% (+$330.4M)
(SCHXcusip808524201)	82.7M	QoQ +0.23% (-193.9K) YoY +191.70% (+54.3M)	All Managers (Combined)	$1.8B	QoQ -4.52% (-$86.4M) YoY +3.78% (+$66.6M)
(VTIcusip922908769)	6.5M	QoQ -1.24% (-82.3K) YoY -11.73% (-869.4K)	All Managers (Combined)	$1.8B	QoQ -6.34% (-$121.7M) YoY -6.66% (-$128.3M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	3.0M	QoQ +1.60% (-47.3K) YoY -1.07% (-32.4K)	All Managers (Combined)	$1.7B	QoQ -3.01% (-$52.1M) YoY +5.79% (-$91.6M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	2.8M	QoQ +3826.92% (+2.7M) YoY +3.20% (+85.8K)	All Managers (Combined)	$1.5B	QoQ +5277.55% (+$1443.4M) YoY +30.70% (+$345.6M)
(cusip81369Y860)✕	34.5M	QoQ +8.07% (+2.6M) YoY +41.16% (+10.1M)	All Managers (Combined)	$1.4B	QoQ +11.21% (+$145.6M) YoY +49.45% (+$477.9M)
(MUBcusip464288414)	13.0M	QoQ -1.33% (-177.1K) YoY +9.94% (+1.2M)	All Managers (Combined)	$1.4B	QoQ -2.36% (-$33.4M) YoY +7.73% (+$98.8M)
(cusip78464A474)✕	43.2M	QoQ +7.06% (+2.9M) YoY +39.90% (+12.3M)	All Managers (Combined)	$1.3B	QoQ +7.92% (+$95.5M) YoY +41.45% (+$381.2M)
(VTEBcusip922907746)	26.1M	QoQ +4.05% (+1.0M) YoY +5.42% (+1.3M)	All Managers (Combined)	$1.3B	QoQ +2.99% (+$37.7M) YoY +3.37% (+$42.4M)
(VNQcusip922908553)	14.2M	QoQ -4.56% (-679.9K) YoY -20.25% (-3.6M)	All Managers (Combined)	$1.3B	QoQ -3.00% (-$39.8M) YoY -16.51% (-$254.6M)