13F filer

Creative Planning

As of Jun 30, 2026 Filed Aug 13, 2026 CIK 1540235 SEC filings ↗

13F Value

$171.09B

Positions

4,294

Top Position

IVV10.8%

Top 5

29.5%

Latest filing changes

vs Mar 31, 2026

1 BND Vanguard Total Bond Market Index Fund — ETF Shares +7.7%+$681.9M

2 SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF +7.9%+$535.1M

3 BSV Vanguard Short-Term Bond Index Fund — ETF Shares +17.3%+$502.8M

4 IVV iShares Core S&P 500 ETF +2.5%+$442.7M

5 SPMD State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF +4.8%+$311.3M

Holdings4,294

#
1	IVV iShares Core S&P 500 ETF	10.8%	$18.43B	+2.5%	24.61M	10.6%	ETF
2	BND Vanguard Total Bond Market Index Fund — ETF Shares	5.6%	$9.59B	+7.7%	130.67M	6.1%	ETF
3	VEA Vanguard Developed Markets Index Fund — ETF Shares	4.9%	$8.33B	-2.9%	116.98M	5.2%	ETF
4	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	4.3%	$7.28B	+7.9%	144.44M	4.1%	ETF
5	SPMD State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	4.0%	$6.84B	+4.8%	101.25M	3.9%	ETF
6	IEMG iShares Core MSCI Emerging Markets ETF	3.8%	$6.54B	+1.7%	78.94M	3.7%	ETF
7	VV Vanguard Morningstar Large-Cap Index Fund — ETF Shares	2.4%	$4.14B	-1.8%	12.04M	2.5%	ETF
8	AAPL Apple	2.1%	$3.59B	+2.3%	12.41M	2.1%	Common Stock
9	BSV Vanguard Short-Term Bond Index Fund — ETF Shares	2.0%	$3.42B	+17.3%	43.84M	2.0%	ETF
10	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.8%	$3.11B	+5.1%	35.37M	1.7%	ETF
11	NVDA NVIDIA	1.7%	$2.94B	+8.6%	14.69M	1.6%	Common Stock
12	AVUV Avantis U.S. Small Cap Value ETF	1.6%	$2.70B	+7.0%	21.60M	1.5%	ETF
13	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	1.5%	$2.64B	-1.6%	32.71M	1.6%	ETF
14	AVDV Avantis International Small Cap Value ETF	1.5%	$2.63B	+7.3%	25.51M	1.6%	ETF
15	SCHX Schwab U.S. Large-Cap ETF	1.4%	$2.40B	-0.9%	81.51M	1.4%	ETF
16	VCIT Vanguard Intermediate-Term Corporate Bond Index Fund — ETF Shares	1.3%	$2.30B	+3.1%	27.85M	1.5%	ETF
17	DFAS Dimensional U.S. Small Cap ETF	1.3%	$2.29B	+6.1%	27.82M	1.3%	ETF
18	XLRE State Street(R) Real Estate Select Sector SPDR(R) ETF	1.3%	$2.28B	+8.0%	51.79M	1.3%	ETF
19	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.3%	$2.25B	-0.7%	6.08M	1.3%	ETF
20	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.3%	$2.21B	+0.2%	2.96M	1.3%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing134

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.