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Creative Planning - Portfolio Stock Holdings

Creative Planning disclosed 4274 stock positions in a recent SEC 13F filing. $170,691,247,968 of stock holdings were filed, with the largest holdings including IVV, BND, and VEA. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.

Report Period:

June 30, 2026

No. of Stocks:

4274

Est. Stock Holding Value:

$170,691,247,968

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Creative Planning

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Creative Planning

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.