Holders — by stockHoldings — by fund
Creative Planning
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1540235
$171.09B
disclosed book value
4,197
positions
10.8%
largest position share
Positions, as of 2026-06-30
top 100 of 4,197 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 24.6M | $18.43B | 10.8% |
| 2 | BNDVANGUARD BD INDEX FDS | 130.7M | $9.59B | 5.6% |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 117.0M | $8.33B | 4.9% |
| 4 | SPDWSPDR INDEX SHS FDS | 144.4M | $7.28B | 4.3% |
| 5 | SPMDSPDR SERIES TRUST | 101.2M | $6.84B | 4% |
| 6 | IEMGISHARES INC | 78.9M | $6.54B | 3.8% |
| 7 | VVVANGUARD INDEX FDS | 12.0M | $4.14B | 2.4% |
| 8 | AAPLAPPLE INC | 12.4M | $3.59B | 2.1% |
| 9 | BSVVANGUARD BD INDEX FDS | 43.8M | $3.42B | 2% |
| 10 | SPYMSPDR SERIES TRUST | 35.4M | $3.11B | 1.8% |
| 11 | NVDANVIDIA CORPORATION | 14.7M | $2.94B | 1.7% |
| 12 | AVUVAMERICAN CENTY ETF TR | 21.6M | $2.70B | 1.6% |
| 13 | VOVANGUARD INDEX FDS | 32.7M | $2.64B | 1.5% |
| 14 | AVDVAMERICAN CENTY ETF TR | 25.5M | $2.63B | 1.5% |
| 15 | SCHXSCHWAB STRATEGIC TR | 81.5M | $2.40B | 1.4% |
| 16 | VCITVANGUARD SCOTTSDALE FDS | 27.8M | $2.30B | 1.3% |
| 17 | DFASDIMENSIONAL ETF TRUST | 27.8M | $2.29B | 1.3% |
| 18 | XLRESELECT SECTOR SPDR TR | 51.8M | $2.28B | 1.3% |
| 19 | VTIVANGUARD INDEX FDS | 6.1M | $2.25B | 1.3% |
| 20 | SPYSTATE STR SPDR S&P 500 ETF T | 3.0M | $2.21B | 1.3% |
| 21 | SPSBSPDR SERIES TRUST | 56.3M | $1.69B | 1% |
| 22 | IDEVISHARES TR | 18.8M | $1.67B | 1% |
| 23 | MUBISHARES TR | 14.8M | $1.59B | 0.9% |
| 24 | MSFTMICROSOFT CORP | 4.2M | $1.55B | 0.9% |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2.8M | $1.42B | 0.8% |
| 26 | VTEBVANGUARD MUN BD FDS | 27.3M | $1.38B | 0.8% |
| 27 | AGGISHARES TR | 13.6M | $1.35B | 0.8% |
| 28 | SCHFSCHWAB STRATEGIC TR | 46.0M | $1.27B | 0.7% |
| 29 | VGITVANGUARD SCOTTSDALE FDS | 21.0M | $1.24B | 0.7% |
| 30 | VNQVANGUARD INDEX FDS | 12.2M | $1.18B | 0.7% |
| 31 | GOOGLALPHABET INC | 3.2M | $1.14B | 0.7% |
| 32 | VOOVANGUARD INDEX FDS | 1.7M | $1.14B | 0.7% |
| 33 | AMZNAMAZON COM INC | 4.7M | $1.12B | 0.7% |
| 34 | SPEMSPDR INDEX SHS FDS | 21.4M | $1.11B | 0.6% |
| 35 | SCHMSCHWAB STRATEGIC TR | 29.0M | $1.07B | 0.6% |
| 36 | VWOVANGUARD INTL EQUITY INDEX F | 17.8M | $1.06B | 0.6% |
| 37 | DFATDIMENSIONAL ETF TRUST | 13.3M | $930.0M | 0.5% |
| 38 | SCHESCHWAB STRATEGIC TR | 21.1M | $764.6M | 0.4% |
| 39 | AVGOBROADCOM INC | 1.9M | $724.3M | 0.4% |
| 40 | GOOGALPHABET INC | 1.9M | $682.3M | 0.4% |
| 41 | VBVANGUARD INDEX FDS | 2.0M | $612.9M | 0.4% |
| 42 | VYMVANGUARD WHITEHALL FDS | 3.8M | $606.0M | 0.4% |
| 43 | METAMETA PLATFORMS INC | 1.0M | $576.1M | 0.3% |
| 44 | QQQINVESCO QQQ TR | 733,485 | $540.1M | 0.3% |
| 45 | LLYELI LILLY & CO | 445,706 | $534.6M | 0.3% |
| 46 | JPMJPMORGAN CHASE & CO | 1.6M | $520.9M | 0.3% |
| 47 | MUMICRON TECHNOLOGY INC | 449,717 | $519.1M | 0.3% |
| 48 | AMATAPPLIED MATLS INC | 667,761 | $482.8M | 0.3% |
| 49 | TSLATESLA INC | 1.1M | $475.4M | 0.3% |
| 50 | SCHHSCHWAB STRATEGIC TR | 19.7M | $465.5M | 0.3% |
| 51 | AMDADVANCED MICRO DEVICES INC | 769,530 | $447.0M | 0.3% |
| 52 | CATCATERPILLAR INC | 379,703 | $404.3M | 0.2% |
| 53 | SPTMSPDR SERIES TRUST | 4.2M | $385.4M | 0.2% |
| 54 | IJHISHARES TR | 4.9M | $376.9M | 0.2% |
| 55 | JNJJOHNSON & JOHNSON | 1.4M | $351.7M | 0.2% |
| 56 | ITOTISHARES TR | 2.1M | $339.0M | 0.2% |
| 57 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 707,850 | $338.0M | 0.2% |
| 58 | LRCXLAM RESEARCH CORP | 728,684 | $315.8M | 0.2% |
| 59 | SUBISHARES TR | 3.0M | $314.6M | 0.2% |
| 60 | SCZISHARES TR | 3.8M | $312.5M | 0.2% |
| 61 | EXMOCEXXON MOBIL CORP | 2.3M | $312.2M | 0.2% |
| 62 | VVISA INC | 893,823 | $306.7M | 0.2% |
| 63 | VONVVANGUARD SCOTTSDALE FDS | 2.8M | $294.3M | 0.2% |
| 64 | WMTWALMART INC | 2.5M | $288.4M | 0.2% |
| 65 | COSTCOSTCO WHOLESALE CORPORATION | 306,789 | $287.0M | 0.2% |
| 66 | ABBVABBVIE INC | 1.1M | $283.4M | 0.2% |
| 67 | VIGVANGUARD SPECIALIZED FUNDS | 1.2M | $283.0M | 0.2% |
| 68 | DFUSDIMENSIONAL ETF TRUST | 3.3M | $272.1M | 0.2% |
| 69 | VXFVANGUARD INDEX FDS | 1.1M | $271.4M | 0.2% |
| 70 | DFUVDIMENSIONAL ETF TRUST | 4.9M | $267.6M | 0.2% |
| 71 | IWBISHARES TR | 651,215 | $266.7M | 0.2% |
| 72 | IEFAISHARES TR | 2.7M | $262.4M | 0.2% |
| 73 | VONGVANGUARD SCOTTSDALE FDS | 2.0M | $257.0M | 0.2% |
| 74 | SPIBSPDR SERIES TRUST | 7.7M | $256.8M | 0.2% |
| 75 | DGSWISDOMTREE TR | 4.0M | $256.3M | 0.1% |
| 76 | PGPROCTER & GAMBLE CO | 1.7M | $246.8M | 0.1% |
| 77 | CSCOCISCO SYS INC | 2.0M | $237.2M | 0.1% |
| 78 | IWFISHARES TR | 1.9M | $232.1M | 0.1% |
| 79 | HDHOME DEPOT INC | 653,261 | $230.4M | 0.1% |
| 80 | BACBANK OF AMER CORP | 3.9M | $220.3M | 0.1% |
| 81 | INTCINTEL CORP | 1.5M | $215.2M | 0.1% |
| 82 | SCHASCHWAB STRATEGIC TR | 5.9M | $212.2M | 0.1% |
| 83 | EFAISHARES TR | 2.0M | $211.9M | 0.1% |
| 84 | VTVVANGUARD INDEX FDS | 935,349 | $203.8M | 0.1% |
| 85 | DOLWISDOMTREE TR | 2.7M | $199.9M | 0.1% |
| 86 | KOCOCA COLA CO | 2.4M | $195.0M | 0.1% |
| 87 | VUGVANGUARD INDEX FDS | 2.3M | $193.9M | 0.1% |
| 88 | ESGVVANGUARD WORLD FD | 1.5M | $193.8M | 0.1% |
| 89 | IJRISHARES TR | 1.3M | $185.7M | 0.1% |
| 90 | DFIVDIMENSIONAL ETF TRUST | 3.4M | $182.6M | 0.1% |
| 91 | MRKMERCK & CO INC | 1.4M | $174.1M | 0.1% |
| 92 | KLACKLA CORP | 573,640 | $173.1M | 0.1% |
| 93 | IWMISHARES TR | 561,917 | $168.8M | 0.1% |
| 94 | MDYSTATE STR SPDR S&P MIDCAP 40 | 236,181 | $166.1M | 0.1% |
| 95 | ORCLORACLE CORP | 1.1M | $165.1M | 0.1% |
| 96 | BRK/ABERKSHIRE HATHAWAY INC DEL | 218 | $163.2M | 0.1% |
| 97 | SPSMSPDR SERIES TRUST | 2.8M | $160.1M | 0.1% |
| 98 | VGTVANGUARD WORLD FD | 1.3M | $159.0M | 0.1% |
| 99 | CVXCHEVRON CORPORATION | 954,599 | $158.2M | 0.1% |
| 100 | IBMINTERNATIONAL BUSINESS MACHS | 545,121 | $153.3M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.