account_balance
Investment manager · 13F filer · SEC CIK 1540235
Creative Planning
Reported value$179Bas of Sep 30, 2026
Positions4,256 241 new, 181 sold out
Top 10 weight41.8%IVV alone is 11%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
10.8%Added +2%
BNDVanguard Bd Index FDS
5.5%Added +7%
VEAVanguard Tax-managed FDS
4.5%Trimmed −2%
SPDWSPDR Index SHS FDS
4.4%Added +7%
SPMDSPDR Series Trust
3.7%Added +4%
IEMGiShares Inc
3.7%Added +3%
NVDANvidia Corporation
2.4%Added +29%
AAPLApple Inc
2.4%Added +4%
VVVanguard Index FDS
2.3%
BSVVanguard Bd Index FDS
2.1%Added +10%
SPYMSPDR Series Trust
1.8%Added +2%
AVDVAmerican Centy ETF Tr
1.7%Added +6%
IVViShares Tr
10.8%Added +2%
BND5.5%
VEA4.5%
SPDW4.4%
SPMD3.7%
IEMG3.7%
NVDA2.4%AAPL2.4%VV2.3%
BSV2.1%
SPYM1.8%
AVDV1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 10.8% Added +2%
BND Vanguard Bd Index FDS 5.5% Added +7%
VEA Vanguard Tax-managed FDS 4.5% Trimmed −2%
SPDW SPDR Index SHS FDS 4.4% Added +7%
SPMD SPDR Series Trust 3.7% Added +4%
IEMG iShares Inc 3.7% Added +3%
NVDA Nvidia Corporation 2.4% Added +29%AAPL Apple Inc 2.4% Added +4%VV Vanguard Index FDS 2.3% Held
BSV Vanguard Bd Index FDS 2.1% Added +10%
SPYM SPDR Series Trust 1.8% Added +2%
AVDV American Centy ETF Tr 1.7% Added +6%
What changed