Creative Planning
Creative Planning reported 4,254 stocks worth $179B in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are IVV (10.8%), BND (5.5%) and VEA (4.5%). Compared with Q2 2026, the fund opened new positions in XOM, added to IVV, BND and SPDW, trimmed VEA, VV and VO and sold out of XOM, OKE and MRX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $19.3B | 10.8% | 25.1M | +527K (+2%) | 8 of 8 | |
| 2 |  BND Vanguard BD Index Fds | $9.8B | 5.5% | 139M | +8.8M (+7%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $8.1B | 4.5% | 115M | −2.5M (−2%) | 8 of 8 | |
| 4 |  SPDW Spdr Developed | $7.8B | 4.4% | 155M | +10.7M (+7%) | 8 of 8 | |
| 5 |  SPMD State Street | $6.6B | 3.7% | 105M | +4.1M (+4%) | 8 of 8 | |
| 6 |  IEMG Ishares Inc | $6.6B | 3.7% | 81.1M | +2.1M (+3%) | 8 of 8 | |
| 7 |  NVDA Nvidia Corporation | $4.3B | 2.4% | 18.9M | +4.2M (+29%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $4.3B | 2.4% | 12.9M | +525K (+4%) | 8 of 8 | |
| 9 |  VV Vanguard Large Cap ETF | $4.2B | 2.3% | 11.9M | −165K (−1%) | 8 of 8 | |
| 10 |  BSV Vanguard Short-Term Bond ETF | $3.7B | 2.1% | 48.2M | +4.4M (+10%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $312M | 2.3M |
DIMENSIONAL ETF TRUST | $84.9M | 2.2M |
 OKE Oneok Inc New | $32.4M | 373K |
JANUS HENDERSON GROUP PLC | $23.5M | 453K |
AVALONBAY CMNTYS INC | $18.2M | 97K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 MRNA Moderna Inc | Call | $515K | 4,000 | −6,000 |
AAPL Apple Inc | Call | $246K | 10K | 0 |
 BMNR Bitmine Immersion Tecnologie | Call | $239K | 21K | +8,000 |
NVDA Nvidia Corporation | Put | $228K | 102K | +14,300 |
NVDA Nvidia Corporation | Call | $212K | 2,800 | −4,000 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Creative Planning 13F FAQ
What does Creative Planning own?
Creative Planning reported 4,254 stocks worth $179B in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are IVV (10.8%), BND (5.5%) and VEA (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Creative Planning buy and sell in Q3 2026?
Compared with Q2 2026: 259 new positions, 2,840 added to, 988 trimmed and 199 sold out. New positions include XOM. It sold all of XOM, OKE and MRX.
When will Creative Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Creative Planning's portfolio worth?
The Q3 2026 filing reports $179B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.