Creative Planning

13F filer · CIK 0001540235

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$171.1BU.S. long equity reported on 13F

Positions3,176179 new · 106 closed

Net flow last quarter+$4.61BBuys minus sells

Top 10 positions weight15.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 20263,176 positions
SPMDSupermedia Inc.	$6.84B	4.00%	Not reported	+4.8%	Q4 2016
AAPLApple Inc.	$3.59B	2.10%	0.08%	+2.3%	Q2 2013
BSVNBank7 Corp.	$3.42B	2.00%	460.53%	+17.3%	Q2 2013
NVDANvidia Corp	$2.94B	1.72%	0.06%	+8.6%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$2.21B	1.29%	Not reported	+0.2%	Q2 2013
IDEVEndo Pharmaceuticals Solutions Inc.	$1.67B	0.98%	Not reported	-1.8%	Q1 2020
MSFTMicrosoft Corp	$1.55B	0.91%	0.06%	+7.4%	Q2 2013
BRK.BBerkshire Hathaway Inc	$1.42B	0.83%	Not reported	+0.3%	Q2 2013
GOOGLAlphabet Inc.	$1.14B	0.67%	0.03%	+8.5%	Q4 2015
AMZNAmazon Com Inc	$1.12B	0.65%	0.04%	+8.8%	Q2 2013
AVGOBroadcom Inc.	$724M	0.42%	0.04%	+6.4%	Q1 2016
GOOGAlphabet Inc.	$682M	0.40%	Not reported	+5.9%	Q4 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$606M	0.35%	Not reported	-0.1%	Q2 2013
METAMeta Platforms, Inc.	$576M	0.34%	Not reported	+7.9%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$540M	0.32%	Not reported	+2.1%	Q2 2018
LLYELI LILLY & Co	$535M	0.31%	0.05%	+6.0%	Q2 2013
JPMJPMorgan Chase & Co	$521M	0.30%	0.06%	+3.1%	Q2 2013
MUMicron Technology Inc	$519M	0.30%	0.04%	+11.5%	Q2 2013
AMATApplied Materials Inc	$483M	0.28%	0.08%	+5.2%	Q2 2013
TSLATesla, Inc.	$475M	0.28%	0.03%	+7.2%	Q2 2013
AMDAdvanced Micro Devices Inc	$447M	0.26%	0.05%	+5.2%	Q2 2013
CATCaterpillar Inc	$404M	0.24%	0.08%	+3.8%	Q2 2013
JNJJohnson & Johnson	$352M	0.21%	0.06%	+3.3%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$338M	0.20%	0.00%	+10.9%	Q2 2013
LRCXLam Research Corp	$316M	0.18%	0.06%	+2.0%	Q2 2013
SCZNXG NextGen Infrastructure Income Fund	$313M	0.18%	Not reported	-3.2%	Q2 2013
XOMExxonMobil Holdings Corp	$312M	0.18%	0.06%	+2.2%	Q2 2013
VVisa Inc.	$307M	0.18%	0.05%	+10.1%	Q2 2013
WMTWalmart Inc.	$288M	0.17%	0.03%	-0.2%	Q2 2013
COSTCostco Wholesale Corp	$287M	0.17%	0.07%	+1.8%	Q2 2013
ABBVAbbVie Inc.	$283M	0.17%	0.06%	+2.1%	Q2 2013
PGPROCTER & GAMBLE Co	$247M	0.14%	0.07%	-0.7%	Q2 2013
CSCOCisco Systems, Inc.	$237M	0.14%	0.05%	+5.9%	Q2 2013
HDHome Depot, Inc.	$230M	0.13%	0.07%	+5.2%	Q2 2013
BACBank of America Corp	$220M	0.13%	0.06%	+5.6%	Q2 2013
INTCIntel Corp	$215M	0.13%	0.03%	+6.5%	Q2 2013
KOCoca Cola Co	$195M	0.11%	0.06%	+3.3%	Q2 2013
MRKMerck & Co., Inc.	$174M	0.10%	0.05%	+3.6%	Q2 2013
KLACKla Corp	$173M	0.10%	0.04%	+1.9%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$166M	0.10%	Not reported	-5.0%	Q2 2013
ORCLOracle Corp	$165M	0.10%	0.04%	+5.6%	Q2 2013
BRK.ABerkshire Hathaway Inc	$163M	0.10%	Not reported	-3.1%	Q2 2013
CVXChevron Corp	$158M	0.09%	0.05%	+6.0%	Q2 2013
IBMInternational Business Machines Corp	$153M	0.09%	0.06%	+9.5%	Q2 2013
MAMastercard Inc	$152M	0.09%	0.02%	+5.2%	Q2 2013
ANETArista Networks, Inc.	$151M	0.09%	0.07%	+7.7%	Q2 2014
GSGoldman Sachs Group Inc	$151M	0.09%	0.05%	+8.0%	Q2 2013
UNHUnitedhealth Group Inc	$145M	0.08%	0.04%	+14.1%	Q2 2013
SCHKSirona Dental Systems, Inc.	$139M	0.08%	3.44%	-1.2%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$136M	0.08%	0.07%	-5.7%	Q4 2019

Q1 2026Reported May 12, 20263,101 positions
SPMDSupermedia Inc.	$5.72B	3.88%	Not reported	Not reported	Q4 2016
AAPLApple Inc.	$3.08B	2.09%	0.08%	Not reported	Q2 2013
BSVNBank7 Corp.	$2.93B	1.99%	392.72%	Not reported	Q2 2013
NVDANvidia Corp	$2.36B	1.60%	0.06%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$1.92B	1.30%	Not reported	Not reported	Q2 2013
IDEVEndo Pharmaceuticals Solutions Inc.	$1.6B	1.08%	Not reported	Not reported	Q1 2020
MSFTMicrosoft Corp	$1.43B	0.97%	0.05%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$1.36B	0.92%	Not reported	Not reported	Q2 2013
AMZNAmazon Com Inc	$899M	0.61%	0.04%	Not reported	Q2 2013
GOOGLAlphabet Inc.	$849M	0.58%	0.02%	Not reported	Q4 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$569M	0.39%	Not reported	Not reported	Q2 2013
AVGOBroadcom Inc.	$558M	0.38%	0.04%	Not reported	Q1 2016
METAMeta Platforms, Inc.	$542M	0.37%	Not reported	Not reported	Q2 2013
GOOGAlphabet Inc.	$523M	0.35%	Not reported	Not reported	Q4 2015
JPMJPMorgan Chase & Co	$454M	0.31%	0.06%	Not reported	Q2 2013
QQQInvesco QQQ Trust, Series 1	$415M	0.28%	Not reported	Not reported	Q2 2018
TSLATesla, Inc.	$392M	0.27%	0.03%	Not reported	Q2 2013
LLYELI LILLY & Co	$387M	0.26%	0.04%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$379M	0.26%	0.05%	Not reported	Q2 2013
JNJJohnson & Johnson	$328M	0.22%	0.06%	Not reported	Q2 2013
WMTWalmart Inc.	$317M	0.22%	0.03%	Not reported	Q2 2013
SCZNXG NextGen Infrastructure Income Fund	$308M	0.21%	Not reported	Not reported	Q2 2013
COSTCostco Wholesale Corp	$300M	0.20%	0.07%	Not reported	Q2 2013
CATCaterpillar Inc	$259M	0.18%	0.08%	Not reported	Q2 2013
VVisa Inc.	$245M	0.17%	0.04%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$245M	0.17%	0.07%	Not reported	Q2 2013
ABBVAbbVie Inc.	$240M	0.16%	0.06%	Not reported	Q2 2013
AMATApplied Materials Inc	$217M	0.15%	0.08%	Not reported	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$216M	0.15%	0.00%	Not reported	Q2 2013
HDHome Depot, Inc.	$204M	0.14%	0.06%	Not reported	Q2 2013
CVXChevron Corp	$186M	0.13%	0.05%	Not reported	Q2 2013
BACBank of America Corp	$179M	0.12%	0.05%	Not reported	Q2 2013
KOCoca Cola Co	$177M	0.12%	0.05%	Not reported	Q2 2013
NFLXNetflix Inc	$162M	0.11%	0.04%	Not reported	Q2 2013
BRK.ABerkshire Hathaway Inc	$162M	0.11%	Not reported	Not reported	Q2 2013
MRKMerck & Co., Inc.	$157M	0.11%	0.05%	Not reported	Q2 2013
ORCLOracle Corp	$157M	0.11%	0.04%	Not reported	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$153M	0.10%	Not reported	Not reported	Q2 2013
LRCXLam Research Corp	$153M	0.10%	0.06%	Not reported	Q2 2013
AMDAdvanced Micro Devices Inc	$149M	0.10%	0.04%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$148M	0.10%	0.05%	Not reported	Q2 2013
MAMastercard Inc	$141M	0.10%	0.02%	Not reported	Q2 2013
MCDMcdonalds Corp	$139M	0.09%	0.06%	Not reported	Q2 2013
PEPPepsico Inc	$138M	0.09%	0.06%	Not reported	Q2 2013
MUMicron Technology Inc	$136M	0.09%	0.04%	Not reported	Q2 2013
RTXRTX Corp	$124M	0.08%	0.05%	Not reported	Q2 2020
SCHKSirona Dental Systems, Inc.	$122M	0.08%	3.48%	Not reported	Q1 2021
IBMInternational Business Machines Corp	$121M	0.08%	0.05%	Not reported	Q2 2013
ABTAbbott Laboratories	$118M	0.08%	0.07%	Not reported	Q2 2013
GSGoldman Sachs Group Inc	$117M	0.08%	0.05%	Not reported	Q2 2013

Q3 2025Reported Nov 14, 20252,933 positions
SPMDSupermedia Inc.	$5.03B	3.84%	Not reported	+5.9%	Q4 2016
AAPLApple Inc.	$2.77B	2.12%	0.07%	+7.0%	Q2 2013
NVDANvidia Corp	$2.14B	1.64%	0.05%	+25.6%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$1.99B	1.52%	Not reported	+1.8%	Q2 2013
MSFTMicrosoft Corp	$1.73B	1.32%	0.05%	+14.7%	Q2 2013
IDEVEndo Pharmaceuticals Solutions Inc.	$1.43B	1.09%	Not reported	-1.0%	Q1 2020
BRK.BBerkshire Hathaway Inc	$1.4B	1.07%	Not reported	+1.1%	Q2 2013
AMZNAmazon Com Inc	$851M	0.65%	0.04%	+10.4%	Q2 2013
METAMeta Platforms, Inc.	$624M	0.48%	Not reported	-4.3%	Q2 2013
GOOGLAlphabet Inc.	$623M	0.48%	0.02%	+11.6%	Q4 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$504M	0.38%	Not reported	-0.8%	Q2 2013
AVGOBroadcom Inc.	$501M	0.38%	0.03%	+40.4%	Q1 2016
JPMJPMorgan Chase & Co	$461M	0.35%	0.05%	+7.0%	Q2 2013
GOOGAlphabet Inc.	$435M	0.33%	Not reported	+6.4%	Q4 2015
QQQInvesco QQQ Trust, Series 1	$418M	0.32%	Not reported	+6.1%	Q2 2018
TSLATesla, Inc.	$405M	0.31%	0.03%	+6.2%	Q2 2013
SCZNXG NextGen Infrastructure Income Fund	$318M	0.24%	Not reported	-3.1%	Q2 2013
ORCLOracle Corp	$279M	0.21%	0.03%	+18.7%	Q2 2013
LLYELI LILLY & Co	$269M	0.21%	0.04%	+32.2%	Q2 2013
VVisa Inc.	$260M	0.20%	0.04%	+16.6%	Q2 2013
HDHome Depot, Inc.	$248M	0.19%	0.06%	+12.9%	Q2 2013
PGPROCTER & GAMBLE Co	$243M	0.19%	0.07%	+9.5%	Q2 2013
COSTCostco Wholesale Corp	$242M	0.19%	0.06%	+7.1%	Q2 2013
WMTWalmart Inc.	$236M	0.18%	0.03%	+9.0%	Q2 2013
ABBVAbbVie Inc.	$225M	0.17%	0.05%	+15.6%	Q2 2013
JNJJohnson & Johnson	$212M	0.16%	0.05%	+8.4%	Q2 2013
XOMExxonMobil Holdings Corp	$212M	0.16%	0.04%	+6.3%	Q2 2013
BACBank of America Corp	$182M	0.14%	0.05%	+15.8%	Q2 2013
NFLXNetflix Inc	$174M	0.13%	0.03%	+9.9%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$171M	0.13%	Not reported	+8.5%	Q2 2013
CATCaterpillar Inc	$164M	0.13%	0.07%	+24.6%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$158M	0.12%	0.00%	+6.5%	Q2 2013
MAMastercard Inc	$147M	0.11%	0.02%	+6.4%	Q2 2013
BRK.ABerkshire Hathaway Inc	$147M	0.11%	Not reported	-2.0%	Q2 2013
ABTAbbott Laboratories	$143M	0.11%	0.06%	+17.2%	Q2 2013
KOCoca Cola Co	$129M	0.10%	0.05%	-0.9%	Q2 2013
ANETArista Networks, Inc.	$128M	0.10%	0.07%	+1.2%	Q2 2014
IBMInternational Business Machines Corp	$124M	0.09%	0.05%	+21.3%	Q2 2013
CVXChevron Corp	$116M	0.09%	0.04%	+20.6%	Q2 2013
MCDMcdonalds Corp	$115M	0.09%	0.05%	+5.4%	Q2 2013
AMATApplied Materials Inc	$115M	0.09%	0.07%	+117.3%	Q2 2013
PLTRPalantir Technologies Inc.	$112M	0.09%	0.03%	+26.5%	Q3 2020
CSCOCisco Systems, Inc.	$105M	0.08%	0.04%	+6.3%	Q2 2013
SCHKSirona Dental Systems, Inc.	$101M	0.08%	2.80%	+1.3%	Q1 2021
WFCWells Fargo & Company	$100M	0.08%	0.04%	+26.4%	Q2 2013
AMDAdvanced Micro Devices Inc	$99M	0.08%	0.04%	+38.7%	Q2 2013
PEPPepsico Inc	$98.4M	0.08%	0.05%	+9.7%	Q2 2013
GSGoldman Sachs Group Inc	$98.1M	0.07%	0.04%	+10.1%	Q2 2013
RTXRTX Corp	$95.9M	0.07%	0.04%	+6.6%	Q2 2020
MRKMerck & Co., Inc.	$90.4M	0.07%	0.04%	+14.0%	Q2 2013

Q2 2025Reported Aug 8, 20252,770 positions
SPMDSupermedia Inc.	$4.52B	3.86%	Not reported	+3.7%	Q4 2016
AAPLApple Inc.	$2.09B	1.78%	0.07%	0.0%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$1.81B	1.55%	Not reported	-1.9%	Q2 2013
MSFTMicrosoft Corp	$1.45B	1.24%	0.04%	+4.7%	Q2 2013
NVDANvidia Corp	$1.44B	1.23%	0.04%	-2.1%	Q2 2013
IDEVEndo Pharmaceuticals Solutions Inc.	$1.37B	1.17%	Not reported	+1.6%	Q1 2020
BRK.BBerkshire Hathaway Inc	$1.34B	1.15%	Not reported	+0.1%	Q2 2013
AMZNAmazon Com Inc	$770M	0.66%	0.03%	+3.2%	Q2 2013
METAMeta Platforms, Inc.	$655M	0.56%	Not reported	+13.8%	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$480M	0.41%	Not reported	-0.5%	Q2 2013
GOOGLAlphabet Inc.	$405M	0.35%	0.02%	+5.9%	Q4 2015
JPMJPMorgan Chase & Co	$396M	0.34%	0.05%	+2.2%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$362M	0.31%	Not reported	+0.7%	Q2 2018
SCZNXG NextGen Infrastructure Income Fund	$311M	0.27%	Not reported	-4.9%	Q2 2013
AVGOBroadcom Inc.	$298M	0.25%	0.02%	+12.4%	Q1 2016
GOOGAlphabet Inc.	$298M	0.25%	Not reported	+5.1%	Q4 2015
TSLATesla, Inc.	$273M	0.23%	0.03%	-2.3%	Q2 2013
COSTCostco Wholesale Corp	$242M	0.21%	0.06%	+2.6%	Q2 2013
VVisa Inc.	$232M	0.20%	0.03%	+2.7%	Q2 2013
PGPROCTER & GAMBLE Co	$230M	0.20%	0.06%	+1.0%	Q2 2013
LLYELI LILLY & Co	$208M	0.18%	0.03%	+3.5%	Q2 2013
WMTWalmart Inc.	$205M	0.18%	0.03%	+3.8%	Q2 2013
HDHome Depot, Inc.	$199M	0.17%	0.05%	+1.9%	Q2 2013
XOMExxonMobil Holdings Corp	$190M	0.16%	0.04%	-0.8%	Q2 2013
ORCLOracle Corp	$183M	0.16%	0.03%	+1.1%	Q2 2013
NFLXNetflix Inc	$177M	0.15%	0.03%	+6.5%	Q2 2013
JNJJohnson & Johnson	$161M	0.14%	0.04%	-2.5%	Q2 2013
ABBVAbbVie Inc.	$156M	0.13%	0.05%	-0.5%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$149M	0.13%	Not reported	-18.5%	Q2 2013
BRK.ABerkshire Hathaway Inc	$145M	0.12%	Not reported	-1.0%	Q2 2013
BACBank of America Corp	$145M	0.12%	0.04%	+2.2%	Q2 2013
KOCoca Cola Co	$138M	0.12%	0.05%	+1.4%	Q2 2013
MAMastercard Inc	$137M	0.12%	0.02%	+3.4%	Q2 2013
ABTAbbott Laboratories	$124M	0.11%	0.05%	+2.2%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$121M	0.10%	0.00%	+6.8%	Q2 2013
CATCaterpillar Inc	$107M	0.09%	0.06%	+5.1%	Q2 2013
IBMInternational Business Machines Corp	$107M	0.09%	0.04%	+3.4%	Q2 2013
MCDMcdonalds Corp	$105M	0.09%	0.05%	-2.0%	Q2 2013
CSCOCisco Systems, Inc.	$99.9M	0.09%	0.04%	+3.6%	Q2 2013
SCHKSirona Dental Systems, Inc.	$92.2M	0.08%	2.76%	+262.0%	Q1 2021
CVXChevron Corp	$88.9M	0.08%	0.04%	-4.9%	Q2 2013
ANETArista Networks, Inc.	$88.6M	0.08%	0.07%	+9.0%	Q2 2014
CRWDCrowdStrike Holdings, Inc.	$88.2M	0.08%	0.07%	+11.2%	Q4 2019
PMPhilip Morris International Inc.	$85.3M	0.07%	0.03%	+6.2%	Q2 2013
PEPPepsico Inc	$84.4M	0.07%	0.05%	+5.9%	Q2 2013
GSGoldman Sachs Group Inc	$79.2M	0.07%	0.04%	+20.0%	Q2 2013
DISWalt Disney Co	$78.7M	0.07%	0.04%	-1.3%	Q2 2013
ACNAccenture plc	$78.7M	0.07%	0.04%	+3.0%	Q2 2013
RTXRTX Corp	$78.5M	0.07%	0.04%	+2.1%	Q2 2020
ETNEaton Corp plc	$76.2M	0.07%	0.05%	+0.6%	Q2 2013

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