Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0001540235 · 2026 Q2 · vs 2026 Q1 · Filed 13 Aug 2026 (10 days ago)

Creative Planning

Reported book: $171.1B
Positions: 3,713

Reported book trail

53 quarters on file · 2013 Q2 to 2026 Q2

2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2

The book

Top 200 of 3,713 positions · 87% of the book

CutAdded· vs 2026 Q1

IVV$18.4B▲ +$2.7B BND$9.6B▲ +$653.9M VEA$8.3B▲ +$618.6M SPDW$7.3B▲ +$1.2B SPMD$6.8B▲ +$1.1B IEMG$6.5B▲ +$1.1B VV$4.1B▲ +$475.9M AAPL$3.6B▲ +$511.9M BSV$3.4B▲ +$484.2M SPYM$3.1B▲ +$531.7M NVDA$2.9B▲ +$579.4M AVUV$2.7B▲ +$464.2M VO$2.6B▲ +$249.0M AVDV$2.6B▲ +$254.6M SCHX$2.4B▲ +$289.5M VCIT$2.3B▲ +$65.5M DFAS$2.3B▲ +$425.2M XLRE$2.3B▲ +$321.8M VTI$2.2B▲ +$284.6M SPY$2.2B▲ +$289.1M SPSB$1.7B IDEV$1.7B MUB$1.6B MSFT$1.6B BRK-B$1.4B VTEB$1.4B AGG$1.3B SCHF$1.3B VGIT$1.2B VNQ$1.2B GOOGL$1.1B VOO$1.1B AMZN$1.1B SPEM$1.1B SCHM$1.1B VWO$1.1B DFAT$930.0M SCHE AVGO GOOG VB VYM META QQQ LLY JPM MU AMAT TSLA SCHH AMD CAT SPTM IJH JNJ ITOT TSM LRCX SUB SCZ XOM V VONV WMT COST ABBV VIG DFUS VXF DFUV IWB

Shares added · vs 2026 Q1

Ranked by dollar move

IVV$18.4B held · +2% of shares · +$2.7B value+591.2K sh
SPDW$7.3B held · +8% of shares · +$1.2B value+10.62M sh
IEMG$6.5B held · +2% of shares · +$1.1B value+1.29M sh
SPMD$6.8B held · +5% of shares · +$1.1B value+4.61M sh
BND$9.6B held · +8% of shares · +$653.9M value+9.29M sh
NVDA$2.9B held · +9% of shares · +$579.4M value+1.16M sh
SPYM$3.1B held · +5% of shares · +$531.7M value+1.71M sh
AAPL$3.6B held · +2% of shares · +$511.9M value+278.0K sh
BSV$3.4B held · +17% of shares · +$484.2M value+6.45M sh
AVUV$2.7B held · +7% of shares · +$464.2M value+1.41M sh
DFAS$2.3B held · +6% of shares · +$425.2M value+1.59M sh
MU$519.1M held · +12% of shares · +$382.9M value+46.4K sh
XLRE$2.3B held · +8% of shares · +$321.8M value+3.82M sh
AMD$447.0M held · +5% of shares · +$298.3M value+38.3K sh
GOOGL$1.1B held · +9% of shares · +$295.8M value+251.2K sh
SPY$2.2B held · +0% of shares · +$289.1M value+5.5K sh
AMAT$482.8M held · +5% of shares · +$265.9M value+33.1K sh
AVDV$2.6B held · +7% of shares · +$254.6M value+1.73M sh
VO$2.6B held · -2% of shares · +$249.0M value · 4:1 split-530.4K sh
AMZN$1.1B held · +9% of shares · +$220.3M value+380.0K sh
VOO$1.1B held · +2% of shares · +$170.4M value+37.8K sh
AVGO$724.3M held · +6% of shares · +$166.6M value+115.5K sh
LRCX$315.8M held · +2% of shares · +$163.1M value+14.2K sh
GOOG$682.3M held · +6% of shares · +$159.0M value+106.9K sh
INTC$215.2M held · +6% of shares · +$151.3M value+93.4K sh
LLY$534.6M held · +6% of shares · +$147.7M value+25.1K sh
CAT$404.3M held · +4% of shares · +$145.2M value+13.9K sh
QQQ$540.1M held · +2% of shares · +$125.5M value+15.2K sh
TSM$338.0M held · +11% of shares · +$122.3M value+69.3K sh
MSFT$1.6B held · +7% of shares · +$117.4M value+285.2K sh
SNDK$135.6M held · +79% of shares · +$114.4M value+26.3K sh
VGIT$1.2B held · +9% of shares · +$95.4M value+1.80M sh
SPSB$1.7B held · +6% of shares · +$94.2M value+3.24M sh
KLAC$173.1M held · +2% of shares · +$90.2M value · 10:1 split+10.9K sh
CSCO$237.2M held · +6% of shares · +$89.2M value+112.5K sh
TSLA$475.4M held · +7% of shares · +$83.3M value+75.4K sh
WDC$117.6M held · +40% of shares · +$82.0M value+52.4K sh
MUB$1.6B held · +3% of shares · +$67.9M value+434.3K sh
XOM$312.2M held · +2% of shares · -$67.0M value+48.5K sh
JPM$520.9M held · +3% of shares · +$66.9M value+47.8K sh
VCIT$2.3B held · +3% of shares · +$65.5M value+825.2K sh
BRK-B$1.4B held · +0% of shares · +$64.9M value+9.5K sh
UNH$145.4M held · +14% of shares · +$62.4M value+43.2K sh
V$306.7M held · +10% of shares · +$61.3M value+82.1K sh
SPTM$385.4M held · +3% of shares · +$59.1M value+118.1K sh
ASML$119.0M held · +15% of shares · +$50.5M value+7.9K sh
IJH$376.9M held · +1% of shares · +$50.2M value+49.4K sh
ANET$151.4M held · +8% of shares · +$49.8M value+63.3K sh
ASX$90.2M held · +5% of shares · +$49.1M value+102.7K sh
VGT$159.0M held · +4% of shares · +$47.5M value · 8:1 split+52.0K sh
STX$71.8M held · +19% of shares · +$47.2M value+11.6K sh
ITOT$339.0M held · +1% of shares · +$47.1M value+14.4K sh
GLW$90.3M held · +8% of shares · +$45.6M value+24.9K sh
UMC$66.7M held · +4% of shares · +$45.5M value+86.3K sh
ABBV$283.4M held · +2% of shares · +$43.4M value+22.8K sh
BAC$220.3M held · +6% of shares · +$41.8M value+204.1K sh
GEV$130.8M held · +8% of shares · +$40.6M value+8.0K sh
GE$134.8M held · +7% of shares · +$39.5M value+24.7K sh
TROW$47.8M held · +330% of shares · +$39.0M value+322.6K sh
BE$61.5M held · +19% of shares · +$38.2M value+31.7K sh
XLK$111.1M held · +6% of shares · +$38.0M value+33.1K sh
TXN$91.2M held · +11% of shares · +$37.8M value+30.7K sh
IWB$266.7M held · +1% of shares · +$37.7M value+8.9K sh
VUG$193.9M held · +4% of shares · +$36.3M value · 6:1 split+85.7K sh
APH$117.1M held · +4% of shares · +$36.1M value+23.1K sh
FTNT$67.2M held · +9% of shares · +$34.5M value+36.9K sh
QCOM$99.7M held · +6% of shares · +$34.1M value+29.9K sh
GS$150.8M held · +8% of shares · +$34.0M value+11.0K sh
META$576.1M held · +8% of shares · +$33.9M value+75.0K sh
IBM$153.3M held · +9% of shares · +$32.6M value+47.2K sh
IWF$232.1M held · -1% of shares · +$31.1M value · 4:1 split-16.3K sh
MS$109.3M held · +9% of shares · +$30.2M value+42.2K sh
ESGV$193.8M held · +1% of shares · +$30.1M value+7.5K sh
CVX$158.2M held · +6% of shares · -$28.1M value+54.1K sh
VTV$203.8M held · +4% of shares · +$26.7M value+32.6K sh
HD$230.4M held · +5% of shares · +$26.1M value+32.2K sh
CRDO$35.1M held · +31% of shares · +$25.9M value+30.4K sh
SPYG$96.1M held · +11% of shares · +$24.8M value+79.7K sh
SNPS$53.1M held · +66% of shares · +$24.7M value+47.5K sh
JNJ$351.7M held · +3% of shares · +$23.9M value+43.7K sh
FIX$68.4M held · +7% of shares · +$23.8M value+2.1K sh
ZS$45.9M held · +102% of shares · +$23.3M value+164.4K sh
FLEX$36.8M held · +10% of shares · +$23.3M value+21.1K sh
QUAL$48.4M held · +63% of shares · +$22.4M value+84.9K sh
AXP$94.2M held · +15% of shares · +$21.2M value+37.1K sh
MAA$29.7M held · +172% of shares · +$20.1M value+135.0K sh
CMI$65.4M held · +8% of shares · +$19.8M value+7.0K sh
ESGE$110.8M held · +1% of shares · +$19.2M value+11.8K sh
VGK$140.4M held · +8% of shares · +$19.2M value+115.3K sh
VSGX$131.6M held · +2% of shares · +$18.8M value+25.7K sh
T$48.0M held · +1% of shares · -$18.6M value+20.8K sh
DAL$48.1M held · +15% of shares · +$18.5M value+68.2K sh
PM$112.9M held · +9% of shares · +$18.5M value+53.1K sh
KO$195.0M held · +3% of shares · +$18.4M value+77.2K sh
VRT$60.9M held · +7% of shares · +$18.3M value+11.8K sh
BIV$105.2M held · +22% of shares · +$18.1M value+242.9K sh
RY$65.5M held · +7% of shares · +$17.6M value+20.4K sh
TER$34.9M held · +22% of shares · +$17.4M value+12.9K sh
ADI$70.4M held · +6% of shares · +$17.3M value+10.5K sh
ETN$104.9M held · +0% of shares · +$17.1M value+814 sh

1–100 of 2,334

Options

$3.2M notional89 option positions · C $2.0M · P $1.2M

Notional. Not counted in the book above.

NVDAP$293.0K

GOOGC$273.0K

NVDAC$227.0K

ISRGP$224.0K

MRNAC$196.0K

PYPLC$196.0K

OIHC$137.0K

Shares cut · vs 2026 Q1

Ranked by dollar move

VEA$8.3B held · -3% of shares · +$618.6M value-3.44M sh
VV$4.1B held · -2% of shares · +$475.9M value-222.9K sh
SCHX$2.4B held · -1% of shares · +$289.5M value-756.2K sh
VTI$2.2B held · -1% of shares · +$284.6M value-45.1K sh
SCHM$1.1B held · -1% of shares · +$158.6M value-415.8K sh
SCHF$1.3B held · -2% of shares · +$108.3M value-1.11M sh
SPEM$1.1B held · -2% of shares · +$86.7M value-374.0K sh
DFAT$930.0M held · -2% of shares · +$85.6M value-216.3K sh
VWO$1.1B held · -2% of shares · +$80.0M value-380.9K sh
VB$612.9M held · -1% of shares · +$79.7M value-13.7K sh
IDEV$1.7B held · -2% of shares · +$73.7M value-338.5K sh
PANW$129.3M held · -6% of shares · +$64.6M value-24.6K sh
VNQ$1.2B held · -3% of shares · +$62.0M value-363.7K sh
CRWD$135.6M held · -6% of shares · +$62.0M value-10.8K sh
MRVL$71.9M held · -1% of shares · +$47.7M value-2.7K sh
SCHE$764.6M held · -3% of shares · +$47.7M value-671.4K sh
DELL$83.9M held · -14% of shares · +$46.7M value-32.4K sh
AGG$1.3B held · -3% of shares · -$42.9M value-392.0K sh
NFLX$120.2M held · -0% of shares · -$42.0M value-3.4K sh
HON$38.3M held · -1% of shares · -$40.2M value · 1:2 reverse split-2.5K sh
SCHA$212.2M held · -2% of shares · +$37.9M value-119.3K sh
VYM$606.0M held · -0% of shares · +$37.4M value-4.3K sh
VXF$271.4M held · -3% of shares · +$37.3M value-35.2K sh
DFUS$272.1M held · -1% of shares · +$34.1M value-35.9K sh
IJR$185.7M held · -0% of shares · +$29.4M value-5.1K sh
WMT$288.4M held · -0% of shares · -$28.7M value-5.3K sh
SCHH$465.5M held · -3% of shares · +$28.0M value-701.2K sh
DFUV$267.6M held · -2% of shares · +$27.6M value-87.4K sh
IWM$168.8M held · -2% of shares · +$27.3M value-9.0K sh
MCD$112.0M held · -7% of shares · -$26.6M value-31.5K sh
PEP$112.1M held · -7% of shares · -$25.5M value-58.2K sh
SPSM$160.1M held · -1% of shares · +$24.7M value-26.4K sh
SNOW$60.3M held · -0% of shares · +$24.5M value-525 sh
VIG$283.0M held · -1% of shares · +$23.9M value-8.8K sh
PLTR$81.4M held · -2% of shares · -$23.1M value-16.7K sh
VONG$257.0M held · -6% of shares · +$21.1M value-139.7K sh
INTU$19.7M held · -19% of shares · -$20.5M value-17.5K sh
CRM$52.7M held · -12% of shares · -$19.1M value-48.0K sh
EMXC$81.4M held · -1% of shares · +$18.0M value-9.9K sh
SCMB$1.9M held · -90% of shares · -$17.2M value-677.0K sh
SCHK$138.9M held · -1% of shares · +$16.8M value-46.2K sh
DOL$199.9M held · -0% of shares · +$16.6M value-8.8K sh
IVW$92.4M held · -0% of shares · +$16.2M value-1.7K sh
GLDM$36.2M held · -17% of shares · -$14.4M value-90.5K sh
SCHG$110.0M held · -1% of shares · +$14.2M value-37.3K sh
VONV$294.3M held · -7% of shares · +$14.1M value-221.2K sh
VWOB$101.0M held · -14% of shares · -$13.9M value-246.5K sh
IEFA$262.4M held · -1% of shares · +$13.2M value-36.0K sh
MDY$166.1M held · -5% of shares · +$12.7M value-12.5K sh
IAU$59.8M held · -3% of shares · -$12.6M value-28.7K sh
CME$20.9M held · -16% of shares · -$12.5M value-18.5K sh
AVUS$120.2M held · -3% of shares · +$12.4M value-31.3K sh
IWO$67.3M held · -3% of shares · +$12.3M value-4.5K sh
SMH$29.6M held · -1% of shares · +$12.2M value-239 sh
FAST$27.2M held · -33% of shares · -$12.0M value-278.4K sh
AVEM$86.0M held · -3% of shares · +$11.9M value-27.9K sh
GEL$44.0M held · -0% of shares · -$11.4M value-650 sh
ICE$22.7M held · -14% of shares · -$11.2M value-31.1K sh
CMCSA$45.0M held · -6% of shares · -$10.9M value-114.5K sh
MCK$57.6M held · -4% of shares · -$10.8M value-2.8K sh
LOW$54.4M held · -11% of shares · -$10.8M value-29.1K sh
IYW$38.4M held · -0% of shares · +$10.7M value-287 sh
SPIB$256.8M held · -4% of shares · -$10.7M value-301.4K sh
HCA$30.5M held · -10% of shares · -$10.5M value-8.5K sh
IWR$103.3M held · -2% of shares · +$10.2M value-20.7K sh
PFE$49.6M held · -3% of shares · -$10.0M value-64.6K sh
EWX$126.4M held · -3% of shares · +$10.0M value-59.0K sh
EFA$211.9M held · -2% of shares · +$9.1M value-47.7K sh
SANM$20.2M held · -9% of shares · +$8.9M value-7.6K sh
ADSK$14.5M held · -23% of shares · -$8.7M value-22.5K sh
IWD$123.4M held · -5% of shares · +$8.7M value-27.8K sh
IAGG$110.4M held · -8% of shares · -$8.6M value-196.2K sh
VTEB$1.4B held · -1% of shares · +$8.3M value-211.8K sh
RKLB$22.9M held · -1% of shares · +$8.3M value-2.6K sh
CACI$38.4M held · -3% of shares · -$8.2M value-2.9K sh
REGN$23.0M held · -8% of shares · -$8.0M value-3.2K sh
DFAE$56.6M held · -2% of shares · +$7.8M value-33.2K sh
DEM$115.3M held · -1% of shares · +$7.7M value-21.3K sh
MKSI$16.0M held · -3% of shares · +$7.5M value-1.1K sh
BABA$22.8M held · -1% of shares · -$7.4M value-3.5K sh
ADBE$29.6M held · -5% of shares · -$7.4M value-7.7K sh
DFSV$84.9M held · -1% of shares · +$7.3M value-25.5K sh
MRSH$22.4M held · -21% of shares · -$7.3M value-36.7K sh
TM$19.1M held · -11% of shares · -$7.2M value-14.4K sh
EEM$49.1M held · -3% of shares · +$7.2M value-19.7K sh
AVSC$47.4M held · -0% of shares · +$7.0M value-2.9K sh
COIN$8.4M held · -35% of shares · -$6.9M value-30.5K sh
TCAF$64.6M held · -3% of shares · +$6.9M value-50.6K sh
DLN$129.0M held · -2% of shares · +$6.8M value-28.6K sh
IWP$60.8M held · -2% of shares · +$6.6M value-8.0K sh
ROP$11.3M held · -33% of shares · -$6.4M value-16.7K sh
DES$54.5M held · -1% of shares · +$6.1M value-7.7K sh
HII$7.7M held · -24% of shares · -$6.1M value-8.7K sh
SCHP$34.5M held · -15% of shares · -$6.0M value-221.5K sh
DON$85.7M held · -0% of shares · +$5.9M value-1.9K sh
MNST$23.6M held · -0% of shares · +$5.8M value-832 sh
TFLO$13.7M held · -29% of shares · -$5.7M value-112.5K sh
NOW$49.7M held · -6% of shares · -$5.7M value-29.2K sh
NEE$91.8M held · -0% of shares · -$5.5M value-1.9K sh
NWPX$11.9M held · -3% of shares · +$5.5M value-2.7K sh

1–100 of 1,046

Opened (277)

4 moved by a corporate action (dashed).

GPGI YAYALL+157

Closed (130)

34 moved by a corporate action (dashed).

SQQQ ALAL FOFOLD DHDHIL CWCWAN CTCTRA MAMASI SNSNCY HTHTBK TETERN HCKT

P

$131.0K

AAPLP$94.0K

AAPLC$94.0K

QQQP$83.0K

UBERC$63.0K

OPLNC$61.0K

INTCC$60.0K

SLVC$60.0K

SCHWP$60.0K

MSFTP$51.0K

ABTP$51.0K

LMTC$47.0K

TSLAC$43.0K

CSCOP$43.0K

MSFTC$40.0K

POETC$38.0K

BMNRC$37.0K

UGAC$36.0K

SPYP$33.0K

IVVP$27.0K

GNRCC$26.0K

GLDC$24.0K

IRENC$24.0K

METAC$23.0K

MTNC$23.0K

BIDUC$22.0K

SPYC$21.0K

XLREP$20.0K

INFQC$20.0K

PLTRC$18.0K

USOC$18.0K

GOOGLP$17.0K

CRWVC$16.0K

BXC$14.0K

BRK-BP$12.0K

METAP$11.0K

EPDC$11.0K

AMZNC$10.0K

UNGC$9.0K

TMUSP$9.0K

ASXC$9.0K

LUVC$8.0K

PGC$8.0K

ACHRC$7.0K

ORCLC$7.0K

COPC$7.0K

JETSP$7.0K

PBRC$7.0K

LUMNC$6.0K

NFLXP$6.0K

JPMP$5.0K

XOMP$4.0K

RIVNC$4.0K

GOOGP$4.0K

USARC$4.0K

QSC$3.0K

MPC$3.0K

SLBC$3.0K

NFLXC$3.0K

ARECC$3.0K

WBDC$3.0K

RGTIC$3.0K

IRDMC$3.0K

IBITC$2.0K

TMCC$2.0K

RUNC$2.0K

BRK-BC$2.0K

RBLXC$2.0K

ABBVP$2.0K

SOFIC$1.0K

PATHC$1.0K

GRABC$1.0K

AVXLC$1.0K

LYFTC$1.0K

ASTSC$1.0K

PEPC$1.0K

RKLBC$1.0K

PTENC$1.0K

SPCEC$1.0K

NOKC$1.0K

SONYC$1.0K

ADBEC$1.0K

+10