Creative Planning

Q1 2026 13F Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Value
$147B
Value excl. options
$147B
Num holdings
4,090
Date filed
5/12/2026
Form type
13F-HR
Prev filing
2/17/2026
Next filing
8/13/2026
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type