— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Creative Planning

Q4 2025 · Filed 2026-02-17
Market Value
$139.5B
+6.7%
Holdings
3,911
+121
New Purchases
219
Added To
2,400
Closed
163
Reduced
1,051
Top 10 Concentration
43.2%
Turnover
9.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSV 1.48% 0.03% +1.44% $2.1B
SPDW 3.98% 3.69% +0.29% $5.6B
GOOGL 0.61% 0.48% +0.13% $849M
AVDV 1.52% 1.40% +0.12% $2.1B
AVUV 1.38% 1.28% +0.10% $1.9B
LLY 0.30% 0.21% +0.09% $411M
AAPL 2.20% 2.12% +0.08% $3.1B
GOOG 0.40% 0.33% +0.07% $557M
DFAS 1.24% 1.19% +0.05% $1.7B
SCHG 0.10% 0.05% +0.05% $137M
SCHV 0.06% 0.02% +0.05% $90M
AVGO 0.42% 0.38% +0.04% $589M
NVDA 1.68% 1.64% +0.04% $2.3B
SCHA 0.14% 0.10% +0.04% $193M
SCHP 0.05% 0.01% +0.03% $67M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BND 6.26% 7.11% -0.85% $8.7B
IVV 11.29% 11.64% -0.35% $15.7B
VEA 5.56% 5.87% -0.31% $7.8B
VV 2.76% 2.92% -0.16% $3.8B
AGG 0.76% 0.92% -0.16% $1.1B
VO 1.75% 1.87% -0.12% $2.4B
IEMG 3.68% 3.79% -0.11% $5.1B
VNQ 0.82% 0.93% -0.11% $1.1B
VCIT 1.60% 1.70% -0.11% $2.2B
MSFT 1.22% 1.33% -0.11% $1.7B
VTI 1.46% 1.56% -0.10% $2.0B
VTEB 0.90% 1.00% -0.10% $1.3B
VWO 0.71% 0.77% -0.06% $988M
ORCL 0.15% 0.21% -0.06% $212M
SPEM 0.74% 0.80% -0.06% $1.0B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $60.3B 43.2%
Large Cap 1,061 $70.4B 50.5%
Mid Cap 1,272 $6.6B 4.7%
Small Cap 1,244 $2.1B 1.5%
Micro Cap 252 $86M 0.1%

Portfolio Analytics

Avg Market Cap
$29.5B
Median Market Cap
$3.5B
Avg P/E
32.5
Median P/E
19.9
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
2,847
# ETFs / Funds
1,064

Top Holdings (3,911 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 11.29% 22,993,006 $15.7B $684.94 $532M +257,739 +1.1%
2 BND 6.26% 117,781,202 $8.7B $74.07 -$568M -7,161,766 -5.7%
3 VEA 5.56% 124,175,031 $7.8B $62.47 $82M -3,909,525 -3.0%
4 SPDW 3.98% 125,134,437 $5.6B $44.41 $732M +12,369,881 +11.0%
5 SPMD 3.85% 92,668,609 $5.4B $57.91 $336M +4,702,547 +5.3%
6 IEMG 3.68% 76,276,642 $5.1B $67.22 $176M +1,167,233 +1.6%
7 VV 2.76% 12,216,959 $3.8B $314.80 $30M -177,766 -1.4%
8 AAPL 2.20% 11,310,582 $3.1B $271.86 $303M +426,067 +3.9%
9 SPLG 1.89% 32,800,149 $2.6B $80.22 $122M +770,462 +2.4%
10 VO 1.75% 8,415,358 $2.4B $290.22 -$5M +84,258 +1.0%
11 NVDA 1.68% 12,548,619 $2.3B $186.50 $198M +1,067,378 +9.3%
12 SCHX 1.62% 83,812,325 $2.3B $26.91 $129M +3,078,140 +3.8%
13 VCIT 1.60% 26,568,303 $2.2B $83.75 $1M +129,964 +0.5%
14 AVDV 1.52% 22,592,408 $2.1B $93.97 $287M +1,970,548 +9.6%
15 BSV 1.48% 26,106,715 $2.1B $78.81 $2.0B +25,588,041 +4933.4%
16 SPY 1.47% 3,014,752 $2.1B $681.92 $68M +30,103 +1.0%
17 VTI 1.46% 6,067,010 $2.0B $335.27 -$2M -137,259 -2.2%
18 AVUV 1.38% 18,844,762 $1.9B $101.98 $249M +2,042,301 +12.2%
19 XLRE 1.29% 44,493,176 $1.8B $40.35 $80M +3,788,185 +9.3%
20 DFAS 1.24% 24,835,701 $1.7B $69.67 $177M +2,150,710 +9.5%
21 MSFT 1.22% 3,517,731 $1.7B $483.62 -$31M +173,198 +5.2%
22 SPSB 1.10% 50,904,613 $1.5B $30.20 $60M +2,148,265 +4.4%
23 MUB 1.04% 13,555,369 $1.5B $107.11 $47M +364,157 +2.8%
24 IDEV 1.04% 17,555,598 $1.4B $82.48 $20M -253,073 -1.4%
25 BRK-B 1.03% 2,855,073 $1.4B $502.65 $30M +61,039 +2.2%
26 VTEB 0.90% 25,032,475 $1.3B $50.29 -$48M -1,068,772 -4.1%
27 VNQ 0.82% 12,870,569 $1.1B $88.49 -$73M -388,155 -2.9%
28 VGIT 0.77% 17,856,346 $1.1B $59.93 $82M +1,399,393 +8.5%
29 AGG 0.76% 10,644,543 $1.1B $99.88 -$137M -1,325,568 -11.1%
30 SPEM 0.74% 22,040,467 $1.0B $46.81 -$15M -328,600 -1.5%
31 SCHF 0.72% 41,856,869 $1.0B $24.04 $53M +927,877 +2.3%
32 VWO 0.71% 18,380,259 $988M $53.76 -$20M -224,714 -1.2%
33 VOO 0.68% 1,513,193 $949M $627.13 $95M +118,341 +8.5%
34 AMZN 0.67% 4,065,394 $938M $230.82 $87M +189,288 +4.9%
35 SCHM 0.66% 30,436,442 $915M $30.07 $40M +908,423 +3.1%
36 GOOGL 0.61% 2,712,504 $849M $313.00 $226M +148,138 +5.8%
37 DFAT 0.59% 13,707,684 $816M $59.54 $7M -199,390 -1.4%
38 SCHE 0.44% 18,906,934 $619M $32.75 -$19M -218,542 -1.1%
39 AVGO 0.42% 1,701,196 $589M $346.10 $88M +183,300 +12.1%
40 META 0.42% 890,294 $588M $660.09 -$36M +40,826 +4.8%
41 GOOG 0.40% 1,774,084 $557M $313.80 $122M -12,019 -0.7%
42 VB 0.39% 2,125,744 $548M $257.95 $49M +160,780 +8.2%
43 VYM 0.37% 3,618,754 $519M $143.52 $15M +43,718 +1.2%
44 JPM 0.35% 1,499,252 $483M $322.22 $22M +38,356 +2.6%
45 TSLA 0.32% 988,501 $445M $449.72 $39M +76,754 +8.4%
46 SCHH 0.32% 21,105,120 $441M $20.89 -$27M -604,084 -2.8%
47 QQQ 0.31% 707,024 $434M $614.31 $17M +11,352 +1.6%
48 LLY 0.30% 382,846 $411M $1,074.68 $142M +29,765 +8.4%
49 IJH 0.23% 4,760,563 $314M $66.00 $2M -27,436 -0.6%
50 SCZ 0.22% 4,001,104 $310M $77.53 -$8M -144,669 -3.5%
51 ITOT 0.22% 2,084,729 $310M $148.69 $4M -18,401 -0.9%
52 SUB 0.22% 2,813,439 $300M $106.70 $6M +59,945 +2.2%
53 SPIB 0.20% 8,058,136 $272M $33.81 $23M +698,006 +9.5%
54 WMT 0.19% 2,426,642 $270M $111.41 $34M +137,903 +6.0%
55 V 0.19% 766,290 $269M $350.71 $8M +3,297 +0.4%
56 SPTM 0.19% 3,207,074 $265M $82.50 $21M +189,915 +6.3%
57 DGS 0.19% 4,516,379 $259M $57.24 -$25M -440,769 -8.9%
58 JNJ 0.18% 1,246,657 $258M $206.95 $46M +101,627 +8.9%
59 DFUS 0.18% 3,426,182 $254M $74.17 $4M -31,307 -0.9%
60 VIG 0.18% 1,126,535 $248M $219.78 $6M +9,262 +0.8%
61 IWB 0.18% 657,338 $245M $373.44 $6M +2,075 +0.3%
62 XOM 0.17% 2,024,122 $244M $120.34 $32M +146,723 +7.8%
63 IEFA 0.17% 2,683,640 $240M $89.46 $4M -15,953 -0.6%
64 ABBV 0.17% 1,043,813 $239M $228.49 $14M +73,670 +7.6%
65 DFUV 0.17% 5,039,285 $235M $46.59 $6M -89,099 -1.7%
66 COST 0.16% 266,196 $230M $862.34 -$13M +4,263 +1.6%
67 IWF 0.16% 478,804 $227M $473.30 $11M +17,423 +3.8%
68 PG 0.16% 1,542,110 $221M $143.31 -$22M -37,465 -2.4%
69 ORCL 0.15% 1,087,824 $212M $194.91 -$67M +95,675 +9.6%
70 CAT 0.15% 356,019 $204M $572.87 $40M +12,102 +3.5%
71 BAC 0.15% 3,699,073 $203M $55.00 $21M +163,546 +4.6%
72 HD 0.14% 587,556 $202M $344.10 -$46M -24,945 -4.1%
73 EFA 0.14% 2,069,349 $199M $96.03 $5M -1,904 -0.1%
74 SCHA 0.14% 6,787,631 $193M $28.48 $63M +2,109,254 +45.1%
75 VUG 0.13% 379,265 $185M $487.86 $36M +68,857 +22.2%
76 TSM 0.13% 605,653 $184M $303.89 $26M +38,726 +6.8%
77 VTV 0.13% 938,262 $179M $190.99 $45M +220,353 +30.7%
78 DOL 0.13% 2,663,726 $175M $65.85 $8M -19,453 -0.7%
79 DFIV 0.12% 3,431,663 $171M $49.90 $13M +6,659 +0.2%
80 MDY 0.12% 276,564 $167M $603.28 -$4M -9,564 -3.3%
81 BRK-A 0.12% 220 $166M $754,525.53 $19M +25 +12.8%
82 ESGV 0.12% 1,344,445 $163M $120.96 $17M +112,947 +9.2%
83 AMAT 0.11% 606,135 $156M $256.99 $41M +43,760 +7.8%
84 MA 0.11% 267,317 $153M $570.88 $5M +8,036 +3.1%
85 NFLX 0.11% 1,613,664 $151M $93.76 -$23M +1,468,202 +1009.3%
86 IJR 0.11% 1,256,421 $151M $120.18 -$89K -15,026 -1.2%
87 IWM 0.11% 605,575 $149M $246.16 $11M +36,866 +6.5%
88 IEI 0.11% 1,246,571 $149M $119.35 -$16M -131,867 -9.6%
89 KO 0.11% 2,098,146 $147M $69.91 $18M +159,662 +8.2%
90 AMD 0.10% 671,405 $144M $214.16 $45M +59,343 +9.7%
91 IBM 0.10% 483,027 $143M $296.21 $19M +42,781 +9.7%
92 ABT 0.10% 1,102,156 $138M $125.29 -$5M +34,396 +3.2%
93 SCHG 0.10% 4,214,539 $137M $32.62 $74M +2,235,456 +113.0%
94 MRK 0.09% 1,246,651 $131M $105.26 $41M +170,143 +15.8%
95 SPSM 0.09% 2,793,205 $131M $46.86 -$167K -36,169 -1.3%
96 BIL 0.09% 1,395,038 $127M $91.38 $37K +6,034 +0.4%
97 CSCO 0.09% 1,641,046 $126M $77.03 $22M +110,161 +7.2%
98 DLN 0.09% 1,385,944 $122M $88.08 -$158K -18,539 -1.3%
99 EWX 0.09% 1,849,417 $121M $65.66 -$8M -73,719 -3.8%
100 MCD 0.09% 396,480 $121M $305.63 $6M +16,817 +4.4%

Options Breakdown

44 Calls $6M Call Value 54 Puts $129K Put Value 0.02 P/C Ratio

Top Calls

SymbolSharesValueStatus
WFC 120,000 $5M
INTC 25,000 $404K
FI 10,000 $86K NEW
ACHR 10,000 $28K
POET 10,000 $18K
MRNA 10,000 $18K NEW
TGT 50,000 $2K
AVXL $0 SOLD
COIN $0 SOLD
SLB $0 SOLD

Top Puts

SymbolSharesValueStatus
NVDA 197,500 $49K
HD 10,700 $41K
RBLX 21,000 $15K
SNOW 13,700 $13K
DASH 12,400 $6K
AAPL 55,400 $3K
SCHW 20,000 $1K
CART 12,900 $684
NU 80,000 $80
BRK-B 12,000 $66

New Positions

SymbolValue% Port
OMFL $22M 0.02%
IDLV $21M 0.02%
TOTB.DE $14M 0.01%
AKRE $6M —%
Q $5M —%
CAI $4M —%
SOLS $4M —%
SQQQ $3M —%
PALC $2M —%
ODC $2M —%
MMIT $2M —%
EFIV $2M —%
MICC $1M —%
ELPC $1M —%
NBTB $1M —%

Sold Out Positions

SymbolValue% Port
NXRT —%
ASPN —%
KIO —%
PHR —%
LXP —%
MHD —%
HPP —%
XRN —%
PEO —%
ACH —%
JELD —%
UL —%
BHK —%
SAH —%
CYD —%
View SEC EDGAR Filings for Creative Planning →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms