Creative Planning
Follow13F filer, CIK 1540235, OVERLAND PARK, KS
Creative Planning reported $147,424,828,352 across 4,090 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 41.95% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001540235-26-000003
- Period
- 2026-03-31
- Reported value
- $147B
- Holdings
- 4,090
- Top 10 weight
- 41.95%
- New
- 338
- Sold out
- 142
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BSVadded | +11,278,076 | $884M |
| IVVadded | +1,025,490 | $670M |
| SPDWadded | +8,686,628 | $397M |
| AGGadded | +3,381,864 | $336M |
| VONVadded | +2,915,374 | $273M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VEAreduced | -3,756,634 | -$241M |
| SCHXreduced | -1,542,288 | -$39.5M |
| SPYreduced | -58,746 | -$38.2M |
| SCHVreduced | -1,110,370 | -$33.9M |
| AZNexited | -363,579 | -$33.4M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 4,074 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| ISRGINTUITIVE SURGICAL INC COM | put | 9,500 | $247K | new |
| PYPLPAYPAL HLDGS INC STOK | call | 45,000 | $246K | new |
| GOOGALPHABET INC COM | call | 1,100 | $202K | new |
| NVDANVIDIA CORPORATION COM | put | 82,100 | $160K | -115,400 |
| MRNAMODERNA INC COM | call | 10,000 | $96.6K | 0 |
| NVDANVIDIA CORPORATION COM | call | 10,000 | $75.5K | new |
| BRK-BBERKSHIRE HATHAWAY INC DEL COM | put | 12,000 | $53.1K | 0 |
| AAPLAPPLE INC COM | put | 41,500 | $50.6K | -13,900 |
| SCHWCHARLES SCHWAB CORP (THE) COM | put | 20,000 | $47.8K | 0 |
| CDECOEUR MNG INC Stock | call | 20,000 | $25.6K | new |
| INFQINFLEQTION INC COM SHS | call | 20,000 | $25.5K | new |
| CINFCINCINNATI FINL CORP Stock | put | 15,000 | $24.6K | new |
| POETPOET TECHNOLOGIES INC COM NEW | call | 10,000 | $15.9K | 0 |
| ACHRARCHER AVIATION INC COM CL A | call | 10,000 | $10.4K | 0 |
Principal amounts
Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| 3D SYS CORP DEL3D SYS CORP DEL NOTE 11/1 | principal | 34,000 | $31.2K | 0 |
| AFFIRM HLDGS INCAFFIRM HLDGS INC NOTE 11/1 | principal | 12,000 | $11.6K | 0 |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| AZNASTRAZENECA PLC-SPONS ADR | 363,579 | $33.4M | shares |
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 20,822 | $9.29M | shares |
| PIPRPIPER SANDLER COS | 26,375 | $8.96M | shares |
| SNVSYNOVUS FINANCIAL CORP | 118,104 | $5.91M | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 61,901 | $5.91M | shares |
| EXASEXACT SCIENCES CORP | 52,872 | $5.37M | shares |
| WFCWELLS FARGO & CO | 120,000 | $5.2M | call |
| RNAMAVIDITY BIOSCIENCES INC | 69,135 | $4.99M | shares |
| CFLTCONFLUENT INC-CLASS A | 153,503 | $4.64M | shares |
| AMRZAMRIZE LTD | 80,962 | $4.38M | shares |
| AMCOR PLCAMCOR PLC | 449,207 | $3.75M | shares |
| CMACOMERICA INC | 39,507 | $3.43M | shares |
| QIAGEN N.V.QIAGEN N.V. | 75,057 | $3.38M | shares |
| BBUCBROOKFIELD BUSINESS HOLDINGS | 93,519 | $3.36M | shares |
| CIVICIVITAS RESOURCES INC | 94,732 | $2.57M | shares |
| FYBRFRONTIER COMMUNICATIONS PARE | 63,786 | $2.43M | shares |
| DAYDAYFORCE INC | 32,582 | $2.25M | shares |
| MOFGMIDWESTONE FINANCIAL GROUP I | 55,627 | $2.14M | shares |
| JAMFJAMF HOLDING CORP | 144,992 | $1.89M | shares |
| TGNATEGNA INC | 97,043 | $1.88M | shares |
| WPPWPP PLC NEW | 77,400 | $1.74M | shares |
| THSTREEHOUSE FOODS INC | 71,491 | $1.69M | shares |
| DVAXDYNAVAX TECHNOLOGIES CORP | 79,992 | $1.23M | shares |
| REVGREV GROUP INC | 19,845 | $1.21M | shares |
| CADECADENCE BANK | 25,953 | $1.11M | shares |
| BANKFINANCIAL CORPBANKFINANCIAL CORP | 66,813 | $802K | shares |
| HOUSANYWHERE REAL ESTATE INC | 43,988 | $623K | shares |
| TELFYTELEFONICA SA-SPON ADR | 147,522 | $597K | shares |
| NVDUDIREXION SHARES ETF TRUST | 5,067 | $597K | shares |
| HIHILLENBRAND INC | 17,029 | $540K | shares |
| OSGOCTAVE SPECIALTY GROUP INC | 68,537 | $533K | shares |
| WGSGENEDX HOLDINGS CORP | 4,028 | $524K | shares |
| IBHGISHARES TR | 23,168 | $517K | shares |
| AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS | 20,154 | $434K | shares |
| CDTXCIDARA THERAPEUTICS INC | 1,921 | $424K | shares |
| BOXXEA SERIES TRUST | 3,615 | $416K | shares |
| PLYMPLYMOUTH INDUSTRIAL REIT INC | 18,791 | $411K | shares |
| INTCINTEL CORP | 25,000 | $404K | call |
| PPTAPERPETUA RESOURCES CORP | 16,519 | $400K | shares |
| SLPSIMULATIONS PLUS INC | 21,760 | $397K | shares |
| DERMJOURNEY MED CORP | 50,510 | $389K | shares |
| GUESS? INCGUESS? INC | 22,226 | $372K | shares |
| BILSSPDR SERIES TRUST | 3,516 | $349K | shares |
| ZROZPIMCO ETF TR | 5,291 | $340K | shares |
| PLAYDAVE & BUSTERS ENTMT INC | 20,232 | $328K | shares |
| SHPROSHARES TR | 8,905 | $321K | shares |
| MUJBLACKROCK MUNIHLDGS NJ QLTY | 26,353 | $314K | shares |
| ETHDPROSHARES TR | 6,078 | $301K | shares |
| CONYTIDAL TRUST II | 7,584 | $298K | shares |
| ASTRIA THERAPEUTICS INCASTRIA THERAPEUTICS INC | 22,786 | $298K | shares |
| UDNINVESCO DB US DLR INDEX TR | 16,166 | $295K | shares |
| CGDGCAPITAL GROUP DIVIDEND GROWE | 8,107 | $289K | shares |
| DFNMDIMENSIONAL ETF TRUST | 5,920 | $285K | shares |
| INDIVIOR PLCINDIVIOR PLC | 7,610 | $273K | shares |
| PCHPOTLATCHDELTIC CORP | 6,852 | $273K | shares |
| NNENANO NUCLEAR ENERGY INC | 11,345 | $272K | shares |
| DFSUDIMENSIONAL ETF TRUST | 5,936 | $258K | shares |
| AVMUAMERICAN CENTY ETF TR | 5,553 | $257K | shares |
| FLMIFRANKLIN TEMPLETON ETF TR | 10,060 | $250K | shares |
| BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR II | 23,385 | $244K | shares |
| PBTPERMIAN BASIN RTY TR | 14,208 | $241K | shares |
| DFGPDIMENSIONAL ETF TRUST | 4,327 | $234K | shares |
| CSRCENTERSPACE | 3,463 | $231K | shares |
| BXMXNUVEEN S&P 500 BUY-WRITE INCOM | 15,633 | $230K | shares |
| BSJQINVESCO EXCH TRD SLF IDX FD | 9,836 | $230K | shares |
| RSPSINVESCO EXCHANGE TRADED FD T | 7,866 | $228K | shares |
| ZEUSOLYMPIC STEEL INC | 5,309 | $227K | shares |
| PFFAETFIS SER TR I | 10,493 | $226K | shares |
| CLMBCLIMB GLOBAL SOLUTIONS INC | 2,196 | $226K | shares |
| NGDNEW GOLD INC | 25,900 | $226K | shares |
| FINXGLOBAL X FDS | 7,663 | $226K | shares |
| SLNOSOLENO THERAPEUTICS INC | 4,789 | $222K | shares |
| DENNDENNY'S CORP | 35,009 | $218K | shares |
| DTECALPS ETF TR | 4,440 | $216K | shares |
| DFSEDIMENSIONAL ETF TRUST | 5,151 | $214K | shares |
| FDTXFIDELITY COVINGTON TRUST | 5,210 | $212K | shares |
| TNDMTANDEM DIABETES CARE INC | 9,478 | $208K | shares |
| ULTYTIDAL TRUST II | 5,568 | $208K | shares |
| FUBOFUBOTV INC | 82,461 | $208K | shares |
| SOHO HOUSE & CO INCSOHO HOUSE & CO INC | 23,168 | $208K | shares |
| LARKLANDMARK BANCORP INC | 7,925 | $208K | shares |
| NEOS ETF TRUSTNEOS ETF TRUST | 6,855 | $206K | shares |
| CTGOCONTANGO SILVER & GOLD INC | 7,713 | $204K | shares |
| ANGLVANECK ETF TRUST | 6,865 | $202K | shares |
| DEIDOUGLAS EMMETT INC | 18,219 | $200K | shares |
| BSEPINNOVATOR ETFS TRUST | 4,062 | $200K | shares |
| CUREVAC N VCUREVAC N V | 42,676 | $193K | shares |
| TIPXSPDR SERIES TRUST | 10,059 | $192K | shares |
| BOCBOSTON OMAHA CORP | 14,221 | $176K | shares |
| WOLFWOLFSPEED INC | 10,056 | $175K | shares |
| CLPTCLEARPOINT NEURO INC | 12,220 | $167K | shares |
| MFICMIDCAP FINANCIAL INVSTMNT CO | 14,142 | $162K | shares |
| BANDBANDWIDTH INC | 10,295 | $159K | shares |
| BLACKROCK INVESTMENT QUALIT…BLACKROCK INVESTMENT QUALITY M | 12,799 | $143K | shares |
| EBEVENTBRITE INC-CLASS A | 30,764 | $137K | shares |
| AEBIAEBI SCHMIDT HLDG AG | 10,520 | $133K | shares |
| MFINMEDALLION FINANCIAL CORP | 11,136 | $115K | shares |
| ATAIBECKLEY INCATAIBECKLEY INC | 25,760 | $105K | shares |
| GHIGREYSTONE HOUSING IMPACT INV | 15,229 | $105K | shares |
| XNETXUNLEI LTD | 14,674 | $104K | shares |
| ASMAVINO SILVER & GOLD MINES LT | 16,724 | $104K | shares |
| VNETVNET GROUP INC | 11,531 | $97.6K | shares |
| HUCKHUCKLEBERRY AI INC | 10,838 | $91.4K | shares |
| FISVFISERV INC | 10,000 | $86K | call |
| SGHTSIGHT SCIENCES INC | 10,794 | $85.6K | shares |
| CLEARSIGN TECHNOLOGIES CORPCLEARSIGN TECHNOLOGIES CORP | 136,053 | $75.7K | shares |
| AGLAGILON HEALTH INC COM (DE) | 107,994 | $74.4K | shares |
| NOODLES & CONOODLES & CO | 96,710 | $68.3K | shares |
| OBIOORCHESTRA BIOMED HLDGS INC | 16,290 | $67.6K | shares |
| PODCPODCASTONE INC | 26,687 | $65.9K | shares |
| HTTHIGH TEMPLAR TECHNOLOGY LTD | 16,913 | $60K | shares |
| INTENSITY THERAPEUTICS INCINTENSITY THERAPEUTICS INC | 143,136 | $58.7K | shares |
| CSANYCOSAN S A | 14,401 | $56.9K | shares |
| IVAINVENTIVA SA | 10,000 | $46.5K | shares |
| TACTTRANSACT TECHNOLOGIES INC | 10,513 | $42.1K | shares |
| HDHOME DEPOT INC | 10,700 | $41.1K | put |
| MIRAMIRA PHARMACEUTICALS INC | 22,599 | $34.1K | shares |
| TWO HARBORS INVENTMENT CORPOTWO HARBORS INVENTMENT CORPO | 25,000 | $25K | principal |
| FURYFURY GOLD MINES LIMITED | 36,877 | $21.8K | shares |
| THMINTERNATIONAL TOWER HILL MIN | 10,547 | $19.6K | shares |
| NMRANEUMORA THERAPEUTICS INC. | 10,881 | $19.5K | shares |
| ZTEKFZENTEK LTD | 30,214 | $19.3K | shares |
| SESSES AI CORPORATION | 10,119 | $18.2K | shares |
| XPLSOLITARIO RESOURCES CORP | 25,000 | $17.4K | shares |
| STRIVE INCSTRIVE INC | 21,899 | $16.2K | shares |
| RBLXROBLOX CORP | 21,000 | $15.1K | put |
| SNOWSNOWFLAKE INC | 13,700 | $12.8K | put |
| SSKNSTRATA SKIN SCIENCES INC COM S | 10,016 | $12.6K | shares |
| MYOMYOMO INC | 11,814 | $10.8K | shares |
| Reviva Pharmaceuticals Hold…Reviva Pharmaceuticals Holdings I… | 32,107 | $8.96K | shares |
| YYAIAIRWA INC | 11,001 | $8.58K | shares |
| ENVVENO MEDICAL CORPORATIONENVVENO MEDICAL CORPORATION | 20,905 | $6.71K | shares |
| DASHDOORDASH INC | 12,400 | $6.1K | put |
| OPTTOCEAN PWR TECHNOLOGIES INC | 11,866 | $3.56K | shares |
| TGTTARGET CORP | 50,000 | $2K | call |
| ATMCWALPHATIME ACQUISITION CORP RED | 10,050 | $705 | shares |
| CARTMAPLEBEAR INC | 12,900 | $684 | put |
| AUDDIA INCAUDDIA INC | 14,820 | $341 | shares |
| NUNU HLDGS LTD | 80,000 | $80 | put |
| HOODROBINHOOD MKTS INC | 10,400 | $28 | put |
| APPAPPLOVIN CORP | 25,000 | $2 | put |
| CSCOCISCO SYS INC | 10,200 | $1 | put |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001540235-26-000003 | base | 2026-05-12 | acceptance time not in the bulk data set |