Creative Planning

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$103B
Signature - Title
Rebecca Havens - Compliance Director
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Creative Planning. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Creative Planning reported 3554 stock holdings with total value $103B as of Q4 2024. Top holdings included IVV, BND, VEA, SPMD, and IEMG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 3,554 $103B +$7.47B -$1.18B +$6.29B IVV, BND, VEA, SPMD, IEMG 13F-HR 2/14/2025, 01:39 PM
Q3 2024 3,265 $101B +$2.9B -$1.28B +$1.63B IVV, VEA, BND, IEMG, SPMD 13F-HR 10/11/2024, 01:22 PM
Q2 2024 3,001 $93.6B +$4.29B -$1.14B +$3.15B IVV, VEA, BND, IEMG, SPMD 13F-HR 8/15/2024, 02:01 PM
Q1 2024 2,825 $90.2B +$5.32B -$1.57B +$3.75B IVV, VEA, BND, IEMG, SPMD 13F-HR 5/10/2024, 05:37 PM
Q4 2023 2,707 $53.7B +$2.04B -$4.47B -$2.43B VO, VTI, VCIT, SPDW, AAPL 13F-HR 2/14/2024, 05:26 PM
Q3 2023 2,966 $74.9B +$3.6B -$726M +$2.87B IVV, VEA, BND, IEMG, SPMD 13F-HR 11/16/2023, 10:09 AM
Q2 2023 2,528 $75.1B +$3.5B -$785M +$2.71B IVV, VEA, BND, IEMG, SPMD 13F-HR 7/21/2023, 02:04 PM
Q1 2023 2,539 $69.4B +$1.4B -$1.98B -$575M IVV, VEA, BND, IEMG, SPMD 13F-HR 5/15/2023, 02:58 PM
Q4 2022 2,378 $66.5B +$5.13B -$574M +$4.56B IVV, VEA, BND, IEMG, VV 13F-HR 2/10/2023, 04:25 PM
Q3 2022 2,210 $57.8B +$2.93B -$1.35B +$1.57B IVV, VEA, BND, IEMG, VV 13F-HR 11/3/2022, 04:04 PM
Q2 2022 2,176 $60.6B +$6.95B -$1.41B +$5.55B IVV, VEA, IEMG, BND, VV 13F-HR 8/15/2022, 04:35 PM
Q1 2022 2,255 $64.5B +$7.31B -$1.1B +$6.21B IVV, VEA, BND, IEMG, VTI 13F-HR 5/16/2022, 01:01 PM
Q4 2021 2,062 $62.2B +$3.76B -$741M +$3.02B IVV, VEA, BND, IEMG, VCIT 13F-HR 2/11/2022, 01:56 PM
Q3 2021 2,046 $56.3B +$2.85B -$1.91B +$933M IVV, VEA, BND, IEMG, VCIT 13F-HR 11/10/2021, 09:49 AM
Q2 2021 1,975 $56.3B +$6.81B -$2.89B +$3.91B IVV, VEA, BND, IEMG, VCIT 13F-HR 8/4/2021, 05:18 PM
Q1 2021 2,332 $49.5B $0 $0 IVV, VEA, IEMG, VCIT, BND 13F-HR 4/30/2021, 03:26 PM
Q4 2020 2,098 $45.3B IVV, VEA, IEMG, VCIT, AGG 13F-HR 1/29/2021, 03:26 PM
Q3 2020 1,902 $36.8B IVV, VEA, VCIT, IEMG, AGG 13F-HR 11/5/2020, 01:53 PM
Q2 2020 1,810 $34.5B +$2.69B -$628M +$2.06B IVV, VEA, VCIT, AGG, IEMG 13F-HR 7/23/2020, 11:27 AM
Q1 2020 1,723 $28.2B +$4.4B -$3.26B +$1.14B IVV, VEA, VCIT, AGG, IEMG 13F-HR 5/5/2020, 12:23 PM
Q4 2019 1,869 $33.3B +$1.41B -$490M +$925M VEA, AGG, IVV, VCIT, IEMG 13F-HR 1/30/2020, 03:20 PM
Q3 2019 1,864 $30.7B +$1.48B -$382M +$1.1B VEA, AGG, VCIT, IVV, IEMG 13F-HR 11/1/2019, 02:28 PM
Q2 2019 1,881 $29.7B +$1.8B -$451M +$1.35B VEA, VCIT, AGG, IVV, IEMG 13F-HR 7/26/2019, 10:20 AM
Q1 2019 1,837 $27.7B +$1.18B -$341M +$838M VEA, VCIT, IVV, AGG, IEMG 13F-HR 4/24/2019, 02:48 PM
Q4 2018 1,793 $24.4B +$1.85B -$1.19B +$661M VEA, VCIT, AGG, IVV, IEMG Restatement 2/12/2019, 01:48 PM
Q3 2018 1,921 $26.9B +$1.48B -$729M +$752M VEA, IVV, VCIT, IEMG, AGG 13F-HR 10/25/2018, 03:09 PM
Q2 2018 1,904 $25.4B +$1.9B -$918M +$983M VEA, IVV, VCIT, IEMG, VO 13F-HR 7/20/2018, 02:53 PM
Q1 2018 1,893 $24.5B +$2.55B -$685M +$1.86B VEA, IVV, IEMG, VCIT, VO 13F-HR 4/18/2018, 05:14 PM
Q4 2017 1,871 $23.2B +$1.59B -$577M +$1.01B VEA, IVV, VCIT, VO, IEMG 13F-HR 1/17/2018, 10:39 AM
Q3 2017 1,853 $21.5B +$1.69B -$305M +$1.38B VEA, IVV, VCIT, VO, IEMG 13F-HR 10/17/2017, 02:40 PM
Q2 2017 4,336 $19.7B +$1.47B -$225M +$1.25B VEA, IVV, VCIT, VO, AGG 13F-HR 7/12/2017, 04:02 PM
Q1 2017 4,334 $18.3B +$1.41B -$228M +$1.18B VEA, IVV, VCIT, VO, AGG 13F-HR 4/7/2017, 03:33 PM
Q4 2016 4,281 $16.4B +$1.02B -$295M +$720M VEA, VCIT, IVV, VO, AGG 13F-HR 1/9/2017, 03:21 PM
Q3 2016 4,231 $15.7B +$1.66B -$216M +$1.44B VEA, VCIT, IVV, AGG, VO 13F-HR 10/12/2016, 09:55 AM
Q2 2016 4,037 $13.8B +$908M -$193M +$715M VEA, VCIT, IVV, VO, AGG 13F-HR 7/12/2016, 01:29 PM
Q1 2016 4,018 $12.8B +$1.09B -$535M +$552M VEA, VCIT, IVV, VO, AGG 13F-HR 4/8/2016, 10:32 AM
Q4 2015 4,090 $12.1B +$1.06B -$408M +$656M VEA, VCIT, IVV, AGG, VO 13F-HR 1/11/2016, 12:59 PM
Q3 2015 4,021 $11.3B +$1.61B -$347M +$1.27B VEA, VCIT, AGG, IVV, VO 13F-HR 10/9/2015, 03:14 PM
Q2 2015 1,070 $11B +$1.32B -$356M +$966M VCIT, VO, VEA, AGG, IVV 13F-HR 7/9/2015, 12:10 PM
Q1 2015 3,923 $10.6B +$1.66B -$715M +$947M VO, VEA, VCIT, SJNK, IVV 13F-HR 4/13/2015, 05:02 PM
Q4 2014 3,842 $9.61B +$1.26B -$281M +$974M VO, VCIT, VEA, IVV, VV 13F-HR 1/29/2015, 09:25 AM
Q3 2014 3,714 $8.62B +$1.6B -$480M +$1.12B VO, VCIT, VEA, VV, IVV 13F-HR 10/10/2014, 10:09 AM
Q2 2014 3,518 $7.71B +$974M -$127M +$847M VEA, VO, VV, VWO, VCIT 13F-HR 8/20/2014, 03:55 PM
Q1 2014 3,400 $6.57B +$800M -$89.6M +$711M VV, VEA, VO, VWO, VCIT 13F-HR 4/11/2014, 11:24 AM
Q4 2013 3,221 $5.86B VV, VEA, VO, VWO, BNDX 13F-HR 1/6/2014, 09:51 AM