Creative Planning

Creative Planning, one of the largest U.S. registered investment advisors, runs its $147.4B 13F book almost entirely through ETF building blocks rather than single stocks — iShares Core S&P 500 (IVV) alone is 10.6% of assets, with Vanguard Total Bond (BND, 6.1%) and Vanguard Developed Markets (VEA, 5.2%) rounding out the core. The Q1 rebalance leaned defensive: the firm added meaningfully to short- and intermediate-term bond ETFs (BSV +$874M, AGG +$329M) and to international (SPDW +$552M) while trimming domestic large-cap exposure in SCHX and SPY and shaving its Berkshire Hathaway stake. New single-name positions in QQQ, ExxonMobil and Johnson & Johnson are modest satellites around the index core. Assets rose from $139.7B to $147.4B over the quarter.