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DOSSIER · 13F-HR · Q3 2026

Creative Planning

$178.7B in tracked AUM across 7,283 positions as of Q3 2026.

CP
CIK 0001540235 · last filed Sep 30, 2026
Total AUM
$178.7B
as of Q3 2026
Holdings
7,283
—
positions
Whale Score
78
78
strong
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
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Filing history

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