13F Insight
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DOSSIER · 13F-HR · Q1 2026

Creative Planning

$147.4B in tracked AUM across 4,753 positions as of Q1 2026.

CP
CIK 0001540235 · last filed Mar 31, 2026
Total AUM
$147.4B
as of Q1 2026
Holdings
4,753
—
positions
Whale Score
73
73
strong
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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Filing history

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