---
title: "Creative Planning's $139.71B 2025Q4 Build Opened 38 New Positions"
type: research
slug: creative-planning-q4-2025-global-etf-allocation
canonical_url: https://13finsight.com/research/creative-planning-q4-2025-global-etf-allocation
published_at: 2026-03-23T18:25:20.407Z
updated_at: 2026-03-23T18:25:32.422Z
author: Marcus Chen
author_title: Senior Market Analyst
author_url: https://13finsight.com/authors/marcus-chen
word_count: 686
locale: en
source: 13F Insight
---

# Creative Planning's $139.71B 2025Q4 Build Opened 38 New Positions

> Creative Planning reported $139.71B for 2025Q4, with IVV at 11.94% and top-5 concentration at 32.71%.

Creative Planning reported $139.71B for 2025Q4, and the cleanest takeaway is that the manager opened 38 new positions in one quarter. The filing is anchored by IVV, BND, VEA, with IVV alone accounting for 11.94% of the book. TL;DR Filing size: $139.71B across 500 reported positions. Top holding: IVV is the largest line at 11.94% of the filing. Top-5 concentration: The top five positions add up to 32.71%. Quarter-over-quarter move: Reported 13F value changed +6.1% versus the prior quarter. Portfolio turnover: 38 new positions and 38 exits versus the previous quarter. Interpretation: The cleanest way to read this filing is the manager opened 38 new positions in one quarter. Largest visible increase: BSV share count rose +4933%. Largest visible reduction: ET share count fell -43%. Filing Snapshot MetricValue Latest quarter2025Q4 Canonical 13F AUM$139.71B Positions500 WhaleScore75.75 Prior-quarter total$124.38B QoQ change+6.1% Why This Filing Stands Out Creative Planning is not just large. It is readable. The latest filing shows IVV at 11.94%, top-five concentration at 32.71%, and top-ten concentration at 45.69%. That combination tells investors whether they are looking at a diversified allocator, an ETF wrapper, or a book where a handful of ideas drive most of the exposure. For readers trying to separate noise from signal, the right question is not simply whether the fund is big. The better question is how much of that scale is concentrated in names such as IVV, BND, VEA, SPDW, SPMD, and whether the quarter-over-quarter move reflects deliberate positioning or just market drift. Top Holdings Driving The Narrative TickerValueWeightSharesStatus IVV$15.75B11.94%22.99MHeld roughly flatBND$8.72B6.61%117.78M-6% sharesVEA$7.76B5.88%124.18MHeld roughly flatSPDW$5.56B4.21%125.13M+11% sharesSPMD$5.37B4.07%92.67M+5% sharesIEMG$5.13B3.89%76.28MHeld roughly flatVV$3.85B2.92%12.22MHeld roughly flatAAPL$3.07B2.33%11.37MHeld roughly flat The top of the filing is where the character of the portfolio becomes obvious. When a name like IVV sits at 11.94%, it shapes the whole interpretation of the quarter. That is especially true when the next few names absorb most of the remaining risk budget rather than leaving the portfolio evenly spread across hundreds of smaller positions. What Changed From The Prior Quarter Compared with the previous filing, Creative Planning recorded 38 new positions and 38 exits. The overall 13F value moved from $124.38B to $131.91B, which translates to +6.1% quarter over quarter. The biggest visible share-count increase was in BSV, which rose +4933%. The sharpest visible reduction was in ET, where share count fell -43%. Those moves matter because they tell you whether the quarter was driven by a few aggressive reallocations or by smaller trims inside an otherwise stable core. How Investors Should Read The Concentration If you only look at raw AUM, filings like this can appear interchangeable. They are not. A top-five share of 32.71% means portfolio behavior will be driven by a relatively narrow set of exposures compared with a lower-concentration allocator. That distinction matters when investors try to infer conviction, benchmark sensitivity, or how much damage one wrong call can do to the overall book. In practical terms, this is why investors should read holdings like IVV, BND, VEA, SPDW together rather than in isolation. The portfolio-level story is not just which names appear, but how heavily they dominate the filing. AUM History The AUM history chart is the best way to see whether the latest quarter is part of a smooth trend or a sharp break in pattern. Here, the latest filing sits at $139.71B after a prior-quarter base of $124.38B. That gives investors a better sense of whether the manager is compounding steadily, resetting quickly, or reacting to one unusual reporting period. FAQ What did Creative Planning buy in 2025Q4? The filing was led by IVV and a top group that together accounted for 32.71% of reported value. How concentrated is Creative Planning's 13F portfolio? The largest position was IVV at 11.94%, while the top five positions added up to 32.71%. Did the portfolio expand or contract quarter over quarter? The filing moved from $124.38B to $131.91B and recorded 38 new positions against 38 exits. What should investors focus on first in this filing? Start with the top holding, the top-five concentration, and the quarter-over-quarter AUM move. Those three numbers usually tell you more than the raw holdings count.

---

Source: 13F Insight — https://13finsight.com/research/creative-planning-q4-2025-global-etf-allocation
Author: Marcus Chen — https://13finsight.com/authors/marcus-chen
Last updated: 2026-03-23T18:25:32.422Z