Current Market Value 117,100,054,682
Current Holdings 3678
Most Recent File Date 2025-08-08
Total Filings on Record 50
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 3678 117,100,055
2025-05-15 2025-03-31 13F-HR 3452 106,354,836
2025-02-14 2024-12-31 13F-HR 3582 102,833,457
2024-10-11 2024-09-30 13F-HR 3184 101,004,354
2024-08-15 2024-06-30 13F-HR 3064 93,667,208
2024-05-13 2024-03-31 13F-HR 2915 90,216,876
2024-02-14 2023-12-31 13F-HR 2743 53,924,348
2023-11-16 2023-09-30 13F-HR 2902 74,941,950
2023-07-21 2023-06-30 13F-HR 2646 75,067,879
2023-05-15 2023-03-31 13F-HR 2647 69,427,550
2023-02-10 2022-12-31 13F-HR 2492 66,497,520
2022-11-03 2022-09-30 13F-HR 2342 57,822,468
2022-08-15 2022-06-30 13F-HR 2305 60,706,322
2022-05-16 2022-03-31 13F-HR 2392 64,569,588
2022-02-11 2021-12-31 13F-HR 2073 62,248,247
2021-11-10 2021-09-30 13F-HR 2118 56,364,077
2021-08-04 2021-06-30 13F-HR 2064 56,322,312
2021-04-30 2021-03-31 13F-HR 2642 49,634,772
2021-01-29 2020-12-31 13F-HR 2392 45,456,644
2020-11-05 2020-09-30 13F-HR 2194 38,304,919
2020-07-23 2020-06-30 13F-HR 2051 34,561,330
2020-05-05 2020-03-31 13F-HR 1908 28,197,878
2020-01-30 2019-12-31 13F-HR 2081 33,314,058
2019-11-01 2019-09-30 13F-HR 2081 30,711,361
2019-07-26 2019-06-30 13F-HR 2098 29,723,279
2019-04-24 2019-03-31 13F-HR 2072 27,753,508
2019-02-12 2018-12-31 13F-HR/A 1 R 2019 24,392,278
2019-02-01 2018-12-31 13F-HR 2023 24,395,955
2018-10-25 2018-09-30 13F-HR 2115 26,955,153
2018-07-20 2018-06-30 13F-HR 2068 25,464,079
2018-04-18 2018-03-31 13F-HR 2080 24,565,801
2018-01-17 2017-12-31 13F-HR 1908 23,205,305
2017-10-17 2017-09-30 13F-HR 1881 21,531,252
2017-07-12 2017-06-30 13F-HR 4845 19,757,569
2017-04-07 2017-03-31 13F-HR 4860 18,307,521
2017-01-09 2016-12-31 13F-HR 4877 16,418,229
2016-10-12 2016-09-30 13F-HR 4786 15,704,875
2016-07-12 2016-06-30 13F-HR 4556 13,812,074
2016-04-08 2016-03-31 13F-HR 4520 12,826,272
2016-01-11 2015-12-31 13F-HR 4616 12,159,612
2015-10-09 2015-09-30 13F-HR 4490 11,324,244
2015-07-09 2015-06-30 13F-HR 1109 11,021,170
2015-04-13 2015-03-31 13F-HR 4392 10,640,682
2015-01-29 2014-12-31 13F-HR 0 0
2014-10-10 2014-09-30 13F-HR 4179 8,621,098
2014-08-20 2014-06-30 13F-HR 3941 7,711,993
2014-04-11 2014-03-31 13F-HR 3777 6,645,718
2014-01-06 2013-12-31 13F-HR 3445 5,857,497
2013-10-10 2013-09-30 13F-HR 3346 5,044,353
2013-07-09 2013-06-30 13F-HR 3219 4,302,172