Creative Planning
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 139,705,144
- Description
- Overland Park Kansas based relationship driven wealth allocation platform with a manager led governance framework and a research first and risk aware investment mandate. The approach emphasizes long duration private asset evaluation, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through fundamental conviction testing and oversight rigor.
- Website
- https://creativeplanning.com/
- Founded
- 1983
- Chairman
- —
- CEO
- Peter Mallouk
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 3,928 | 139,705,144 | 13F-HR | Creative Planning |
| Q3 2025 | 11/14/2025 | 3,909 | 130,883,732 | 13F-HR | Creative Planning |
| Q2 2025 | 8/8/2025 | 3,678 | 117,100,055 | 13F-HR | Creative Planning |
| Q1 2025 | 5/15/2025 | 3,453 | 106,354,836 | 13F-HR | Creative Planning |
| Q4 2024 | 2/14/2025 | 3,582 | 102,833,457 | 13F-HR | Creative Planning |
| Q3 2024 | 10/11/2024 | 3,184 | 101,004,354 | 13F-HR | Creative Planning |
| Q2 2024 | 8/15/2024 | 3,064 | 93,667,208 | 13F-HR | Creative Planning |
| Q1 2024 | 5/13/2024 | 2,915 | 90,216,876 | 13F-HR | Creative Planning |
| Q4 2023 | 2/14/2024 | 2,743 | 53,924,348 | 13F-HR | Creative Planning |
| Q3 2023 | 11/16/2023 | 2,902 | 74,941,950 | 13F-HR | Creative Planning |
| Q2 2023 | 7/21/2023 | 2,646 | 75,067,879 | 13F-HR | Creative Planning |
| Q1 2023 | 5/15/2023 | 2,647 | 69,427,550 | 13F-HR | Creative Planning |
| Q4 2022 | 2/10/2023 | 2,492 | 66,497,520 | 13F-HR | Creative Planning |
| Q3 2022 | 11/3/2022 | 2,342 | 57,822,468 | 13F-HR | Creative Planning |
| Q2 2022 | 8/15/2022 | 2,306 | 60,706,322 | 13F-HR | Creative Planning |
| Q1 2022 | 5/16/2022 | 2,394 | 64,569,588 | 13F-HR | Creative Planning |
| Q4 2021 | 2/11/2022 | 2,077 | 62,248,247 | 13F-HR | Creative Planning |
| Q3 2021 | 11/10/2021 | 2,123 | 56,364,077 | 13F-HR | Creative Planning |
| Q2 2021 | 8/4/2021 | 2,064 | 56,322,312 | 13F-HR | Creative Planning |
| Q1 2021 | 4/30/2021 | 2,642 | 49,634,772 | 13F-HR | Creative Planning |
| Q4 2020 | 1/29/2021 | 2,408 | 45,456,644 | 13F-HR | Creative Planning |
| Q3 2020 | 11/5/2020 | 2,204 | 38,304,919 | 13F-HR | Creative Planning |
| Q2 2020 | 7/23/2020 | 2,051 | 34,561,330 | 13F-HR | Creative Planning |
| Q1 2020 | 5/5/2020 | 1,908 | 28,197,878 | 13F-HR | Creative Planning |
| Q4 2019 | 1/30/2020 | 2,081 | 33,314,058 | 13F-HR | Creative Planning |
| Q1 2014 | 4/11/2014 | 3,777 | 6,645,718 | 13F-HR | Creative Planning |
| Q4 2013 | 1/6/2014 | 3,445 | 5,857,497 | 13F-HR | Creative Planning |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
5.886 K
(0.0% of total reported value)
· QoQ Δ:
-2.533 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.17 M | 69.6% | 5.316 M | 0 | 5.316 M |
| ETFs | 40.36 M | 28.9% | 1.493 M | 0 | 1.493 M |
| Debt | 2.097 M | 1.5% | 2.011 M | 0 | 2.011 M |
| Other | 49.69 K | 0.0% | 2.464 K | 0 | 2.464 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
139,705,144
Holdings
3928
QoQ value change ($000)
8,821,412
(6.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.