Creative Planning 13F Holdings & Latest Moves
Creative Planning reported a 13F portfolio worth $147.42B as of Q1 2026. Latest 13F moves (filed May 12, 2026): 44 added, 10 reduced. Largest change by value: added $AAPL ($3.48B held).
- 13F value (Q1 2026)
- $147.42B
- New positions
- 0
- Added / reduced
- 44 / 10
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Added | +818.82K (+7.24%) | 12.13M | $3.48B | +1.4% | +0.3% | — | ||
| $AMZN | Added | +248.73K (+6.12%) | 4.31M | $1.04B | -2.4% | -9.1% | — | ||
| $AVGO | Added | +100.70K (+5.92%) | 1.80M | $676.80M | -2.0% | -8.0% | — | ||
| $AMAT | Added | +28.50K (+4.70%) | 634.64K | $443.86M | -5.6% | +28.3% | — | ||
| $AMD | Added | +59.83K (+8.91%) | 731.23K | $413.07M | -7.6% | +9.0% | — |
Biggest reduced and exited positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $ANET | Reduced | -61.88K (-6.95%) | 828.11K | $139.76M | -0.7% | +9.7% | — | ||
| $AZN | Reduced | -130.39K (-35.86%) | 233.19K | $44.22M | +0.1% | -1.2% | — | ||
| $AZN | Reduced | -130.39K (-35.86%) | 233.19K | $42.51M | +0.1% | -1.2% | — | ||
| $APP | Reduced | -13.51K (-14.65%) | 78.69K | $40.61M | -2.8% | -2.5% | — | ||
| $ACN | Reduced | -14.20K (-4.72%) | 286.37K | $35.21M | +4.1% | -1.3% | — |
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Added | +818.82K (+7.24%) | 12.13M | $3.48B | +1.4% | +0.3% | — | ||
| $AMZN | Added | +248.73K (+6.12%) | 4.31M | $1.04B | -2.4% | -9.1% | — | ||
| $AVGO | Added | +100.70K (+5.92%) | 1.80M | $676.80M | -2.0% | -8.0% | — | ||
| $AMAT | Added | +28.50K (+4.70%) | 634.64K | $443.86M | -5.6% | +28.3% | — | ||
| $AMD | Added | +59.83K (+8.91%) | 731.23K | $413.07M | -7.6% | +9.0% | — | ||
| $AMAT | Added | +28.50K (+4.70%) | 634.64K | $350.64M | -5.6% | +28.3% | — | ||
| $ABBV | Added | +59.68K (+5.72%) | 1.10M | $278.74M | +2.8% | +8.1% | — | ||
| $APH | Added | +21.68K (+3.50%) | 641.07K | $113.03M | -6.8% | +19.2% | — | ||
| $ABT | Added | +48.92K (+4.44%) | 1.15M | $104.63M | +5.3% | +6.3% | — | ||
| $ASML | Added | +4.38K (+9.23%) | 51.86K | $102.36M | -4.0% | +24.9% | — | ||
| $AMGN | Added | +23.46K (+10.50%) | 246.91K | $89.18M | -0.9% | +6.1% | — | ||
| $ASX | Added | +526.36K (+38.42%) | 1.90M | $85.56M | -9.9% | +7.3% | — | ||
| $BA | Added | +36.42K (+10.25%) | 391.75K | $84.80M | -9.2% | -6.4% | — | ||
| $AXP | Added | +12.09K (+5.27%) | 241.23K | $81.60M | -1.6% | +1.3% | — | ||
| $ASX | Added | +526.36K (+38.42%) | 1.90M | $69.78M | -9.9% | +7.3% | — | ||
| $ADI | Added | +15.48K (+10.24%) | 166.62K | $66.18M | -1.3% | -1.5% | — | ||
| $AEP | Added | +42.42K (+11.86%) | 400K | $55.14M | -2.3% | -2.6% | — | ||
| $BMY | Added | +179.27K (+23.94%) | 928.03K | $53.47M | +3.3% | +0.8% | — | ||
| $BKNG | Added | +45.15K (+17.86%) | 297.98K | $53.11M | -3.7% | +2.1% | — | ||
| $AEP | Added | +42.42K (+11.86%) | 400K | $51.39M | -2.3% | -2.6% | — | ||
| $BE | Added | +38.89K (+29.38%) | 171.29K | $50.58M | -6.9% | -11.3% | — | ||
| $BHP | Added | +73.79K (+20.83%) | 428.10K | $35.67M | -7.3% | -0.4% | — | ||
| $BN | Added | +9.99K (+1.27%) | 794.79K | $33.85M | -3.5% | -1.9% | — | ||
| $AFL | Added | +9.55K (+3.81%) | 260.34K | $30.90M | +1.9% | +0.8% | — | ||
| $ADBE | Added | +24.41K (+19.10%) | 152.21K | $30.74M | +5.9% | -9.1% | — | ||
| $ALL | Added | +22.04K (+22.94%) | 118.13K | $28.49M | +4.2% | +2.4% | — | ||
| $BLK | Added | +3.82K (+14.85%) | 29.53K | $28.40M | -5.1% | -6.4% | — | ||
| $BK | Added | +33.15K (+20%) | 198.87K | $27.28M | +2.2% | +6.5% | — | ||
| $ABNB | Added | +66.22K (+56.49%) | 183.44K | $26.93M | -3.2% | -3.4% | — | ||
| $APD | Added | +8.85K (+11.15%) | 88.20K | $26.15M | -3.9% | -8.4% | — | ||
| $ALL | Added | +22.04K (+22.94%) | 118.13K | $25.88M | +4.2% | +2.4% | — | ||
| $BIIB | Added | +27.23K (+30.26%) | 117.24K | $25.40M | -4.4% | +0.3% | — | ||
| $BIIB | Added | +27.23K (+30.26%) | 117.24K | $23.44M | -4.4% | +0.3% | — | ||
| $ATO | Added | +63.87K (+94.45%) | 131.49K | $22.65M | -2.3% | -7.0% | — | ||
| $ATO | Added | +63.87K (+94.45%) | 131.49K | $22.12M | -2.3% | -7.0% | — | ||
| $BBVA | Added | +66.44K (+8.37%) | 859.78K | $21.55M | -0.8% | +6.1% | — | ||
| $AEE | Added | +63.65K (+51.44%) | 187.40K | $21.37M | -0.5% | -0.4% | — | ||
| $AJG | Added | +7.79K (+9.03%) | 94.11K | $21.37M | +3.1% | +12.3% | — | ||
| $BDX | Added | +1.79K (+1.36%) | 133.51K | $20.72M | -0.4% | +0.6% | Read | ||
| $AEIS | Added | +11.78K (+26.86%) | 55.62K | $20.34M | -10.8% | +0.3% | — | ||
| $AEE | Added | +63.65K (+51.44%) | 187.40K | $20.29M | -0.5% | -0.4% | — | ||
| $ADSK | Added | +41.29K (+73.79%) | 97.24K | $20.09M | +4.0% | -12.5% | — | ||
| $BBVA | Added | +66.44K (+8.37%) | 859.78K | $19.90M | -0.8% | +6.1% | — | ||
| $ADSK | Added | +41.29K (+73.79%) | 97.24K | $19.70M | +4.0% | -12.5% | — |
Reduced positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $ANET | Reduced | -61.88K (-6.95%) | 828.11K | $139.76M | -0.7% | +9.7% | — | ||
| $AZN | Reduced | -130.39K (-35.86%) | 233.19K | $44.22M | +0.1% | -1.2% | — | ||
| $AZN | Reduced | -130.39K (-35.86%) | 233.19K | $42.51M | +0.1% | -1.2% | — | ||
| $APP | Reduced | -13.51K (-14.65%) | 78.69K | $40.61M | -2.8% | -2.5% | — | ||
| $ACN | Reduced | -14.20K (-4.72%) | 286.37K | $35.21M | +4.1% | -1.3% | — | ||
| $AMT | Reduced | -5.74K (-3.54%) | 156.14K | $29.56M | +2.3% | +5.9% | — | ||
| $ADP | Reduced | -9.65K (-7.45%) | 119.91K | $26.87M | +3.1% | +5.6% | — | ||
| $ADP | Reduced | -9.65K (-7.45%) | 119.91K | $26.67M | +3.1% | +5.6% | — | ||
| $AMT | Reduced | -5.74K (-3.54%) | 156.14K | $25.73M | +2.3% | +5.9% | — | ||
| $BABA | Reduced | -8.48K (-3.40%) | 240.74K | $23.18M | +0.6% | -15.6% | — |
All tracked 13F moves by Creative Planning
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $ADP | Reduced | -9.65K (-7.45%) | 119.91K | $26.67M | +3.1% | +5.6% | — | ||
| $ANET | Reduced | -61.88K (-6.95%) | 828.11K | $139.76M | -0.7% | +9.7% | — | ||
| $AMT | Reduced | -5.74K (-3.54%) | 156.14K | $29.56M | +2.3% | +5.9% | — | ||
| $AMT | Reduced | -5.74K (-3.54%) | 156.14K | $25.73M | +2.3% | +5.9% | — | ||
| $BABA | Reduced | -8.48K (-3.40%) | 240.74K | $23.18M | +0.6% | -15.6% | — | ||
| $ADP | Reduced | -9.65K (-7.45%) | 119.91K | $26.87M | +3.1% | +5.6% | — | ||
| $ACN | Reduced | -14.20K (-4.72%) | 286.37K | $35.21M | +4.1% | -1.3% | — | ||
| $AZN | Reduced | -130.39K (-35.86%) | 233.19K | $42.51M | +0.1% | -1.2% | — | ||
| $AZN | Reduced | -130.39K (-35.86%) | 233.19K | $44.22M | +0.1% | -1.2% | — | ||
| $APP | Reduced | -13.51K (-14.65%) | 78.69K | $40.61M | -2.8% | -2.5% | — | ||
| $BA | Added | +36.42K (+10.25%) | 391.75K | $84.80M | -9.2% | -6.4% | — | ||
| $ALL | Added | +22.04K (+22.94%) | 118.13K | $28.49M | +4.2% | +2.4% | — | ||
| $BN | Added | +9.99K (+1.27%) | 794.79K | $33.85M | -3.5% | -1.9% | — | ||
| $AVGO | Added | +100.70K (+5.92%) | 1.80M | $676.80M | -2.0% | -8.0% | — | ||
| $BMY | Added | +179.27K (+23.94%) | 928.03K | $53.47M | +3.3% | +0.8% | — | ||
| $BKNG | Added | +45.15K (+17.86%) | 297.98K | $53.11M | -3.7% | +2.1% | — | ||
| $BE | Added | +38.89K (+29.38%) | 171.29K | $50.58M | -6.9% | -11.3% | — | ||
| $BLK | Added | +3.82K (+14.85%) | 29.53K | $28.40M | -5.1% | -6.4% | — | ||
| $BIIB | Added | +27.23K (+30.26%) | 117.24K | $25.40M | -4.4% | +0.3% | — | ||
| $BIIB | Added | +27.23K (+30.26%) | 117.24K | $23.44M | -4.4% | +0.3% | — | ||
| $BHP | Added | +73.79K (+20.83%) | 428.10K | $35.67M | -7.3% | -0.4% | — | ||
| $BDX | Added | +1.79K (+1.36%) | 133.51K | $20.72M | -0.4% | +0.6% | Read | ||
| $BBVA | Added | +66.44K (+8.37%) | 859.78K | $19.90M | -0.8% | +6.1% | — | ||
| $BK | Added | +33.15K (+20%) | 198.87K | $27.28M | +2.2% | +6.5% | — | ||
| $BBVA | Added | +66.44K (+8.37%) | 859.78K | $21.55M | -0.8% | +6.1% | — | ||
| $ADSK | Added | +41.29K (+73.79%) | 97.24K | $19.70M | +4.0% | -12.5% | — | ||
| $ATO | Added | +63.87K (+94.45%) | 131.49K | $22.12M | -2.3% | -7.0% | — | ||
| $ATO | Added | +63.87K (+94.45%) | 131.49K | $22.65M | -2.3% | -7.0% | — | ||
| $ASX | Added | +526.36K (+38.42%) | 1.90M | $69.78M | -9.9% | +7.3% | — | ||
| $ASML | Added | +4.38K (+9.23%) | 51.86K | $102.36M | -4.0% | +24.9% | — | ||
| $ASX | Added | +526.36K (+38.42%) | 1.90M | $85.56M | -9.9% | +7.3% | — | ||
| $AJG | Added | +7.79K (+9.03%) | 94.11K | $21.37M | +3.1% | +12.3% | — | ||
| $AMAT | Added | +28.50K (+4.70%) | 634.64K | $443.86M | -5.6% | +28.3% | — | ||
| $AAPL | Added | +818.82K (+7.24%) | 12.13M | $3.48B | +1.4% | +0.3% | — | ||
| $ADI | Added | +15.48K (+10.24%) | 166.62K | $66.18M | -1.3% | -1.5% | — | ||
| $APH | Added | +21.68K (+3.50%) | 641.07K | $113.03M | -6.8% | +19.2% | — | ||
| $AMGN | Added | +23.46K (+10.50%) | 246.91K | $89.18M | -0.9% | +6.1% | — | ||
| $AXP | Added | +12.09K (+5.27%) | 241.23K | $81.60M | -1.6% | +1.3% | — | ||
| $AEP | Added | +42.42K (+11.86%) | 400K | $55.14M | -2.3% | -2.6% | — | ||
| $AEE | Added | +63.65K (+51.44%) | 187.40K | $21.37M | -0.5% | -0.4% | — | ||
| $AMZN | Added | +248.73K (+6.12%) | 4.31M | $1.04B | -2.4% | -9.1% | — | ||
| $AMAT | Added | +28.50K (+4.70%) | 634.64K | $350.64M | -5.6% | +28.3% | — | ||
| $ALL | Added | +22.04K (+22.94%) | 118.13K | $25.88M | +4.2% | +2.4% | — | ||
| $ABNB | Added | +66.22K (+56.49%) | 183.44K | $26.93M | -3.2% | -3.4% | — | ||
| $APD | Added | +8.85K (+11.15%) | 88.20K | $26.15M | -3.9% | -8.4% | — | ||
| $AFL | Added | +9.55K (+3.81%) | 260.34K | $30.90M | +1.9% | +0.8% | — | ||
| $AEP | Added | +42.42K (+11.86%) | 400K | $51.39M | -2.3% | -2.6% | — | ||
| $AEE | Added | +63.65K (+51.44%) | 187.40K | $20.29M | -0.5% | -0.4% | — | ||
| $AMD | Added | +59.83K (+8.91%) | 731.23K | $413.07M | -7.6% | +9.0% | — | ||
| $AEIS | Added | +11.78K (+26.86%) | 55.62K | $20.34M | -10.8% | +0.3% | — | ||
| $ADSK | Added | +41.29K (+73.79%) | 97.24K | $20.09M | +4.0% | -12.5% | — | ||
| $ADBE | Added | +24.41K (+19.10%) | 152.21K | $30.74M | +5.9% | -9.1% | — | ||
| $ABBV | Added | +59.68K (+5.72%) | 1.10M | $278.74M | +2.8% | +8.1% | — | ||
| $ABT | Added | +48.92K (+4.44%) | 1.15M | $104.63M | +5.3% | +6.3% | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Creative Planning holds or traded
Frequently asked questions
What did Creative Planning buy and sell in its latest 13F?
It opened or added to $AAPL, $AMZN, $AVGO, $AMAT and $AMD; it cut or exited $ANET, $AZN, $AZN, $APP and $ACN.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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