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Rebecca Havens

Creative Planning

Assets Managed
$147.425B
Holdings
4078
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
5.53%(2Q avg: 6.14%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Creative Planning's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4078 positions.

Assets under management

The assets under management (AUM) of Creative Planning over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 147.425B in assets, with a quarterly growth rate of 5.53% and a 2-quarter average growth rate of 6.14%. The portfolio is managed by Rebecca Havens, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.47%
10.65%
$15.689B
24.018M shares@ $653.21 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 3.07%
6.07%
$8.939B
121.385M shares@ $73.64 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -3.02%
5.24%
$7.716B
120.418M shares@ $64.09 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 6.95%
4.15%
$6.109B
133.821M shares@ $45.65 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 4.29%
3.89%
$5.723B
96.641M shares@ $59.23 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 1.81%
3.68%
$5.416B
77.655M shares@ $69.75 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 0.38%
2.49%
$3.665B
12.263M shares@ $298.86 avg price
AAPL
Apple Inc
Recent Activity
Increased 7.09%
2.09%
$3.078B
12.171M shares@ $252.93 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 43.2%
1.99%
$2.931B
37.385M shares@ $78.41 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 2.62%
1.75%
$2.576B
33.659M shares@ $76.54 avg price

1-10 of 4078