Creative Planning lists $178.7B reported securities value; 280 Form 13F filings

Creative Planning listed $178.7 billion in reported securities value for its September 30, 2026, portfolio. Its Form 13F, filed November 2, lists 7,283 entries. Reported securities value is not the firm’s total assets under management.

The complete daily index dated November 2, 2026, includes 280 Form 13F filings. The index date is not the filing date for every item: the filings include different portfolio dates, and some were filed earlier. The count describes that index, not filings all submitted on November 2.

Other filings in the index show the range of reported securities values. Commonwealth Equity Services, LLC listed $77.0 billion for its September 30, 2026, portfolio; Yacktman Asset Management LP listed $8.4 billion for the same portfolio date. These figures are securities reported in the filings, not total AUM.

The table shows selected reported positions as of September 30, 2026. They are not the largest holdings or a complete portfolio, and the historical filings do not establish current holdings or trades.

By reported portfolio quarter, the index ranges from one filing for Q3 2023 to 264 for Q3 2026. The latter is the largest quarter count shown; the quarter breakdown is not a measure of securities value or asset flows.