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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WLTH holding history

Wealthfront Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WLTH overviewAll 13F holders of WLTHFull Q2 2026 holdings

Shares (Q2 2026)
544,422
Value
$4.87M
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of WLTH by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026544,422$4.87M<0.1%+544,422NewHolders