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Creative Planning, Inc.
Peter Mallouk · Investment Advisor · Multi-Strategy
Founded in 1983 and significantly expanded since 2004 under President and CEO Peter Mallouk, Creative Planning is a leading independent wealth management firm headquartered in Overland Park, Kansas. The institution operates as a registered investment advisor (RIA) providing a comprehensive and integrated suite of financial services, including investment management, estate planning, tax strategy, and retirement consulting. Creative Planning distinguishes itself through a fiduciary-first approach, avoiding proprietary investment products and commissions to ensure advice is aligned solely with client interests. With a global presence and managing or advising on hundreds of billions of dollars in assets, the firm serves individuals, high-net-worth families, and institutional clients. Its rapid growth has been driven by a combination of organic client acquisition and high-profile strategic mergers, solidifying its status as one of the largest independent RIAs in the United States.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.6% |
| YTD return | +13.6% |
| Sharpe ratio | 3.81 |
| Win rate | 63% |
| AUM | $19.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $19.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://creativeplanning.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 20.0% | +30.5% |
| NVDA | NVIDIA Corporation | 17.1% | +18.8% |
| MSFT | Microsoft Corporation | 10.5% | -0.7% |
| GOOGL | Alphabet Inc Class A | 8.7% | +40.8% |
| BRK-A | Berkshire Hathaway Inc | 8.1% | +0.7% |
| AMZN | Amazon.com Inc | 6.0% | +15.4% |
| AVGO | Broadcom Inc | 3.4% | +6.4% |
| META | Meta Platforms Inc. | 3.1% | +8.1% |
| JPM | JPMorgan Chase & Co | 2.9% | +12.9% |
| LLY | Eli Lilly and Company | 2.6% | +35.8% |
| MU | Micron Technology Inc | 2.3% | +8.1% |
| TSLA | Tesla Inc | 2.0% | -14.4% |
| JNJ | Johnson & Johnson | 1.9% | +38.9% |
| XOM | Exxon Mobil Corp | 1.9% | +35.4% |
| AMD | Advanced Micro Devices Inc | 1.8% | +19.4% |
| V | Visa Inc. Class A | 1.7% | +1.9% |
| CAT | Caterpillar Inc | 1.6% | +65.1% |
| TSM | Taiwan Semiconductor Manufacturing | 1.5% | +6.3% |
| AMAT | Applied Materials Inc | 1.5% | +0.2% |
| ABBV | AbbVie Inc | 1.5% | +3.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | MU | 2.1% → 2.3% |
| Sep 7, 2026 | BUY | XOM | 1.8% → 1.9% |
| Sep 7, 2026 | SELL | TSM | 1.5% → 1.5% |
| Sep 7, 2026 | BUY | ABBV | 0.0% → 1.5% |
| Sep 7, 2026 | BUY | AMD | 1.8% → 1.8% |
Investment Style Analysis
Creative Planning, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $19.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Creative Planning, Inc. made a significant move by increasing exposure to MU. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Creative Planning employs a holistic investment philosophy that integrates portfolio management with tax efficiency, legal planning, and individual financial goals. The firm emphasizes a disciplined, evidence-based approach to asset allocation, typically utilizing low-cost, tax-efficient vehicles such as index funds and ETFs to capture global market returns. Beyond public equities and fixed income, the strategy often incorporates private market investments, including private equity and real estate, to enhance diversification and long-term growth potential. As a fiduciary, the firm avoids proprietary products and commissions, focusing instead on customized strategies tailored to each client's specific risk tolerance and liquidity needs. This integrated model ensures that investment decisions are made in the context of the client's entire financial picture, aiming to protect and grow wealth while minimizing unnecessary fees and taxes.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Creative Planning, Inc..
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Frequently asked questions
How is the simulated portfolio for Creative Planning, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Creative Planning, Inc.'s largest holding?
As of the latest filing, Creative Planning, Inc.'s top position is Apple Inc (AAPL), representing 20.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Creative Planning, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +18.6% with a win rate of 63%. Notably, the portfolio maintains a Sharpe Ratio of 3.81, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Creative Planning, Inc. primarily invest in?
Creative Planning, Inc. has a strong preference for the Semiconductors sector, which makes up 26.1% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Creative Planning, Inc.'s portfolio concentrated or diversified?
Creative Planning, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 47.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Creative Planning, Inc. performed in 2026?
Our AI-simulated model portfolio for Creative Planning, Inc. tracks a Year-to-Date (YTD) return of +13.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Peter Mallouk manage Creative Planning, Inc. directly?
Yes, Peter Mallouk serves as the key portfolio manager for Creative Planning, Inc., overseeing the investment strategy and final capital allocation decisions.