Key Takeaways
- • Creative Planning, the Overland Park, Kansas wealth manager, increased its Bitcoin ETF holdings by 43% in Q3 2026, according to its Q3 2026 13F filing reported November 2, 2026.
- • The firm more than doubled its position in Strategy Inc. (formerly MicroStrategy), bringing its stake to 76,807 shares of MSTR.
- • Crypto remains a small share of the firm's portfolio, valued at approximately $178.7 billion across 4,405 positions, which rose 4.5% from the prior quarter.
- • Bitcoin-related holdings include the Grayscale Bitcoin Trust (GBTC) and the ARK 21Shares Bitcoin ETF (ARKB), while the largest positions remain iShares Core S&P 500 ETF (IVV) at about 10.8% and Vanguard Total Bond Market ETF (BND) at about 5.5%.
Summary
Creative Planning, a wealth management firm based in Overland Park, Kansas, increased its Bitcoin exchange-traded fund holdings by 43% in the third quarter of 2026, according to its Q3 2026 13F filing reported on November 2, 2026. The firm also more than doubled its position in Strategy Inc., the company formerly known as MicroStrategy, which holds Bitcoin as a treasury asset.
The filing shows a portfolio valued at approximately $178.7 billion across 4,405 positions, up 4.5% from the prior quarter. The crypto additions therefore occurred within a portfolio that was also expanding overall. Bitcoin-related ETFs named in the filing include the Grayscale Bitcoin Trust (GBTC) and the ARK 21Shares Bitcoin ETF (ARKB). The Strategy stake now totals 76,807 shares of MSTR.
Bitcoin-related positions remain a small percentage of the total portfolio. The firm's largest holding is the iShares Core S&P 500 ETF (IVV) at roughly 10.8%, followed by the Vanguard Total Bond Market ETF (BND) at about 5.5%. Crypto Briefing's research characterizes the firm's approach as cautious, with the portfolio still dominated by traditional equities and broad-market ETFs.
The article notes that Creative Planning's Strategy exposure has varied considerably over recent quarters, and that the firm added both spot-style Bitcoin ETF products and a treasury company stock in the same quarter. Crypto Briefing suggests these moves could indicate growing acceptance of Bitcoin-related investments among large wealth managers, though 13F filings reflect holdings at quarter-end and do not indicate future intentions.
The filing shows a portfolio valued at approximately $178.7 billion across 4,405 positions, up 4.5% from the prior quarter. The crypto additions therefore occurred within a portfolio that was also expanding overall. Bitcoin-related ETFs named in the filing include the Grayscale Bitcoin Trust (GBTC) and the ARK 21Shares Bitcoin ETF (ARKB). The Strategy stake now totals 76,807 shares of MSTR.
Bitcoin-related positions remain a small percentage of the total portfolio. The firm's largest holding is the iShares Core S&P 500 ETF (IVV) at roughly 10.8%, followed by the Vanguard Total Bond Market ETF (BND) at about 5.5%. Crypto Briefing's research characterizes the firm's approach as cautious, with the portfolio still dominated by traditional equities and broad-market ETFs.
The article notes that Creative Planning's Strategy exposure has varied considerably over recent quarters, and that the firm added both spot-style Bitcoin ETF products and a treasury company stock in the same quarter. Crypto Briefing suggests these moves could indicate growing acceptance of Bitcoin-related investments among large wealth managers, though 13F filings reflect holdings at quarter-end and do not indicate future intentions.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.