Creative Planning expands Bitcoin ETF holdings by 43% in Q3

The Kansas wealth manager also more than doubled its Strategy stake, though crypto remains a sliver of its $178.7 billion book Creative Planning, the wealth management firm based in Overland Park, Kansas, increased its Bitcoin exchange-traded fund holdings by 43% in the third quarter of 2026. It also more than doubled its position in Strategy Inc., the company formerly known as MicroStrategy. The disclosures came in the firm’s Q3 2026 13F filing, reported on November 2, 2026. What Creative Planning actually bought A 13F is a quarterly snapshot. Large investment managers use it to show regulators, and everyone else, what stocks and funds they held at the end of a quarter. Creative Planning’s latest snapshot is a big one. The firm’s portfolio was valued at approximately $178.7 billion, spread across 4,405 separate positions. That total rose 4.5% from the prior quarter. So the crypto additions happened inside a portfolio that was also growing overall. On the Bitcoin side, the firm boosted its exposure to Bitcoin-related ETFs by 43% during the quarter. Those funds notably include the Grayscale Bitcoin Trust, which trades under the ticker GBTC, and the ARK 21Shares Bitcoin ETF, ticker A...