Creative Planning’s Datavault AI DVLT Stock Holding History

Creative Planning’s Portfolio DVLT Stock Details DVLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$165K	Buy	266,320 +150,230	+129%	+$114K	﹤0.01%	3795
2025 Q4	$74.5K	Buy	+116,090	New	+$203K	﹤0.01%	3752

Other funds holding DVLT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TMC

Themes Management Co Greenwich, Connecticut $151M AUM

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's DVLT Position: Q1 2026 in Review

Creative Planning increased its Datavault AI (DVLT) stake by 129% in Q1 2026, buying an estimated $114K and bringing the position to 266,320 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #3795.

Creative Planning first reported a position in DVLT in Q4 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold DVLT as of Q1 2026.

Creative Planning held 266,320 shares of Datavault AI worth $165K as of Q1 2026.
Creative Planning bought 150,230 Datavault AI shares in Q1 2026, an estimated $114K.
Datavault AI made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3795 holding.
Creative Planning first reported a position in Datavault AI in Q4 2025 and has held it in 2 quarters since.
95 funds tracked by Wall St. Rank held Datavault AI as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.