Creative Planning
LIF

Creative Planning’s Life360 LIF Stock Holding History

Creative Planning’s Portfolio LIF Stock Details LIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$889K Buy
21,779
+18,460
+556% +$955K ﹤0.01% 2554
2025
Q4 		$213K Sell
3,319
-1,052
-24% -$87.4K ﹤0.01% 3499
2025
Q3 		$465K Buy
+4,371
New +$368K ﹤0.01% 2787

Other funds holding LIF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Creative Planning's LIF Position: Q1 2026 in Review

Creative Planning increased its Life360 (LIF) stake by 556% in Q1 2026, buying an estimated $955K and bringing the position to 21,779 shares worth $889K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Creative Planning first reported a position in LIF in Q3 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold LIF as of Q1 2026.

  • Creative Planning held 21,779 shares of Life360 worth $889K as of Q1 2026.
  • Creative Planning bought 18,460 Life360 shares in Q1 2026, an estimated $955K.
  • Life360 made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2554 holding.
  • Creative Planning first reported a position in Life360 in Q3 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Life360 as of Q1 2026.

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