Creative Planning
LTH icon

Creative Planning’s Life Time Group Holdings LTH Stock Holding History

Creative Planning’s Portfolio LTH Stock Details LTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.56M Buy
62,688
+27,626
+79% +$877K ﹤0.01% 1894
2026
Q1 		$945K Buy
35,062
+11,521
+49% +$319K ﹤0.01% 2514
2025
Q4 		$626K Buy
23,541
+11,399
+94% +$297K ﹤0.01% 2643
2025
Q3 		$335K Buy
+12,142
New +$346K ﹤0.01% 3058

Other funds holding LTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's LTH Position: Q2 2026 in Review

Creative Planning increased its Life Time Group Holdings (LTH) stake by 79% in Q2 2026, buying an estimated $877K and bringing the position to 62,688 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Creative Planning first reported a position in LTH in Q3 2025 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold LTH as of Q2 2026.

  • Creative Planning held 62,688 shares of Life Time Group Holdings worth $2.56M as of Q2 2026.
  • Creative Planning bought 27,626 Life Time Group Holdings shares in Q2 2026, an estimated $877K.
  • Life Time Group Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1894 holding.
  • Creative Planning first reported a position in Life Time Group Holdings in Q3 2025 and has held it in 4 quarters since.
  • 373 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.