CIK 1540235
Creative Planning
Institutional 13F holdings & portfolio
Holdings
3,811
Portfolio Value
$1M+
Latest Report
Sep 30, 2025
Report Periods
2
Holdings
13F filings as of Sep 30, 2025 · Showing 551–600 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EXEL | EXELIXIS INC | 110K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| EBC | EASTERN BANKSHARES INC | 248K | $1M+ | SH |
| IBDR | ISHARES TR | 184K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 96K | $1M+ | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 45K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 15K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 41K | $1M+ | SH |
| FFIV | F5 INC | 14K | $1M+ | SH |
| MGY | MAGNOLIA OIL & GAS CORP | 183K | $1M+ | SH |
| REZI | RESIDEO TECHNOLOGIES INC | 101K | $1M+ | SH |
| TTEK | TETRA TECH INC NEW | 131K | $1M+ | SH |
| QS | QUANTUMSCAPE CORP | 354K | $1M+ | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 48K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 11K | $1M+ | SH |
| CMS | CMS ENERGY CORP | 59K | $1M+ | SH |
| IGV | ISHARES TR | 37K | $1M+ | SH |
| PR | PERMIAN RESOURCES CORP | 336K | $1M+ | SH |
| WBS | WEBSTER FINL CORP | 72K | $1M+ | SH |
| CSGP | COSTAR GROUP INC | 50K | $1M+ | SH |
| EWJ | ISHARES INC | 53K | $1M+ | SH |
| ROKU | ROKU INC | 42K | $1M+ | SH |
| IP | INTERNATIONAL PAPER CO | 91K | $1M+ | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 84K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 38K | $1M+ | SH |
| ILCG | ISHARES TR | 40K | $1M+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 67K | $1M+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 93K | $1M+ | SH |
| FE | FIRSTENERGY CORP | 90K | $1M+ | SH |
| LOGI | LOGITECH INTL S A | 38K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 120K | $1M+ | SH (Call) |
| EQNR | EQUINOR ASA | 169K | $1M+ | SH |
| PHM | PULTE GROUP INC | 31K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 53K | $1M+ | SH |
| IXN | ISHARES TR | 40K | $1M+ | SH |
| DNP | DNP SELECT INCOME FD INC | 409K | $1M+ | SH |
| FAD | FIRST TR EXCHANGE-TRADED ALP | 25K | $1M+ | SH |
| GLPI | GAMING & LEISURE PPTYS INC | 88K | $1M+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 65K | $1M+ | SH |
| ESLT | ELBIT SYS LTD | 8K | $1M+ | SH |
| MRX | MAREX GROUP PLC | 121K | $1M+ | SH |
| NTRA | NATERA INC | 25K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 45K | $1M+ | SH |
| DUOL | DUOLINGO INC | 13K | $1M+ | SH |
| MSTU | ETF OPPORTUNITIES TRUST | 868K | $1M+ | SH |
| PBP | INVESCO EXCHANGE TRADED FD T | 182K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 12K | $1M+ | SH |
| MDYG | SPDR SERIES TRUST | 44K | $1M+ | SH |
| NE | NOBLE CORP PLC | 141K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 22K | $1M+ | SH |