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 601–650 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLB | SELECT SECTOR SPDR TR | 44K | $1M+ | SH |
| EQBK | EQUITY BANCSHARES INC | 97K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 6K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 26K | $1M+ | SH |
| HALO | HALOZYME THERAPEUTICS INC | 54K | $1M+ | SH |
| VMI | VALMONT INDS INC | 10K | $1M+ | SH |
| IBDQ | ISHARES TR | 155K | $1M+ | SH |
| PTC | PTC INC | 19K | $1M+ | SH |
| VRNS | VARONIS SYS INC | 68K | $1M+ | SH |
| NUMV | NUSHARES ETF TR | 101K | $1M+ | SH |
| SATS | ECHOSTAR CORP | 51K | $1M+ | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 92K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 5K | $1M+ | SH |
| FNV | FRANCO NEV CORP | 17K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 77K | $1M+ | SH |
| TRMB | TRIMBLE INC | 47K | $1M+ | SH |
| THRM | GENTHERM INC | 113K | $1M+ | SH |
| ARTY | ISHARES TR | 83K | $1M+ | SH |
| GE | GE AEROSPACE | 13K | $1M+ | SH |
| SMMV | ISHARES TR | 88K | $1M+ | SH |
| EAGG | ISHARES TR | 79K | $1M+ | SH |
| AOR | ISHARES TR | 59K | $1M+ | SH |
| ZWS | ZURN ELKAY WATER SOLNS CORP | 80K | $1M+ | SH |
| UPRO | PROSHARES TR | 34K | $1M+ | SH |
| HRL | HORMEL FOODS CORP | 153K | $1M+ | SH |
| NUMG | NUSHARES ETF TR | 77K | $1M+ | SH |
| LECO | LINCOLN ELEC HLDGS INC | 16K | $1M+ | SH |
| E | ENI S P A | 108K | $1M+ | SH |
| PNW | PINNACLE WEST CAP CORP | 42K | $1M+ | SH |
| PLXS | PLEXUS CORP | 26K | $1M+ | SH |
| HLI | HOULIHAN LOKEY INC | 18K | $1M+ | SH |
| R | RYDER SYS INC | 20K | $1M+ | SH |
| NTNX | NUTANIX INC | 50K | $1M+ | SH |
| KXI | ISHARES TR | 58K | $1M+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 116K | $1M+ | SH |
| QSR | RESTAURANT BRANDS INTL INC | 57K | $1M+ | SH |
| VCTR | VICTORY CAP HLDGS INC | 56K | $1M+ | SH |
| AEG | AEGON LTD | 457K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 45K | $1M+ | SH |
| DGX | QUEST DIAGNOSTICS INC | 19K | $1M+ | SH |
| EXR | EXTRA SPACE STORAGE INC | 26K | $1M+ | SH |
| BOTZ | GLOBAL X FDS | 102K | $1M+ | SH |
| IWS | ISHARES TR | 26K | $1M+ | SH |
| FLRN | SPDR SERIES TRUST | 117K | $1M+ | SH |
| L | LOEWS CORP | 36K | $1M+ | SH |
| WDS | WOODSIDE ENERGY GROUP LTD | 237K | $1M+ | SH |
| IXJ | ISHARES TR | 40K | $1M+ | SH |
| DECK | DECKERS OUTDOOR CORP | 35K | $1M+ | SH |
| TECK | TECK RESOURCES LTD | 81K | $1M+ | SH |
| IDYA | IDEAYA BIOSCIENCES INC | 130K | $1M+ | SH |