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 701–750 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CPAY | CORPAY INC | 11K | $1M+ | SH |
| DCI | DONALDSON INC | 38K | $1M+ | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 31K | $1M+ | SH |
| RNST | RENASANT CORP | 84K | $1M+ | SH |
| EEMS | ISHARES INC | 46K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 45K | $1M+ | SH |
| CAR | AVIS BUDGET GROUP | 19K | $1M+ | SH |
| JLL | JONES LANG LASALLE INC | 10K | $1M+ | SH |
| LEA | LEAR CORP | 31K | $1M+ | SH |
| RSPH | INVESCO EXCHANGE TRADED FD T | 105K | $1M+ | SH |
| FLOT | ISHARES TR | 60K | $1M+ | SH |
| BBUC | BROOKFIELD BUSINESS CORP | 92K | $1M+ | SH |
| EFSC | ENTERPRISE FINL SVCS CORP | 53K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 168K | $1M+ | SH |
| STNG | SCORPIO TANKERS INC | 54K | $1M+ | SH |
| FXE | INVESCO CURRENCYSHARES EURO | 28K | $1M+ | SH |
| OKLO | OKLO INC | 27K | $1M+ | SH |
| PBF | PBF ENERGY INC | 100K | $1M+ | SH |
| MOG.A | MOOG INC | 15K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 80K | $1M+ | SH |
| EXPO | EXPONENT INC | 43K | $1M+ | SH |
| SAM | BOSTON BEER INC | 14K | $1M+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 12K | $1M+ | SH |
| SD | SANDRIDGE ENERGY INC | 267K | $1M+ | SH |
| FIHL | FIDELIS INSURANCE HOLDINGS L | 166K | $1M+ | SH |
| ALLE | ALLEGION PLC | 17K | $1M+ | SH |
| MIR | MIRION TECHNOLOGIES INC | 129K | $1M+ | SH |
| TSN | TYSON FOODS INC | 55K | $1M+ | SH |
| BSY | BENTLEY SYS INC | 58K | $1M+ | SH |
| TRP | TC ENERGY CORP | 55K | $1M+ | SH |
| IYH | ISHARES TR | 51K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 44K | $1M+ | SH |
| DLS | WISDOMTREE TR | 37K | $1M+ | SH |
| CATH | GLOBAL X FDS | 36K | $1M+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 2K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 26K | $1M+ | SH |
| UEC | URANIUM ENERGY CORP | 220K | $1M+ | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 7K | $1M+ | SH |
| STWD | STARWOOD PPTY TR INC | 150K | $1M+ | SH |
| FOLD | AMICUS THERAPEUTICS INC | 367K | $1M+ | SH |
| APTV | APTIV PLC | 33K | $1M+ | SH |
| AVES | AMERICAN CENTY ETF TR | 50K | $1M+ | SH |
| QGEN | QIAGEN NV | 64K | $1M+ | SH |
| BY | BYLINE BANCORP INC | 104K | $1M+ | SH |
| EBF | ENNIS INC | 157K | $1M+ | SH |
| SGOL | ETFS GOLD TR | 78K | $1M+ | SH |
| ROG | ROGERS CORP | 35K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 168K | $1M+ | SH |
| IMCG | ISHARES TR | 34K | $1M+ | SH |
| PODD | INSULET CORP | 9K | $1M+ | SH |