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 751–800 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SM | SM ENERGY CO | 114K | $1M+ | SH |
| STLA | STELLANTIS N.V | 303K | $1M+ | SH |
| IGF | ISHARES TR | 46K | $1M+ | SH |
| HOMB | HOME BANCSHARES INC | 100K | $1M+ | SH |
| BPOP | POPULAR INC | 22K | $1M+ | SH |
| GAB | GABELLI EQUITY TR INC | 464K | $1M+ | SH |
| HTHT | H WORLD GROUP LTD | 72K | $1M+ | SH |
| QRVO | QORVO INC | 31K | $1M+ | SH |
| STEP | STEPSTONE GROUP INC | 43K | $1M+ | SH |
| ETHA | ISHARES ETHEREUM TR | 89K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 142K | $1M+ | SH |
| KEY | KEYCORP | 150K | $1M+ | SH |
| AVT | AVNET INC | 53K | $1M+ | SH |
| PCVX | VAXCYTE INC | 78K | $1M+ | SH |
| CRC | CALIFORNIA RES CORP | 53K | $1M+ | SH |
| SCI | SERVICE CORP INTL | 34K | $1M+ | SH |
| DIOD | DIODES INC | 52K | $1M+ | SH |
| IYJ | ISHARES TR | 19K | $1M+ | SH |
| OLED | UNIVERSAL DISPLAY CORP | 19K | $1M+ | SH |
| TKO | TKO GROUP HOLDINGS INC | 14K | $1M+ | SH |
| KLIC | KULICKE & SOFFA INDS INC | 68K | $1M+ | SH |
| IEFA | ISHARES TR | 32K | $1M+ | SH |
| FTDR | FRONTDOOR INC | 41K | $1M+ | SH |
| ESML | ISHARES TR | 61K | $1M+ | SH |
| REG | REGENCY CTRS CORP | 38K | $1M+ | SH |
| MTG | MGIC INVT CORP WIS | 97K | $1M+ | SH |
| ERIE | ERIE INDTY CO | 9K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 62K | $1M+ | SH |
| IJR | ISHARES TR | 23K | $1M+ | SH |
| DOCS | DOXIMITY INC | 37K | $1M+ | SH |
| OVV | OVINTIV INC | 67K | $1M+ | SH |
| MMSI | MERIT MED SYS INC | 33K | $1M+ | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 20K | $1M+ | SH |
| CWST | CASELLA WASTE SYS INC | 29K | $1M+ | SH |
| FCN | FTI CONSULTING INC | 17K | $1M+ | SH |
| FFIN | FIRST FINL BANKSHARES INC | 80K | $1M+ | SH |
| CLBK | COLUMBIA FINL INC | 180K | $1M+ | SH |
| TGTX | TG THERAPEUTICS INC | 75K | $1M+ | SH |
| PREF | PRINCIPAL EXCHANGE TRADED FD | 141K | $1M+ | SH |
| DOX | AMDOCS LTD | 33K | $1M+ | SH |
| VNT | VONTIER CORPORATION | 64K | $1M+ | SH |
| ELS | EQUITY LIFESTYLE PPTYS INC | 44K | $1M+ | SH |
| EWL | ISHARES INC | 49K | $1M+ | SH |
| ENR | ENERGIZER HLDGS INC NEW | 108K | $1M+ | SH |
| SIG | SIGNET JEWELERS LIMITED | 28K | $1M+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 53K | $1M+ | SH |
| SBAC | SBA COMMUNICATIONS CORP NEW | 14K | $1M+ | SH |
| STN | STANTEC INC | 25K | $1M+ | SH |
| MARA | MARA HOLDINGS INC | 145K | $1M+ | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & P | 203K | $1M+ | SH |