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 801–850 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOX | VANGUARD WORLD FD | 14K | $1M+ | SH |
| INVH | INVITATION HOMES INC | 90K | $1M+ | SH |
| PXH | INVESCO EXCH TRADED FD TR II | 103K | $1M+ | SH |
| EVV | EATON VANCE LIMITED DURATION | 257K | $1M+ | SH |
| ACIW | ACI WORLDWIDE INC | 50K | $1M+ | SH |
| EXAS | EXACT SCIENCES CORP | 48K | $1M+ | SH |
| COLB | COLUMBIA BKG SYS INC | 101K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 8K | $1M+ | SH |
| NYT | NEW YORK TIMES CO | 45K | $1M+ | SH |
| WSO | WATSCO INC | 6K | $1M+ | SH |
| POOL | POOL CORP | 8K | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 133K | $1M+ | SH |
| EMN | EASTMAN CHEM CO | 41K | $1M+ | SH |
| WINA | WINMARK CORP | 5K | $1M+ | SH |
| UI | UBIQUITI INC | 4K | $1M+ | SH |
| AYI | ACUITY INC | 8K | $1M+ | SH |
| SITM | SITIME CORP | 9K | $1M+ | SH |
| SNDK | SANDISK CORP | 23K | $1M+ | SH |
| AVSC | AMERICAN CENTY ETF TR | 45K | $1M+ | SH |
| CNA | CNA FINL CORP | 55K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 81K | $1M+ | SH |
| FMBH | FIRST MID ILL BANCSHARES INC | 67K | $1M+ | SH |
| ESNT | ESSENT GROUP LTD | 40K | $1M+ | SH |
| FUL | FULLER H B CO | 43K | $1M+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 33K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 18K | $1M+ | SH |
| GATX | GATX CORP | 14K | $1M+ | SH |
| KD | KYNDRYL HLDGS INC | 84K | $1M+ | SH |
| RDNT | RADNET INC | 33K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 107K | $1M+ | SH |
| SPYX | SPDR SERIES TRUST | 45K | $1M+ | SH |
| NOK | NOKIA CORP | 513K | $1M+ | SH |
| BSCP | INVESCO EXCH TRD SLF IDX FD | 119K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 52K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 23K | $1M+ | SH |
| SMTC | SEMTECH CORP | 34K | $1M+ | SH |
| INTF | ISHARES TR | 68K | $1M+ | SH |
| DON | WISDOMTREE TR | 46K | $1M+ | SH |
| CACI | CACI INTL INC | 5K | $1M+ | SH |
| MRNA | MODERNA INC | 94K | $1M+ | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 180K | $1M+ | SH |
| FBK | FB FINL CORP | 43K | $1M+ | SH |
| CF | CF INDS HLDGS INC | 27K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 16K | $1M+ | SH |
| IHI | ISHARES TR | 40K | $1M+ | SH |
| WAT | WATERS CORP | 8K | $1M+ | SH |
| BOOT | BOOT BARN HLDGS INC | 15K | $1M+ | SH |
| GVA | GRANITE CONSTR INC | 22K | $1M+ | SH |
| ASB | ASSOCIATED BANC CORP | 93K | $1M+ | SH |