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 851–900 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BSCS | INVESCO EXCH TRD SLF IDX FD | 117K | $1M+ | SH |
| QDEF | FLEXSHARES TR | 30K | $1M+ | SH |
| SHBI | SHORE BANCSHARES INC | 145K | $1M+ | SH |
| DEMZ | ADVISORS INNER CIRCLE FD III | 57K | $1M+ | SH |
| SQQQ | PROSHARES TR | 155K | $1M+ | SH |
| WERN | WERNER ENTERPRISES INC | 90K | $1M+ | SH |
| PRI | PRIMERICA INC | 9K | $1M+ | SH |
| IQLT | ISHARES TR | 53K | $1M+ | SH |
| IBTL | ISHARES TR | 114K | $1M+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 35K | $1M+ | SH |
| FNB | F N B CORP | 146K | $1M+ | SH |
| LW | LAMB WESTON HLDGS INC | 40K | $1M+ | SH |
| CALX | CALIX INC | 38K | $1M+ | SH |
| RYTM | RHYTHM PHARMACEUTICALS INC | 23K | $1M+ | SH |
| VRRM | VERRA MOBILITY CORP | 95K | $1M+ | SH |
| ARLP | ALLIANCE RESOURCE PARTNERS L | 93K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC | 23K | $1M+ | SH |
| PAYC | PAYCOM SOFTWARE INC | 11K | $1M+ | SH |
| EXP | EAGLE MATLS INC | 10K | $1M+ | SH |
| TKC | TURKCELL ILETISIM HIZMETLERI | 387K | $1M+ | SH |
| EPR | EPR PPTYS | 40K | $1M+ | SH |
| IEV | ISHARES TR | 35K | $1M+ | SH |
| GSBD | GOLDMAN SACHS BDC INC | 227K | $1M+ | SH |
| ETN | EATON CORP PLC | 6K | $1M+ | SH |
| LGIH | LGI HOMES INC | 45K | $1M+ | SH |
| MNRO | MONRO INC | 128K | $1M+ | SH |
| CALM | CAL MAINE FOODS INC | 24K | $1M+ | SH |
| AVIV | AMERICAN CENTY ETF TR | 34K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 53K | $1M+ | SH |
| WTFC | WINTRUST FINL CORP | 17K | $1M+ | SH |
| HBNC | HORIZON BANCORP INC | 142K | $1M+ | SH |
| VLU | SPDR SERIES TRUST | 11K | $1M+ | SH |
| BANF | BANCFIRST CORP | 18K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 8K | $1M+ | SH |
| OUNZ | VANECK MERK GOLD ETF | 60K | $1M+ | SH |
| ELF | E L F BEAUTY INC | 17K | $1M+ | SH |
| BAX | BAXTER INTL INC | 98K | $1M+ | SH |
| APG | API GROUP CORP | 65K | $1M+ | SH |
| CARG | CARGURUS INC | 60K | $1M+ | SH |
| BHE | BENCHMARK ELECTRS INC | 58K | $1M+ | SH |
| DBEF | DBX ETF TR | 48K | $1M+ | SH |
| DSGX | DESCARTES SYS GROUP INC | 24K | $1M+ | SH |
| XBI | SPDR SERIES TRUST | 22K | $1M+ | SH |
| IJH | ISHARES TR | 34K | $1M+ | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 25K | $1M+ | SH |
| ALGN | ALIGN TECHNOLOGY INC | 18K | $1M+ | SH |
| ICSH | ISHARES TR | 43K | $1M+ | SH |
| JMTG | J P MORGAN EXCHANGE TRADED F | 43K | $1M+ | SH |
| BCPC | BALCHEM CORP | 15K | $1M+ | SH |
| TECL | DIREXION SHS ETF TR | 18K | $1M+ | SH |