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 901–950 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RL | RALPH LAUREN CORP | 7K | $1M+ | SH |
| STNE | STONECO LTD | 115K | $1M+ | SH |
| SAFT | SAFETY INS GROUP INC | 31K | $1M+ | SH |
| TREX | TREX CO INC | 42K | $1M+ | SH |
| CSL | CARLISLE COS INC | 7K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 3K | $1M+ | SH |
| VLY | VALLEY NATL BANCORP | 205K | $1M+ | SH |
| DOCU | DOCUSIGN INC | 30K | $1M+ | SH |
| BOND | PIMCO ETF TR | 23K | $1M+ | SH |
| CMA | COMERICA INC | 31K | $1M+ | SH |
| LZM | LIFEZONE METALS LIMITED | 390K | $1M+ | SH |
| NABL | N-ABLE INC | 271K | $1M+ | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 21K | $1M+ | SH |
| GDXJ | VANECK ETF TRUST | 21K | $1M+ | SH |
| MPLX | MPLX LP | 42K | $1M+ | SH |
| GAP | GAP INC | 98K | $1M+ | SH |
| ATGE | ADTALEM GLOBAL ED INC | 14K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 7K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 41K | $1M+ | SH |
| RRR | RED ROCK RESORTS INC | 34K | $1M+ | SH |
| MYRG | MYR GROUP INC DEL | 10K | $1M+ | SH |
| NUEM | NUSHARES ETF TR | 58K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 47K | $1M+ | SH |
| EQR | EQUITY RESIDENTIAL | 32K | $1M+ | SH |
| EWA | ISHARES INC | 77K | $1M+ | SH |
| NFLX | NETFLIX INC | 2K | $1M+ | SH |
| IRM | IRON MTN INC DEL | 20K | $1M+ | SH |
| STAG | STAG INDL INC | 59K | $1M+ | SH |
| ATHM | AUTOHOME INC | 72K | $1M+ | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 338K | $1M+ | SH |
| TNC | TENNANT CO | 25K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 41K | $1M+ | SH |
| AFRM | AFFIRM HLDGS INC | 28K | $1M+ | SH |
| IYF | ISHARES TR | 16K | $1M+ | SH |
| IVZ | INVESCO LTD | 89K | $1M+ | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 54K | $1M+ | SH |
| QTWO | Q2 HLDGS INC | 28K | $1M+ | SH |
| HCC | WARRIOR MET COAL INC | 32K | $1M+ | SH |
| CNR | CORE NATURAL RESOURCES INC | 24K | $1M+ | SH |
| DHS | WISDOMTREE TR | 20K | $1M+ | SH |
| KRYS | KRYSTAL BIOTECH INC | 11K | $1M+ | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 54K | $1M+ | SH |
| SPXV | PROSHARES TR | 27K | $1M+ | SH |
| IWB | ISHARES TR | 6K | $1M+ | SH |
| RPRX | ROYALTY PHARMA PLC | 57K | $1M+ | SH |
| KDP | KEURIG DR PEPPER INC | 79K | $1M+ | SH |
| ITB | ISHARES TR | 19K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 83K | $1M+ | SH |
| FELG | FIDELITY COVINGTON TRUST | 48K | $1M+ | SH |
| BKE | BUCKLE INC | 34K | $1M+ | SH |