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 51–100 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CRM | SALESFORCE INC | 302K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 215K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 331K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 563K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 894K | $1M+ | SH |
| BX | BLACKSTONE INC | 379K | $1M+ | SH |
| AAPL | APPLE INC | 247K | $1M+ | SH |
| APP | APPLOVIN CORP | 87K | $1M+ | SH |
| MS | MORGAN STANLEY | 390K | $1M+ | SH |
| TJX | TJX COS INC NEW | 418K | $1M+ | SH |
| CGBD | CARLYLE SECURED LENDING INC | 4.6M | $1M+ | SH |
| IAU | ISHARES GOLD TR | 788K | $1M+ | SH |
| SHOP | SHOPIFY INC | 380K | $1M+ | SH |
| T | AT&T INC | 2.0M | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 1.2M | $1M+ | SH |
| IGOV | ISHARES TR | 1.3M | $1M+ | SH |
| AMGN | AMGEN INC | 195K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 1.2M | $1M+ | SH |
| EMXC | ISHARES INC | 792K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 131K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 667K | $1M+ | SH |
| NVS | NOVARTIS AG | 410K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 709K | $1M+ | SH |
| GEL | GENESIS ENERGY L P | 3.1M | $1M+ | SH |
| IEMG | ISHARES INC | 786K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 1.0M | $1M+ | SH |
| ESGD | ISHARES TR | 551K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 226K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 763K | $1M+ | SH |
| MUB | ISHARES TR | 461K | $1M+ | SH |
| IWP | ISHARES TR | 343K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 236K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 1.5M | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 1.1M | $1M+ | SH |
| INTU | INTUIT | 69K | $1M+ | SH |
| IDEV | ISHARES TR | 582K | $1M+ | SH |
| DES | WISDOMTREE TR | 1.4M | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 610K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 566K | $1M+ | SH |
| ESGU | ISHARES TR | 300K | $1M+ | SH |
| IHDG | WISDOMTREE TR | 941K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 350K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 71K | $1M+ | SH |
| PLD | PROLOGIS INC. | 376K | $1M+ | SH |
| DVY | ISHARES TR | 301K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 473K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 217K | $1M+ | SH |
| DOV | DOVER CORP | 245K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 8K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 518K | $1M+ | SH |