CIK 1540235
Creative Planning
Institutional 13F holdings & portfolio
Holdings
3,811
Portfolio Value
$64.84B
Latest Report
Sep 30, 2025
Report Periods
2
Holdings
13F filings as of Sep 30, 2025 · Showing 1001–1050 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ENS | ENERSYS | 16K | $1.82M | SH |
| NUVL | NUVALENT INC | 21K | $1.82M | SH |
| DBX | DROPBOX INC | 60K | $1.82M | SH |
| AM | ANTERO MIDSTREAM CORP | 93K | $1.81M | SH |
| DWM | WISDOMTREE TR | 27K | $1.81M | SH |
| AVK | ADVENT CONV & INCOME FD | 142K | $1.81M | SH |
| WT | WISDOMTREE INC | 130K | $1.81M | SH |
| OC | OWENS CORNING NEW | 13K | $1.80M | SH |
| EVTC | EVERTEC INC | 53K | $1.80M | SH |
| TRS | TRIMAS CORP | 46K | $1.80M | SH |
| ABT | ABBOTT LABS | 13K | $1.79M | SH |
| FDBC | FIDELITY D & D BANCORP INC | 41K | $1.79M | SH |
| UGI | UGI CORP NEW | 54K | $1.78M | SH |
| PH | PARKER-HANNIFIN CORP | 2K | $1.78M | SH |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 51K | $1.77M | SH |
| PBR | PETROLEO BRASILEIRO SA PETRO | 138K | $1.75M | SH |
| XRAY | DENTSPLY SIRONA INC | 138K | $1.75M | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 4K | $1.74M | SH |
| XLK | SELECT SECTOR SPDR TR | 6K | $1.74M | SH |
| AMG | AFFILIATED MANAGERS GROUP IN | 7K | $1.73M | SH |
| IHF | ISHARES TR | 35K | $1.73M | SH |
| FELE | FRANKLIN ELEC INC | 18K | $1.73M | SH |
| HLNE | HAMILTON LANE INC | 13K | $1.73M | SH |
| SYNA | SYNAPTICS INC | 25K | $1.72M | SH |
| AAUS | EA SERIES TRUST | 32K | $1.72M | SH |
| MPW | MEDICAL PPTYS TRUST INC | 338K | $1.71M | SH |
| NVR | NVR INC | 213 | $1.71M | SH |
| FFA | FIRST TR ENHANCED EQUITY INC | 79K | $1.71M | SH |
| TDW | TIDEWATER INC NEW | 32K | $1.71M | SH |
| MVV | PROSHARES TR | 25K | $1.71M | SH |
| BINC | BLACKROCK ETF TRUST II | 32K | $1.71M | SH |
| DVYE | ISHARES INC | 57K | $1.70M | SH |
| DFGR | DIMENSIONAL ETF TRUST | 62K | $1.70M | SH |
| IYT | ISHARES TR | 24K | $1.70M | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 40K | $1.68M | SH |
| PEP | PEPSICO INC | 12K | $1.68M | SH |
| MKTX | MARKETAXESS HLDGS INC | 10K | $1.68M | SH |
| NSC | NORFOLK SOUTHN CORP | 6K | $1.68M | SH |
| AAON | AAON INC | 18K | $1.67M | SH |
| RVMD | REVOLUTION MEDICINES INC | 36K | $1.67M | SH |
| SBSW | SIBANYE STILLWATER LTD | 149K | $1.67M | SH |
| SPHB | INVESCO EXCH TRADED FD TR II | 15K | $1.67M | SH |
| JSTC | TIDAL TRUST I | 82K | $1.66M | SH |
| DFSV | DIMENSIONAL ETF TRUST | 52K | $1.66M | SH |
| CRL | CHARLES RIV LABS INTL INC | 11K | $1.65M | SH |
| RNR | RENAISSANCERE HLDGS LTD | 6K | $1.65M | SH |
| CLM | CORNERSTONE STRATEGIC INVEST | 199K | $1.65M | SH |
| SMIZ | ZACKS TRUST | 44K | $1.65M | SH |
| ETJ | EATON VANCE RISK-MANAGED DIV | 183K | $1.65M | SH |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 13K | $1.64M | SH |