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 1051–1100 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FMS | FRESENIUS MEDICAL CARE AG | 62K | $1.64M | SH |
| IYK | ISHARES TR | 24K | $1.64M | SH |
| ATI | ATI INC | 20K | $1.64M | SH |
| IVOG | VANGUARD ADMIRAL FDS INC | 14K | $1.63M | SH |
| KRE | SPDR SERIES TRUST | 26K | $1.63M | SH |
| ZION | ZIONS BANCORPORATION N A | 29K | $1.63M | SH |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 7K | $1.63M | SH |
| HP | HELMERICH & PAYNE INC | 74K | $1.62M | SH |
| ESGE | ISHARES INC | 37K | $1.62M | SH |
| HSBC | HSBC HLDGS PLC | 23K | $1.61M | SH |
| APAM | ARTISAN PARTNERS ASSET MGMT | 37K | $1.61M | SH |
| GSIE | GOLDMAN SACHS ETF TR | 39K | $1.61M | SH |
| AWR | AMER STATES WTR CO | 22K | $1.61M | SH |
| PARR | PAR PAC HOLDINGS INC | 45K | $1.60M | SH |
| KNSL | KINSALE CAP GROUP INC | 4K | $1.60M | SH |
| JACK | JACK IN THE BOX INC | 81K | $1.60M | SH |
| OTEX | OPEN TEXT CORP | 43K | $1.60M | SH |
| SCMB | SCHWAB STRATEGIC TR | 62K | $1.60M | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 12K | $1.60M | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 38K | $1.59M | SH |
| PHG | KONINKLIJKE PHILIPS N V | 58K | $1.59M | SH |
| VBIL | VANGUARD INSTL INDEX FD | 21K | $1.59M | SH |
| MATX | MATSON INC | 16K | $1.59M | SH |
| IBTG | ISHARES TR | 69K | $1.58M | SH |
| VSH | VISHAY INTERTECHNOLOGY INC | 103K | $1.58M | SH |
| MGRC | MCGRATH RENTCORP | 13K | $1.57M | SH |
| IGRO | ISHARES TR | 20K | $1.57M | SH |
| PFXF | VANECK ETF TRUST | 88K | $1.56M | SH |
| IBN | ICICI BANK LIMITED | 52K | $1.56M | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 9K | $1.56M | SH |
| JBS | JBS N.V. | 104K | $1.55M | SH |
| QTUM | ETF SER SOLUTIONS | 15K | $1.55M | SH |
| Z | ZILLOW GROUP INC | 20K | $1.54M | SH |
| HURN | HURON CONSULTING GROUP INC | 10K | $1.54M | SH |
| LRGF | ISHARES TR | 22K | $1.53M | SH |
| HNDL | STRATEGY SHS | 69K | $1.53M | SH |
| TMFC | RBB FD INC | 22K | $1.52M | SH |
| ISPY | PROSHARES TR | 34K | $1.52M | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1.51M | SH |
| TSLX | SIXTH STREET SPECIALTY LENDI | 66K | $1.51M | SH |
| DLB | DOLBY LABORATORIES INC | 21K | $1.50M | SH |
| ALE | ALLETE INC | 23K | $1.50M | SH |
| MIDD | MIDDLEBY CORP | 11K | $1.50M | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 44K | $1.50M | SH |
| DEM | WISDOMTREE TR | 33K | $1.50M | SH |
| FHI | FEDERATED HERMES INC | 29K | $1.49M | SH |
| LIVN | LIVANOVA PLC | 28K | $1.49M | SH |
| RWJ | INVESCO EXCH TRADED FD TR II | 31K | $1.49M | SH |
| NLR | VANECK ETF TRUST | 11K | $1.48M | SH |
| KEX | KIRBY CORP | 18K | $1.47M | SH |