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 101–150 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LIN | LINDE PLC | 86K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 136K | $1M+ | SH |
| FLV | AMERICAN CENTY ETF TR | 538K | $1M+ | SH |
| ADBE | ADOBE INC | 112K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 700K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 175K | $1M+ | SH |
| ASML | ASML HOLDING N V | 39K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 76K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 1.4M | $1M+ | SH |
| SGOV | ISHARES TR | 370K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 329K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 94K | $1M+ | SH |
| EEM | ISHARES TR | 686K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 1.4M | $1M+ | SH |
| WELL | WELLTOWER INC | 198K | $1M+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 725K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 572K | $1M+ | SH |
| PSX | PHILLIPS 66 | 247K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 139K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 97K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 99K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 169K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 88K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 692K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 188K | $1M+ | SH |
| IVE | ISHARES TR | 153K | $1M+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 404K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 844K | $1M+ | SH |
| FTNT | FORTINET INC | 356K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 305K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 539K | $1M+ | SH |
| BLK | BLACKROCK INC | 25K | $1M+ | SH |
| USB | US BANCORP DEL | 596K | $1M+ | SH |
| CMI | CUMMINS INC | 68K | $1M+ | SH |
| IJJ | ISHARES TR | 220K | $1M+ | SH |
| SUSC | ISHARES TR | 1.2M | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 1.1M | $1M+ | SH |
| COP | CONOCOPHILLIPS | 296K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 209K | $1M+ | SH |
| UL | UNILEVER PLC | 461K | $1M+ | SH |
| IEF | ISHARES TR | 283K | $1M+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 276K | $1M+ | SH |
| GOOG | ALPHABET INC | 111K | $1M+ | SH |
| DGRO | ISHARES TR | 396K | $1M+ | SH |
| IOT | SAMSARA INC | 716K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 81K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 276K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 109K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 72K | $1M+ | SH |
| D | DOMINION ENERGY INC | 408K | $1M+ | SH |