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 1551–1600 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MGEE | MGE ENERGY INC | 8K | $682K | SH |
| RYAAY | RYANAIR HOLDINGS PLC | 11K | $681K | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- | 48K | $680K | SH |
| MAR | MARRIOTT INTL INC NEW | 3K | $677K | SH |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | 16K | $674K | SH |
| MXI | ISHARES TR | 7K | $671K | SH |
| DIHP | DIMENSIONAL ETF TRUST | 22K | $671K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 15K | $670K | SH |
| MDLZ | MONDELEZ INTL INC | 11K | $670K | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $669K | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 6K | $668K | SH |
| SCHJ | SCHWAB STRATEGIC TR | 27K | $667K | SH |
| EWT | ISHARES INC | 10K | $665K | SH |
| OCSL | OAKTREE SPECIALTY LENDING CO | 51K | $664K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 53K | $663K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 34K | $663K | SH |
| CDC | VICTORY PORTFOLIOS II | 10K | $662K | SH |
| PDM | PIEDMONT REALTY TRUST INC | 73K | $661K | SH |
| XME | SPDR SERIES TRUST | 7K | $660K | SH |
| INTC | INTEL CORP | 20K | $660K | SH |
| FMDE | FIDELITY COVINGTON TRUST | 18K | $660K | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $659K | SH |
| MCY | MERCURY GENL CORP NEW | 8K | $658K | SH |
| DECW | AIM ETF PRODUCTS TRUST | 20K | $657K | SH |
| DWMF | WISDOMTREE TR | 21K | $656K | SH |
| LLYVK | LIBERTY MEDIA CORP DEL | 7K | $656K | SH |
| CVMC | MORGAN STANLEY ETF TRUST | 10K | $656K | SH |
| LTC | LTC PPTYS INC | 18K | $655K | SH |
| PICK | ISHARES INC | 15K | $654K | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 7K | $652K | SH |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | 60K | $652K | SH |
| MMI | MARCUS & MILLICHAP INC | 22K | $652K | SH |
| EWC | ISHARES INC | 13K | $652K | SH |
| PAC | GRUPO AEROPUERTO DEL PACIFIC | 3K | $651K | SH |
| GOLF | ACUSHNET HLDGS CORP | 8K | $651K | SH |
| BGC | BGC GROUP INC | 69K | $651K | SH |
| BCC | BOISE CASCADE CO DEL | 8K | $650K | SH |
| FBNC | FIRST BANCORP N C | 12K | $650K | SH |
| IBIC | ISHARES TR | 25K | $649K | SH |
| BBAI.WS | BIGBEAR AI HLDGS INC | 306K | $648K | SH |
| SONY | SONY GROUP CORP | 22K | $645K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 1K | $644K | SH |
| NVDU | DIREXION SHS ETF TR | 5K | $643K | SH |
| OSBC | OLD SECOND BANCORP INC ILL | 37K | $643K | SH |
| KKR | KKR & CO INC | 5K | $642K | SH |
| SMG | SCOTTS MIRACLE-GRO CO | 11K | $641K | SH |
| TXN | TEXAS INSTRS INC | 3K | $641K | SH |
| VSEC | VSE CORP | 4K | $641K | SH |
| TAC | TRANSALTA CORP | 47K | $640K | SH |
| DSU | BLACKROCK DEBT STRATEGIES FD | 60K | $638K | SH |