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 1851–1900 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XSW | SPDR SERIES TRUST | 2K | $433K | SH |
| GSST | GOLDMAN SACHS ETF TR | 9K | $433K | SH |
| NBBK | NB BANCORP INC | 25K | $433K | SH |
| FEZ | SPDR INDEX SHS FDS | 7K | $432K | SH |
| EC | ECOPETROL S A | 47K | $431K | SH |
| MODG | TOPGOLF CALLAWAY BRANDS CORP | 45K | $431K | SH |
| CAMT | CAMTEK LTD | 4K | $431K | SH |
| BWEB | BITWISE FUNDS TRUST | 5K | $429K | SH |
| NULV | NUSHARES ETF TR | 10K | $428K | SH |
| MBLY | MOBILEYE GLOBAL INC | 30K | $428K | SH |
| ANAB | ANAPTYSBIO INC | 14K | $428K | SH |
| FFIC | FLUSHING FINL CORP | 31K | $427K | SH |
| UYG | PROSHARES TR | 4K | $426K | SH |
| SAFE | SAFEHOLD INC | 27K | $426K | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 6K | $425K | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 12K | $424K | SH |
| CRSR | CORSAIR GAMING INC | 47K | $424K | SH |
| NX | QUANEX BLDG PRODS CORP | 30K | $423K | SH |
| IBIB | ISHARES TR | 17K | $422K | SH |
| HAYW | HAYWARD HLDGS INC | 28K | $421K | SH |
| JPLD | J P MORGAN EXCHANGE TRADED F | 8K | $421K | SH |
| EQX | EQUINOX GOLD CORP | 37K | $419K | SH |
| RLAY | RELAY THERAPEUTICS INC | 80K | $417K | SH |
| BALI | BLACKROCK ETF TRUST | 13K | $417K | SH |
| BJRI | BJS RESTAURANTS INC | 14K | $416K | SH |
| SN | SHARKNINJA INC | 4K | $415K | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | 38K | $415K | SH |
| RNP | COHEN & STEERS REIT & PFD & | 18K | $413K | SH |
| GSL | GLOBAL SHIP LEASE INC NEW | 13K | $413K | SH |
| CNNE | CANNAE HLDGS INC | 23K | $413K | SH |
| BBAX | J P MORGAN EXCHANGE TRADED F | 7K | $412K | SH |
| RING | ISHARES INC | 6K | $412K | SH |
| CVGW | CALAVO GROWERS INC | 16K | $412K | SH |
| HOLA | J P MORGAN EXCHANGE TRADED F | 8K | $412K | SH |
| NTST | NETSTREIT CORP | 23K | $412K | SH |
| IBIF | ISHARES TR | 15K | $411K | SH |
| XMLV | INVESCO EXCH TRADED FD TR II | 6K | $410K | SH |
| IGE | ISHARES TR | 8K | $410K | SH |
| XLSR | SSGA ACTIVE TR | 7K | $408K | SH |
| JOYY | JOYY INC | 7K | $407K | SH |
| LQD | ISHARES TR | 4K | $407K | SH |
| APOC | INNOVATOR ETFS TRUST | 16K | $407K | SH |
| SPWO | SP FUNDS TRUST | 15K | $407K | SH |
| GDEN | GOLDEN ENTMT INC | 17K | $406K | SH |
| OUSA | ALPS ETF TR | 7K | $406K | SH |
| CDNA | CAREDX INC | 28K | $405K | SH |
| BTI | BRITISH AMERN TOB PLC | 8K | $405K | SH |
| VRNT | VERINT SYS INC | 20K | $405K | SH |
| DFAW | DIMENSIONAL ETF TRUST | 6K | $403K | SH |
| AX | AXOS FINANCIAL INC | 5K | $403K | SH |