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 151–200 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHEL | SHELL PLC | 348K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 680K | $1M+ | SH |
| MSTR | STRATEGY INC | 76K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 943K | $1M+ | SH |
| EOG | EOG RES INC | 213K | $1M+ | SH |
| FLTR | VANECK ETF TRUST | 909K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 428K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 794K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 93K | $1M+ | SH |
| CAT | CATERPILLAR INC | 48K | $1M+ | SH |
| MINT | PIMCO ETF TR | 227K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 550K | $1M+ | SH |
| BWX | SPDR SERIES TRUST | 994K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 148K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 978K | $1M+ | SH |
| SHYG | ISHARES TR | 526K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 87K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 83K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 225K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 72K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 744K | $1M+ | SH |
| SYY | SYSCO CORP | 266K | $1M+ | SH |
| AZO | AUTOZONE INC | 5K | $1M+ | SH |
| HDV | ISHARES TR | 179K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 647K | $1M+ | SH |
| CME | CME GROUP INC | 79K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 315K | $1M+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 488K | $1M+ | SH |
| RIO | RIO TINTO PLC | 311K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 100K | $1M+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 176K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 28K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 248K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 223K | $1M+ | SH |
| SFBS | SERVISFIRST BANCSHARES INC | 246K | $1M+ | SH |
| QUAL | ISHARES TR | 101K | $1M+ | SH |
| VEEV | VEEVA SYS INC | 66K | $1M+ | SH |
| PFFD | GLOBAL X FDS | 1.0M | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 62K | $1M+ | SH |
| RS | RELIANCE INC | 69K | $1M+ | SH |
| TM | TOYOTA MOTOR CORP | 101K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 74K | $1M+ | SH |
| ZS | ZSCALER INC | 64K | $1M+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 58K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 409K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 75K | $1M+ | SH |
| ALL | ALLSTATE CORP | 86K | $1M+ | SH |
| AVSF | AMERICAN CENTY ETF TR | 390K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 129K | $1M+ | SH |
| SAN | BANCO SANTANDER S.A. | 1.7M | $1M+ | SH |