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 2101–2150 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PPTA | PERPETUA RESOURCES CORP | 15K | $297K | SH |
| IDRV | ISHARES TR | 8K | $297K | SH |
| AAXJ | ISHARES TR | 3K | $296K | SH |
| ALX | ALEXANDERS INC | 1K | $296K | SH |
| XJR | ISHARES TR | 7K | $295K | SH |
| VBK | VANGUARD INDEX FDS | 992 | $295K | SH |
| BLV | VANGUARD BD INDEX FDS | 4K | $295K | SH |
| EDIV | SPDR INDEX SHS FDS | 8K | $294K | SH |
| STXE | EA SERIES TRUST | 9K | $294K | SH |
| TNGX | TANGO THERAPEUTICS INC | 35K | $294K | SH |
| AXGN | AXOGEN INC | 16K | $294K | SH |
| KG | KESTREL GROUP LTD | 11K | $293K | SH |
| HCKT | HACKETT GROUP INC | 15K | $293K | SH |
| INFL | LISTED FDS TR | 7K | $293K | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 12K | $292K | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 4K | $292K | SH |
| HFRO | HIGHLAND OPPS & INCOME FD | 46K | $292K | SH |
| CBL | CBL & ASSOC PPTYS INC | 10K | $291K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 2K | $291K | SH |
| HYLB | DBX ETF TR | 8K | $291K | SH |
| APGE | APOGEE THERAPEUTICS INC | 7K | $290K | SH |
| PPT | PUTNAM PREMIER INCOME TR | 79K | $290K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 32K | $290K | SH |
| PWR | QUANTA SVCS INC | 698 | $289K | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 6K | $288K | SH |
| INFY | INFOSYS LTD | 18K | $288K | SH |
| DAL | DELTA AIR LINES INC DEL | 5K | $288K | SH |
| HYD | VANECK ETF TRUST | 6K | $288K | SH |
| TY | TRI CONTL CORP | 8K | $288K | SH |
| LPX | LOUISIANA PAC CORP | 3K | $288K | SH |
| HQI | HIREQUEST INC | 30K | $287K | SH |
| GLW | CORNING INC | 3K | $286K | SH |
| VPLS | VANGUARD MALVERN FDS | 4K | $286K | SH |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | 3K | $284K | SH |
| KYMR | KYMERA THERAPEUTICS INC | 5K | $284K | SH |
| FIDU | FIDELITY COVINGTON TRUST | 3K | $284K | SH |
| PCN | PIMCO CORPORATE & INCM STRG | 21K | $284K | SH |
| LSF | LAIRD SUPERFOOD INC | 51K | $284K | SH |
| AFL | AFLAC INC | 3K | $284K | SH |
| CNXN | PC CONNECTION INC | 5K | $284K | SH |
| HCSG | HEALTHCARE SVCS GROUP INC | 17K | $284K | SH |
| JMIA | JUMIA TECHNOLOGIES AG | 24K | $283K | SH |
| CALF | PACER FDS TR | 6K | $282K | SH |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | 2K | $282K | SH |
| NKX | NUVEEN CALIFORNIA AMT QLT MU | 22K | $279K | SH |
| TMFS | RBB FD INC | 8K | $279K | SH |
| SPB | SPECTRUM BRANDS HLDGS INC NE | 5K | $278K | SH |
| FBP | FIRST BANCORP P R | 13K | $278K | SH |
| IBHE | ISHARES TR | 12K | $277K | SH |
| PAGP | PLAINS GP HLDGS L P | 15K | $277K | SH |