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 201–250 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | 106K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 128K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 73K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 118K | $1M+ | SH |
| ICF | ISHARES TR | 289K | $1M+ | SH |
| WDAY | WORKDAY INC | 74K | $1M+ | SH |
| ENB | ENBRIDGE INC | 351K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 652K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 76K | $1M+ | SH |
| IGSB | ISHARES TR | 329K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 24K | $1M+ | SH |
| TFLO | ISHARES TR | 340K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 21K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 517K | $1M+ | SH |
| STIP | ISHARES TR | 161K | $1M+ | SH |
| ROST | ROSS STORES INC | 109K | $1M+ | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | 1.0M | $1M+ | SH |
| IJS | ISHARES TR | 149K | $1M+ | SH |
| WF | WOORI FINL GROUP INC | 290K | $1M+ | SH |
| NUE | NUCOR CORP | 120K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 177K | $1M+ | SH |
| TD | TORONTO DOMINION BK ONT | 202K | $1M+ | SH |
| NEM | NEWMONT CORP | 188K | $1M+ | SH |
| VST | VISTRA CORP | 80K | $1M+ | SH |
| EFG | ISHARES TR | 136K | $1M+ | SH |
| BHP | BHP GROUP LTD | 277K | $1M+ | SH |
| ECL | ECOLAB INC | 56K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 269K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 137K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 301K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 762K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 123K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 286K | $1M+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 16K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 144K | $1M+ | SH |
| EVRG | EVERGY INC | 188K | $1M+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 23K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 444K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 123K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 140K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 101K | $1M+ | SH |
| FALN | ISHARES TR | 498K | $1M+ | SH |
| MCO | MOODYS CORP | 29K | $1M+ | SH |
| GM | GENERAL MTRS CO | 226K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 183K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 28K | $1M+ | SH |
| IEUR | ISHARES TR | 196K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 71K | $1M+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 94K | $1M+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 58K | $1M+ | SH |