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 251–300 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 56K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 337K | $1M+ | SH |
| HD | HOME DEPOT INC | 32K | $1M+ | SH |
| IUSV | ISHARES TR | 131K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 131K | $1M+ | SH |
| IWF | ISHARES TR | 28K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 154K | $1M+ | SH |
| GRMN | GARMIN LTD | 52K | $1M+ | SH |
| IWV | ISHARES TR | 34K | $1M+ | SH |
| GWW | GRAINGER W W INC | 13K | $1M+ | SH |
| RDDT | REDDIT INC | 54K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 394K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 87K | $1M+ | SH |
| TYL | TYLER TECHNOLOGIES INC | 23K | $1M+ | SH |
| DHI | D R HORTON INC | 72K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 35K | $1M+ | SH |
| AEE | AMEREN CORP | 115K | $1M+ | SH |
| SHV | ISHARES TR | 109K | $1M+ | SH |
| SRE | SEMPRA | 133K | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 9K | $1M+ | SH |
| IUSG | ISHARES TR | 73K | $1M+ | SH |
| MBB | ISHARES TR | 126K | $1M+ | SH |
| ASX | ASE TECHNOLOGY HLDG CO LTD | 1.1M | $1M+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 71K | $1M+ | SH |
| ORCL | ORACLE CORP | 42K | $1M+ | SH |
| GWX | SPDR INDEX SHS FDS | 295K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 132K | $1M+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 81K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 74K | $1M+ | SH |
| TTE | TOTALENERGIES SE | 193K | $1M+ | SH |
| DD | DUPONT DE NEMOURS INC | 147K | $1M+ | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 95K | $1M+ | SH |
| SUB | ISHARES TR | 107K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 6K | $1M+ | SH |
| AON | AON PLC | 32K | $1M+ | SH |
| SHY | ISHARES TR | 136K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 879K | $1M+ | SH |
| NRG | NRG ENERGY INC | 69K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 332K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 20K | $1M+ | SH |
| MTUM | ISHARES TR | 42K | $1M+ | SH |
| RKLB | ROCKET LAB CORP | 220K | $1M+ | SH |
| HCI | HCI GROUP INC | 54K | $1M+ | SH |
| ABNB | AIRBNB INC | 84K | $1M+ | SH |
| FLEX | FLEX LTD | 176K | $1M+ | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 879K | $1M+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 39K | $1M+ | SH |
| CINF | CINCINNATI FINL CORP | 64K | $1M+ | SH |
| NXPI | NXP SEMICONDUCTORS N V | 44K | $1M+ | SH |
| EEMV | ISHARES INC | 158K | $1M+ | SH |