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 3301–3350 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TCBX | THIRD COAST BANCSHARES INC | 516 | $15K–$50K | SH |
| KVUE | KENVUE INC | 1K | $15K–$50K | SH |
| NBIS | NEBIUS GROUP N.V. | 174 | $15K–$50K | SH |
| RGA | REINSURANCE GRP OF AMERICA I | 102 | $15K–$50K | SH |
| GMRE | GLOBAL MED REIT INC | 577 | $15K–$50K | SH |
| TXNM | TXNM ENERGY INC | 343 | $15K–$50K | SH |
| GRAB | GRAB HOLDINGS LIMITED | 3K | $15K–$50K | SH |
| AXL | AMERICAN AXLE & MFG HLDGS IN | 3K | $15K–$50K | SH |
| SEZL | SEZZLE INC | 243 | $15K–$50K | SH |
| CBT | CABOT CORP | 254 | $15K–$50K | SH |
| ASGN | ASGN INC | 406 | $15K–$50K | SH |
| RYN | RAYONIER INC | 724 | $15K–$50K | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 408 | $15K–$50K | SH |
| KGC | KINROSS GOLD CORP | 768 | $15K–$50K | SH |
| XENE | XENON PHARMACEUTICALS INC | 475 | $15K–$50K | SH |
| PEBO | PEOPLES BANCORP INC | 629 | $15K–$50K | SH |
| WFG | WEST FRASER TIMBER CO LTD | 277 | $15K–$50K | SH |
| USFD | US FOODS HLDG CORP | 245 | $15K–$50K | SH |
| HTLD | HEARTLAND EXPRESS INC | 2K | $15K–$50K | SH |
| PRK | PARK NATL CORP | 115 | $15K–$50K | SH |
| SYF | SYNCHRONY FINANCIAL | 263 | $15K–$50K | SH |
| ONCY | ONCOLYTICS BIOTECH INC | 13K | $15K–$50K | SH |
| HST | HOST HOTELS & RESORTS INC | 1K | $15K–$50K | SH |
| PHI | PLDT INC | 990 | $15K–$50K | SH |
| ARKG | ARK ETF TR | 665 | $15K–$50K | SH |
| SMR | NUSCALE PWR CORP | 511 | $15K–$50K | SH |
| ECPG | ENCORE CAP GROUP INC | 440 | $15K–$50K | SH |
| TITN | TITAN MACHY INC | 1K | $15K–$50K | SH |
| PLMR | PALOMAR HLDGS INC | 157 | $15K–$50K | SH |
| AVGO | BROADCOM INC | 3K | $15K–$50K | SH (Put) |
| VRTS | VIRTUS INVT PARTNERS INC | 96 | $15K–$50K | SH |
| LKQ | LKQ CORP | 595 | $15K–$50K | SH |
| NSP | INSPERITY INC | 368 | $15K–$50K | SH |
| TWI | TITAN INTL INC ILL | 2K | $15K–$50K | SH |
| IEX | IDEX CORP | 111 | $15K–$50K | SH |
| IOO | ISHARES TR | 150 | $15K–$50K | SH |
| DAY | DAYFORCE INC | 260 | $15K–$50K | SH |
| CLH | CLEAN HARBORS INC | 77 | $15K–$50K | SH |
| NI | NISOURCE INC | 412 | $15K–$50K | SH |
| XPL | SOLITARIO RESOURCES CORP | 26K | $15K–$50K | SH |
| CNX | CNX RES CORP | 549 | $15K–$50K | SH |
| DSI | ISHARES TR | 140 | $15K–$50K | SH |
| POST | POST HLDGS INC | 163 | $15K–$50K | SH |
| EFAV | ISHARES TR | 206 | $15K–$50K | SH |
| ZEUS | OLYMPIC STEEL INC | 575 | $15K–$50K | SH |
| PK | PARK HOTELS & RESORTS INC | 2K | $15K–$50K | SH |
| NIO | NIO INC | 2K | $15K–$50K | SH |
| PFF | ISHARES TR | 552 | $15K–$50K | SH |
| BHB | BAR HBR BANKSHARES | 567 | $15K–$50K | SH |
| PLUS | EPLUS INC | 242 | $15K–$50K | SH |