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 301–350 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 120K | $1M+ | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 22K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 231K | $1M+ | SH |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 120K | $1M+ | SH |
| GGG | GRACO INC | 117K | $1M+ | SH |
| ZTS | ZOETIS INC | 68K | $1M+ | SH |
| V | VISA INC | 29K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 325K | $1M+ | SH |
| ATO | ATMOS ENERGY CORP | 57K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 416K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 311K | $1M+ | SH |
| SE | SEA LTD | 54K | $1M+ | SH |
| NOBL | PROSHARES TR | 94K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 30K | $1M+ | SH |
| EA | ELECTRONIC ARTS INC | 47K | $1M+ | SH |
| EFX | EQUIFAX INC | 37K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 129K | $1M+ | SH |
| KB | KB FINL GROUP INC | 114K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP | 79K | $1M+ | SH |
| JBL | JABIL INC | 43K | $1M+ | SH |
| IQV | IQVIA HLDGS INC | 49K | $1M+ | SH |
| CCL | CARNIVAL CORP | 325K | $1M+ | SH |
| SHG | SHINHAN FINANCIAL GROUP CO L | 186K | $1M+ | SH |
| RELX | RELX PLC | 195K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 206K | $1M+ | SH |
| BIDU | BAIDU INC | 71K | $1M+ | SH |
| SLB | SCHLUMBERGER LTD | 270K | $1M+ | SH |
| UMBF | UMB FINL CORP | 78K | $1M+ | SH |
| HPQ | HP INC | 338K | $1M+ | SH |
| CYBR | CYBERARK SOFTWARE LTD | 19K | $1M+ | SH |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | 373K | $1M+ | SH |
| HUM | HUMANA INC | 35K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 216K | $1M+ | SH |
| HACK | AMPLIFY ETF TR | 105K | $1M+ | SH |
| BE | BLOOM ENERGY CORP | 107K | $1M+ | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 542K | $1M+ | SH |
| MLI | MUELLER INDS INC | 90K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 104K | $1M+ | SH |
| ING | ING GROEP N.V. | 339K | $1M+ | SH |
| DDOG | DATADOG INC | 62K | $1M+ | SH |
| IBDS | ISHARES TR | 362K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INC | 51K | $1M+ | SH |
| CLS | CELESTICA INC | 36K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 20K | $1M+ | SH |
| IONQ | IONQ INC | 143K | $1M+ | SH |
| DB | DEUTSCHE BANK A G | 247K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 119K | $1M+ | SH |
| COOP | MR COOPER GROUP INC | 41K | $1M+ | SH |
| EQIX | EQUINIX INC | 11K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 69K | $1M+ | SH |