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 351–400 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CNC | CENTENE CORP DEL | 240K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 34K | $1M+ | SH |
| PTLC | PACER FDS TR | 155K | $1M+ | SH |
| FN | FABRINET | 23K | $1M+ | SH |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 231K | $1M+ | SH |
| ITOT | ISHARES TR | 57K | $1M+ | SH |
| ARM | ARM HOLDINGS PLC | 59K | $1M+ | SH |
| ON | ON SEMICONDUCTOR CORP | 169K | $1M+ | SH |
| AMRZ | AMRIZE LTD | 171K | $1M+ | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 49K | $1M+ | SH |
| EWU | ISHARES TR | 196K | $1M+ | SH |
| MFG | MIZUHO FINANCIAL GROUP INC | 1.2M | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 113K | $1M+ | SH |
| CBRE | CBRE GROUP INC | 52K | $1M+ | SH |
| NDAQ | NASDAQ INC | 92K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 150K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 9K | $1M+ | SH |
| ZM | ZOOM COMMUNICATIONS INC | 97K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 227K | $1M+ | SH |
| BBY | BEST BUY INC | 105K | $1M+ | SH |
| WRB | BERKLEY W R CORP | 104K | $1M+ | SH |
| IR | INGERSOLL RAND INC | 96K | $1M+ | SH |
| MTB | M & T BK CORP | 40K | $1M+ | SH |
| BMO | BANK MONTREAL QUE | 60K | $1M+ | SH |
| GSEW | GOLDMAN SACHS ETF TR | 92K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 319K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 297K | $1M+ | SH |
| XYL | XYLEM INC | 53K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 41K | $1M+ | SH |
| CFG | CITIZENS FINL GROUP INC | 144K | $1M+ | SH |
| BGRN | ISHARES TR | 158K | $1M+ | SH |
| FLO | FLOWERS FOODS INC | 583K | $1M+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 151K | $1M+ | SH |
| MSCI | MSCI INC | 13K | $1M+ | SH |
| FVAL | FIDELITY COVINGTON TRUST | 110K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 34K | $1M+ | SH |
| BFC | BANK FIRST CORP | 62K | $1M+ | SH |
| ITA | ISHARES TR | 36K | $1M+ | SH |
| NGG | NATIONAL GRID PLC | 103K | $1M+ | SH |
| TTD | THE TRADE DESK INC | 153K | $1M+ | SH |
| VTR | VENTAS INC | 107K | $1M+ | SH |
| LNT | ALLIANT ENERGY CORP | 111K | $1M+ | SH |
| QLTA | ISHARES TR | 154K | $1M+ | SH |
| IGIB | ISHARES TR | 137K | $1M+ | SH |
| OKTA | OKTA INC | 81K | $1M+ | SH |
| WPC | WP CAREY INC | 109K | $1M+ | SH |
| TCHP | T ROWE PRICE ETF INC | 151K | $1M+ | SH |
| PCG | PG&E CORP | 488K | $1M+ | SH |
| TLT | ISHARES TR | 82K | $1M+ | SH |
| RUN | SUNRUN INC | 425K | $1M+ | SH |