CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADP | 140K | $41.05M |
 | FFWM | 140K | $778.93K |
 | PINC | 140K | $3.88M |
 | TMUS | 140K | $33.43M |
 | RIVN | 139K | $2.05M |
 | DKNG | 138K | $5.16M |
 | AES | 138K | $1.81M |
 | PKX | 137K | $6.77M |
 | EIX | 137K | $7.59M |
 | SRE | 136K | $12.24M |
 | BZAIW | 135K | $83.68K |
 | GCI | 135K | $555.93K |
 | AUR | 134K | $720.21K |
 | MNRO | 133K | $2.39M |
 | PEG | 133K | $11.10M |
 | IDYA | 133K | $3.62M |
 | DHR | 133K | $26.34M |
 | TTEK | 133K | $4.42M |
 | HDB | 132K | $4.50M |
 | QBTS | 132K | $3.25M |
Automatic Data Processing, Inc.
ADP
Shares Held
140K
Value
$41.05M
First Foundation Inc.
FFWM
Shares Held
140K
Value
$778.93K
Premier, Inc.
PINC
Shares Held
140K
Value
$3.88M
T-Mobile US, Inc.
TMUS
Shares Held
140K
Value
$33.43M
Rivian Automotive, Inc.
RIVN
Shares Held
139K
Value
$2.05M
DraftKings Inc.
DKNG
Shares Held
138K
Value
$5.16M
The AES Corporation
AES
Shares Held
138K
Value
$1.81M
POSCO Holdings Inc.
PKX
Shares Held
137K
Value
$6.77M
Edison International
EIX
Shares Held
137K
Value
$7.59M
Sempra
SRE
Shares Held
136K
Value
$12.24M
Blaize Holdings, Inc.
BZAIW
Shares Held
135K
Value
$83.68K
Gannett Co., Inc.
GCI
Shares Held
135K
Value
$555.93K
Aurora Innovation, Inc.
AUR
Shares Held
134K
Value
$720.21K
Monro, Inc.
MNRO
Shares Held
133K
Value
$2.39M
Public Service Enterprise Group Incorporated
PEG
Shares Held
133K
Value
$11.10M
IDEAYA Biosciences, Inc.
IDYA
Shares Held
133K
Value
$3.62M
Danaher Corporation
DHR
Shares Held
133K
Value
$26.34M
Tetra Tech, Inc.
TTEK
Shares Held
133K
Value
$4.42M
HDFC Bank Limited
HDB
Shares Held
132K
Value
$4.50M
D-Wave Quantum Inc.
QBTS
Shares Held
132K
Value
$3.25M