CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CIVI | 78K | $2.54M |
 | XP | 78K | $1.46M |
 | FOXA | 78K | $4.91M |
 | ALHC | 78K | $1.36M |
 | AVTR | 78K | $970.44K |
 | SNPS | 78K | $38.35M |
 | MYGN | 78K | $561.89K |
 | PRVA | 78K | $1.93M |
 | GEN | 77K | $2.20M |
 | AQN | 77K | $415.63K |
 | NMRK | 77K | $1.44M |
 | BEKE | 77K | $1.47M |
 | UAA | 77K | $385.23K |
 | AVXL | 77K | $686.48K |
 | CTSH | 77K | $5.15M |
 | MSTR | 77K | $24.75M |
 | ENSG | 77K | $13.26M |
 | BLMN | 77K | $549.79K |
 | FTRE | 77K | $645.49K |
 | HSY | 77K | $14.34M |
Civitas Resources, Inc.
CIVI
Shares Held
78K
Value
$2.54M
XP Inc.
XP
Shares Held
78K
Value
$1.46M
Fox Corporation
FOXA
Shares Held
78K
Value
$4.91M
Alignment Healthcare, Inc.
ALHC
Shares Held
78K
Value
$1.36M
Avantor, Inc.
AVTR
Shares Held
78K
Value
$970.44K
Synopsys, Inc.
SNPS
Shares Held
78K
Value
$38.35M
Myriad Genetics, Inc.
MYGN
Shares Held
78K
Value
$561.89K
Privia Health Group, Inc.
PRVA
Shares Held
78K
Value
$1.93M
Gen Digital Inc.
GEN
Shares Held
77K
Value
$2.20M
Algonquin Power & Utilities Corp.
AQN
Shares Held
77K
Value
$415.63K
Newmark Group, Inc.
NMRK
Shares Held
77K
Value
$1.44M
KE Holdings Inc.
BEKE
Shares Held
77K
Value
$1.47M
Under Armour, Inc.
UAA
Shares Held
77K
Value
$385.23K
Anavex Life Sciences Corp.
AVXL
Shares Held
77K
Value
$686.48K
Cognizant Technology Solutions Corporation
CTSH
Shares Held
77K
Value
$5.15M
MicroStrategy Incorporated
MSTR
Shares Held
77K
Value
$24.75M
The Ensign Group, Inc.
ENSG
Shares Held
77K
Value
$13.26M
Bloomin' Brands, Inc.
BLMN
Shares Held
77K
Value
$549.79K
Fortrea Holdings Inc.
FTRE
Shares Held
77K
Value
$645.49K
The Hershey Company
HSY
Shares Held
77K
Value
$14.34M