CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FAST | 691K | $33.89M |
 | DIS | 676K | $77.42M |
 | SCHW | 670K | $63.93M |
 | BBVA | 665K | $12.81M |
 | USB | 647K | $31.27M |
 | KMI | 644K | $18.23M |
 | KOS | 644K | $1.07M |
 | NKE | 634K | $44.18M |
 | ICL | 631K | $3.95M |
 | NU | 626K | $10.02M |
 | PLTR | 613K | $111.82M |
 | HD | 613K | $248.18M |
 | AMD | 612K | $99.03M |
 | APH | 603K | $74.62M |
 | CARR | 585K | $34.90M |
 | LRCX | 584K | $78.17M |
 | RTX | 573K | $95.85M |
 | TSM | 567K | $158.34M |
 | AMAT | 562K | $115.14M |
 | SMFG | 561K | $9.39M |
Fastenal Company
FAST
Shares Held
691K
Value
$33.89M
The Walt Disney Company
DIS
Shares Held
676K
Value
$77.42M
The Charles Schwab Corporation
SCHW
Shares Held
670K
Value
$63.93M
Banco Bilbao Vizcaya Argentaria, S.A.
BBVA
Shares Held
665K
Value
$12.81M
U.S. Bancorp
USB
Shares Held
647K
Value
$31.27M
Kinder Morgan, Inc.
KMI
Shares Held
644K
Value
$18.23M
Kosmos Energy Ltd.
KOS
Shares Held
644K
Value
$1.07M
NIKE, Inc.
NKE
Shares Held
634K
Value
$44.18M
ICL Group Ltd
ICL
Shares Held
631K
Value
$3.95M
Nu Holdings Ltd.
NU
Shares Held
626K
Value
$10.02M
Palantir Technologies Inc.
PLTR
Shares Held
613K
Value
$111.82M
The Home Depot, Inc.
HD
Shares Held
613K
Value
$248.18M
Advanced Micro Devices, Inc.
AMD
Shares Held
612K
Value
$99.03M
Amphenol Corporation
APH
Shares Held
603K
Value
$74.62M
Carrier Global Corporation
CARR
Shares Held
585K
Value
$34.90M
Lam Research Corporation
LRCX
Shares Held
584K
Value
$78.17M
RTX Corporation
RTX
Shares Held
573K
Value
$95.85M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
567K
Value
$158.34M
Applied Materials, Inc.
AMAT
Shares Held
562K
Value
$115.14M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
561K
Value
$9.39M