CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VAL | 66K | $3.21M |
 | OMC | 66K | $5.35M |
 | WPM | 66K | $7.33M |
 | FIBK | 65K | $2.09M |
 | ROIV | 65K | $988.78K |
 | SHW | 65K | $22.56M |
 | VNT | 65K | $2.72M |
 | PRU | 64K | $6.69M |
 | PSN | 64K | $5.35M |
 | TROX | 64K | $258.96K |
 | HCA | 64K | $27.43M |
 | NEOG | 64K | $367.45K |
 | LRMR | 64K | $207.62K |
 | FRME | 64K | $2.42M |
 | HIW | 64K | $2.04M |
 | PRTA | 64K | $626.01K |
 | ZGN | 64K | $606.07K |
 | BZH | 64K | $1.57M |
 | EVGO | 64K | $303.01K |
 | LASR | 64K | $1.90M |
Valaris Limited
VAL
Shares Held
66K
Value
$3.21M
Omnicom Group Inc.
OMC
Shares Held
66K
Value
$5.35M
Wheaton Precious Metals Corp.
WPM
Shares Held
66K
Value
$7.33M
First Interstate BancSystem, Inc.
FIBK
Shares Held
65K
Value
$2.09M
Roivant Sciences Ltd.
ROIV
Shares Held
65K
Value
$988.78K
The Sherwin-Williams Company
SHW
Shares Held
65K
Value
$22.56M
Vontier Corporation
VNT
Shares Held
65K
Value
$2.72M
Prudential Financial, Inc.
PRU
Shares Held
64K
Value
$6.69M
Parsons Corporation
PSN
Shares Held
64K
Value
$5.35M
Tronox Holdings plc
TROX
Shares Held
64K
Value
$258.96K
HCA Healthcare, Inc.
HCA
Shares Held
64K
Value
$27.43M
Neogen Corporation
NEOG
Shares Held
64K
Value
$367.45K
Larimar Therapeutics, Inc.
LRMR
Shares Held
64K
Value
$207.62K
First Merchants Corporation
FRME
Shares Held
64K
Value
$2.42M
Highwoods Properties, Inc.
HIW
Shares Held
64K
Value
$2.04M
Prothena Corporation plc
PRTA
Shares Held
64K
Value
$626.01K
Ermenegildo Zegna N.V.
ZGN
Shares Held
64K
Value
$606.07K
Beazer Homes USA, Inc.
BZH
Shares Held
64K
Value
$1.57M
EVgo, Inc.
EVGO
Shares Held
64K
Value
$303.01K
nLIGHT, Inc.
LASR
Shares Held
64K
Value
$1.90M