CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HALO | 55K | $4.06M |
 | GAMB | 55K | $450.93K |
 | AMPH | 55K | $1.47M |
 | TIC | 55K | $731.78K |
 | AVT | 55K | $2.87M |
 | DNLI | 55K | $796.19K |
 | TPR | 55K | $6.21M |
 | ADV | 55K | $83.77K |
 | SCS | 55K | $940.97K |
 | TMHC | 55K | $3.61M |
 | FANG | 54K | $7.80M |
 | PSTL | 54K | $853.63K |
 | ROL | 54K | $3.20M |
 | CAL | 54K | $709.31K |
 | DEO | 54K | $5.19M |
 | JEF | 54K | $3.55M |
 | UBSI | 54K | $2.02M |
 | MTCH | 54K | $1.91M |
 | STEL | 54K | $1.64M |
 | SANA | 54K | $192.33K |
Halozyme Therapeutics, Inc.
HALO
Shares Held
55K
Value
$4.06M
Gambling.com Group Limited
GAMB
Shares Held
55K
Value
$450.93K
Amphastar Pharmaceuticals, Inc.
AMPH
Shares Held
55K
Value
$1.47M
TIC Solutions, Inc.
TIC
Shares Held
55K
Value
$731.78K
Avnet, Inc.
AVT
Shares Held
55K
Value
$2.87M
Denali Therapeutics Inc.
DNLI
Shares Held
55K
Value
$796.19K
Tapestry, Inc.
TPR
Shares Held
55K
Value
$6.21M
Advantage Solutions Inc.
ADV
Shares Held
55K
Value
$83.77K
Steelcase Inc.
SCS
Shares Held
55K
Value
$940.97K
Taylor Morrison Home Corporation
TMHC
Shares Held
55K
Value
$3.61M
Diamondback Energy, Inc.
FANG
Shares Held
54K
Value
$7.80M
Postal Realty Trust, Inc.
PSTL
Shares Held
54K
Value
$853.63K
Rollins, Inc.
ROL
Shares Held
54K
Value
$3.20M
Caleres, Inc.
CAL
Shares Held
54K
Value
$709.31K
Diageo plc
DEO
Shares Held
54K
Value
$5.19M
Jefferies Financial Group Inc.
JEF
Shares Held
54K
Value
$3.55M
United Bankshares, Inc.
UBSI
Shares Held
54K
Value
$2.02M
Match Group, Inc.
MTCH
Shares Held
54K
Value
$1.91M
Stellar Bancorp, Inc.
STEL
Shares Held
54K
Value
$1.64M
Sana Biotechnology, Inc.
SANA
Shares Held
54K
Value
$192.33K