CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BB | 53K | $257.64K |
 | SKYW | 53K | $5.30M |
 | VIR | 53K | $300.78K |
 | PFG | 53K | $4.36M |
 | TAC | 52K | $715.47K |
 | RNA | 52K | $2.28M |
 | CNOB | 52K | $1.30M |
 | TSHA | 52K | $170.78K |
 | AMKR | 52K | $1.48M |
 | ARWR | 52K | $1.79M |
 | PWP | 52K | $1.11M |
 | DTM | 52K | $5.86M |
 | KRC | 52K | $2.19M |
 | MAS | 52K | $3.64M |
 | GNK | 52K | $920.35K |
 | ABUS | 52K | $234.68K |
 | IBN | 52K | $1.56M |
 | MEG | 52K | $1.42M |
 | RXT | 52K | $72.71K |
 | GLDD | 52K | $618.13K |
BlackBerry Limited
BB
Shares Held
53K
Value
$257.64K
SkyWest, Inc.
SKYW
Shares Held
53K
Value
$5.30M
Vir Biotechnology, Inc.
VIR
Shares Held
53K
Value
$300.78K
Principal Financial Group, Inc.
PFG
Shares Held
53K
Value
$4.36M
TransAlta Corporation
TAC
Shares Held
52K
Value
$715.47K
Avidity Biosciences, Inc.
RNA
Shares Held
52K
Value
$2.28M
ConnectOne Bancorp, Inc.
CNOB
Shares Held
52K
Value
$1.30M
Taysha Gene Therapies, Inc.
TSHA
Shares Held
52K
Value
$170.78K
Amkor Technology, Inc.
AMKR
Shares Held
52K
Value
$1.48M
Arrowhead Pharmaceuticals, Inc.
ARWR
Shares Held
52K
Value
$1.79M
Perella Weinberg Partners
PWP
Shares Held
52K
Value
$1.11M
DT Midstream, Inc.
DTM
Shares Held
52K
Value
$5.86M
Kilroy Realty Corporation
KRC
Shares Held
52K
Value
$2.19M
Masco Corporation
MAS
Shares Held
52K
Value
$3.64M
Genco Shipping & Trading Limited
GNK
Shares Held
52K
Value
$920.35K
Arbutus Biopharma Corporation
ABUS
Shares Held
52K
Value
$234.68K
ICICI Bank Limited
IBN
Shares Held
52K
Value
$1.56M
Montrose Environmental Group, Inc.
MEG
Shares Held
52K
Value
$1.42M
Rackspace Technology, Inc.
RXT
Shares Held
52K
Value
$72.71K
Great Lakes Dredge & Dock Corporation
GLDD
Shares Held
52K
Value
$618.13K