Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Dream Finders Homes, Inc.DFH185.93K$3.21M
Element Solutions IncESI186.04K$8.88M
Weave Communications, Inc.WEAV187.17K$1.12M
Lockheed Martin CorporationLMT187.3K$95.42M
QuidelOrtho CorporationQDEL187.39K$3.28M
Peabody Energy CorporationBTU187.91K$4.34M
Teladoc Health, Inc.TDOC188.08K$1.59M
PBF Energy Inc.PBF188.41K$8.58M
Amcor plcAMCR188.7K$8.18M
Agilent Technologies, Inc.A188.94K$25.1M
Webster Financial CorporationWBS189K$14.44M
TeraWulf Inc.WULF189.21K$4.67M
Jefferies Financial Group Inc.JEF189.34K$9.46M
Upwork Inc.UPWK189.48K$1.58M
Noble Corporation PlcNE190.21K$7.09M
Home Bancshares, Inc.HOMB190.68K$5.44M
WesBanco, Inc.WSBC191.04K$7.46M
Ooma, Inc.OOMA191.18K$3.67M
Grocery Outlet Holding Corp.GO192.01K$1.92M
Rogers Communications Inc.RCI192.26K$6.25M