Stock Taper 
CREATIVE PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Credit Acceptance Corporation | CACC | 1.3K | $827.13K |
 Alexander's, Inc. | ALX | 1.01K | $279.62K |
 Wells Fargo & Company | WFC-PL | 531 | $613.87K |
 Berkshire Hathaway Inc. | BRK-A | 218 | $163.19M |
 Bank of America Corporation | BAC-PL | 215 | $270.11K |