Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Wns Hldgs LTD
4.17K
+ 43.67%
N/A
13.7K $0
Dimensional ETF Trust
461K
+ 1226.59%
N/A
498K $0
Hippo Hldgs Inc
6.21K
New
N/A
6.21K $0
Crane Company
1.63K
+ 9.79%
N/A
18.3K $0
Alerus Finl Corp
21.9K
New
N/A
21.9K $0
American Healthcare Reit Inc
540
+ 1.44%
N/A
38K $0
Zacks Trust
38.6K
New
N/A
38.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
20.9K
+ 37.55%
N/A
76.7K $0
Bitmine Immersion Tecnologie
36.1K
New
N/A
36.1K $0
Kodiak Gas Svcs Inc
1.57K
+ 7.4%
N/A
22.8K $0
Jbs N.V.
31.1K
+ 42.18%
N/A
105K $0
Worthington Stl Inc
3.75K
+ 25.3%
N/A
18.6K $0
James Hardie Inds PLC
63.5K
New
N/A
63.5K $0
Npk International Inc
2.21K
+ 6.96%
N/A
33.9K $0
OXYWS
Occidental Pete Corp Wt Exp 08
163
+ 0.79%
N/A
20.9K $0
Bowhead Specialty Hldgs Inc
15.8K
+ 263.79%
N/A
21.8K $0
Phinia Inc
8.65K
+ 138.32%
N/A
14.9K $0
J P Morgan Exchange Traded F
26.2K
+ 153.63%
N/A
43.2K $0
Bankfinancial Corp
1.09K
+ 1.66%
N/A
66.7K $0
Aptiv PLC
12.7K
+ 59.56%
N/A
33.9K $0
Ncr Atleos Corporation
4.15K
+ 12.93%
N/A
36.2K $0
Genedx Holdings Corp
3.03K
New
N/A
3.03K $0
Fidelity Ethereum Fd
12.9K
+ 109.64%
N/A
24.7K $0
Ul Solutions Inc
343
+ 12.01%
N/A
3.2K $0
Liberty Media Corp Del
8.8K
+ 27.14%
N/A
41.2K $0
Viking Holdings LTD
6.17K
New
N/A
6.17K $0
Waystar Hldg Corp
10.2K
+ 70.89%
N/A
24.6K $0
Brookfield Infrastructure CO
555
+ 2.01%
N/A
28.1K $0
Rigel Pharmaceuticals Inc
8.48K
New
N/A
8.48K $0
GCT
Giga Cloud Technology Inc.

Technology
9.83K
New
N/A
9.83K $0
Arista Networks Inc
10.5K
+ 1.21%
N/A
877K $0
Mbx Biosciences Inc
28.7K
New
N/A
28.7K $0
Everus Constr Group
719
+ 0.97%
N/A
74.7K $0
T Rowe Price ETF Inc
349
+ 1.41%
N/A
25K $0
Soleno Therapeutics Inc
855
+ 21.22%
N/A
4.89K $0
Pagaya Technologies LTD
8.38K
New
N/A
8.38K $0
Lineage Inc
12K
+ 92.78%
N/A
25K $0
Ralliant Corp
7.71K
New
N/A
7.71K $0
Tourmaline Bio Inc
695
+ 5.52%
N/A
13.3K $0
STEL
Stellar Bancorp Inc
15.9K
+ 41.62%
N/A
54.2K $0
Madison Square Garden Entmt
4.09K
+ 32.1%
N/A
16.8K $0
Hive Digital Technologies Lt
1.25K
+ 8.18%
N/A
16.5K $0
Sharkninja Inc
1.88K
+ 86.69%
N/A
4.05K $0
DRS
Leonardo Drs, Inc.
5.15K
+ 22.02%
N/A
28.5K $0
Vitesse Energy Inc
1.24K
+ 7.83%
N/A
17.1K $0
J P Morgan Exchange Traded F
2K
+ 33.24%
N/A
8.02K $0
Atmus Filtration Technologie
4.01K
+ 60.0%
N/A
10.7K $0
Perimeter Solutions Inc
5.96K
+ 16.53%
N/A
42K $0
Lazard Inc
6.28K
+ 43.82%
N/A
20.6K $0
Activity Summary
Buys All Purchases 2922 New Holdings 336 Increased Positions 2586 Sells All Sells 798 Reductions 798 Sold out 0 Options Calls 29 Puts 31
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email