Creative Planning

Q2 2025 13F Holdings

Location
Overland Park, KS
Holdings as of
6/30/2025
Value
$117B
Value excl. options
$117B
Num holdings
3,678
Date filed
8/8/2025
Form type
13F-HR
Prev filing
5/15/2025
Next filing
11/14/2025
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type