Holdings of Creative Planning

Name: Holdings of Creative Planning
Creator: Titelia

3375 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43.1 % of the equity sleeve

Sector breakdown

Funds 12.8 %
Technology 7.3 %
Financials 2.9 %
Communication 1.8 %
Health care 1.7 %
Consumer discretionary 1.7 %
Industrials 1.6 %
Consumer staples 1.1 %
Energy 0.6 %
Utilities 0.5 %
Materials 0.3 %
Real estate 0.2 %
Unattributed 67.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.2 %
TW 0.2 %
GB 0.1 %
KR 0.1 %
NL 0.1 %
JP 0.0 %
IN 0.0 %
ES 0.0 %
AU 0.0 %
BR 0.0 %
KY 0.0 %
DE 0.0 %
Other countries 0.1 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	3,245	142.5B $	99.21 %
2	TW	4	279.7M $	0.19 %
3	GB	19	181.5M $	0.13 %
4	KR	9	121M $	0.08 %
5	NL	5	96.1M $	0.07 %
6	JP	6	69.2M $	0.05 %
7	IN	5	45M $	0.03 %
8	ES	3	44.6M $	0.03 %
9	AU	3	41M $	0.03 %
10	BR	16	34.3M $	0.02 %
11	KY	14	33.6M $	0.02 %
12	DE	3	22.5M $	0.02 %

Positions

Rank	Company	Shares	Value
1,101	iShares Trust	102,484	4.8M $
1,102	McCormick & Co Inc/MD	95,156	4.8M $
1,103	Valmont Industries Inc	12,009	4.8M $
1,104	CNO Financial Group Inc	116,771	4.8M $
1,105	Global X Artificial Intelligence & Technology ETF	102,717	4.8M $
1,106	Stride Inc	54,285	4.8M $
1,107	Donaldson Co Inc	56,322	4.8M $
1,108	Wendy's Co/The	685,429	4.8M $
1,109	iShares Expanded Tech Sector ETF	40,086	4.8M $
1,110	Planet Labs PBC	169,546	4.7M $
1,111	Kennametal Inc	131,053	4.7M $
1,112	Franklin Electric Co Inc	51,369	4.7M $
1,113	iShares Core MSCI Pacific ETF	61,790	4.7M $
1,114	Janus Henderson Short Duration	96,639	4.7M $
1,115	iShares iBonds Dec 2028 Term C	186,059	4.7M $
1,116	Insulet Corp	22,439	4.7M $
1,117	Toast Inc	177,060	4.7M $
1,118	Rogers Corp	43,728	4.7M $
1,119	Zurn Elkay Water Solutions Corp	104,656	4.7M $
1,120	Axsome Therapeutics Inc	27,735	4.7M $
1,121	VF Corp	275,895	4.7M $
1,122	LKQ Corp	159,537	4.7M $
1,123	Vanguard World Fund	14,988	4.7M $
1,124	SoFi Technologies Inc	294,595	4.7M $
1,125	Benchmark Electronics Inc	83,410	4.7M $
1,126	Element Solutions Inc	136,641	4.7M $
1,127	nLight Inc	81,774	4.7M $
1,128	Avnet Inc	75,640	4.7M $
1,129	Labcorp Holdings Inc	17,455	4.7M $
1,130	Masco Corp	77,082	4.7M $
1,131	First Financial Corp	73,393	4.6M $
1,132	First Citizens BancShares Inc/NC	2,459	4.6M $
1,133	Urban Outfitters Inc	73,039	4.6M $
1,134	iShares Trust	90,813	4.6M $
1,135	International Paper Co	129,431	4.6M $
1,136	MasTec Inc	14,357	4.6M $
1,137	First Trust Value Line Dividen	98,106	4.6M $
1,138	National Fuel Gas Co	49,050	4.6M $
1,139	Ziff Davis Inc	109,757	4.6M $
1,140	Silicon Laboratories Inc	22,091	4.6M $
1,141	Bio-Techne Corp	87,773	4.6M $
1,142	American Homes 4 Rent	163,817	4.6M $
1,143	Grand Canyon Education Inc	26,894	4.6M $
1,144	Tetra Tech Inc	151,623	4.6M $
1,145	Bright Horizons Family Solutions Inc	55,570	4.6M $
1,146	Synchrony Financial	67,052	4.6M $
1,147	Dimensional ETF Trust	123,716	4.5M $
1,148	Owens Corning	41,861	4.5M $
1,149	InterContinental Hotels Group PLC	33,924	4.5M $
1,150	Byline Bancorp Inc	143,176	4.5M $
1,151	HealthStream Inc	218,186	4.5M $
1,152	PJT Partners Inc	32,219	4.5M $
1,153	Henry Schein Inc	61,080	4.5M $
1,154	State Street Materials Select Sector SPDR ETF	89,760	4.5M $
1,155	Kontoor Brands Inc	63,635	4.5M $
1,156	CorVel Corp	81,629	4.5M $
1,157	KT Corp	207,924	4.5M $
1,158	Associated Banc-Corp	172,198	4.5M $
1,159	Edgewell Personal Care Co	207,876	4.4M $
1,160	iShares Future AI & Tech ETF	95,088	4.4M $
1,161	Buckle Inc/The	87,799	4.4M $
1,162	First Hawaiian Inc	179,446	4.4M $
1,163	Ball Corp	74,797	4.4M $
1,164	Moderna Inc	86,909	4.4M $
1,165	NMI Holdings Inc	117,064	4.4M $
1,166	Fastly Inc	151,021	4.4M $
1,167	Invesco S&P 500 High Dividend Low Volatility ETF	88,244	4.4M $
1,168	VANGUARD WORLD FUND	12,189	4.4M $
1,169	American Eagle Outfitters Inc	261,880	4.4M $
1,170	SiTime Corp	12,636	4.4M $
1,171	Main Street Capital Corp.	82,247	4.4M $
1,172	Graphic Packaging Holding Co	435,422	4.3M $
1,173	Cohen & Steers Inc	69,192	4.3M $
1,174	Exponent Inc	66,300	4.3M $
1,175	Par Pacific Holdings Inc	68,960	4.3M $
1,176	Artisan Partners Asset Management Inc	118,521	4.3M $
1,177	BJ's Wholesale Club Holdings Inc	43,801	4.3M $
1,178	iShares MSCI Japan ETF	50,842	4.3M $
1,179	State Street SPDR Portfolio S&	93,908	4.3M $
1,180	Badger Meter Inc	28,009	4.3M $
1,181	Cogent Biosciences Inc	110,758	4.3M $
1,182	Belden Inc	37,124	4.3M $
1,183	NetScout Systems Inc	133,812	4.3M $
1,184	TIM SA/Brazil	160,219	4.2M $
1,185	Vanguard Russell 3000	14,748	4.2M $
1,186	Quest Diagnostics Inc	21,638	4.2M $
1,187	Tenaris SA	72,820	4.2M $
1,188	Carlisle Cos Inc	12,692	4.2M $
1,189	Atlanta Braves Holdings Inc	98,999	4.2M $
1,190	Weis Markets Inc	61,676	4.2M $
1,191	Circle Internet Group Inc	44,173	4.2M $
1,192	Werner Enterprises Inc	143,232	4.2M $
1,193	Avis Budget Group Inc	28,755	4.2M $
1,194	FT Vest Laddered Buffer ETF	123,599	4.2M $
1,195	Fresenius Medical Care AG	183,818	4.1M $
1,196	AGNC Investment Corp	412,920	4.1M $
1,197	First Trust Rising Dividend Achievers ETF	60,503	4.1M $
1,198	NatWest Group PLC	277,192	4.1M $
1,199	Krystal Biotech Inc	15,937	4.1M $
1,200	Photronics Inc	101,097	4.1M $