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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
2,192
−107 vs. Q1 2022
Portfolio value
$60.7B
−$3.88B (−6.0%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Creative Planning in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
RWTRedwood Trust IncCOM54$00.0%+54NewHistory
PIMFranklin Master Intermediate Income TrustSH BEN INT13$00.0%+13NewHistory
BHFBrighthouse Financial, Inc.COM1$00.0%+1NewHistory
TRTXTPG RE Finance Trust, Inc.COM55$00.0%+55NewHistory
DNMRDanimer Scientific, Inc.COM CL A40$00.0%+40NewHistory
BATRAAtlanta Braves Holdings, Inc.COM A BRAVES GRP1$00.0%+1NewHistory
BATRKAtlanta Braves Holdings, Inc.COM C BRAVES GRP3$00.0%+3NewHistory
MFAMfa Financial, Inc.COM47$1.00K<0.1%+47NewHistory
SQFTWPresidio Property Trust, Inc.*W EXP 01/24/20212,287$2.00K<0.1%00.0%UnchangedHistory
ETF Ser Solutions26922B600DEFIANCE NEXT200$2.00K<0.1%+200New–
TOVXTheriva Biologics, Inc.COM NEW10,000$2.00K<0.1%00.0%UnchangedHistory
VSXYVictoria's Secret & Co.COMMON STOCK100$3.00K<0.1%−5,022−98.0%ReducedHistory
BRNBarnwell Industries IncCOM1,246$3.00K<0.1%+1,246NewHistory
NAKNorthern Dynasty Minerals LtdCOM NEW12,000$3.00K<0.1%00.0%UnchangedHistory
TTOOT2 Biosystems, Inc.COM20,818$3.00K<0.1%+9,604+85.6%AddedHistory
WWWW International, Inc.COM500$3.00K<0.1%+500NewHistory
Invesco Exch Traded FD Tr II46138E867DORSEY WRGT EMRG187$4.00K<0.1%+187New–
iShares Tr46429B333GNMA BOND ETF79$4.00K<0.1%+79New–
YCBDcbdMD, Inc.COM10,150$4.00K<0.1%00.0%UnchangedHistory
ENVBEnveric Biosciences, Inc.COM NEW17,577$4.00K<0.1%00.0%UnchangedHistory
KALAKALA BIO, Inc.COM14,200$4.00K<0.1%+14,200NewHistory
Invesco Exch Traded FD Tr II46138E875DORSEY WRGT DVLP187$5.00K<0.1%+187New–
LSTALisata Therapeutics, Inc.COM NEW10,075$5.00K<0.1%00.0%UnchangedHistory
CFMSConformis IncCOM14,881$5.00K<0.1%00.0%UnchangedHistory
INMInMed Pharmaceuticals Inc.COM NEW10,832$5.00K<0.1%00.0%UnchangedHistory
NHIQNantHealth, Inc.COM13,312$6.00K<0.1%00.0%UnchangedHistory
UXINUxin LtdADS14,033$6.00K<0.1%+14,033NewHistory
FUVArcimoto IncCOM2,200$7.00K<0.1%+2,200NewHistory
Cybin Ord23256X100COM13,307$7.00K<0.1%−347−2.5%Reduced–
HUTHut 8 Corp.Common Stock5,317$7.00K<0.1%+5,317NewHistory
BNKKBonk, Inc.COM NEW10,000$7.00K<0.1%00.0%UnchangedHistory
SDOTSadot Group Inc.COM17,425$7.00K<0.1%00.0%UnchangedHistory
ZSTKZeroStack Corp.COM11,249$7.00K<0.1%+11,249NewHistory
TRXTRX GOLD CorpCOM20,000$7.00K<0.1%00.0%UnchangedHistory
WTERAlkaline Water Co IncCOM NEW20,468$8.00K<0.1%−11,675−36.3%ReducedHistory
Applied Dna Sciences Inc03815U300COM10,668$8.00K<0.1%00.0%Unchanged–
LPCNLipocine Inc.COM10,000$8.00K<0.1%00.0%UnchangedHistory
ASMAvino Silver & Gold Mines LtdCOM17,500$9.00K<0.1%+17,500NewHistory
ASXCAsensus Surgical, Inc.COM23,011$9.00K<0.1%+5,000+27.8%AddedHistory
MUXMcEwen Inc.COM19,882$9.00K<0.1%+115+0.6%AddedHistory
ABTCAmerican Bitcoin Corp.COM72,434$10.0K<0.1%+300+0.4%AddedHistory
SLESuper League Enterprise, Inc.COM10,107$10.0K<0.1%00.0%UnchangedHistory
SDPISuperior Drilling Products, Inc.COM10,000$10.0K<0.1%00.0%UnchangedHistory
Teva Pharmaceutical Fin LLC88163VAE9DBCV 0.250% 2/0–$10.0K<0.1%–––
AVTXAvalo Therapeutics, Inc.COM20,369$10.0K<0.1%00.0%UnchangedHistory
WATTEnergous CorpCOM11,315$11.0K<0.1%00.0%UnchangedHistory
FSD Pharma Inc35954B206CL B SUB VTG13,737$11.0K<0.1%+13,737New–
BOXLBoxlight CorpCOM CL A17,932$12.0K<0.1%+2,680+17.6%AddedHistory
VCNXVaccinex, Inc.COM11,000$12.0K<0.1%00.0%UnchangedHistory
Parsons Corp70202LAB8NOTE 0.250% 8/1–$12.0K<0.1%–New–
Bakkt Holdings Inc05759B115*W EXP 07/01/20217,976$12.0K<0.1%00.0%Unchanged–
EVFMEvofem Biosciences, Inc.COM NEW10,356$12.0K<0.1%+10,356NewHistory
EOSEEos Energy Enterprises, Inc.COM CL A11,105$13.0K<0.1%+11,105NewHistory
Akamai Technologies Inc00971TAJ0NOTE 0.125% 5/0–$13.0K<0.1%–New–
FBIOFortress Biotech, Inc.COM15,600$13.0K<0.1%00.0%UnchangedHistory
GLDGGoldMining Inc.COM13,342$13.0K<0.1%−5,600−29.6%ReducedHistory
New Gold Inc Cda644535106COM11,700$13.0K<0.1%00.0%Unchanged–
SPPISpectrum Pharmaceuticals IncCOM16,531$13.0K<0.1%00.0%UnchangedHistory
XPLSolitario Resources Corp.COM25,000$14.0K<0.1%+25,000NewHistory
DSDrive Shack Inc.COM10,122$14.0K<0.1%+10,122NewHistory
UBXUnity Biotechnology, Inc.COM24,788$14.0K<0.1%+13,700+123.6%AddedHistory
LFWDLifeward Ltd.SHS14,563$14.0K<0.1%+14,563NewHistory
SNDLSNDL Inc.COM46,040$15.0K<0.1%+26,860+140.0%AddedHistory
Titan Med Inc88830X819COM NEW29,745$15.0K<0.1%+1,175+4.1%Added–
BBIGVinco Ventures, Inc.COM10,759$15.0K<0.1%+10,759NewHistory
CBANColony Bankcorp IncCOM1,081$16.0K<0.1%+1,081NewHistory
AQMSAqua Metals, Inc.COM20,292$16.0K<0.1%−1,500−6.9%ReducedHistory
AIXCAIxCrypto Holdings, Inc.COM27,633$16.0K<0.1%+25+0.1%AddedHistory
YSGYatsen Holding LtdADS10,000$16.0K<0.1%+10,000NewHistory
Blackstone Mortgage Trust IN09257WAE0NOTE 5.500% 3/1–$16.0K<0.1%–New–
Expedia Group, Inc.30212PBE4NOTE 2/1–$16.0K<0.1%–New–
IAGIamgold CorpCOM10,625$17.0K<0.1%+10,625NewHistory
Euronet Worldwide, Inc.298736AL3NOTE 0.750% 3/1–$17.0K<0.1%–New–
IMDXInsight Molecular Diagnostics Inc.COM18,609$17.0K<0.1%+3,300+21.6%AddedHistory
CNSYCerenome, Inc.COM NEW33,539$18.0K<0.1%+12,500+59.4%AddedHistory
AQBAquabounty Technologies IncCOM NEW11,349$19.0K<0.1%−2,268−16.7%ReducedHistory
Ares Capital Corp04010LAW3NOTE 4.625% 3/0–$19.0K<0.1%–New–
ACBAurora Cannabis IncCOM14,146$19.0K<0.1%+2,206+18.5%AddedHistory
BLRXBioLineRx Ltd.SPONSORED ADS14,582$19.0K<0.1%00.0%UnchangedHistory
Innovator ETFs Tr45782C128GROWTH ACCELRTD1,025$19.0K<0.1%+1,025New–
IVZInvesco Ltd.Stock1,210$20.0K<0.1%−8,026−86.9%ReducedHistory
SOLOElectrameccanica Vehicles Corp.COM NEW14,500$20.0K<0.1%−200−1.4%ReducedHistory
MBIIPro Farm Group, Inc.COM16,855$20.0K<0.1%+16,855NewHistory
ASTRAstra Space, Inc.Common Stock15,603$20.0K<0.1%+15,603NewHistory
Innovator ETFs Tr45783Y764US EQTY ACC ETF1,030$20.0K<0.1%+1,030New–
Apollo Coml Real Est Fin Inc03762UAB1NOTE 4.750% 8/2–$21.0K<0.1%–––
GOCOGoHealth, Inc.COM CL A34,862$21.0K<0.1%+1,370+4.1%AddedHistory
HOFVHall of Fame Resort & Entertainment CoCOM35,518$21.0K<0.1%00.0%UnchangedHistory
INOInovio Pharmaceuticals, Inc.COM NEW12,366$21.0K<0.1%−884−6.7%ReducedHistory
GMDAGamida Cell Ltd.SHS11,988$21.0K<0.1%00.0%UnchangedHistory
XOSXos, Inc.COMMON STOCK11,508$21.0K<0.1%00.0%UnchangedHistory
iShares Tr46434V803HDG MSCI EAFE695$22.0K<0.1%+695New–
GSATGlobalstar, Inc.COM17,982$22.0K<0.1%+498+2.8%AddedHistory
Illumina, Inc.452327AK5NOTE 8/1–$22.0K<0.1%–New–
MARAMARA Holdings, Inc.COM4,252$23.0K<0.1%+4,252NewHistory
BNGOBionano Genomics, Inc.COM16,953$23.0K<0.1%+16,953NewHistory
OGIOrganigram Global Inc.COM25,021$23.0K<0.1%+6,041+31.8%AddedHistory
OTLKOutlook Therapeutics, Inc.COM NEW23,000$23.0K<0.1%00.0%UnchangedHistory
Booking Holdings Inc.09857LAN8NOTE 0.750% 5/0–$23.0K<0.1%–New–
Fidelity Covington Trust316092352BLUE CHIP GRWTH1,100$24.0K<0.1%+1,100New–

Options (74)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Creative Planning in Q2 2022
SecurityClassPutsCalls
TSLATesla, Inc.Stock$14.8M$76.0K
AAPLApple Inc.Stock$1.90M$26.0K
ABNBAirbnb, Inc.Stock$1.88M–
NVDANVIDIA CorpStock$842.0K$22.0K
AMZNAmazon Com IncStock$601.0K$25.0K
BACBank of America CorpStock$529.0K$1.00K
GOOGLAlphabet Inc.Stock$175.0K$244.0K
MSFTMicrosoft CorpStock$243.0K$20.0K
GOOGAlphabet Inc.Stock$36.0K$153.0K
SNOWSnowflake Inc.Stock–$123.0K
BRK.BBerkshire Hathaway IncStock$108.0K–
State Street Financial Select Sector SPDR ETF81369Y605ETF$92.0K$0
ProShares Tr74347R693PSHS ULTRA TECH$83.0K–
WFCWells Fargo & CompanyStock$67.0K$4.00K
Invesco QQQ Trust Series I46090E103ETF–$68.0K
AMDAdvanced Micro Devices IncStock$65.0K$2.00K
DOCUDocuSign, Inc.Stock$20.0K$40.0K
METAMeta Platforms, Inc.Stock–$55.0K
MSTRStrategy IncStock–$51.0K
QCOMQualcomm IncStock$45.0K–
INTCIntel CorpStock–$41.0K
CINFCincinnati Financial CorpCOM$40.0K–
MAMastercard IncStock$36.0K–
MRNAModerna, Inc.Stock$36.0K–
SPYSPDR S&P 500 ETF TrustETF$23.0K$4.00K
MCDMcDonalds CorpStock$25.0K–
JDJD.com, Inc.SPON ADS CL A–$22.0K
HDHome Depot, Inc.Stock$19.0K–
UGIUgi CorpStock–$18.0K
VEEVVeeva Systems IncStock$16.0K–
WMTWalmart Inc.Stock$3.00K$12.0K
SBUXStarbucks CorpStock–$14.0K
VVisa Inc.Stock$7.00K$7.00K
TGTTarget CorpStock–$13.0K
CATCaterpillar IncStock–$11.0K
BABAAlibaba Group Holding LtdADR–$11.0K
MCKMcKesson CorpStock$10.0K–
AXPAmerican Express CoStock$10.0K–
NEWRNew Relic, Inc.COM$9.00K–
UPSUnited Parcel Service IncStock$8.00K–
RIOTRiot Platforms, Inc.COM–$8.00K
MARAMARA Holdings, Inc.COM–$8.00K
MPCMarathon Petroleum CorpStock$7.00K–
ProShares Tr74347X831ULTRAPRO QQQ–$7.00K
ISRGIntuitive Surgical IncCOM NEW–$7.00K
MGPIMGP Ingredients IncCOM$7.00K–
HUTHut 8 Corp.Common Stock–$7.00K
ABTAbbott LaboratoriesStock–$6.00K
SHOPShopify Inc.Stock–$6.00K
CHPTChargePoint Holdings, Inc.COM CL A–$6.00K
State Street SPDR S&P Biotech ETF78464A870ETF$2.00K$2.00K
iShares Russell 2000 ETF464287655ETF–$3.00K
PLTRPalantir Technologies Inc.Stock–$3.00K
UBERUber Technologies, IncStock–$3.00K
EXPEExpedia Group, Inc.Stock–$3.00K
LENLennar CorpCL A–$3.00K
CORZCore Scientific, Inc.COMMON STOCK–$3.00K
AALAmerican Airlines Group Inc.Stock–$2.00K
MCHPMicrochip Technology IncStock$2.00K–
JPMJPMorgan Chase & CoStock–$2.00K
iShares Tr46428743220 YR TR BD ETF$2.00K–
HTGCHercules Capital, Inc.COM–$2.00K
FDXFedEx CorpStock$1.00K–
FFord Motor CoStock–$1.00K
ADBEAdobe Inc.Stock$1.00K–
TMUST-Mobile US, Inc.Stock–$1.00K
CRMSalesforce, Inc.Stock–$1.00K
AMGNAmgen IncStock$1.00K–
SAMBoston Beer Co IncCL A–$1.00K
QSQuantumScape CorpCOM CL A–$1.00K
MPMP Materials Corp.COM CL A–$1.00K
LVSLas Vegas Sands CorpCOM–$1.00K
EBAYeBay IncCOM–$1.00K
Paramount Global92556H206CL B–$1.00K

Sold out since Q1 2022 (317)

Positions held at the end of Q1 2022 that are gone from this filing.

The largest 100 of 317 by value last quarter.

Positions of Creative Planning sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
CVBFCVB Financial CorpCOM1,171,947$27.2M<0.1%History
CERNCERNER CorpCOM214,148$20.0M<0.1%History
DISHDISH Network CORPCL A139,495$4.42M<0.1%History
GEGeneral Electric CoCOM40,033$3.66M<0.1%History
MACMacerich CoCOM219,962$3.44M<0.1%History
S&P 500 Index-Vangd ETF922908413ETF5,985$2.48M<0.1%–
Avago TechnologiesY0486S104COM3,312$2.08M<0.1%–
GLDMWorld Gold TrustSPDR GLD MINIS45,487$1.75M<0.1%History
SABRSabre CorpCOM145,078$1.66M<0.1%History
CRCrane CoCOM13,534$1.47M<0.1%History
Citigroup Inc172967102COM23,398$1.25M<0.1%–
DIDIYDiDi Global Inc.SPONSORED ADS415,845$1.04M<0.1%History
WKWorkiva IncCOM CL A6,286$742.0K<0.1%History
Global X FDS37950E549GLB X SUPERDIV64,231$736.0K<0.1%–
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM35,553$732.0K<0.1%History
Discovery Inc25470F302COM SER C28,397$709.0K<0.1%–
ETF Managers Tr26924G409PRIME MOBILE PAY13,524$705.0K<0.1%–
Invesco Financial PFD73935X229COM38,980$660.0K<0.1%–
WisdomTree Tr97717X719CHINADIV EX FI15,454$618.0K<0.1%–
PBCTPeople's United Financial, Inc.COM28,220$564.0K<0.1%History
LBTYKLiberty Global Ltd.SHS CL C20,835$540.0K<0.1%History
GBXGreenbrier Companies IncStock10,199$525.0K<0.1%History
ALSNAllison Transmission Holdings IncStock12,899$506.0K<0.1%History
VanEck ETF Trust92189F460CEF MUNI INCOME19,465$493.0K<0.1%–
CRMSalesforce, Inc.COM2,247$477.0K<0.1%History
OTEXOpen Text CorpCOM10,735$455.0K<0.1%History
Blackstone Group LP09253U108COM3,531$448.0K<0.1%–
DARDarling Ingredients Inc.COM5,458$439.0K<0.1%History
Direxion Shares ETF Trust25460E869DAILY 500 1X ETF27,900$406.0K<0.1%–
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS13,934$396.0K<0.1%History
First Tr Exchange-Traded FD33734G108COM12,632$394.0K<0.1%–
Chargepoint Holdings Inc15961R905CALL19,785$393.0K<0.1%–
WBDWarner Bros. Discovery, Inc.COM SER A15,754$393.0K<0.1%History
MRVLMarvell Technology, Inc.ORD5,418$389.0K<0.1%History
KBHKB HomeCOM11,473$371.0K<0.1%History
BXMXNuveen S&P 500 BuyWrite Income FundCOM26,038$371.0K<0.1%History
EOSEaton Vance Enhanced Equity Income Fund IICOM16,369$344.0K<0.1%History
PNFPIMCO New York Municipal Income FundCOM33,890$341.0K<0.1%History
Global X FDS37950E291GLOBX SUPDV US15,990$338.0K<0.1%–
iShares Inc464286400MSCI BRAZIL ETF8,899$336.0K<0.1%–
AZPNASPENTECH CorpCOM2,023$335.0K<0.1%History
ACAArcosa, Inc.COM5,725$328.0K<0.1%History
UDRUDR, Inc.COM5,693$327.0K<0.1%History
ZNGAZynga IncCL A35,249$326.0K<0.1%History
SNBRQSleep Number CorpCOM6,410$325.0K<0.1%History
MGPMGM Growth Properties LLCCL A COM8,363$323.0K<0.1%History
FXEInvesco CurrencyShares Euro TrustEURO SHS3,000$308.0K<0.1%History
CRGECharge Enterprises, Inc.COM62,680$308.0K<0.1%History
STSensata Technologies Holding plcSHS5,783$294.0K<0.1%History
Janus Detroit STR Tr47103U852HENDERSON MTG5,816$290.0K<0.1%–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF9,789$284.0K<0.1%–
REGIRenewable Energy Group, Inc.COM NEW4,630$281.0K<0.1%History
VanEck ETF Trust92189F791JUNIOR GOLD MINE5,944$279.0K<0.1%–
Invesco Exchange Traded FD T46137V761ENERG EXPL ETF9,951$276.0K<0.1%–
PTCTPTC Therapeutics, Inc.COM7,368$275.0K<0.1%History
MMDNYLI MacKay DefinedTerm Muni Opportunities FundCOM14,425$270.0K<0.1%History
DBBInvesco DB Base Metals FundBASE METALS FD10,372$268.0K<0.1%History
CPRICapri Holdings LtdSHS5,171$266.0K<0.1%History
AAWWAtlas Air Worldwide Holdings IncCOM NEW3,000$259.0K<0.1%History
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN1008,710$253.0K<0.1%–
CHYCalamos Convertible & High Income FundCOM SHS17,896$252.0K<0.1%History
Global X FDS37954Y475S&P 500 COVERED5,093$252.0K<0.1%–
PEOAdams Natural Resources Fund, Inc.COM11,959$250.0K<0.1%History
Etfis Ser Tr I26923G822VIRTUS INFRCAP10,347$249.0K<0.1%–
DAYDayforce, Inc.COM3,562$243.0K<0.1%History
GTMZoomInfo Technologies Inc.Stock4,050$242.0K<0.1%History
AXTAAxalta Coating Systems Ltd.COM9,854$242.0K<0.1%History
Alps ETF Tr00162Q478DISRUPTIVE TECH5,657$242.0K<0.1%–
GLOBGlobant S.A.COM918$241.0K<0.1%History
PKPark Hotels & Resorts Inc.COM12,264$240.0K<0.1%History
SPDR Series Trust78464A490ST STR FTSE ETF4,452$240.0K<0.1%–
Direxion Shs ETF Tr25460G500OIL GAS BL 2X SH1,436$240.0K<0.1%–
SBLKStar Bulk Carriers Corp.SHS PAR8,034$239.0K<0.1%History
Curevac N VN2451R105COM12,139$238.0K<0.1%–
SPRSpirit AeroSystems Holdings, Inc.COM CL A4,859$237.0K<0.1%History
NEUNewmarket CorpCOM729$236.0K<0.1%History
SRCLStericycle IncCOM3,991$235.0K<0.1%History
RHPRyman Hospitality Properties, Inc.COM2,520$234.0K<0.1%History
ECPGEncore Capital Group IncCOM3,719$233.0K<0.1%History
VanEck ETF Trust92189F528VANECK SHRT MUNI13,590$232.0K<0.1%–
NATINational Instruments CorpCOM5,678$230.0K<0.1%History
SPDR Index Shs FDS78463X434ST STR MSCI EAFE2,975$229.0K<0.1%–
VSTOVista Outdoor Inc.COM6,421$229.0K<0.1%History
GATXGatx CorpCOM1,839$227.0K<0.1%History
EGPEastgroup Properties IncCOM1,119$227.0K<0.1%History
Fi Enhanced Europe 50 ETN UBS90274D234Com1,191$227.0K<0.1%–
UHSUniversal Health Services IncCL B1,557$226.0K<0.1%History
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE2,374$223.0K<0.1%–
POWIPower Integrations IncCOM2,410$223.0K<0.1%History
Invesco Exchange Traded FD T46137V407INVESCO MSCI3,624$223.0K<0.1%–
First Tr Exchange-Traded Alp33735B108COM SHS2,249$221.0K<0.1%–
GDENNew Royal Holdco I Inc.COM3,800$221.0K<0.1%History
MDTMedtronic plcCOM1,982$220.0K<0.1%History
SPDR Index Shs FDS78463X848ST STR ACWI ETF7,925$218.0K<0.1%–
JACKJack in the Box IncCOM2,338$218.0K<0.1%History
MCABlackRock Muniyield California Quality Fund, Inc.COM16,501$217.0K<0.1%History
CLVSClovis Oncology, Inc.COM107,645$217.0K<0.1%History
iShares Tr464287333GLOBAL FINLS ETF2,718$216.0K<0.1%–
iShares Tr46435G243ESG AWRE 1 5 YR8,781$216.0K<0.1%–
JWNNordstrom IncStock7,941$215.0K<0.1%History