Creative Planning

Position in GRBK — Green Brick Partners, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in GRBK

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,503,618

+$1,033,731 QoQ

Shares Held

23,330

+211.1% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 0.37719674239177026.ToString("F0")% Shared 0.ToString("F0")% None 99.62280325760823.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Creative Planning holds $91,055,801 across 19 Residential Construction names. GRBK ranks #14 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	2,352	$15,499,279
2	DHI	Horton D R Inc /De/	88,800	$12,185,135
3	LEN	Lennar Corp /New/	127,097	$11,037,103
4	PHM	Pultegroup Inc/Mi/	72,877	$8,571,063
5	TPH	Tri Pointe Homes, Inc.	169,014	$7,898,024
6	TMHC	Taylor Morrison Home Corp	112,930	$6,577,043
7	TOL	Toll Brothers, Inc.	38,019	$5,188,452
8	IBP	Installed Building Products, Inc.	18,286	$4,848,532

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,503,618	23,330	+211.1%	Shares	Sole	2026-05-12
2025-12-31	$469,887	7,499	-9.2%	Shares	Sole	2026-02-17
2025-09-30	$610,009	8,259	+16.8%	Shares	Sole	2025-11-14
2025-06-30	$444,812	7,074	-38.2%	Shares	Defined	2025-08-08
2025-03-31	$667,416	11,446	+67.5%	Shares	Sole	2025-05-15
2024-12-31	$386,108	6,835	-12.3%	Shares	Defined	2025-02-14
2024-09-30	$651,288	7,798	+49.4%	Shares	Defined	2024-10-11
2024-06-30	$298,848	5,221	+39.3%	Shares	Defined	2024-08-15
2024-03-31	$225,681	3,747	+1936.4%	Shares	Defined	2024-05-13
2023-09-30	$7,637	184	-99.7%	Shares	Sole	2023-11-16
2021-03-31	$1,566,326	69,062	+1.5%	Shares	Sole	2021-04-30
2020-12-31	$1,562,703	68,062	-5.3%	Shares	Sole	2021-01-29
2020-09-30	$1,157,139	71,872	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.