Creative Planning

Position in GRBK — Green Brick Partners, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in GRBK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,548,733

+$2,045,115 QoQ

Shares Held

44,337

+90.0% QoQ

Ownership

0.103%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#74

of 325 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $131,789,139 across 18 Residential Construction names. GRBK ranks #10 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	4,049	$27,587,455
2	LEN	Lennar Corp /New/	271,380	$24,540,260
3	DHI	Horton D R Inc /De/	99,620	$16,226,105
4	PHM	Pultegroup Inc/Mi/	91,841	$12,601,503
5	MTH	Meritage Homes CORP	116,078	$9,733,139
6	MHO	M/I Homes, Inc.	45,031	$7,240,534
7	TOL	Toll Brothers, Inc.	38,226	$6,297,733
8	KBH	Kb Home	74,449	$4,659,762

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,548,733	44,337	+90.0%	Shares	Defined	2026-08-13
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.