Creative Planning

Position in PRVA — Privia Health Group, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in PRVA

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

Position Value

$2,779,688

+$448,820 QoQ

Shares Held

108,033

-4.7% QoQ

Ownership

0.085%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#74

of 298 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

Creative Planning holds $60,946,086 across 25 Health Information Services names. PRVA ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	110,043	$19,529,330
2	HSTM	Healthstream Inc	285,852	$7,789,466
3	HQY	Healthequity, Inc.	79,363	$7,168,065
4	TXG	10x Genomics, Inc.	106,351	$4,077,496
5	BTSG	BrightSpring Health Services, Inc.	51,960	$3,623,689
6	PRVA	Privia Health Group, Inc. This page	108,033	$2,779,688
7	DOCS	Doximity, Inc.	119,957	$2,487,907
8	EVH	Evolent Health, Inc.	330,017	$1,788,692

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,779,688	108,033	-4.7%	Shares	Defined	2026-08-13
2026-03-31	$2,330,868	113,314	+37.8%	Shares	Sole	2026-05-12
2025-12-31	$1,949,862	82,238	+5.8%	Shares	Sole	2026-02-17
2025-09-30	$1,934,953	77,709	+50.5%	Shares	Sole	2025-11-14
2025-06-30	$1,187,467	51,629	-1.9%	Shares	Sole	2025-08-08
2025-03-31	$1,181,857	52,644	+14.3%	Shares	Sole	2025-05-15
2024-12-31	$900,453	46,059	+77.2%	Shares	Defined	2025-02-14
2024-09-30	$473,223	25,987	+27.1%	Shares	Defined	2024-10-11
2024-06-30	$355,333	20,445	+54.6%	Shares	Sole	2024-08-15
2024-03-31	$259,135	13,228	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.