Creative Planning
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Creative Planning’s FreeCast Inc CAST Stock Holding History

Creative Planning’s Portfolio CAST Stock Details CAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.2K Buy
+14,190
New +$25.5K ﹤0.01% 4276

Other funds holding CAST

Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Creative Planning's CAST Position: Q3 2026 in Review

Creative Planning opened a new position in FreeCast Inc (CAST) in Q3 2026: 14,190 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #4276 among its holdings.

8 funds tracked by Wall St. Rank hold CAST as of Q3 2026.

  • Creative Planning held 14,190 shares of FreeCast Inc worth $16.2K as of Q3 2026.
  • FreeCast Inc was a new Creative Planning position in Q3 2026.
  • FreeCast Inc made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4276 holding.
  • 8 funds tracked by Wall St. Rank held FreeCast Inc as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.