Creative Planning Portfolio Holdings

Creative Planning

  • $129 Billion
  • Q3 2025

Creative Planning has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 6684 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $15.2B, Vanguard Bd Index Fd Inc Total with a value of $9.29B, Vanguard Ftse Developed Market with a value of $7.67B, Spdr Portfolio with a value of $5.03B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $4.83B.

Examining the 13F form we can see an increase of $13B in the current position value, from $116B to 129B.

Creative Planning is based out at Overland Park, KS

Below you can find more details about Creative Planning portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $99.8 Billion
Technology: $10.7 Billion
Financial Services: $4.86 Billion
Consumer Cyclical: $2.74 Billion
Communication Services: $2.42 Billion
Healthcare: $2.32 Billion
Industrials: $2.24 Billion
Consumer Defensive: $1.5 Billion
Other: $2.47 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$2.77 Billion 2.15% of portfolio
10,884,515
Q3 2025 Added 6.97%
$465B
$2.14 Billion 1.66% of portfolio
11,481,241
Q3 2025 Added 25.56%
$3.78T
$1.73 Billion 1.34% of portfolio
3,344,533
Q3 2025 Added 14.71%
$662B
$1.4 Billion 1.09% of portfolio
2,794,034
Q3 2025 Added 1.07%
$2.39T
$851 Million 0.66% of portfolio
3,876,106
Q3 2025 Added 10.43%
$1.65T
$623 Million 0.48% of portfolio
2,564,366
Q3 2025 Added 11.59%
$1.37T
$624 Million 0.48% of portfolio
849,468
Q3 2025 Reduced 4.3%
$139B
$501 Million 0.39% of portfolio
1,517,896
Q3 2025 Added 40.4%
$881B
$461 Million 0.36% of portfolio
1,460,896
Q3 2025 Added 7.03%
$1.74T
$435 Million 0.34% of portfolio
1,786,103
Q3 2025 Added 6.43%
$1.29T
$405 Million 0.31% of portfolio
911,747
Q3 2025 Added 6.22%
$593B
$279 Million 0.22% of portfolio
992,149
Q3 2025 Added 18.73%
$971B
$269 Million 0.21% of portfolio
353,081
Q3 2025 Added 32.24%
$533B
$260 Million 0.2% of portfolio
762,993
Q3 2025 Added 16.61%
$404B
$242 Million 0.19% of portfolio
261,933
Q3 2025 Added 7.1%
$367B
$248 Million 0.19% of portfolio
612,501
Q3 2025 Added 12.85%
$279B
$236 Million 0.18% of portfolio
2,288,739
Q3 2025 Added 9.0%
$414B
$225 Million 0.17% of portfolio
970,143
Q3 2025 Added 15.62%
$490B
$212 Million 0.16% of portfolio
1,877,399
Q3 2025 Added 6.31%
$522B
$212 Million 0.16% of portfolio
1,145,030
Q3 2025 Added 8.44%
$413B
$182 Million 0.14% of portfolio
3,535,527
Q3 2025 Added 15.77%
$49.1B
$174 Million 0.14% of portfolio
145,462
Q3 2025 Added 9.94%
$291B
$164 Million 0.13% of portfolio
343,917
Q3 2025 Added 24.63%
$1.46T
$158 Million 0.12% of portfolio
566,927
Q3 2025 Added 6.52%
$228B
$143 Million 0.11% of portfolio
1,067,760
Q3 2025 Added 17.18%
$512B
$147 Million 0.11% of portfolio
259,281
Q3 2025 Added 6.44%
$453B
$147 Million 0.11% of portfolio
195
Q3 2025 Reduced 2.01%
$266B
$124 Million 0.1% of portfolio
440,246
Q3 2025 Added 21.34%
$306B
$129 Million 0.1% of portfolio
1,938,484
Q3 2025 Reduced 0.89%
$224B
$115 Million 0.09% of portfolio
379,663
Q3 2025 Added 5.38%
$303B
$116 Million 0.09% of portfolio
748,273
Q3 2025 Added 20.58%
$197B
$115 Million 0.09% of portfolio
562,375
Q3 2025 Added 117.32%
$342B
$112 Million 0.09% of portfolio
613,003
Q3 2025 Added 26.49%
$319B
$105 Million 0.08% of portfolio
1,530,885
Q3 2025 Added 6.34%
$265B
$98.1 Million 0.08% of portfolio
123,213
Q3 2025 Added 10.11%
$388B
$99 Million 0.08% of portfolio
612,062
Q3 2025 Added 38.66%
$317B
$100 Million 0.08% of portfolio
1,197,909
Q3 2025 Added 26.42%
$204B
$98.4 Million 0.08% of portfolio
700,804
Q3 2025 Added 9.65%
$300B
$89.8 Million 0.07% of portfolio
260,106
Q3 2025 Added 9.49%
$235B
$90.4 Million 0.07% of portfolio
1,076,508
Q3 2025 Added 13.96%
$258B
$95.9 Million 0.07% of portfolio
572,833
Q3 2025 Added 6.57%
$79.6B
$74.6 Million 0.06% of portfolio
603,005
Q3 2025 Added 5.37%
$140B
$82.2 Million 0.06% of portfolio
219,522
Q3 2025 Added 2.89%
$123B
$76 Million 0.06% of portfolio
152,290
Q3 2025 Added 27.53%
$255B
$72.5 Million 0.06% of portfolio
218,368
Q3 2025 Added 14.72%
$114B
$80.3 Million 0.06% of portfolio
372,200
Q3 2025 Added 13.58%
$237B
$73.2 Million 0.06% of portfolio
308,791
Q3 2025 Added 14.83%
$193B
$77.4 Million 0.06% of portfolio
676,155
Q3 2025 Added 6.49%
$115B
$76.6 Million 0.06% of portfolio
156,251
Q3 2025 Reduced 9.78%

Summary

  • Portfolio
  • No. of Stocks 6,684
  • Current Value $129 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 336 stocks
  • Additional Purchases 2,586 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 798 stocks
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email