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
$3.03B
$743,000 0.0% of portfolio
8,838
Q3 2025 Reduced 9.59%
$15.3B
$5.35 Million 0.0% of portfolio
29,949
Q3 2025 Added 27.18%
$1.45B
$825,000 0.0% of portfolio
70,538
Q3 2025 Added 47.99%
$16.1B
$2.66 Million 0.0% of portfolio
21,975
Q3 2025 Added 5.3%
$3.26B
$981,000 0.0% of portfolio
8,182
Q3 2025 Added 27.52%
$0
$637,000 0.0% of portfolio
60,072
Q3 2025 Reduced 0.02%
$13.7B
$1.68 Million 0.0% of portfolio
63,842
Q3 2025 Added 20.29%
$2.35B
$1.03 Million 0.0% of portfolio
18,832
Q3 2025 Added 28.57%
$592M
$860,000 0.0% of portfolio
47,448
Q3 2025 Reduced 29.44%
$5.65B
$655,000 0.0% of portfolio
8,348
Q3 2025 Added 13.9%
$11.2B
$5.86 Million 0.0% of portfolio
51,859
Q3 2025 Added 18.45%
$4.4B
$4.97 Million 0.0% of portfolio
78,111
Q3 2025 Added 3.68%
$2.43B
$3.11 Million 0.0% of portfolio
92,822
Q3 2025 Added 14.56%
$3.49B
$1.23 Million 0.0% of portfolio
79,688
Q3 2025 Added 32.68%
$3.73B
$6.12 Million 0.0% of portfolio
105,292
Q3 2025 Added 15.7%
$4.93B
$771,000 0.0% of portfolio
39,402
Q3 2025 Added 36.76%
$3.24B
$2.44 Million 0.0% of portfolio
42,520
Q3 2025 Added 5.28%
$1.09B
$413,000 0.0% of portfolio
11,459
Q3 2025 Added 60.06%
$662M
$100,000 0.0% of portfolio
76,610
Q3 2025 Added 105.08%
$2.51B
$1.01 Million 0.0% of portfolio
15,679
Q3 2025 Added 13.15%
$1.89B
$5.38 Million 0.0% of portfolio
791,291
Q3 2025 Added 95.82%
$800M
$1.12 Million 0.0% of portfolio
51,943
Q3 2025 Added 37.11%
$745M
$468,000 0.0% of portfolio
4,837
Q3 2025 Reduced 20.94%
$0
$1.65 Million 0.0% of portfolio
198,944
Q3 2025 Added 64.45%
$1.28B
$477,000 0.0% of portfolio
33,102
Q3 2025 Added 13.43%
$33.1B
$3.48 Million 0.0% of portfolio
140,186
Q3 2025 Added 24.32%
$25.4B
$630,000 0.0% of portfolio
63,574
Q3 2025 Added 2.26%
$328M
$459,000 0.0% of portfolio
38,032
Q3 2025 Added 13.94%
$1.47B
$405,000 0.0% of portfolio
104,330
Q3 2025 Added 271.43%
$2.99B
$872,000 0.0% of portfolio
13,977
Q3 2025 Reduced 28.29%
$867M
$288,000 0.0% of portfolio
38,192
Q3 2025 Added 26.05%
$19B
$5.6 Million 0.0% of portfolio
11,971
Q3 2025 Added 44.35%
$4.06B
$2.01 Million 0.0% of portfolio
15,317
Q3 2025 Added 6.95%
$2.12B
$2.71 Million 0.0% of portfolio
105,284
Q3 2025 Added 51.64%
$513M
$980,000 0.0% of portfolio
83,078
Q3 2025 Added 6.17%
$2.46B
$1.82 Million 0.0% of portfolio
96,051
Q3 2025 Added 60.97%
$438M
$521,000 0.0% of portfolio
56,959
Q3 2025 Added 64.88%
$518M
$1.02 Million 0.0% of portfolio
76,244
Q3 2025 Added 8.13%
$252M
$628,000 0.0% of portfolio
14,170
Q3 2025 Added 44.92%
$7.63B
$1.38 Million 0.0% of portfolio
9,734
Q3 2025 Added 5.85%
$481M
$118,000 0.0% of portfolio
90,156
Q3 2025 Reduced 3.76%
$1.48B
$770,000 0.0% of portfolio
16,043
Q3 2025 Added 6.86%
$8.02B
$918,000 0.0% of portfolio
9,077
Q3 2025 Added 23.78%
$1.58B
$182,000 0.0% of portfolio
25,182
Q3 2025 Added 35.99%
$21.1B
$4.36 Million 0.0% of portfolio
52,546
Q3 2025 Added 0.79%
$2.62B
$405,000 0.0% of portfolio
43,984
Q3 2025 Added 0.64%
$4.17B
$2.88 Million 0.0% of portfolio
42,765
Q3 2025 Added 19.44%
-
$0 0.0% of portfolio
-
Q3 2025 Added 37.55%
$5.1B
$1.13 Million 0.0% of portfolio
16,495
Q3 2025 Added 23.02%

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
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