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
$1.22B
$444,000 0.0% of portfolio
4,597
Q3 2025 New
$295M
$209,000 0.0% of portfolio
75,926
Q3 2025 Added 64.72%
$0
$849,000 0.0% of portfolio
73,908
Q3 2025 Added 286.39%
$6.59B
$1.68 Million 0.0% of portfolio
9,670
Q3 2025 Added 181.68%
$842M
$694,000 0.0% of portfolio
49,243
Q3 2025 Added 37.58%
$3.75B
$1.98 Million 0.0% of portfolio
75,300
Q3 2025 Added 17.34%
$535M
$630,000 0.0% of portfolio
18,107
Q3 2025 Reduced 0.66%
$1.52B
$867,000 0.0% of portfolio
53,307
Q3 2025 Added 37.27%
$762M
$2.68 Million 0.0% of portfolio
70,661
Q3 2025 Added 11.31%
$43.4B
$1.75 Million 0.0% of portfolio
9,940
Q3 2025 Added 17.22%
$1B
$551,000 0.0% of portfolio
11,463
Q3 2025 Added 8.03%
$3.57B
$2.48 Million 0.0% of portfolio
49,642
Q3 2025 Added 27.89%
$9.52B
$2.29 Million 0.0% of portfolio
161,966
Q3 2025 Added 69.22%
$578M
$624,000 0.0% of portfolio
66,573
Q3 2025 Added 4.39%
$5.36B
$2.64 Million 0.0% of portfolio
50,096
Q3 2025 Added 55.24%
$0
$102,000 0.0% of portfolio
10,828
Q1 2025 Reduced 2.26%
$16.8B
$762,000 0.0% of portfolio
15,011
Q3 2025 Added 5.11%
$631M
$1.45 Million 0.0% of portfolio
48,295
Q3 2025 Added 38.83%
$1.03B
$2.96 Million 0.0% of portfolio
106,912
Q3 2025 Added 42.43%
$558M
$46,000 0.0% of portfolio
25,365
Q3 2025 Added 40.58%
$440M
$91,000 0.0% of portfolio
21,071
Q3 2025 Reduced 20.06%
$9.96B
$2.75 Million 0.0% of portfolio
68,032
Q3 2025 Added 179.66%
$455M
$58,000 0.0% of portfolio
11,341
Q3 2025 New
$6.66B
$1.77 Million 0.0% of portfolio
14,286
Q3 2025 Added 5.86%
$5.03B
$1.77 Million 0.0% of portfolio
28,267
Q3 2025 Added 99.77%
$467M
$415,000 0.0% of portfolio
34,706
Q3 2025 Added 0.83%
$7.37B
$4.91 Million 0.0% of portfolio
17,570
Q3 2025 Added 39.27%
$3.63B
$241,000 0.0% of portfolio
6,801
Q3 2025 Added 29.89%
$3.74B
$3.43 Million 0.0% of portfolio
84,726
Q3 2025 Added 589.39%
$5.71B
$5.08 Million 0.0% of portfolio
26,885
Q3 2025 Added 20.28%
$10.7B
$2.21 Million 0.0% of portfolio
17,679
Q3 2025 Added 29.7%
$1.35B
$226,000 0.0% of portfolio
5,509
Q3 2025 New
$1.59B
$1.95 Million 0.0% of portfolio
20,294
Q3 2025 Added 12.23%
$13.9B
$4.56 Million 0.0% of portfolio
32,466
Q3 2025 Added 127.91%
$5.77B
$787,000 0.0% of portfolio
16,650
Q3 2025 Added 33.18%
$5.67B
$2.72 Million 0.0% of portfolio
64,730
Q3 2025 Added 19.98%
$21.2B
$2.92 Million 0.0% of portfolio
6,976
Q3 2025 Added 63.37%
$361M
$313,000 0.0% of portfolio
17,033
Q3 2025 New
$15B
$1.43 Million 0.0% of portfolio
28,363
Q3 2025 Reduced 0.08%
$1.45B
$402,000 0.0% of portfolio
29,629
Q3 2025 Added 2.67%
$382M
$67,000 0.0% of portfolio
24,900
Q4 2024 Reduced 3.86%
$853M
$749,000 0.0% of portfolio
11,229
Q3 2025 Added 110.04%
$33.6B
$4.48 Million 0.0% of portfolio
37,016
Q3 2025 Added 4.85%
$5.67B
$4.09 Million 0.0% of portfolio
12,694
Q3 2025 Added 267.52%
$2.16B
$2.82 Million 0.0% of portfolio
69,347
Q3 2025 Added 22.29%
$281M
$764,000 0.0% of portfolio
282,025
Q3 2025 Added 92.61%
$3.25B
$1.08 Million 0.0% of portfolio
16,727
Q3 2025 Added 139.13%
$4.34B
$4.46 Million 0.0% of portfolio
186,742
Q3 2025 Added 144.92%
$440M
$864,000 0.0% of portfolio
44,618
Q3 2025 Added 273.03%

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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