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
$1.62B
$883,000 0.0% of portfolio
18,854
Q3 2025 Added 140.52%
$13.8B
$4.87 Million 0.0% of portfolio
41,334
Q3 2025 Added 20.87%
$7.02B
$4.62 Million 0.0% of portfolio
91,417
Q3 2025 Added 11.76%
$4.77B
$2.19 Million 0.0% of portfolio
51,833
Q3 2025 Added 52.49%
$1.84B
$537,000 0.0% of portfolio
12,697
Q3 2025 Reduced 11.04%
$2.98B
$646,000 0.0% of portfolio
32,243
Q3 2025 Added 23.15%
$4.13B
$442,000 0.0% of portfolio
29,193
Q3 2025 Added 16.46%
$842M
$355,000 0.0% of portfolio
17,121
Q3 2025 Added 14.74%
$0
$1.84 Million 0.0% of portfolio
150,087
Q3 2025 Added 1.79%
$2.18B
$1.27 Million 0.0% of portfolio
38,057
Q3 2025 Added 66.66%
$4.52B
$1.8 Million 0.0% of portfolio
6,142
Q3 2025 Reduced 24.31%
$17.2B
$5.07 Million 0.0% of portfolio
45,743
Q3 2025 Added 82.47%
$1.94B
$899,000 0.0% of portfolio
4,711
Q3 2025 Reduced 7.46%
$529M
$1.06 Million 0.0% of portfolio
92,037
Q3 2025 Added 160.87%
$12.9B
$1.67 Million 0.0% of portfolio
20,584
Q3 2025 Reduced 9.15%
$3.53B
$1.8 Million 0.0% of portfolio
12,493
Q3 2025 Added 39.15%
$5.59B
$1.83 Million 0.0% of portfolio
16,237
Q3 2025 Added 147.74%
$3.73B
$245,000 0.0% of portfolio
6,717
Q3 2025 New
$6.38B
$3.9 Million 0.0% of portfolio
86,129
Q3 2025 Added 37.75%
$16.3B
$2.28 Million 0.0% of portfolio
12,348
Q3 2025 Added 9.13%
$940M
$740,000 0.0% of portfolio
36,346
Q3 2025 Added 206.51%
$994M
$900,000 0.0% of portfolio
41,863
Q3 2025 Added 15.81%
$2.19B
$878,000 0.0% of portfolio
41,968
Q3 2025 Added 41.56%
$974M
$414,000 0.0% of portfolio
7,044
Q3 2025 Added 23.99%
$1.23B
$223,000 0.0% of portfolio
28,784
Q3 2025 New
$1.07B
$2.03 Million 0.0% of portfolio
29,133
Q3 2025 Added 114.09%
$4.04B
$1.52 Million 0.0% of portfolio
21,052
Q3 2025 Added 183.8%
$1.81B
$1.35 Million 0.0% of portfolio
12,712
Q3 2025 Added 288.03%
$75.8M
$392,000 0.0% of portfolio
260,000
Q3 2025 Added 756.95%
$3.45B
$924,000 0.0% of portfolio
11,628
Q3 2025 Added 41.51%
$833M
$130,000 0.0% of portfolio
53,143
Q3 2025 Reduced 14.32%
$5B
$2 Million 0.0% of portfolio
11,046
Q3 2025 Added 73.24%
$4.98B
$3.54 Million 0.0% of portfolio
27,981
Q3 2025 Added 9.26%
$711M
$663,000 0.0% of portfolio
61,869
Q3 2025 Added 41.17%
$3.44B
$1.33 Million 0.0% of portfolio
4,281
Q3 2025 Added 80.48%
$605M
$341,000 0.0% of portfolio
12,180
Q3 2025 Added 7.38%
$1.9B
$461,000 0.0% of portfolio
28,408
Q3 2025 Added 6.24%
$30.3B
$4.64 Million 0.0% of portfolio
81,006
Q3 2025 Added 3.16%
$208M
$216,000 0.0% of portfolio
18,664
Q3 2025 Added 3.95%
$442M
$486,000 0.0% of portfolio
36,196
Q3 2025 Added 4.67%
$18.7B
$5.89 Million 0.0% of portfolio
25,640
Q3 2025 Added 24.94%
$225M
$151,000 0.0% of portfolio
41,216
Q3 2025 Reduced 36.53%
$8.87B
$1.2 Million 0.0% of portfolio
29,522
Q3 2025 Added 41.25%
$38.1B
$3.39 Million 0.0% of portfolio
45,499
Q3 2025 Reduced 0.5%
$0
$71,000 0.0% of portfolio
13,931
Q3 2025 Reduced 12.55%
$8.38B
$224,000 0.0% of portfolio
1,303
Q3 2025 New
$1.49B
$484,000 0.0% of portfolio
39,092
Q3 2025 Added 202.92%
$5.15B
$4.51 Million 0.0% of portfolio
70,853
Q3 2025 Added 52.29%
$7.87B
$1.9 Million 0.0% of portfolio
14,991
Q3 2025 Reduced 0.39%

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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