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
$317M
$2.47 Million 0.0% of portfolio
150,650
Q3 2025 Added 62.6%
$1.38B
$371,000 0.0% of portfolio
22,500
Q3 2025 Added 64.56%
-
$0 0.0% of portfolio
-
Q3 2025 Added 41.62%
$315M
$1.65 Million 0.0% of portfolio
83,484
Q3 2025 Added 79.9%
$10.3B
$3.95 Million 0.0% of portfolio
93,656
Q3 2025 Added 66.49%
$1.06B
$571,000 0.0% of portfolio
175,351
Q3 2025 Added 14.84%
$3.71B
$1.45 Million 0.0% of portfolio
88,392
Q3 2025 Reduced 7.04%
$5.42B
$1.26 Million 0.0% of portfolio
14,827
Q3 2025 Added 37.75%
$2.63B
$995,000 0.0% of portfolio
18,801
Q3 2025 Reduced 17.01%
$20.1B
$5.36 Million 0.0% of portfolio
9,480
Q3 2025 Reduced 0.66%
$845M
$276,000 0.0% of portfolio
6,742
Q3 2025 New
$6.04B
$504,000 0.0% of portfolio
20,329
Q3 2025 Added 31.71%
$5.97B
$430,000 0.0% of portfolio
2,732
Q3 2025 Reduced 11.79%
$295M
$130,000 0.0% of portfolio
15,720
Q3 2025 Reduced 29.4%
$8.77B
$2.89 Million 0.0% of portfolio
31,704
Q3 2025 Added 31.95%
$146M
$207,000 0.0% of portfolio
64,279
Q3 2025 New
$2.42B
$2.54 Million 0.0% of portfolio
78,035
Q3 2025 Added 61.75%
$2.4B
$730,000 0.0% of portfolio
29,473
Q3 2025 Added 81.32%
$11.1B
$5.15 Million 0.0% of portfolio
25,138
Q3 2025 Added 52.61%
$1.27B
$812,000 0.0% of portfolio
44,764
Q3 2025 Added 108.03%
$3.09B
$5.38 Million 0.0% of portfolio
180,489
Q3 2025 Added 112.12%
$8.2B
$2.38 Million 0.0% of portfolio
41,018
Q3 2025 Reduced 14.18%
$1.46B
$946,000 0.0% of portfolio
38,233
Q3 2025 Added 5.78%
$0
$0 0.0% of portfolio
37,976
Q3 2025 Reduced 35.31%
$33.4B
$2.89 Million 0.0% of portfolio
308,986
Q3 2025 Added 37.64%
$16.9B
$2.45 Million 0.0% of portfolio
27,357
Q3 2025 Added 34.27%
$6.51B
$1.48 Million 0.0% of portfolio
17,701
Q3 2025 Added 140.05%
$563M
$218,000 0.0% of portfolio
9,403
Q3 2025 New
$2.63B
$327,000 0.0% of portfolio
11,163
Q3 2025 New
$23.5B
$2.03 Million 0.0% of portfolio
8,951
Q3 2025 Added 49.66%
$13.3M
$56,000 0.0% of portfolio
15,600
Q4 2023 Reduced 49.84%
$30.9B
$5.11 Million 0.0% of portfolio
40,533
Q3 2025 Reduced 6.93%
$10.1B
$2.12 Million 0.0% of portfolio
56,296
Q3 2025 Added 88.87%
$2.96B
$1.58 Million 0.0% of portfolio
30,132
Q3 2025 Added 20.76%
$4.44B
$2 Million 0.0% of portfolio
98,195
Q3 2025 Added 69.55%
$3.45B
$1 Million 0.0% of portfolio
56,995
Q3 2025 Added 91.09%
$5.57B
$749,000 0.0% of portfolio
24,273
Q3 2025 Added 24.41%
$38.4B
$2.03 Million 0.0% of portfolio
79,425
Q3 2025 Reduced 16.22%
$1.55B
$316,000 0.0% of portfolio
17,860
Q3 2025 Added 24.15%
$423M
$419,000 0.0% of portfolio
12,207
Q3 2025 Added 4.84%
$7.28B
$3.47 Million 0.0% of portfolio
11,018
Q3 2025 Added 65.61%
$3B
$3.41 Million 0.0% of portfolio
101,929
Q3 2025 Added 14.33%
$12.2B
$1.12 Million 0.0% of portfolio
10,087
Q3 2025 Added 3.02%
$3.74B
$869,000 0.0% of portfolio
24,569
Q3 2025 Added 92.56%
$48.8B
$4.89 Million 0.0% of portfolio
100,467
Q3 2025 Added 11.18%
$475M
$136,000 0.0% of portfolio
18,010
Q3 2025 Added 2.46%
$4.29B
$1.31 Million 0.0% of portfolio
16,068
Q3 2025 Reduced 12.52%
$2.94B
$1.08 Million 0.0% of portfolio
10,401
Q3 2025 Reduced 43.82%
$17.7B
$2.09 Million 0.0% of portfolio
7,657
Q3 2025 Added 14.61%

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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