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
$328B
$82 Million 0.06% of portfolio
272,451
Q3 2025 Added 14.28%
$187B
$83 Million 0.06% of portfolio
499,066
Q3 2025 Added 8.83%
$237B
$77.3 Million 0.06% of portfolio
476,478
Q3 2025 Added 1.69%
$132B
$72.1 Million 0.06% of portfolio
342,641
Q3 2025 Added 41.17%
$136B
$76.7 Million 0.06% of portfolio
324,358
Q3 2025 Added 18.69%
$167B
$63.9 Million 0.05% of portfolio
669,657
Q3 2025 Added 31.8%
$170B
$64.3 Million 0.05% of portfolio
444,658
Q3 2025 Added 8.41%
$140B
$59.6 Million 0.05% of portfolio
236,974
Q3 2025 Added 5.31%
$222B
$59.6 Million 0.05% of portfolio
122,796
Q3 2025 Added 9.87%
$163B
$62.7 Million 0.05% of portfolio
87,280
Q3 2025 Added 6.39%
$169B
$69.6 Million 0.05% of portfolio
75,594
Q3 2025 Added 31.79%
$168B
$69.1 Million 0.05% of portfolio
915,488
Q3 2025 Added 1.95%
$152B
$62.4 Million 0.05% of portfolio
252,842
Q3 2025 Reduced 4.02%
$270B
$67.4 Million 0.05% of portfolio
423,869
Q3 2025 Added 46.51%
$98.1B
$65.5 Million 0.05% of portfolio
383,087
Q3 2025 Added 44.45%
$36B
$51.6 Million 0.04% of portfolio
1,791,791
Q3 2025 Added 4.02%
$183B
$57.4 Million 0.04% of portfolio
203,555
Q3 2025 Reduced 5.23%
$61.4B
$48.7 Million 0.04% of portfolio
239,007
Q3 2025 Added 30.09%
$82.2B
$51.4 Million 0.04% of portfolio
227,747
Q3 2025 Added 35.4%
$174B
$57.1 Million 0.04% of portfolio
384,462
Q3 2025 Added 4.91%
$161B
$49.7 Million 0.04% of portfolio
46,060
Q3 2025 Added 8.74%
$143B
$45.8 Million 0.04% of portfolio
1,365,076
Q3 2025 Added 12.99%
$1.96B
$51.9 Million 0.04% of portfolio
3,105,854
Q3 2025 Reduced 0.01%
$182B
$47.7 Million 0.04% of portfolio
69,799
Q3 2025 Added 7.62%
$121B
$52.1 Million 0.04% of portfolio
67,387
Q3 2025 Added 1.32%
$6.2B
$48.9 Million 0.04% of portfolio
453,670
Q3 2025 Added 5.83%
$181B
$58.1 Million 0.04% of portfolio
2,056,408
Q3 2025 Added 4.4%
$283B
$54.4 Million 0.04% of portfolio
423,818
Q3 2025 Added 6.42%
$0
$57.9 Million 0.04% of portfolio
4,631,450
Q3 2025 Reduced 5.79%
$181B
$45.9 Million 0.04% of portfolio
468,861
Q3 2025 Added 22.34%
$268B
$46.9 Million 0.04% of portfolio
280,396
Q3 2025 Added 56.16%
$172B
$49.6 Million 0.04% of portfolio
1,129,188
Q3 2025 Added 11.71%
$89.8B
$35.8 Million 0.03% of portfolio
200,963
Q3 2025 Added 11.51%
$269B
$33.4 Million 0.03% of portfolio
139,646
Q3 2025 Added 11.39%
$45.5B
$39.1 Million 0.03% of portfolio
226,450
Q3 2025 Added 36.52%
$418B
$42 Million 0.03% of portfolio
234,911
Q3 2025 Added 14.79%
$190B
$38.9 Million 0.03% of portfolio
382,765
Q3 2025 Reduced 7.3%
$191B
$42.3 Million 0.03% of portfolio
7,835
Q3 2025 Added 32.75%
$79.2B
$44.2 Million 0.03% of portfolio
633,650
Q3 2025 Reduced 0.35%
$97.3B
$41.8 Million 0.03% of portfolio
493,888
Q3 2025 Reduced 2.94%
$120B
$42.2 Million 0.03% of portfolio
1,343,772
Q3 2025 Added 10.17%
$96.9B
$39 Million 0.03% of portfolio
92,508
Q3 2025 Added 0.16%
$99.7B
$33.9 Million 0.03% of portfolio
176,081
Q3 2025 Reduced 0.16%
$136B
$33.2 Million 0.03% of portfolio
89,888
Q3 2025 Added 3.2%
$159B
$44.1 Million 0.03% of portfolio
90,693
Q3 2025 Added 3.8%
$205B
$39.3 Million 0.03% of portfolio
266,980
Q3 2025 Added 7.92%
$141B
$41.9 Million 0.03% of portfolio
1,645,877
Q3 2025 Added 2.44%
$92.7B
$43.7 Million 0.03% of portfolio
167,666
Q3 2025 Added 43.02%
$25.7B
$41.1 Million 0.03% of portfolio
246,562
Q3 2025 Added 0.46%

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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