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
$2.95B
$1.13 Million 0.0% of portfolio
36,888
Q3 2025 Added 142.72%
$5.16B
$2.51 Million 0.0% of portfolio
15,136
Q3 2025 Added 32.1%
$2.51B
$795,000 0.0% of portfolio
17,335
Q3 2025 Added 13.29%
$10.2B
$3.86 Million 0.0% of portfolio
203,374
Q3 2025 Added 29.44%
$4.37B
$1.79 Million 0.0% of portfolio
52,006
Q3 2025 Added 13.89%
$1.78B
$371,000 0.0% of portfolio
31,202
Q3 2025 Added 17.03%
$1.18B
$407,000 0.0% of portfolio
8,779
Q3 2025 Added 20.49%
$1.95B
$1.93 Million 0.0% of portfolio
27,552
Q3 2025 Added 1.69%
$9.75B
$4.06 Million 0.0% of portfolio
55,294
Q3 2025 Added 9.22%
$3.15B
$291,000 0.0% of portfolio
4,216
Q3 2025 New
$15.3B
$2.02 Million 0.0% of portfolio
16,656
Q3 2025 Reduced 15.46%
$2.9B
$471,000 0.0% of portfolio
5,255
Q3 2025 Added 35.4%
$12.1B
$5.36 Million 0.0% of portfolio
36,790
Q3 2025 Added 21.89%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 8.44%
$4.09B
$1.92 Million 0.0% of portfolio
24,814
Q3 2025 Added 56.66%
$1.19B
$332,000 0.0% of portfolio
12,540
Q3 2025 New
$13.2B
$2.74 Million 0.0% of portfolio
8,600
Q3 2025 Added 3.13%
$32.1B
$3.42 Million 0.0% of portfolio
146,470
Q3 2025 Added 19.44%
$2.03B
$3.01 Million 0.0% of portfolio
56,476
Q3 2025 Added 17.59%
$1.21B
$197,000 0.0% of portfolio
27,483
Q3 2025 Added 41.63%
$2.69B
$539,000 0.0% of portfolio
44,944
Q3 2025 Added 74.21%
$351M
$317,000 0.0% of portfolio
37,710
Q3 2025 New
$1.31B
$685,000 0.0% of portfolio
19,971
Q3 2025 New
$3.54B
$1.03 Million 0.0% of portfolio
5,048
Q3 2025 Added 49.75%
$2.42B
$1.34 Million 0.0% of portfolio
38,763
Q3 2025 Added 47.76%
$465M
$1.12 Million 0.0% of portfolio
27,498
Q3 2025 Added 49.69%
$4.57B
$906,000 0.0% of portfolio
11,120
Q3 2025 Added 17.36%
$18.5B
$960,000 0.0% of portfolio
11,553
Q3 2025 Added 60.57%
$622M
$234,000 0.0% of portfolio
6,125
Q3 2025 New
$2.39B
$526,000 0.0% of portfolio
13,119
Q3 2025 Added 2.18%
$881M
$1.16 Million 0.0% of portfolio
51,289
Q3 2025 Added 28.16%
$4.16B
$5.4 Million 0.0% of portfolio
4,589
Q3 2025 Added 19.26%
$559M
$3.44 Million 0.0% of portfolio
98,553
Q3 2025 Reduced 5.4%
$822M
$662,000 0.0% of portfolio
38,306
Q3 2025 Added 13.71%
$172M
$198,000 0.0% of portfolio
40,434
Q3 2025 Added 286.04%
$1.3B
$964,000 0.0% of portfolio
179,537
Q3 2025 Added 55.52%
$11B
$2.13 Million 0.0% of portfolio
21,297
Q3 2025 Added 70.96%
$1.96B
$1.6 Million 0.0% of portfolio
61,827
Q3 2025 Added 29.18%
$5.17B
$3.02 Million 0.0% of portfolio
25,806
Q3 2025 Added 48.0%
$3.26B
$652,000 0.0% of portfolio
12,287
Q3 2025 Reduced 24.01%
$25.4B
$1.63 Million 0.0% of portfolio
59,755
Q3 2025 Added 4.18%
$3.81B
$3.91 Million 0.0% of portfolio
26,991
Q3 2025 Added 34.0%
$574M
$165,000 0.0% of portfolio
18,341
Q3 2025 Added 49.41%
$11B
$2.31 Million 0.0% of portfolio
99,983
Q3 2025 Added 60.99%
$417M
$1.46 Million 0.0% of portfolio
60,133
Q3 2025 Added 12.69%
$15B
$2.32 Million 0.0% of portfolio
10,879
Q3 2025 Added 74.88%
$14.7B
$1.47 Million 0.0% of portfolio
30,949
Q3 2025 Reduced 0.79%
$415M
$1.57 Million 0.0% of portfolio
63,682
Q3 2025 Added 56.14%
$450M
$830,000 0.0% of portfolio
93,072
Q3 2025 Added 9.24%

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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