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
$2.57B
$460,000 0.0% of portfolio
8,259
Q3 2025 Added 16.75%
$7.79B
$1.13 Million 0.0% of portfolio
10,580
Q3 2025 Added 69.71%
$476M
$139,000 0.0% of portfolio
11,245
Q3 2025 Reduced 1.52%
$7.33B
$1.99 Million 0.0% of portfolio
98,826
Q3 2025 Added 301.83%
$1.2B
$240,000 0.0% of portfolio
38,053
Q3 2025 Added 18.09%
$861M
$991,000 0.0% of portfolio
5,863
Q3 2025 Added 20.89%
$5.03B
$2.3 Million 0.0% of portfolio
15,354
Q3 2025 Added 42.83%
$2.84B
$469,000 0.0% of portfolio
36,150
Q3 2025 Added 44.96%
$28.3B
$4.89 Million 0.0% of portfolio
59,625
Q3 2025 Added 5.56%
$245M
$515,000 0.0% of portfolio
45,044
Q3 2025 New
$6.65B
$5.96 Million 0.0% of portfolio
50,119
Q3 2025 Added 17.01%
$339M
$262,000 0.0% of portfolio
18,480
Q3 2025 New
$441M
$669,000 0.0% of portfolio
13,125
Q3 2025 Added 9.53%
$2.39B
$4.08 Million 0.0% of portfolio
53,473
Q3 2025 Added 112.68%
$1.56B
$1.05 Million 0.0% of portfolio
17,530
Q3 2025 Added 31.43%
$1.43B
$842,000 0.0% of portfolio
28,595
Q3 2025 Added 278.09%
$15.3B
$1.92 Million 0.0% of portfolio
19,522
Q3 2025 Added 11.91%
$604M
$401,000 0.0% of portfolio
16,298
Q3 2025 Added 57.29%
$10.6B
$1.17 Million 0.0% of portfolio
20,178
Q3 2025 Added 11.8%
$2.58B
$1.76 Million 0.0% of portfolio
25,706
Q3 2025 Added 6.67%
$1.28B
$1.47 Million 0.0% of portfolio
55,115
Q3 2025 Added 29.32%
$1.45B
$2.6 Million 0.0% of portfolio
5,230
Q3 2025 Added 0.06%
$2.14B
$396,000 0.0% of portfolio
52,944
Q3 2025 Reduced 45.86%
$628M
$417,000 0.0% of portfolio
6,450
Q3 2025 Added 12.37%
$10B
$535,000 0.0% of portfolio
19,074
Q3 2025 Added 8.7%
$1.38B
$845,000 0.0% of portfolio
17,199
Q3 2025 Added 29.4%
$449M
$487,000 0.0% of portfolio
17,922
Q3 2025 Added 4.98%
$2.09B
$1 Million 0.0% of portfolio
61,361
Q3 2025 Added 35.36%
$420M
$247,000 0.0% of portfolio
26,063
Q3 2025 Added 102.35%
$4.9B
$1.78 Million 0.0% of portfolio
13,230
Q3 2025 Added 28.02%
$539M
$1.89 Million 0.0% of portfolio
129,681
Q3 2025 Added 13.7%
$3.18B
$2.34 Million 0.0% of portfolio
92,511
Q3 2025 Added 124.75%
$1.95B
$349,000 0.0% of portfolio
41,232
Q3 2025 Added 37.44%
$1.52B
$1.65 Million 0.0% of portfolio
9,829
Q3 2025 Added 84.86%
$5.51B
$2.91 Million 0.0% of portfolio
150,341
Q3 2025 Added 221.37%
$170M
$64,000 0.0% of portfolio
13,073
Q3 2025 Added 25.06%
$0
$289,000 0.0% of portfolio
78,568
Q3 2025 Added 0.0%
$19.8B
$4.91 Million 0.0% of portfolio
77,866
Q3 2025 Added 54.64%
$1.4B
$1.89 Million 0.0% of portfolio
75,145
Q3 2025 Added 14.29%
$2.79B
$574,000 0.0% of portfolio
5,839
Q3 2025 Added 3.04%
$3.34B
$2.45 Million 0.0% of portfolio
49,851
Q3 2025 Added 20.33%
$1.24B
$1.32 Million 0.0% of portfolio
26,792
Q3 2025 Added 252.43%
$33.4M
$122,000 0.0% of portfolio
159,053
Q3 2025 Added 12.13%
$586M
$728,000 0.0% of portfolio
23,794
Q3 2025 Added 115.74%
$401M
$151,000 0.0% of portfolio
18,934
Q3 2025 Added 43.67%
$4.71B
$1.87 Million 0.0% of portfolio
47,297
Q3 2025 Added 439.37%
$274M
$199,000 0.0% of portfolio
16,373
Q3 2025 New
$3.65B
$3.17 Million 0.0% of portfolio
56,625
Q3 2025 Added 46.87%
$3.44B
$1.57 Million 0.0% of portfolio
10,680
Q3 2025 Added 43.97%

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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email