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
$2.19B
$641,000 0.0% of portfolio
3,860
Q3 2025 Added 75.06%
$393M
$585,000 0.0% of portfolio
8,732
Q3 2025 Added 37.45%
$18.4B
$6.07 Million 0.0% of portfolio
11,806
Q3 2025 Added 115.48%
$6.09B
$2.76 Million 0.0% of portfolio
41,621
Q3 2025 Added 437.05%
$1.98B
$938,000 0.0% of portfolio
94,352
Q3 2025 Added 17.47%
$1.83B
$2.51 Million 0.0% of portfolio
18,683
Q3 2025 Added 20.19%
$459M
$498,000 0.0% of portfolio
16,381
Q3 2025 Reduced 3.49%
$2.77B
$323,000 0.0% of portfolio
9,500
Q3 2025 Reduced 18.24%
$3.47B
$277,000 0.0% of portfolio
15,192
Q3 2025 Added 5.13%
$10.5B
$3.13 Million 0.0% of portfolio
38,199
Q3 2025 Added 5.32%
$2.41B
$1.43 Million 0.0% of portfolio
259,861
Q3 2025 New
$10.3B
$1.28 Million 0.0% of portfolio
167,567
Q3 2025 Added 16.76%
$7.94B
$1.63 Million 0.0% of portfolio
11,034
Q3 2025 Reduced 1.22%
$683M
$192,000 0.0% of portfolio
10,574
Q3 2025 Added 2.17%
$4.07B
$2.11 Million 0.0% of portfolio
33,127
Q3 2025 Added 35.9%
$0
$242,000 0.0% of portfolio
26,839
Q3 2025 Reduced 0.31%
$3.95B
$715,000 0.0% of portfolio
52,339
Q3 2025 Added 1.95%
$28.4B
$5.12 Million 0.0% of portfolio
35,160
Q3 2025 Added 59.57%
$20.1B
$1.41 Million 0.0% of portfolio
234,632
Q3 2025 Added 202.87%
$0
$6.1 Million 0.0% of portfolio
206,068
Q3 2025 Added 0.04%
$4.74B
$403,000 0.0% of portfolio
4,764
Q3 2025 Added 10.33%
$36.4B
$5.11 Million 0.0% of portfolio
121,794
Q3 2025 Added 38.65%
$4.28B
$1.24 Million 0.0% of portfolio
14,662
Q3 2025 Added 66.44%
$6.92B
$4.19 Million 0.0% of portfolio
73,135
Q3 2025 Added 34.68%
$845M
$3.2 Million 0.0% of portfolio
72,923
Q3 2025 Added 83.81%
$11.4B
$2.6 Million 0.0% of portfolio
6,441
Q3 2025 Added 7.33%
$3.25B
$270,000 0.0% of portfolio
2,570
Q3 2025 New
$22.2B
$3.34 Million 0.0% of portfolio
459,559
Q3 2025 Added 25.65%
$177M
$66,000 0.0% of portfolio
53,630
Q3 2025 Reduced 19.65%
$1.92B
$2.14 Million 0.0% of portfolio
200,607
Q3 2025 Added 7.5%
$1.3B
$339,000 0.0% of portfolio
43,939
Q3 2025 Added 162.56%
$2.18B
$283,000 0.0% of portfolio
25,670
Q3 2025 Added 24.02%
$8.22B
$2.4 Million 0.0% of portfolio
59,125
Q3 2025 Added 67.91%
$2.47B
$1.61 Million 0.0% of portfolio
13,705
Q3 2025 Added 49.98%
$7.36B
$561,000 0.0% of portfolio
10,905
Q3 2025 Added 57.11%
$2.56B
$407,000 0.0% of portfolio
7,388
Q3 2025 New
$3.55B
$284,000 0.0% of portfolio
5,027
Q3 2025 New
$32.4B
$3.91 Million 0.0% of portfolio
14,229
Q3 2025 Added 4.39%
$1.36B
$386,000 0.0% of portfolio
35,456
Q3 2025 Added 31.11%
$24.8B
$739,000 0.0% of portfolio
145,540
Q3 2025 Reduced 0.7%
$7.17B
$3.37 Million 0.0% of portfolio
305,482
Q3 2025 Added 40.75%
-
$0 0.0% of portfolio
-
Q3 2025 Added 9.52%
$23.5B
$5.32 Million 0.0% of portfolio
9,070
Q3 2025 Added 46.93%
$747M
$300,000 0.0% of portfolio
52,676
Q3 2025 Added 39.51%
$1.35B
$1.34 Million 0.0% of portfolio
33,653
Q3 2025 Reduced 6.9%
$20.8B
$5.01 Million 0.0% of portfolio
24,651
Q3 2025 Added 64.56%
$1.17B
$1.96 Million 0.0% of portfolio
411,255
Q3 2025 Added 60.26%
$6B
$3.47 Million 0.0% of portfolio
50,358
Q3 2025 Added 23.25%
$1.06B
$661,000 0.0% of portfolio
25,956
Q3 2025 Added 11.95%

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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