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
-
$0 0.0% of portfolio
-
Q3 2025 Added 40.18%
$6.94B
$3.06 Million 0.0% of portfolio
25,265
Q3 2025 Added 67.54%
$1.75B
$929,000 0.0% of portfolio
14,748
Q3 2025 Reduced 5.81%
$703M
$2.32 Million 0.0% of portfolio
145,125
Q3 2025 Added 26.06%
$13.1B
$3.77 Million 0.0% of portfolio
15,985
Q3 2025 Added 8.26%
$690M
$210,000 0.0% of portfolio
14,361
Q3 2025 Added 3.21%
$1.51B
$1.04 Million 0.0% of portfolio
36,528
Q3 2025 Added 35.58%
$1.97B
$1.11 Million 0.0% of portfolio
45,440
Q3 2025 Added 14.19%
$3.38B
$234,000 0.0% of portfolio
4,356
Q3 2025 New
$15B
$1.47 Million 0.0% of portfolio
37,298
Q3 2025 Added 442.28%
$9.13B
$1.91 Million 0.0% of portfolio
54,218
Q3 2025 Added 140.8%
$8.84B
$483,000 0.0% of portfolio
3,666
Q3 2025 Added 36.43%
$392M
$411,000 0.0% of portfolio
18,433
Q3 2025 Reduced 16.35%
$3.85B
$2.27 Million 0.0% of portfolio
17,146
Q3 2025 Added 9.75%
$3.61B
$334,000 0.0% of portfolio
26,735
Q3 2025 Added 4.14%
$64.5M
$178,000 0.0% of portfolio
60,979
Q3 2025 Reduced 10.39%
$1.66B
$214,000 0.0% of portfolio
5,301
Q3 2025 New
$11.4B
$5.16 Million 0.0% of portfolio
53,401
Q3 2025 Added 9.16%
$895M
$450,000 0.0% of portfolio
20,188
Q3 2025 Reduced 2.38%
$2.97B
$567,000 0.0% of portfolio
41,612
Q3 2025 Added 90.33%
$4.44B
$3.31 Million 0.0% of portfolio
26,588
Q3 2025 Added 3.94%
$4.78B
$3.36 Million 0.0% of portfolio
921
Q3 2025 Added 2.45%
$2.76B
$1.73 Million 0.0% of portfolio
23,576
Q3 2025 Added 18.75%
$1.09B
$790,000 0.0% of portfolio
28,998
Q3 2025 Added 25.33%
$326M
$447,000 0.0% of portfolio
85,584
Q3 2025 Added 33.02%
$0
$269,000 0.0% of portfolio
49,737
Q3 2025 Added 41.0%
$6.55B
$1.38 Million 0.0% of portfolio
103,145
Q3 2025 Added 27.93%
$3.87B
$1.09 Million 0.0% of portfolio
29,970
Q3 2025 Reduced 6.16%
$27.1B
$5.5 Million 0.0% of portfolio
148,010
Q3 2025 Added 11.84%
$5.57B
$496,000 0.0% of portfolio
13,819
Q3 2025 Added 68.01%
$5B
$1.67 Million 0.0% of portfolio
17,919
Q3 2025 Reduced 7.83%
$8.39B
$486,000 0.0% of portfolio
16,423
Q3 2025 Added 3.19%
$5.83B
$2.55 Million 0.0% of portfolio
84,755
Q3 2025 Added 67.31%
$1.34B
$176,000 0.0% of portfolio
10,532
Q3 2025 Added 3.08%
$2.66B
$1.35 Million 0.0% of portfolio
7,400
Q3 2025 Added 32.17%
$1.01B
$773,000 0.0% of portfolio
13,557
Q3 2025 Added 49.14%
$487M
$222,000 0.0% of portfolio
19,529
Q3 2025 Added 27.38%
$990M
$237,000 0.0% of portfolio
44,121
Q3 2025 Reduced 6.32%
$1.19B
$1.3 Million 0.0% of portfolio
146,454
Q3 2025 Added 33.5%
$1.14B
$2.35 Million 0.0% of portfolio
45,416
Q3 2025 Added 35.78%
$10.5B
$841,000 0.0% of portfolio
6,814
Q3 2025 Added 7.27%
$484M
$1.08 Million 0.0% of portfolio
16,679
Q3 2025 Added 3.88%
$3.37B
$2.19 Million 0.0% of portfolio
26,554
Q3 2025 Added 23.11%
$2.04B
$452,000 0.0% of portfolio
25,941
Q3 2025 Reduced 5.05%
$3.85B
$2.35 Million 0.0% of portfolio
40,573
Q3 2025 Added 3.17%
$37.5M
$24,000 0.0% of portfolio
12,228
Q3 2025 Reduced 6.86%
$14.5B
$1.86 Million 0.0% of portfolio
4,316
Q3 2025 Added 57.92%
$604M
$259,000 0.0% of portfolio
33,661
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Added 34.58%

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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