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
$925,000 0.0% of portfolio
64,384
Q1 2025 Reduced 1.45%
$5.2B
$2.74 Million 0.0% of portfolio
37,486
Q3 2025 Added 17.49%
$31.6B
$5.44 Million 0.0% of portfolio
4,432
Q3 2025 Added 24.01%
$3.06B
$839,000 0.0% of portfolio
57,297
Q3 2025 Reduced 23.61%
$21.1B
$1.47 Million 0.0% of portfolio
77,323
Q3 2025 Added 3.9%
$879M
$815,000 0.0% of portfolio
128,490
Q3 2025 Added 37.65%
$29.9B
$1.23 Million 0.0% of portfolio
125,415
Q3 2025 Added 3.56%
$832M
$1.25 Million 0.0% of portfolio
49,921
Q3 2025 Added 31.67%
$572M
$238,000 0.0% of portfolio
17,060
Q3 2025 Reduced 36.81%
$168M
$309,000 0.0% of portfolio
46,110
Q3 2025 Added 40.54%
$7.56B
$1.48 Million 0.0% of portfolio
52,156
Q3 2025 Added 57.97%
$7.05B
$3.68 Million 0.0% of portfolio
30,102
Q3 2025 Added 114.78%
$1.48B
$1.28 Million 0.0% of portfolio
74,013
Q3 2025 Reduced 13.29%
$5.22B
$1.29 Million 0.0% of portfolio
25,239
Q3 2025 Added 23.51%
$322M
$515,000 0.0% of portfolio
129,236
Q3 2025 Added 137.47%
$1.28B
$5.54 Million 0.0% of portfolio
239,363
Q3 2025 Added 1.86%
$495M
$344,000 0.0% of portfolio
14,708
Q3 2025 Added 10.61%
$2.87B
$271,000 0.0% of portfolio
5,465
Q3 2025 Added 5.42%
$772M
$339,000 0.0% of portfolio
27,747
Q3 2025 Added 40.09%
$8.3B
$622,000 0.0% of portfolio
1,948
Q3 2025 Added 17.14%
$1.4B
$276,000 0.0% of portfolio
4,735
Q3 2025 New
$3.56B
$1.75 Million 0.0% of portfolio
18,654
Q3 2025 Added 19.38%
$2.7B
$1.28 Million 0.0% of portfolio
42,362
Q3 2025 Added 376.94%
$922M
$31,000 0.0% of portfolio
26,677
Q3 2025 Reduced 4.35%
$4.88B
$4.78 Million 0.0% of portfolio
17,708
Q3 2025 Added 8.58%
$1.57B
$745,000 0.0% of portfolio
11,611
Q3 2025 Reduced 12.0%
$1.6B
$239,000 0.0% of portfolio
23,507
Q3 2025 Added 59.92%
$111M
$62,000 0.0% of portfolio
12,050
Q3 2025 New
$26.6B
$5.39 Million 0.0% of portfolio
40,081
Q3 2025 Added 31.55%
$564M
$453,000 0.0% of portfolio
11,521
Q3 2025 Added 11.74%
$1.09B
$513,000 0.0% of portfolio
25,588
Q3 2025 Reduced 7.76%
$13.6B
$3.37 Million 0.0% of portfolio
8,625
Q3 2025 Reduced 0.6%
$3.66B
$2.19 Million 0.0% of portfolio
19,515
Q3 2025 Added 4.94%
$8.04B
$787,000 0.0% of portfolio
2,493
Q3 2025 Added 22.33%
$893M
$187,000 0.0% of portfolio
16,905
Q3 2025 Added 16.27%
$13B
$1.91 Million 0.0% of portfolio
9,019
Q3 2025 Added 38.69%
$855M
$385,000 0.0% of portfolio
77,200
Q3 2025 Added 153.47%
$1.99B
$647,000 0.0% of portfolio
23,876
Q3 2025 Added 32.04%
$1.15B
$528,000 0.0% of portfolio
36,685
Q3 2025 Added 23.86%
$1.19B
$4.02 Million 0.0% of portfolio
118,157
Q3 2025 Added 34.23%
$7.02B
$716,000 0.0% of portfolio
3,701
Q3 2025 Reduced 20.82%
$1.39B
$885,000 0.0% of portfolio
45,949
Q3 2025 Added 8.02%
$1.52B
$886,000 0.0% of portfolio
30,626
Q3 2025 Added 2.36%
$6.25B
$4.8 Million 0.0% of portfolio
87,310
Q3 2025 Added 81.66%
$24.5B
$6.21 Million 0.0% of portfolio
54,818
Q3 2025 Added 50.19%
$2.31B
$1.72 Million 0.0% of portfolio
13,051
Q3 2025 Added 15.33%
$21.3B
$2.22 Million 0.0% of portfolio
25,006
Q3 2025 Added 64.95%
$16.4B
$3.02 Million 0.0% of portfolio
161,402
Q3 2025 Added 13.24%
$557M
$523,000 0.0% of portfolio
12,901
Q3 2025 Reduced 4.9%

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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