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
$5.11B
$715,000 0.0% of portfolio
89,719
Q3 2025 Added 71.03%
$534M
$215,000 0.0% of portfolio
10,677
Q3 2025 New
$1.19B
$258,000 0.0% of portfolio
20,042
Q3 2025 Added 29.75%
$270M
$116,000 0.0% of portfolio
66,586
Q3 2025 Added 49.19%
$612M
$2.41 Million 0.0% of portfolio
37,415
Q3 2025 Added 16.38%
$25B
$5.29 Million 0.0% of portfolio
104,322
Q3 2025 Added 34.25%
$550M
$569,000 0.0% of portfolio
23,552
Q3 2025 Added 5.81%
$7.74B
$2.25 Million 0.0% of portfolio
2,715
Q3 2025 Added 84.57%
$661M
$234,000 0.0% of portfolio
26,175
Q3 2025 Added 29.28%
$4.86B
$3.44 Million 0.0% of portfolio
36,661
Q3 2025 Added 17.39%
$7.56B
$6.26 Million 0.0% of portfolio
36,807
Q3 2025 Added 33.08%
$1.09B
$706,000 0.0% of portfolio
44,025
Q3 2025 Added 173.38%
$30.4B
$4.67 Million 0.0% of portfolio
179,232
Q3 2025 Added 58.29%
$7.23B
$2.64 Million 0.0% of portfolio
41,796
Q3 2025 Added 12.81%
$23B
$2.34 Million 0.0% of portfolio
22,793
Q3 2025 Reduced 1.61%
$0
$106,000 0.0% of portfolio
36,186
Q3 2025 New
$1.97B
$1.1 Million 0.0% of portfolio
12,748
Q3 2025 Added 129.07%
$33.4B
$3.31 Million 0.0% of portfolio
91,494
Q3 2025 Added 23.71%
$979M
$346,000 0.0% of portfolio
32,450
Q3 2025 Added 3.02%
$1.73B
$1.63 Million 0.0% of portfolio
106,489
Q3 2025 Reduced 8.63%
$973M
$832,000 0.0% of portfolio
12,570
Q3 2025 Reduced 4.36%
$6.46B
$4.41 Million 0.0% of portfolio
24,286
Q3 2025 Added 30.75%
$212M
$117,000 0.0% of portfolio
18,256
Q3 2025 New
$761M
$133,000 0.0% of portfolio
17,602
Q3 2025 Added 27.87%
$693M
$1.02 Million 0.0% of portfolio
24,390
Q3 2025 New
$594M
$1.31 Million 0.0% of portfolio
68,070
Q3 2025 Added 109.78%
$37.1B
$5.38 Million 0.0% of portfolio
26,854
Q3 2025 Added 13.27%
$64.7B
$6.24 Million 0.0% of portfolio
66,171
Q3 2025 Reduced 17.58%
$15.7B
$1.95 Million 0.0% of portfolio
7,732
Q3 2025 Added 43.37%
$6.49B
$3.28 Million 0.0% of portfolio
7,321
Q3 2025 Added 173.68%
$1.05B
$839,000 0.0% of portfolio
28,159
Q3 2025 Added 46.49%
$3.29B
$2.74 Million 0.0% of portfolio
160,380
Q3 2025 Added 131.36%
$1.46B
$677,000 0.0% of portfolio
18,373
Q3 2025 Added 64.07%
$276M
$622,000 0.0% of portfolio
19,958
Q3 2025 Added 172.43%
$1.62B
$775,000 0.0% of portfolio
28,103
Q3 2025 Added 40.44%
$2.9B
$265,000 0.0% of portfolio
9,789
Q3 2025 New
$11.5B
$4.13 Million 0.0% of portfolio
88,608
Q3 2025 Added 166.97%
$13.2B
$814,000 0.0% of portfolio
4,652
Q3 2025 Reduced 0.56%
$4.67B
$2.7 Million 0.0% of portfolio
28,175
Q3 2025 Added 28.81%
$1.71B
$483,000 0.0% of portfolio
40,366
Q3 2025 Added 56.29%
$599M
$70,000 0.0% of portfolio
16,923
Q3 2025 Added 18.81%
$921M
$399,000 0.0% of portfolio
23,928
Q3 2025 Added 3.82%
$744M
$840,000 0.0% of portfolio
19,291
Q3 2025 Added 22.17%
$382M
$670,000 0.0% of portfolio
21,018
Q3 2025 Added 2.35%
$324M
$103,000 0.0% of portfolio
13,325
Q3 2025 New
$659M
$146,000 0.0% of portfolio
11,920
Q3 2025 Added 3.29%
$5.53B
$1.89 Million 0.0% of portfolio
154,661
Q3 2025 Added 23.08%
$1.55B
$1.51 Million 0.0% of portfolio
141,329
Q3 2025 Added 1,228.16%
$1.28B
$1.11 Million 0.0% of portfolio
24,331
Q3 2025 Added 30.64%

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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