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
$5.47B
$2.23 Million 0.0% of portfolio
210,663
Q3 2025 Added 94.26%
$14.3B
$988,000 0.0% of portfolio
65,352
Q3 2025 Added 24.39%
$12.2B
$1.35 Million 0.0% of portfolio
6,223
Q3 2025 Reduced 31.29%
$2.49B
$257,000 0.0% of portfolio
52,794
Q3 2025 Reduced 1.16%
$7.04B
$3.92 Million 0.0% of portfolio
631,020
Q3 2025 Added 16.09%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.2%
$350M
$89,000 0.0% of portfolio
10,263
Q3 2025 Reduced 18.85%
$6B
$1.64 Million 0.0% of portfolio
123,934
Q3 2025 Added 30.23%
$439M
$483,000 0.0% of portfolio
150,755
Q3 2025 Added 52.93%
$10.7B
$5.14 Million 0.0% of portfolio
66,746
Q3 2025 Added 21.84%
$641M
$324,000 0.0% of portfolio
13,904
Q3 2025 Added 32.09%
$5.23B
$2.17 Million 0.0% of portfolio
9,866
Q3 2025 Added 64.3%
$7.8B
$719,000 0.0% of portfolio
5,607
Q3 2025 Added 60.43%
$8.25B
$1.35 Million 0.0% of portfolio
44,298
Q3 2025 Added 131.36%
$1.71B
$215,000 0.0% of portfolio
1,808
Q3 2025 New
$4.52B
$1.34 Million 0.0% of portfolio
10,934
Q3 2025 Reduced 1.0%
$151M
$3.39 Million 0.0% of portfolio
530,745
Q3 2025 Added 0.03%
$7.35B
$5.63 Million 0.0% of portfolio
99,281
Q3 2025 Added 9.21%
$581M
$430,000 0.0% of portfolio
8,826
Q3 2025 Added 24.27%
$3.7B
$4.15 Million 0.0% of portfolio
72,256
Q3 2025 Added 47.55%
$5.44B
$1.5 Million 0.0% of portfolio
33,512
Q3 2025 Added 29.49%
$22.7B
$5.92 Million 0.0% of portfolio
342,698
Q3 2025 Reduced 4.17%
$390M
$162,000 0.0% of portfolio
27,376
Q3 2025 Reduced 34.39%
$1.32B
$900,000 0.0% of portfolio
25,231
Q3 2025 Added 140.52%
$2.33B
$2.03 Million 0.0% of portfolio
36,444
Q3 2025 Reduced 56.33%
$4.89B
$5.3 Million 0.0% of portfolio
52,721
Q3 2025 Reduced 22.62%
$124M
$152,000 0.0% of portfolio
21,948
Q3 2025 Added 43.23%
$27B
$4.21 Million 0.0% of portfolio
31,848
Q3 2025 Added 7.14%
$1.17B
$399,000 0.0% of portfolio
19,667
Q3 2025 Added 53.78%
$3.89B
$775,000 0.0% of portfolio
36,349
Q3 2025 Added 25.02%
$0
$1.06 Million 0.0% of portfolio
92,720
Q3 2025 Added 8.28%
$2.39B
$1.16 Million 0.0% of portfolio
8,646
Q3 2025 Added 13.39%
$5.06B
$494,000 0.0% of portfolio
6,747
Q3 2025 New
$5.17B
$2.94 Million 0.0% of portfolio
105,876
Q3 2025 Added 1.51%
$11.9B
$2.76 Million 0.0% of portfolio
37,916
Q3 2025 Added 152.39%
$2.49B
$234,000 0.0% of portfolio
3,164
Q3 2025 Added 13.28%
$1.2B
$517,000 0.0% of portfolio
41,210
Q3 2025 Added 17.22%
$4.51B
$1.12 Million 0.0% of portfolio
59,856
Q3 2025 Reduced 17.58%
$6.83B
$521,000 0.0% of portfolio
30,984
Q3 2025 Added 124.95%
$21.2B
$4.78 Million 0.0% of portfolio
8,811
Q3 2025 Added 58.13%
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.88%
$475M
$97,000 0.0% of portfolio
49,132
Q3 2025 Added 9.1%
$14.2B
$3.02 Million 0.0% of portfolio
17,033
Q3 2025 Added 9.49%
$3.03B
$479,000 0.0% of portfolio
14,376
Q3 2025 New
$1.17B
$250,000 0.0% of portfolio
28,622
Q3 2025 Added 4.8%
$4.49B
$1.41 Million 0.0% of portfolio
29,271
Q3 2025 Added 14.42%
$3.84B
$2.39 Million 0.0% of portfolio
38,977
Q3 2025 Added 36.93%
$2.79B
$581,000 0.0% of portfolio
2,745
Q3 2025 Added 6.6%
$6.31B
$507,000 0.0% of portfolio
9,003
Q3 2025 Added 96.31%

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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