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
$525M
$84,000 0.0% of portfolio
18,401
Q3 2025 Added 21.41%
$50B
$3.79 Million 0.0% of portfolio
70,438
Q3 2025 Added 43.48%
$570M
$222,000 0.0% of portfolio
25,338
Q3 2025 Reduced 41.04%
$4.52B
$1.21 Million 0.0% of portfolio
14,530
Q3 2025 Added 50.07%
$9.59B
$2.62 Million 0.0% of portfolio
8,440
Q3 2025 Added 20.23%
$377M
$939,000 0.0% of portfolio
73,515
Q3 2025 Reduced 50.13%
$8.6B
$4.78 Million 0.0% of portfolio
50,414
Q3 2025 Added 2.75%
$16.7B
$2.07 Million 0.0% of portfolio
3,913
Q3 2025 Added 5.05%
$398M
$503,000 0.0% of portfolio
46,301
Q3 2025 Added 329.19%
$1.54B
$239,000 0.0% of portfolio
11,585
Q3 2025 Added 15.61%
$284M
$686,000 0.0% of portfolio
77,133
Q3 2025 Added 30.92%
$0
$306,000 0.0% of portfolio
26,290
Q3 2025 New
$2.38B
$129,000 0.0% of portfolio
10,407
Q3 2025 Reduced 1.21%
$0
$623,000 0.0% of portfolio
31,513
Q3 2025 Added 5.47%
$6.02B
$3.97 Million 0.0% of portfolio
94,367
Q3 2025 Added 7.82%
$4.5B
$2.76 Million 0.0% of portfolio
76,308
Q3 2025 Reduced 5.5%
$2.76B
$3.17 Million 0.0% of portfolio
21,310
Q3 2025 Added 14.97%
$8.94B
$1.6 Million 0.0% of portfolio
3,766
Q3 2025 Reduced 2.49%
$8.19B
$3.85 Million 0.0% of portfolio
81,911
Q3 2025 Added 41.79%
$1.34B
$2.12 Million 0.0% of portfolio
26,094
Q3 2025 Added 23.7%
$5.52B
$2.78 Million 0.0% of portfolio
19,382
Q3 2025 Reduced 2.34%
$947M
$1.3 Million 0.0% of portfolio
52,239
Q3 2025 Added 19.15%
$608M
$851,000 0.0% of portfolio
23,825
Q3 2025 Added 8.77%
$2.55B
$2.48 Million 0.0% of portfolio
44,458
Q3 2025 Added 10.67%
$319M
$143,000 0.0% of portfolio
17,872
Q3 2025 Added 35.14%
$46.2B
$2.18 Million 0.0% of portfolio
28,957
Q3 2025 Added 4.99%
$3.98B
$3.04 Million 0.0% of portfolio
38,062
Q3 2025 Added 4.31%
$13.2B
$2.23 Million 0.0% of portfolio
9,843
Q3 2025 Added 37.07%
$13.3B
$4.37 Million 0.0% of portfolio
94,227
Q3 2025 Added 10.71%
$406M
$836,000 0.0% of portfolio
98,821
Q3 2025 Reduced 10.81%
$15.6B
$3.24 Million 0.0% of portfolio
59,699
Q3 2025 Added 114.35%
$8.69B
$2.02 Million 0.0% of portfolio
166,579
Q3 2025 Added 79.15%
$7.41B
$4.74 Million 0.0% of portfolio
51,349
Q3 2025 Added 55.98%
$5.91B
$460,000 0.0% of portfolio
148,658
Q3 2025 Added 112.13%
$3.85B
$1.56 Million 0.0% of portfolio
23,449
Q3 2025 Added 12.79%
$14.3B
$1.66 Million 0.0% of portfolio
77,466
Q3 2025 Added 3.37%
$12.8B
$4.85 Million 0.0% of portfolio
42,730
Q3 2025 Added 51.98%
$4.09B
$1.36 Million 0.0% of portfolio
14,792
Q3 2025 Added 246.74%
$37.7B
$2.52 Million 0.0% of portfolio
524,583
Q3 2025 Reduced 15.65%
$67.9M
$190,000 0.0% of portfolio
122,071
Q3 2025 Added 6.43%
$0
$208,000 0.0% of portfolio
14,467
Q3 2025 Added 35.28%
$23.5B
$3.52 Million 0.0% of portfolio
37,309
Q3 2025 Added 3.43%
$14.5B
$3.1 Million 0.0% of portfolio
10,408
Q3 2025 Added 50.17%
$868M
$193,000 0.0% of portfolio
19,652
Q3 2025 Added 8.18%
$3.01B
$1.17 Million 0.0% of portfolio
19,002
Q3 2025 Added 84.65%
-
$0 0.0% of portfolio
-
Q3 2025 Added 11.28%
$39.1B
$6.08 Million 0.0% of portfolio
92,186
Q3 2025 Reduced 13.26%
$1.8B
$986,000 0.0% of portfolio
13,730
Q3 2025 Added 106.13%
$17.4B
$3.78 Million 0.0% of portfolio
87,375
Q3 2025 Added 39.23%

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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