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
$9.92B
$4.67 Million 0.0% of portfolio
78,636
Q3 2025 Added 22.83%
$428M
$1.14 Million 0.0% of portfolio
79,417
Q3 2025 Added 23.17%
$796M
$416,000 0.0% of portfolio
79,873
Q3 2025 Added 9.99%
$13.6B
$2.18 Million 0.0% of portfolio
30,205
Q3 2025 Added 32.0%
$0
$663,000 0.0% of portfolio
52,819
Q3 2025 Added 35.7%
$357M
$227,000 0.0% of portfolio
7,438
Q3 2025 New
$8.64B
$2.38 Million 0.0% of portfolio
28,212
Q3 2025 Added 233.99%
$1.23B
$868,000 0.0% of portfolio
120,351
Q3 2025 Reduced 4.82%
$6.17B
$1.53 Million 0.0% of portfolio
115,738
Q3 2025 Added 180.62%
$458M
$427,000 0.0% of portfolio
30,926
Q3 2025 New
$3.83B
$1.3 Million 0.0% of portfolio
98,866
Q3 2025 Added 31.69%
$5.54B
$5.39 Million 0.0% of portfolio
30,861
Q3 2025 Added 7.04%
$2.23B
$806,000 0.0% of portfolio
35,645
Q3 2025 Added 63.22%
$2.66B
$3 Million 0.0% of portfolio
381,023
Q3 2025 Added 76.17%
$6.61B
$1.78 Million 0.0% of portfolio
43,904
Q3 2025 Added 1.83%
$337M
$288,000 0.0% of portfolio
62,926
Q3 2025 Added 165.97%
$1.23B
$478,000 0.0% of portfolio
58,736
Q3 2025 Added 14.67%
$240M
$51,000 0.0% of portfolio
21,811
Q3 2025 Added 106.02%
$953M
$306,000 0.0% of portfolio
16,778
Q3 2025 Added 11.89%
$562M
$381,000 0.0% of portfolio
44,835
Q3 2025 Added 45.7%
$1.47B
$3.3 Million 0.0% of portfolio
35,515
Q3 2025 Added 59.98%
$3.84B
$748,000 0.0% of portfolio
2,463
Q3 2025 Added 11.7%
$419M
$720,000 0.0% of portfolio
37,103
Q3 2025 Added 95.12%
$1.57B
$270,000 0.0% of portfolio
5,217
Q3 2025 Reduced 56.75%
$1.16B
$462,000 0.0% of portfolio
9,295
Q3 2025 Added 15.9%
$0
$304,000 0.0% of portfolio
57,696
Q3 2025 New
$1.79B
$212,000 0.0% of portfolio
82,936
Q3 2025 Added 169.55%
$42.9B
$5.43 Million 0.0% of portfolio
46,775
Q3 2025 Added 47.62%
$6.93B
$1.1 Million 0.0% of portfolio
14,748
Q3 2025 Added 62.87%
$1B
$293,000 0.0% of portfolio
16,477
Q3 2025 Reduced 22.87%
$383M
$276,000 0.0% of portfolio
9,092
Q3 2025 Reduced 10.94%
$3.27B
$1.26 Million 0.0% of portfolio
10,762
Q3 2025 Reduced 7.76%
$1.43B
$940,000 0.0% of portfolio
54,707
Q3 2025 Added 250.55%
$1.2B
$860,000 0.0% of portfolio
33,270
Q3 2025 Added 11.26%
$0
$2.83 Million 0.0% of portfolio
464,171
Q3 2025 Added 0.73%
$10.2B
$3.37 Million 0.0% of portfolio
51,474
Q3 2025 Reduced 3.41%
$4.23B
$3.06 Million 0.0% of portfolio
229,163
Q3 2025 Added 63.53%
$1.34B
$3.39 Million 0.0% of portfolio
28,973
Q3 2025 Added 14.79%
$4.32B
$2.87 Million 0.0% of portfolio
54,882
Q3 2025 Added 17.3%
$1.26B
$586,000 0.0% of portfolio
21,834
Q3 2025 Added 39.11%
$2.64B
$1.88 Million 0.0% of portfolio
53,008
Q3 2025 Added 5.1%
$14.1B
$2.94 Million 0.0% of portfolio
75,078
Q3 2025 Added 39.97%
$428M
$753,000 0.0% of portfolio
90,303
Q3 2025 Added 342.21%
$1.35B
$578,000 0.0% of portfolio
15,866
Q3 2025 Added 33.48%
$903M
$227,000 0.0% of portfolio
27,002
Q3 2025 Added 25.71%
$720M
$709,000 0.0% of portfolio
36,797
Q3 2025 Added 7.33%
$1.59B
$209,000 0.0% of portfolio
18,402
Q3 2025 Added 13.49%
$23.2B
$5.03 Million 0.0% of portfolio
59,299
Q3 2025 Added 79.12%
$11.8B
$1.02 Million 0.0% of portfolio
60,063
Q3 2025 Reduced 5.86%

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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