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
$3.16B
$1.05 Million 0.0% of portfolio
52,650
Q3 2025 Added 184.86%
$1.53B
$1.86 Million 0.0% of portfolio
13,158
Q3 2025 Added 16.78%
$1.87B
$688,000 0.0% of portfolio
23,582
Q3 2025 Added 37.54%
$4.91B
$1.72 Million 0.0% of portfolio
39,175
Q3 2025 Added 14.46%
$478M
$1.5 Million 0.0% of portfolio
51,839
Q3 2025 Added 17.22%
$595M
$561,000 0.0% of portfolio
41,250
Q3 2025 Added 61.73%
$4.73B
$5.88 Million 0.0% of portfolio
72,587
Q3 2025 Added 27.59%
$41.3B
$4.42 Million 0.0% of portfolio
48,930
Q3 2025 Added 5.07%
$605M
$549,000 0.0% of portfolio
76,679
Q3 2025 Added 65.31%
$986M
$1.03 Million 0.0% of portfolio
126,980
Q3 2025 Added 7.83%
$2.23B
$375,000 0.0% of portfolio
18,329
Q3 2025 New
$6.02B
$2.65 Million 0.0% of portfolio
8,786
Q3 2025 Added 40.49%
$20.2B
$1.14 Million 0.0% of portfolio
4,281
Q3 2025 Added 0.12%
$33.8B
$2.69 Million 0.0% of portfolio
4,068
Q3 2025 Reduced 6.65%
$3.63B
$1.54 Million 0.0% of portfolio
60,429
Q3 2025 Added 27.02%
$495M
$155,000 0.0% of portfolio
44,225
Q3 2025 Reduced 21.03%
$6.9B
$1.73 Million 0.0% of portfolio
43,780
Q3 2025 Added 31.35%
$9.84B
$4.87 Million 0.0% of portfolio
93,856
Q3 2025 Added 24.66%
$4.08B
$889,000 0.0% of portfolio
22,661
Q3 2025 Added 32.48%
$203M
$313,000 0.0% of portfolio
49,823
Q3 2025 New
$2.87B
$3.83 Million 0.0% of portfolio
58,762
Q3 2025 Added 27.15%
$722M
$1.42 Million 0.0% of portfolio
51,586
Q3 2025 Added 4.25%
$14.1B
$425,000 0.0% of portfolio
40,787
Q3 2025 Reduced 35.63%
$5.82B
$1.5 Million 0.0% of portfolio
103,768
Q3 2025 Added 17.23%
$443M
$338,000 0.0% of portfolio
27,480
Q3 2025 Added 2.74%
$876M
$179,000 0.0% of portfolio
14,926
Q3 2025 Added 2.93%
$24.5M
$283,000 0.0% of portfolio
50,862
Q3 2025 Reduced 1.93%
$1.34B
$1.27 Million 0.0% of portfolio
62,605
Q3 2025 Added 132.59%
$3.99B
$2.19 Million 0.0% of portfolio
28,803
Q3 2025 Added 340.95%
$47.8M
$179,000 0.0% of portfolio
69,068
Q2 2025 Reduced 0.72%
$4.89B
$206,000 0.0% of portfolio
28,711
Q3 2025 Added 4.12%
$6.71B
$367,000 0.0% of portfolio
3,293
Q3 2025 Reduced 19.27%
$248M
$416,000 0.0% of portfolio
212,388
Q3 2025 Added 74.67%
$232M
$982,000 0.0% of portfolio
40,320
Q3 2025 Reduced 32.33%
$3.99B
$2.31 Million 0.0% of portfolio
53,623
Q3 2025 Added 117.66%
$437M
$2.91 Million 0.0% of portfolio
159,412
Q3 2025 Added 201.71%
$68.4B
$4.5 Million 0.0% of portfolio
131,784
Q3 2025 Added 98.46%
$2.11B
$938,000 0.0% of portfolio
59,381
Q3 2025 Added 36.96%
$742M
$920,000 0.0% of portfolio
51,705
Q3 2025 Added 5.22%
$9.71B
$2 Million 0.0% of portfolio
26,891
Q3 2025 Added 22.99%
$9.49B
$5.33 Million 0.0% of portfolio
43,100
Q3 2025 Reduced 3.56%
$6.49B
$3.6 Million 0.0% of portfolio
27,275
Q3 2025 Added 34.71%
$972M
$1.27 Million 0.0% of portfolio
22,750
Q3 2025 Added 35.26%
$12B
$4.22 Million 0.0% of portfolio
42,154
Q3 2025 Added 134.62%
$17.7B
$4.73 Million 0.0% of portfolio
47,993
Q3 2025 Added 14.76%
$19.3B
$3.25 Million 0.0% of portfolio
75,822
Q3 2025 Added 0.87%
$1.77B
$515,000 0.0% of portfolio
16,849
Q3 2025 Added 74.58%
$19.5B
$4.04 Million 0.0% of portfolio
102,389
Q3 2025 Added 180.58%
$134M
$202,000 0.0% of portfolio
7,545
Q3 2025 New

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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email