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
$65.7B
$20.1 Million 0.02% of portfolio
250,960
Q3 2025 Reduced 6.68%
$272B
$20.2 Million 0.02% of portfolio
105,612
Q3 2025 Added 24.52%
$74.3B
$20.8 Million 0.02% of portfolio
103,661
Q3 2025 Added 29.2%
$79.5B
$29.7 Million 0.02% of portfolio
237,172
Q3 2025 Added 2.0%
$82.8B
$20.6 Million 0.02% of portfolio
71,440
Q3 2025 Reduced 8.91%
$55.4B
$20.5 Million 0.02% of portfolio
67,088
Q3 2025 Added 8.95%
$89.7B
$21.7 Million 0.02% of portfolio
107,840
Q3 2025 Reduced 1.72%
$113B
$30.1 Million 0.02% of portfolio
318,484
Q3 2025 Added 4.92%
$42.8B
$30.7 Million 0.02% of portfolio
102,575
Q3 2025 Added 14.85%
$147B
$32.2 Million 0.02% of portfolio
329,484
Q3 2025 Added 20.39%
$65.7B
$22.1 Million 0.02% of portfolio
73,673
Q3 2025 Added 4.22%
$57.9B
$19.7 Million 0.02% of portfolio
91,726
Q3 2025 Added 1.19%
$53.8B
$25.6 Million 0.02% of portfolio
109,105
Q3 2025 Added 13.29%
$55.8B
$28.2 Million 0.02% of portfolio
203,245
Q3 2025 Added 9.18%
$41.2B
$19.7 Million 0.02% of portfolio
66,084
Q3 2025 Added 60.07%
$40.3B
$21 Million 0.02% of portfolio
62,080
Q3 2025 Added 24.43%
$64.7B
$24.2 Million 0.02% of portfolio
215,912
Q3 2025 Added 8.91%
$54.4B
$22.3 Million 0.02% of portfolio
72,012
Q3 2025 Added 4.0%
$160B
$26.3 Million 0.02% of portfolio
132,855
Q3 2025 Reduced 8.59%
$277B
$24 Million 0.02% of portfolio
312,292
Q3 2025 Added 17.41%
$86.4B
$25.6 Million 0.02% of portfolio
72,903
Q3 2025 Reduced 4.71%
$50.4B
$25.3 Million 0.02% of portfolio
414,297
Q3 2025 Added 45.16%
$37.9B
$22.1 Million 0.02% of portfolio
268,395
Q3 2025 Added 9.51%
$52.5B
$27 Million 0.02% of portfolio
1,573,426
Q3 2025 Added 43.68%
$3.87B
$19.8 Million 0.02% of portfolio
245,729
Q3 2025 Added 1.1%
$44.1B
$29.5 Million 0.02% of portfolio
365,291
Q3 2025 Added 21.3%
$284B
$22.3 Million 0.02% of portfolio
314,384
Q3 2025 Added 0.42%
$41.4B
$26 Million 0.02% of portfolio
290,279
Q3 2025 Reduced 2.1%
$128B
$27.6 Million 0.02% of portfolio
289,696
Q3 2025 Added 14.45%
$72.3B
$26.2 Million 0.02% of portfolio
234,881
Q3 2025 Added 5.73%
$71.6B
$21.6 Million 0.02% of portfolio
322,481
Q3 2025 Added 4.36%
$73.2B
$22.2 Million 0.02% of portfolio
5,184
Q3 2025 Added 45.45%
$4.19B
$26.7 Million 0.02% of portfolio
715,750
Q3 2025 Added 374.82%
$109B
$20.7 Million 0.02% of portfolio
372,642
Q3 2025 Added 0.14%
$35.1B
$21.9 Million 0.02% of portfolio
359,920
Q3 2025 Added 23.11%
$53.4B
$31.6 Million 0.02% of portfolio
406,040
Q3 2025 Added 4.27%
$70.2B
$28.7 Million 0.02% of portfolio
917,960
Q3 2025 Added 7.97%
$57.4B
$21.3 Million 0.02% of portfolio
33,269
Q3 2025 Added 14.45%
$69.4B
$20.6 Million 0.02% of portfolio
251,734
Q3 2025 Added 6.65%
$136B
$27.4 Million 0.02% of portfolio
64,358
Q3 2025 Added 7.26%
$123B
$20.7 Million 0.02% of portfolio
29,589
Q3 2025 Added 11.75%
$100B
$21.5 Million 0.02% of portfolio
79,593
Q3 2025 Added 2.39%
$57.5B
$22.7 Million 0.02% of portfolio
83,297
Q3 2025 Reduced 1.72%
$68.9B
$23.2 Million 0.02% of portfolio
98,590
Q3 2025 Added 19.48%
$73.4B
$29.8 Million 0.02% of portfolio
839,901
Q3 2025 Added 4.52%
$74.1B
$23.2 Million 0.02% of portfolio
85,408
Q3 2025 Added 1.25%
$76.2B
$25.8 Million 0.02% of portfolio
413,120
Q3 2025 Reduced 6.93%
$91.4B
$31.3 Million 0.02% of portfolio
201,986
Q3 2025 Added 12.17%
$13.5B
$16.8 Million 0.01% of portfolio
298,934
Q3 2025 Added 14.18%

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