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
$4.15B
$2.16 Million 0.0% of portfolio
29,835
Q3 2025 Reduced 6.35%
$1.88B
$476,000 0.0% of portfolio
21,893
Q3 2025 Added 96.68%
$1.54B
$2.4 Million 0.0% of portfolio
91,033
Q3 2025 Added 19.11%
$443M
$88,000 0.0% of portfolio
21,192
Q3 2025 Added 11.47%
$13.4B
$4.56 Million 0.0% of portfolio
110,523
Q3 2025 Added 26.53%
$0
$284,000 0.0% of portfolio
21,240
Q3 2025 Added 61.23%
$3.1B
$1.66 Million 0.0% of portfolio
165,658
Q3 2025 Added 9.96%
$4.41B
$1.95 Million 0.0% of portfolio
22,616
Q3 2025 Added 283.19%
$1.02B
$397,000 0.0% of portfolio
23,994
Q3 2025 Added 98.97%
$0
$1.51 Million 0.0% of portfolio
65,983
Q3 2025 Added 70.42%
$3.62B
$277,000 0.0% of portfolio
12,588
Q3 2025 New
$1.88B
$144,000 0.0% of portfolio
12,095
Q3 2025 Added 8.6%
$3.69B
$2.28 Million 0.0% of portfolio
52,333
Q3 2025 Added 33.3%
$1.92B
$1.8 Million 0.0% of portfolio
53,235
Q3 2025 Added 3.37%
$8.78B
$1.7 Million 0.0% of portfolio
32,080
Q3 2025 Added 82.52%
$405M
$138,000 0.0% of portfolio
22,549
Q3 2025 New
$4.11B
$992,000 0.0% of portfolio
17,277
Q3 2025 Reduced 0.18%
$24.8B
$4.11 Million 0.0% of portfolio
21,287
Q3 2025 Added 78.27%
$15.2B
$3.73 Million 0.0% of portfolio
50,173
Q3 2025 Added 144.0%
$2.8B
$789,000 0.0% of portfolio
36,718
Q3 2025 Added 100.93%
$678M
$880,000 0.0% of portfolio
6,697
Q3 2025 Added 23.52%
$14.5B
$6.32 Million 0.0% of portfolio
17,046
Q3 2025 Added 248.45%
$660M
$196,000 0.0% of portfolio
113,745
Q3 2025 Added 44.34%
$0
$288,000 0.0% of portfolio
31,839
Q3 2025 Reduced 9.82%
$1.39B
$1.29 Million 0.0% of portfolio
39,785
Q3 2025 Added 176.0%
$0
$75,000 0.0% of portfolio
11,733
Q2 2025 New
-
$261,000 0.0% of portfolio
7,578
Q3 2025 New
$3.39B
$1.08 Million 0.0% of portfolio
6,112
Q3 2025 Added 28.7%
$5.88B
$692,000 0.0% of portfolio
13,090
Q3 2025 Added 11.09%
$1.99B
$3.25 Million 0.0% of portfolio
55,971
Q3 2025 Reduced 14.67%
$213M
$355,000 0.0% of portfolio
74,107
Q3 2025 Added 52.83%
$11B
$3.51 Million 0.0% of portfolio
41,394
Q3 2025 Added 163.25%
$303M
$1.05 Million 0.0% of portfolio
270,689
Q3 2025 Reduced 6.23%
$275M
$819,000 0.0% of portfolio
24,808
Q3 2025 Added 3.21%
$506M
$335,000 0.0% of portfolio
11,993
Q3 2025 Added 24.18%
$1.19B
$397,000 0.0% of portfolio
23,479
Q3 2025 Added 51.32%
$29.6B
$2.58 Million 0.0% of portfolio
7,747
Q3 2025 Added 8.73%
$1.7B
$1.23 Million 0.0% of portfolio
35,443
Q3 2025 Added 53.61%
$926M
$1.27 Million 0.0% of portfolio
20,052
Q3 2025 Reduced 6.7%
$2.73B
$207,000 0.0% of portfolio
9,306
Q3 2025 Reduced 28.5%
$352M
$89,000 0.0% of portfolio
21,304
Q3 2025 Reduced 28.6%
$3.33B
$1.05 Million 0.0% of portfolio
20,037
Q3 2025 Added 236.08%
$1.57B
$1.09 Million 0.0% of portfolio
15,072
Q3 2025 Added 102.58%
$13.3B
$970,000 0.0% of portfolio
38,418
Q3 2025 Added 134.51%
$6.36B
$1.52 Million 0.0% of portfolio
11,432
Q3 2025 Added 51.86%
$1.37B
$1.04 Million 0.0% of portfolio
29,452
Q3 2025 Added 35.99%
$4.66B
$759,000 0.0% of portfolio
24,847
Q3 2025 Added 11.48%
$5.13B
$2.47 Million 0.0% of portfolio
14,350
Q3 2025 Added 36.99%
$1.15B
$277,000 0.0% of portfolio
12,918
Q3 2025 Added 0.86%

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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