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
$9.87B
$1.78 Million 0.0% of portfolio
7,469
Q3 2025 Added 18.42%
$19B
$5.27 Million 0.0% of portfolio
55,488
Q3 2025 Added 25.01%
$13.7B
$530,000 0.0% of portfolio
20,016
Q3 2025 Added 18.76%
$41.7M
$11,000 0.0% of portfolio
11,871
Q3 2025 Added 0.15%
$10.2B
$1.86 Million 0.0% of portfolio
34,365
Q3 2025 Added 49.67%
$335M
$214,000 0.0% of portfolio
12,852
Q3 2025 Reduced 58.8%
$9.74B
$1.08 Million 0.0% of portfolio
61,664
Q3 2025 Added 27.33%
$4.39B
$3.24 Million 0.0% of portfolio
40,020
Q3 2025 Added 23.1%
$598M
$214,000 0.0% of portfolio
8,405
Q3 2025 New
$581M
$454,000 0.0% of portfolio
50,931
Q3 2025 Reduced 2.19%
$238M
$154,000 0.0% of portfolio
150,467
Q3 2025 Reduced 11.99%
$1.98B
$1.13 Million 0.0% of portfolio
25,593
Q3 2025 Added 75.92%
$719M
$284,000 0.0% of portfolio
28,664
Q3 2025 Reduced 42.22%
$323M
$30,000 0.0% of portfolio
17,768
Q3 2025 Added 26.5%
$4.87B
$4.44 Million 0.0% of portfolio
36,890
Q3 2025 Added 20.97%
$0
$600,000 0.0% of portfolio
39,027
Q3 2025 Added 32.92%
$975M
$196,000 0.0% of portfolio
15,527
Q3 2025 Added 6.78%
$788M
$1.84 Million 0.0% of portfolio
172,651
Q3 2025 Added 58.7%
$11.5B
$1.19 Million 0.0% of portfolio
19,661
Q3 2025 Added 37.93%
$825M
$228,000 0.0% of portfolio
29,647
Q3 2025 Added 26.42%
$10.6B
$2.61 Million 0.0% of portfolio
45,492
Q3 2025 Added 259.05%
$40.1B
$466,000 0.0% of portfolio
208,980
Q3 2025 Added 66.65%
$14B
$3.06 Million 0.0% of portfolio
18,664
Q3 2025 Added 34.34%
$35.2M
$40,000 0.0% of portfolio
30,004
Q3 2025 Added 36.36%
$1.41B
$299,000 0.0% of portfolio
14,678
Q3 2025 Added 33.01%
$3.6B
$882,000 0.0% of portfolio
31,497
Q3 2025 Added 11.05%
$0
$173,000 0.0% of portfolio
24,684
Q3 2025 Added 0.19%
$6.27B
$1.02 Million 0.0% of portfolio
40,538
Q3 2025 Added 295.42%
$831M
$584,000 0.0% of portfolio
146,741
Q3 2025 Added 14.08%
$68.9M
$8,000 0.0% of portfolio
12,800
Q3 2025 Added 28.0%
$429M
$430,000 0.0% of portfolio
30,297
Q3 2025 Reduced 37.56%
$594M
$827,000 0.0% of portfolio
98,748
Q3 2025 Added 26.75%
$1.79B
$1.23 Million 0.0% of portfolio
9,905
Q3 2025 Reduced 5.53%
$4.19B
$467,000 0.0% of portfolio
10,875
Q3 2025 Added 141.67%
$1.64B
$553,000 0.0% of portfolio
42,122
Q3 2025 Reduced 0.62%
$3.69B
$3.8 Million 0.0% of portfolio
21,008
Q3 2025 Reduced 5.79%
$2.43B
$1.32 Million 0.0% of portfolio
18,607
Q3 2025 Added 83.46%
$4.98B
$3.04 Million 0.0% of portfolio
130,540
Q3 2025 Added 24.33%
$79.5M
$23,000 0.0% of portfolio
30,349
Q3 2025 New
$3.05B
$568,000 0.0% of portfolio
22,242
Q3 2025 Added 19.84%
$13B
$3.5 Million 0.0% of portfolio
353,485
Q3 2025 Added 22.56%
$17.6M
$47,000 0.0% of portfolio
19,569
Q3 2025 Added 0.07%
$83.8M
$50,000 0.0% of portfolio
21,794
Q4 2024 Added 1.13%
$0
$651,000 0.0% of portfolio
60,080
Q3 2025 Reduced 20.83%
$485M
$585,000 0.0% of portfolio
48,013
Q3 2025 Added 51.02%
$6.2B
$787,000 0.0% of portfolio
12,395
Q3 2025 Added 1.62%
$2.23B
$1.59 Million 0.0% of portfolio
69,278
Q3 2025 Added 32.96%
$59.4M
$519,000 0.0% of portfolio
45,000
Q4 2022 Added 200.0%
$4.81B
$4.48 Million 0.0% of portfolio
103,691
Q3 2025 Added 42.12%

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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