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
$2.21B
$879,000 0.0% of portfolio
36,807
Q3 2025 Added 16.38%
$1.07B
$851,000 0.0% of portfolio
28,577
Q3 2025 Added 47.4%
$296M
$180,000 0.0% of portfolio
34,848
Q3 2025 Added 189.27%
$1.16B
$1.16 Million 0.0% of portfolio
33,671
Q3 2025 Added 107.95%
$12.1B
$1.54 Million 0.0% of portfolio
20,031
Q3 2025 Reduced 1.71%
$14.4B
$4.11 Million 0.0% of portfolio
45,255
Q3 2025 Added 97.86%
$11.6B
$3.11 Million 0.0% of portfolio
28,675
Q3 2025 Added 24.62%
$0
$1.45 Million 0.0% of portfolio
418,250
Q3 2025 Reduced 13.49%
$526M
$1.45 Million 0.0% of portfolio
238,724
Q3 2025 Added 75.77%
$2.91B
$51,000 0.0% of portfolio
116,987
Q3 2025 Reduced 1.38%
$21.5B
$4.42 Million 0.0% of portfolio
60,331
Q3 2025 Added 19.45%
$1.41B
$216,000 0.0% of portfolio
41,375
Q3 2025 Added 14.41%
$722M
$575,000 0.0% of portfolio
10,420
Q3 2025 New
$0
$871,000 0.0% of portfolio
25,640
Q2 2025 Reduced 4.89%
$6.14B
$873,000 0.0% of portfolio
22,791
Q3 2025 Added 5.45%
$2.63B
$934,000 0.0% of portfolio
12,744
Q3 2025 Added 38.27%
$18.3B
$775,000 0.0% of portfolio
31,150
Q3 2025 Added 1.25%
$1.47B
$487,000 0.0% of portfolio
41,065
Q3 2025 Added 34.37%
$0
$124,000 0.0% of portfolio
10,583
Q3 2025 New
$0
$435,000 0.0% of portfolio
32,088
Q3 2025 Reduced 0.99%
$720M
$727,000 0.0% of portfolio
61,623
Q3 2025 Added 77.44%
$1.57B
$228,000 0.0% of portfolio
3,000
Q3 2025 Added 12.44%
$32B
$4.14 Million 0.0% of portfolio
70,566
Q3 2025 Added 6.64%
$3.68B
$2.83 Million 0.0% of portfolio
53,163
Q3 2025 Added 41.12%
$1.48B
$868,000 0.0% of portfolio
20,316
Q3 2025 Reduced 5.66%
$328M
$321,000 0.0% of portfolio
35,149
Q3 2025 Reduced 39.12%
$246M
$1.78 Million 0.0% of portfolio
40,933
Q3 2025 Added 0.33%
$7.32B
$3.41 Million 0.0% of portfolio
44,786
Q3 2025 Added 155.95%
$61.8M
$46,000 0.0% of portfolio
23,410
Q2 2025 Added 74.57%
$255M
$49,000 0.0% of portfolio
18,655
Q3 2025 New
$4.04B
$2.94 Million 0.0% of portfolio
16,539
Q3 2025 Added 51.17%
$76.1B
$4.24 Million 0.0% of portfolio
173,877
Q3 2025 Added 16.28%
$453M
$1.06 Million 0.0% of portfolio
73,617
Q3 2025 Added 50.01%
$9.26B
$884,000 0.0% of portfolio
23,694
Q3 2025 Added 29.75%
$12.1B
$2.43 Million 0.0% of portfolio
17,553
Q3 2025 Added 5.71%
$623M
$830,000 0.0% of portfolio
15,364
Q3 2025 Added 38.18%
$4.19B
$4.81 Million 0.0% of portfolio
269,967
Q3 2025 Added 5.94%
$1.47B
$2.93 Million 0.0% of portfolio
36,417
Q3 2025 Reduced 0.24%
$34B
$2.86 Million 0.0% of portfolio
246,230
Q3 2025 Added 29.34%
$22.5B
$2.09 Million 0.0% of portfolio
32,288
Q3 2025 Added 75.99%
$2.07B
$74,000 0.0% of portfolio
10,877
Q3 2025 Reduced 21.57%
$13.7B
$1.33 Million 0.0% of portfolio
10,395
Q3 2025 Added 6.14%
$14.5B
$2.99 Million 0.0% of portfolio
28,084
Q3 2025 Added 13.19%
$843M
$873,000 0.0% of portfolio
22,770
Q3 2025 Added 14.2%
$515M
$268,000 0.0% of portfolio
41,024
Q3 2025 Added 0.06%
$3.15B
$1.07 Million 0.0% of portfolio
16,331
Q3 2025 Added 12.07%
$6.13B
$1.18 Million 0.0% of portfolio
6,868
Q3 2025 Added 45.45%
$879M
$648,000 0.0% of portfolio
91,063
Q3 2025 Reduced 6.8%
$1.16B
$196,000 0.0% of portfolio
13,450
Q3 2025 Added 6.68%

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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