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
$7.89B
$7.12 Million 0.01% of portfolio
7,626
Q3 2025 Added 10.33%
$46.1B
$12 Million 0.01% of portfolio
343,209
Q3 2025 Reduced 9.22%
$70.1B
$18.3 Million 0.01% of portfolio
107,547
Q3 2025 Added 3.68%
$20.6B
$8.74 Million 0.01% of portfolio
244,911
Q3 2025 Added 212.18%
$66.3B
$18 Million 0.01% of portfolio
78,630
Q3 2025 Added 42.32%
$103B
$11.1 Million 0.01% of portfolio
4,732
Q3 2025 Added 3.82%
$128B
$12.8 Million 0.01% of portfolio
665,202
Q3 2025 Added 15.84%
$32.7B
$10.3 Million 0.01% of portfolio
119,064
Q3 2025 Added 96.67%
$53.8B
$9.07 Million 0.01% of portfolio
63,690
Q3 2025 Added 23.26%
$33.2B
$7.74 Million 0.01% of portfolio
78,676
Q3 2025 Added 12.22%
$22B
$7.04 Million 0.01% of portfolio
129,407
Q3 2025 Reduced 4.35%
$35B
$7.07 Million 0.01% of portfolio
416,070
Q3 2025 Added 15.72%
$1.97B
$6.68 Million 0.01% of portfolio
286,588
Q3 2025 Added 15.64%
$20.5B
$8.37 Million 0.01% of portfolio
109,203
Q3 2025 Added 24.17%
$78.2B
$9.69 Million 0.01% of portfolio
29,998
Q3 2025 Added 22.75%
$32.5B
$17.8 Million 0.01% of portfolio
21,514
Q3 2025 Added 23.49%
$39.4B
$17.5 Million 0.01% of portfolio
24,391
Q3 2025 Added 13.19%
$14.5B
$11.9 Million 0.01% of portfolio
4,529,396
Q3 2025 Added 21.41%
$40.1B
$9.62 Million 0.01% of portfolio
72,993
Q3 2025 Reduced 7.87%
$27.1B
$12.2 Million 0.01% of portfolio
116,617
Q3 2025 Added 25.11%
$8.3B
$10.1 Million 0.01% of portfolio
120,872
Q3 2025 Added 34.31%
$19.3B
$15.7 Million 0.01% of portfolio
59,945
Q3 2025 Added 14.7%
$25.4B
$8.56 Million 0.01% of portfolio
120,297
Q3 2025 Added 28.77%
$14.9B
$8.98 Million 0.01% of portfolio
42,617
Q3 2025 Added 2.19%
$59.5B
$19 Million 0.01% of portfolio
415,438
Q3 2025 Added 6.89%
$55.7B
$17 Million 0.01% of portfolio
111,534
Q3 2025 Added 57.35%
$24.2B
$6.47 Million 0.01% of portfolio
20,836
Q3 2025 Added 81.37%
$30.4B
$8.01 Million 0.01% of portfolio
96,932
Q3 2025 Added 2.58%
$87.8B
$14.2 Million 0.01% of portfolio
29,706
Q3 2025 Added 7.33%
$83.6B
$8.11 Million 0.01% of portfolio
62,297
Q3 2025 Added 28.56%
$3.96B
$7.36 Million 0.01% of portfolio
425,425
Q3 2025 Added 7.76%
$96.7B
$18.3 Million 0.01% of portfolio
362,641
Q3 2025 Added 10.85%
$14.8B
$13.3 Million 0.01% of portfolio
94,568
Q3 2025 Added 13.21%
$76.2B
$10.1 Million 0.01% of portfolio
20,881
Q3 2025 Added 25.52%
$49.5B
$12.4 Million 0.01% of portfolio
73,391
Q3 2025 Added 37.15%
$23.5B
$9.56 Million 0.01% of portfolio
92,459
Q3 2025 Added 26.81%
$138B
$16.1 Million 0.01% of portfolio
288,771
Q3 2025 Added 58.14%
$19.3B
$9.35 Million 0.01% of portfolio
100,368
Q3 2025 Added 19.43%
$81.3B
$6.61 Million 0.01% of portfolio
1,455,312
Q3 2025 Added 6.1%
$46.4B
$17.9 Million 0.01% of portfolio
74,219
Q3 2025 Added 116.69%
$34.4B
$9.7 Million 0.01% of portfolio
116,980
Q3 2025 Added 12.3%
$101B
$9.93 Million 0.01% of portfolio
81,784
Q3 2025 Added 16.61%
$9.27B
$7.75 Million 0.01% of portfolio
67,316
Q3 2025 Added 45.5%
$20.3B
$8.47 Million 0.01% of portfolio
171,749
Q3 2025 Reduced 0.09%
$8.03B
$6.82 Million 0.01% of portfolio
35,625
Q3 2025 Added 174.19%
$26.6B
$7.39 Million 0.01% of portfolio
53,686
Q3 2025 Added 5.2%
$41.3B
$11.1 Million 0.01% of portfolio
132,951
Q3 2025 Added 1.74%
$173B
$13.6 Million 0.01% of portfolio
197,547
Q3 2025 Added 6.4%
$26.9B
$7.53 Million 0.01% of portfolio
19,953
Q3 2025 Added 7.9%

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