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
$45.2B
$8.89 Million 0.01% of portfolio
15,676
Q3 2025 Added 20.19%
$51.8B
$10.1 Million 0.01% of portfolio
44,319
Q3 2025 Reduced 3.51%
$21.1B
$8.15 Million 0.01% of portfolio
98,764
Q3 2025 Added 91.35%
$21.2B
$12.2 Million 0.01% of portfolio
83,536
Q3 2025 Added 14.29%
$31.1B
$11.8 Million 0.01% of portfolio
122,361
Q3 2025 Added 13.3%
$84.4B
$17.4 Million 0.01% of portfolio
88,874
Q3 2025 Added 11.56%
$181B
$18.7 Million 0.01% of portfolio
1,781,988
Q3 2025 Added 3.1%
$20.8B
$8.15 Million 0.01% of portfolio
60,514
Q3 2025 Reduced 2.15%
$42.4B
$18.4 Million 0.01% of portfolio
120,967
Q3 2025 Added 8.84%
$6.39B
$15.9 Million 0.01% of portfolio
265,431
Q3 2025 Added 2.65%
$52.4B
$9.65 Million 0.01% of portfolio
280,645
Q3 2025 Added 10.4%
$28.1B
$16.9 Million 0.01% of portfolio
335,994
Q3 2025 Added 51.23%
$32.3B
$8.05 Million 0.01% of portfolio
40,725
Q3 2025 Added 2.78%
$4.5B
$7.23 Million 0.01% of portfolio
20,834
Q3 2025 Added 42.3%
$38B
$16.6 Million 0.01% of portfolio
122,362
Q3 2025 Added 2.43%
$120B
$9.39 Million 0.01% of portfolio
561,218
Q3 2025 Added 13.2%
$103B
$12.1 Million 0.01% of portfolio
93,288
Q3 2025 Added 12.56%
$70.3B
$14 Million 0.01% of portfolio
858,810
Q3 2025 Added 22.33%
$8.36B
$8.35 Million 0.01% of portfolio
455,873
Q3 2025 Added 73.37%
$89.3B
$8.59 Million 0.01% of portfolio
1,282,742
Q3 2025 Added 16.16%
$22.8B
$8.93 Million 0.01% of portfolio
95,180
Q3 2025 Added 35.59%
$34.9B
$6.72 Million 0.01% of portfolio
28,220
Q3 2025 Added 9.35%
$26.1B
$16.8 Million 0.01% of portfolio
89,149
Q3 2025 Added 16.91%
$148B
$17.6 Million 0.01% of portfolio
219,771
Q3 2025 Added 15.06%
$1.13B
$7.54 Million 0.01% of portfolio
62,123
Q3 2025 Added 8.68%
$25.4B
$9.51 Million 0.01% of portfolio
37,084
Q3 2025 Added 4.17%
$6.08B
$9.12 Million 0.01% of portfolio
90,162
Q3 2025 Added 26.02%
$49.4B
$8.34 Million 0.01% of portfolio
52,942
Q3 2025 Added 9.95%
$63.4B
$18.5 Million 0.01% of portfolio
40,487
Q3 2025 Reduced 0.07%
$3.41B
$9.69 Million 0.01% of portfolio
542,274
Q3 2025 Reduced 0.44%
$64.9B
$8.29 Million 0.01% of portfolio
266,008
Q3 2025 Added 15.24%
$22.4B
$7.59 Million 0.01% of portfolio
137,271
Q3 2025 Added 101.06%
$9.78B
$7.78 Million 0.01% of portfolio
173,056
Q3 2025 Added 16.56%
$37.2B
$13.3 Million 0.01% of portfolio
53,938
Q3 2025 Added 29.16%
$17.6B
$14.8 Million 0.01% of portfolio
194,200
Q3 2025 Added 34.67%
$72.9B
$11.8 Million 0.01% of portfolio
45,542
Q3 2025 Added 7.61%
$19.9B
$6.92 Million 0.01% of portfolio
78,535
Q3 2025 Reduced 0.32%
$26.5B
$7.8 Million 0.01% of portfolio
54,490
Q3 2025 Added 1.94%
$55.6B
$10.1 Million 0.01% of portfolio
68,839
Q3 2025 Reduced 23.01%
$9.87B
$13.3 Million 0.01% of portfolio
76,759
Q3 2025 Added 7.91%
$39.2B
$7.8 Million 0.01% of portfolio
46,532
Q3 2025 Added 0.05%
$31.2B
$7.26 Million 0.01% of portfolio
44,412
Q3 2025 Added 5.08%
$86B
$10.5 Million 0.01% of portfolio
509,795
Q3 2025 Added 12.34%
$53.1B
$12.5 Million 0.01% of portfolio
50,897
Q3 2025 Added 13.75%
$103B
$14 Million 0.01% of portfolio
185,619
Q3 2025 Reduced 1.18%
$73.7B
$13.2 Million 0.01% of portfolio
157,075
Q3 2025 Added 47.29%
$46.8B
$12.7 Million 0.01% of portfolio
13,295
Q3 2025 Reduced 4.09%
$5.27B
$11.8 Million 0.01% of portfolio
878,900
Q3 2025 Reduced 18.32%
$729M
$105,000 0.0% of portfolio
15,111
Q3 2025 New

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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