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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.2 Billion 11.79% of portfolio
22,735,267
Q3 2025 Added 2.27%
$0
$9.29 Billion 7.2% of portfolio
124,942,968
Q3 2025 Added 8.74%
$0
$7.67 Billion 5.95% of portfolio
128,084,556
Q3 2025 Reduced 3.02%
$0
$5.03 Billion 3.9% of portfolio
87,966,062
Q3 2025 Added 5.9%
$0
$4.83 Billion 3.74% of portfolio
112,764,556
Q3 2025 Added 13.18%
$0
$4.03 Billion 3.12% of portfolio
75,109,409
Q3 2025 Added 2.55%
$0
$3.82 Billion 2.96% of portfolio
12,394,725
Q3 2025 Reduced 1.56%
$0
$2.51 Billion 1.94% of portfolio
32,029,687
Q3 2025 Added 2.86%
$0
$2.45 Billion 1.9% of portfolio
8,331,100
Q3 2025 Reduced 0.9%
$0
$2.22 Billion 1.72% of portfolio
26,438,339
Q3 2025 Added 3.63%
$0
$2.13 Billion 1.65% of portfolio
80,734,185
Q3 2025 Reduced 1.03%
$0
$2.04 Billion 1.58% of portfolio
6,204,269
Q3 2025 Reduced 2.31%
$0
$1.99 Billion 1.54% of portfolio
2,984,649
Q3 2025 Added 1.81%
$0
$1.84 Billion 1.42% of portfolio
20,621,860
Q3 2025 Added 12.14%
$0
$1.71 Billion 1.33% of portfolio
40,704,991
Q3 2025 Added 8.88%
$0
$1.67 Billion 1.3% of portfolio
16,802,461
Q3 2025 Added 15.12%
$0
$1.48 Billion 1.14% of portfolio
48,756,348
Q3 2025 Added 7.5%
$0
$1.43 Billion 1.11% of portfolio
17,808,671
Q3 2025 Reduced 0.97%
$0
$1.4 Billion 1.09% of portfolio
13,191,212
Q3 2025 Added 6.9%
$0
$1.31 Billion 1.01% of portfolio
26,101,247
Q3 2025 Reduced 2.8%
$0
$1.21 Billion 0.94% of portfolio
13,258,724
Q3 2025 Reduced 3.05%
$0
$1.2 Billion 0.93% of portfolio
11,970,111
Q3 2025 Reduced 3.26%
$0
$1.05 Billion 0.81% of portfolio
22,369,067
Q3 2025 Reduced 2.25%
$0
$1.01 Billion 0.78% of portfolio
18,604,973
Q3 2025 Reduced 1.43%
$0
$988 Million 0.77% of portfolio
16,456,953
Q3 2025 Added 9.31%
$0
$953 Million 0.74% of portfolio
40,928,992
Q3 2025 Reduced 1.03%
$0
$875 Million 0.68% of portfolio
29,528,019
Q3 2025 Reduced 0.26%
$0
$854 Million 0.66% of portfolio
1,394,852
Q3 2025 Added 3.8%
$0
$810 Million 0.63% of portfolio
13,907,074
Q3 2025 Reduced 1.34%
$0
$638 Million 0.49% of portfolio
19,125,476
Q3 2025 Reduced 2.05%
$0
$500 Million 0.39% of portfolio
1,964,964
Q3 2025 Reduced 0.02%
$0
$504 Million 0.39% of portfolio
3,575,036
Q3 2025 Reduced 0.78%
$0
$468 Million 0.36% of portfolio
21,709,204
Q3 2025 Reduced 4.09%
$0
$418 Million 0.32% of portfolio
695,672
Q3 2025 Added 6.08%
$0
$318 Million 0.25% of portfolio
4,145,773
Q3 2025 Reduced 3.12%
$0
$312 Million 0.24% of portfolio
4,787,999
Q3 2025 Reduced 0.27%
$0
$306 Million 0.24% of portfolio
2,103,130
Q3 2025 Reduced 0.69%
$0
$294 Million 0.23% of portfolio
2,753,494
Q3 2025 Added 4.44%
$0
$283 Million 0.22% of portfolio
4,957,148
Q3 2025 Reduced 8.63%
$0
$250 Million 0.19% of portfolio
3,457,489
Q3 2025 Reduced 2.07%
$0
$243 Million 0.19% of portfolio
3,017,159
Q3 2025 Added 1.55%
$0
$249 Million 0.19% of portfolio
7,360,130
Q3 2025 Added 6.44%
$0
$239 Million 0.19% of portfolio
655,263
Q3 2025 Reduced 0.39%
$0
$229 Million 0.18% of portfolio
5,128,384
Q3 2025 Reduced 2.35%
$0
$236 Million 0.18% of portfolio
2,699,593
Q3 2025 Reduced 1.62%
$0
$216 Million 0.17% of portfolio
461,381
Q3 2025 Reduced 1.23%
$0
$204 Million 0.16% of portfolio
1,117,273
Q3 2025 Added 2.27%
$0
$193 Million 0.15% of portfolio
2,071,253
Q3 2025 Reduced 0.66%
$0
$167 Million 0.13% of portfolio
2,683,179
Q3 2025 Added 0.34%

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