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
$171 Million 0.13% of portfolio
286,128
Q3 2025 Added 8.46%
$0
$165 Million 0.13% of portfolio
1,378,438
Q3 2025 Reduced 4.16%
$0
$149 Million 0.12% of portfolio
310,408
Q3 2025 Added 4.54%
$0
$151 Million 0.12% of portfolio
1,271,447
Q3 2025 Reduced 0.94%
$0
$158 Million 0.12% of portfolio
3,425,004
Q3 2025 Reduced 2.07%
$0
$138 Million 0.11% of portfolio
568,709
Q3 2025 Added 0.13%
$0
$146 Million 0.11% of portfolio
1,231,498
Q3 2025 Reduced 3.54%
$0
$134 Million 0.1% of portfolio
717,909
Q3 2025 Added 2.71%
$0
$127 Million 0.1% of portfolio
1,389,004
Q3 2025 Reduced 2.1%
$0
$129 Million 0.1% of portfolio
1,923,136
Q3 2025 Reduced 4.23%
$0
$131 Million 0.1% of portfolio
4,678,377
Q3 2025 Reduced 0.24%
$0
$131 Million 0.1% of portfolio
2,829,374
Q3 2025 Reduced 1.03%
$0
$120 Million 0.09% of portfolio
4,401,895
Q3 2025 Added 0.58%
$0
$111 Million 0.09% of portfolio
1,019,058
Q3 2025 Reduced 5.52%
$0
$122 Million 0.09% of portfolio
1,404,483
Q3 2025 Reduced 0.55%
$0
$107 Million 0.08% of portfolio
143,894
Q3 2025 Added 2.22%
$0
$107 Million 0.08% of portfolio
524,353
Q3 2025 Reduced 2.98%
$0
$98 Million 0.08% of portfolio
2,130,442
Q3 2025 Reduced 1.42%
$0
$106 Million 0.08% of portfolio
2,261,490
Q3 2025 Added 0.05%
$0
$103 Million 0.08% of portfolio
492,519
Q3 2025 Added 2.21%
$0
$101 Million 0.08% of portfolio
3,133,039
Q3 2025 Added 1.32%
$0
$96.2 Million 0.07% of portfolio
1,347,842
Q3 2025 Reduced 2.09%
$0
$89.7 Million 0.07% of portfolio
1,292,899
Q3 2025 Reduced 1.82%
$0
$93.7 Million 0.07% of portfolio
1,592,397
Q3 2025 Added 6.92%
$0
$90.4 Million 0.07% of portfolio
2,342,944
Q3 2025 Added 0.33%
$0
$92.3 Million 0.07% of portfolio
1,906,299
Q3 2025 Reduced 0.93%
$0
$89.6 Million 0.07% of portfolio
1,121,145
Q3 2025 Added 20.41%
$0
$91.2 Million 0.07% of portfolio
639,502
Q3 2025 Added 4.74%
$0
$89.6 Million 0.07% of portfolio
928,121
Q3 2025 Reduced 0.25%
$0
$83.2 Million 0.06% of portfolio
1,915,227
Q3 2025 Reduced 0.77%
$0
$79.6 Million 0.06% of portfolio
1,521,213
Q3 2025 Added 0.24%
$0
$78.5 Million 0.06% of portfolio
650,204
Q3 2025 Added 1.3%
$130B
$73.7 Million 0.06% of portfolio
207,339
Q3 2025 Added 12.34%
$0
$73.8 Million 0.06% of portfolio
261,666
Q3 2025 Added 13.34%
$0
$75.4 Million 0.06% of portfolio
1,003,850
Q3 2025 Reduced 3.52%
$0
$74.7 Million 0.06% of portfolio
2,361,977
Q3 2025 Added 13.06%
$0
$76 Million 0.06% of portfolio
435,612
Q3 2025 Reduced 3.48%
$0
$77 Million 0.06% of portfolio
736,594
Q3 2025 Added 0.19%
$0
$63.2 Million 0.05% of portfolio
1,979,083
Q3 2025 Added 5.6%
$0
$64.1 Million 0.05% of portfolio
307,216
Q3 2025 Added 3.16%
$0
$63.1 Million 0.05% of portfolio
1,981,127
Q3 2025 Added 42.27%
$0
$66.4 Million 0.05% of portfolio
1,473,334
Q3 2025 Reduced 1.71%
$0
$65.2 Million 0.05% of portfolio
465,437
Q3 2025 Reduced 5.44%
$65.3B
$57.6 Million 0.04% of portfolio
790,958
Q3 2025 Added 3.51%
$0
$52.7 Million 0.04% of portfolio
667,462
Q3 2025 Reduced 4.0%
$0
$55.2 Million 0.04% of portfolio
1,295,954
Q3 2025 Added 17.28%
$0
$57.8 Million 0.04% of portfolio
2,250,092
Q3 2025 Added 0.64%
$0
$47.5 Million 0.04% of portfolio
1,505,896
Q3 2025 Reduced 1.93%
$0
$47.3 Million 0.04% of portfolio
1,404,978
Q3 2025 Reduced 2.38%

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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