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
$46.4 Million 0.04% of portfolio
594,694
Q3 2025 Reduced 2.01%
$0
$50.3 Million 0.04% of portfolio
108,565
Q3 2025 Added 1.15%
$0
$46.3 Million 0.04% of portfolio
1,004,772
Q3 2025 Reduced 3.49%
$0
$51.5 Million 0.04% of portfolio
554,297
Q3 2025 Added 0.86%
$0
$56.1 Million 0.04% of portfolio
1,232,922
Q3 2025 Reduced 0.01%
$0
$52.4 Million 0.04% of portfolio
712,897
Q3 2025 Added 5.55%
$0
$54.7 Million 0.04% of portfolio
384,009
Q3 2025 Reduced 1.52%
$0
$54.3 Million 0.04% of portfolio
486,822
Q3 2025 Added 3.67%
$0
$57.5 Million 0.04% of portfolio
678,685
Q3 2025 Added 0.65%
$0
$46 Million 0.04% of portfolio
333,970
Q3 2025 Added 0.29%
$0
$53.7 Million 0.04% of portfolio
1,162,269
Q3 2025 Reduced 31.07%
$0
$54.4 Million 0.04% of portfolio
135,219
Q3 2025 Reduced 0.32%
$0
$56 Million 0.04% of portfolio
174,907
Q3 2025 Reduced 0.9%
$0
$53.7 Million 0.04% of portfolio
794,888
Q3 2025 Reduced 3.26%
$0
$37.5 Million 0.03% of portfolio
701,535
Q3 2025 Reduced 1.41%
$0
$38.7 Million 0.03% of portfolio
700,034
Q3 2025 Added 6.63%
$0
$36.1 Million 0.03% of portfolio
1,373,679
Q3 2025 Added 1.48%
$0
$34.6 Million 0.03% of portfolio
725,629
Q3 2025 Added 2.44%
$0
$40.7 Million 0.03% of portfolio
138,573
Q3 2025 Added 3.53%
$0
$42.3 Million 0.03% of portfolio
476,621
Q3 2025 Added 25.21%
$0
$32.7 Million 0.03% of portfolio
1,101,402
Q3 2025 Added 0.93%
$0
$40.9 Million 0.03% of portfolio
518,674
Q3 2025 Added 1.09%
$0
$39.7 Million 0.03% of portfolio
538,179
Q3 2025 Reduced 0.93%
$0
$44.1 Million 0.03% of portfolio
310,097
Q3 2025 Added 2.39%
$0
$36.3 Million 0.03% of portfolio
122,116
Q3 2025 Added 8.38%
$0
$35.1 Million 0.03% of portfolio
613,075
Q3 2025 Reduced 0.65%
$0
$41.3 Million 0.03% of portfolio
217,524
Q3 2025 Added 4.6%
$0
$37.2 Million 0.03% of portfolio
369,528
Q3 2025 Reduced 13.21%
$0
$31.9 Million 0.02% of portfolio
154,589
Q3 2025 Added 0.88%
$0
$23.3 Million 0.02% of portfolio
909,446
Q3 2025 Reduced 4.93%
$0
$22.9 Million 0.02% of portfolio
227,424
Q3 2025 Reduced 0.87%
$0
$23.7 Million 0.02% of portfolio
569,011
Q3 2025 Reduced 4.36%
$0
$30.2 Million 0.02% of portfolio
846,703
Q3 2025 Added 40.85%
$0
$21.9 Million 0.02% of portfolio
178,533
Q3 2025 Reduced 1.86%
$0
$25.1 Million 0.02% of portfolio
263,666
Q3 2025 Reduced 1.08%
$0
$27.3 Million 0.02% of portfolio
282,589
Q3 2025 Reduced 1.82%
$0
$23 Million 0.02% of portfolio
149,168
Q3 2025 Added 18.96%
$0
$28.8 Million 0.02% of portfolio
221,696
Q3 2025 Reduced 1.4%
$0
$19.8 Million 0.02% of portfolio
1,020,176
Q3 2025 Reduced 0.67%
$0
$28.6 Million 0.02% of portfolio
1,212,158
Q3 2025 Added 4.55%
$0
$31.1 Million 0.02% of portfolio
159,008
Q3 2025 Reduced 0.47%
$0
$20.5 Million 0.02% of portfolio
488,079
Q3 2025 Added 6.1%
$0
$23.2 Million 0.02% of portfolio
536,724
Q3 2025 Added 0.47%
$0
$24.4 Million 0.02% of portfolio
944,049
Q3 2025 Added 27.29%
$0
$22.9 Million 0.02% of portfolio
997,078
Q3 2025 Added 23.6%
$0
$19.4 Million 0.02% of portfolio
451,990
Q3 2025 Added 7.3%
$0
$23.1 Million 0.02% of portfolio
793,517
Q3 2025 Added 2.77%
$0
$24 Million 0.02% of portfolio
204,873
Q3 2025 Reduced 6.01%
$0
$24.7 Million 0.02% of portfolio
680,650
Q3 2025 Added 1.78%

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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