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
$28.1 Million 0.02% of portfolio
1,118,687
Q3 2025 Added 5.62%
$0
$20.8 Million 0.02% of portfolio
80,169
Q3 2025 Added 4.28%
$0
$23.3 Million 0.02% of portfolio
441,897
Q3 2025 Reduced 0.11%
$0
$28.3 Million 0.02% of portfolio
249,889
Q3 2025 Reduced 0.57%
$0
$26.9 Million 0.02% of portfolio
395,616
Q3 2025 Reduced 1.76%
$0
$19.9 Million 0.02% of portfolio
102,475
Q3 2025 Added 1.64%
$0
$29.4 Million 0.02% of portfolio
545,140
Q3 2025 Added 5.16%
$0
$22.9 Million 0.02% of portfolio
181,872
Q3 2025 Reduced 0.49%
$0
$27.2 Million 0.02% of portfolio
275,606
Q3 2025 Reduced 0.93%
$0
$20 Million 0.02% of portfolio
175,839
Q3 2025 Reduced 5.69%
$0
$31.7 Million 0.02% of portfolio
692,046
Q3 2025 Added 2.59%
$0
$19.8 Million 0.02% of portfolio
222,852
Q3 2025 Reduced 0.75%
$0
$9.2 Million 0.01% of portfolio
105,540
Q3 2025 Added 4.79%
$0
$12.4 Million 0.01% of portfolio
130,758
Q3 2025 Reduced 7.86%
$0
$7.39 Million 0.01% of portfolio
151,122
Q3 2025 Added 106.04%
$0
$6.98 Million 0.01% of portfolio
74,394
Q3 2025 Reduced 1.83%
$0
$10.2 Million 0.01% of portfolio
879,203
Q3 2025 Added 1.1%
$0
$17.5 Million 0.01% of portfolio
330,698
Q3 2025 Added 1.13%
$0
$7.12 Million 0.01% of portfolio
140,117
Q3 2025 Reduced 1.4%
$0
$8.82 Million 0.01% of portfolio
362,167
Q3 2025 Added 2.37%
$0
$8.06 Million 0.01% of portfolio
150,133
Q3 2025 Reduced 44.79%
$0
$7.01 Million 0.01% of portfolio
74,828
Q3 2025 Reduced 6.58%
$0
$7.65 Million 0.01% of portfolio
36,542
Q3 2025 Added 8.59%
$0
$12.2 Million 0.01% of portfolio
213,325
Q3 2025 Added 6.48%
$0
$6.64 Million 0.01% of portfolio
142,240
Q3 2025 Added 62.91%
$0
$12.7 Million 0.01% of portfolio
152,562
Q3 2025 Reduced 8.01%
$0
$7.56 Million 0.01% of portfolio
34,025
Q3 2025 Added 0.95%
$0
$13.3 Million 0.01% of portfolio
174,360
Q3 2025 Added 0.93%
$0
$19.3 Million 0.01% of portfolio
225,403
Q3 2025 Reduced 1.92%
$0
$6.86 Million 0.01% of portfolio
49,606
Q3 2025 Reduced 5.39%
$0
$6.71 Million 0.01% of portfolio
64,896
Q3 2025 Reduced 8.58%
$0
$8.22 Million 0.01% of portfolio
195,810
Q3 2025 Added 1.84%
$0
$7.56 Million 0.01% of portfolio
109,711
Q3 2025 Reduced 0.27%
$0
$15.4 Million 0.01% of portfolio
270,127
Q3 2025 Added 8.69%
$0
$14 Million 0.01% of portfolio
101,313
Q3 2025 Reduced 1.99%
$0
$10.6 Million 0.01% of portfolio
95,052
Q3 2025 Reduced 1.26%
$0
$7.88 Million 0.01% of portfolio
26,061
Q3 2025 Reduced 0.15%
$0
$10.5 Million 0.01% of portfolio
79,875
Q3 2025 Added 3.17%
$0
$7.34 Million 0.01% of portfolio
82,186
Q3 2025 Reduced 1.36%
$0
$11.9 Million 0.01% of portfolio
295,663
Q3 2025 Reduced 5.19%
$0
$13.5 Million 0.01% of portfolio
135,026
Q3 2025 Reduced 2.68%
$0
$10.9 Million 0.01% of portfolio
132,126
Q3 2025 Added 10.29%
$0
$8.64 Million 0.01% of portfolio
68,610
Q3 2025 Reduced 6.34%
$0
$6.74 Million 0.01% of portfolio
113,800
Q3 2025 Reduced 8.07%
$0
$14.5 Million 0.01% of portfolio
60,360
Q3 2025 Added 13.36%
$0
$17.9 Million 0.01% of portfolio
73,204
Q3 2025 Added 2.8%
$0
$10.1 Million 0.01% of portfolio
100,781
Q3 2025 Reduced 2.13%
$0
$14.5 Million 0.01% of portfolio
38,200
Q3 2025 Added 4.68%
$0
$10.1 Million 0.01% of portfolio
429,757
Q3 2025 Added 0.12%

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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