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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.5B
$2.03 Million 0.0% of portfolio
8,951
Q3 2025 Added 49.66%
$13.3M
$56,000 0.0% of portfolio
15,600
Q4 2023 Reduced 49.84%
$30.9B
$5.11 Million 0.0% of portfolio
40,533
Q3 2025 Reduced 6.93%
$10.1B
$2.12 Million 0.0% of portfolio
56,296
Q3 2025 Added 88.87%
$0
$707,000 0.0% of portfolio
9,965
Q3 2025 Reduced 6.89%
$2.96B
$1.58 Million 0.0% of portfolio
30,132
Q3 2025 Added 20.76%
$4.44B
$2 Million 0.0% of portfolio
98,195
Q3 2025 Added 69.55%
Hive Digital Technologies Lt
-
$0 0.0% of portfolio
-
Q3 2025 Added 8.18%
$3.45B
$1 Million 0.0% of portfolio
56,995
Q3 2025 Added 91.09%
$5.57B
$749,000 0.0% of portfolio
24,273
Q3 2025 Added 24.41%
$38.4B
$2.03 Million 0.0% of portfolio
79,425
Q3 2025 Reduced 16.22%
$1.55B
$316,000 0.0% of portfolio
17,860
Q3 2025 Added 24.15%
$423M
$419,000 0.0% of portfolio
12,207
Q3 2025 Added 4.84%
$0
$1.64 Million 0.0% of portfolio
25,916
Q3 2025 Added 343.92%
$0
$887,000 0.0% of portfolio
7,956
Q3 2025 Added 58.87%
Sharkninja Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 86.69%
$3B
$3.41 Million 0.0% of portfolio
101,929
Q3 2025 Added 14.33%
$12.2B
$1.12 Million 0.0% of portfolio
10,087
Q3 2025 Added 3.02%
$3.74B
$869,000 0.0% of portfolio
24,569
Q3 2025 Added 92.56%
$48.8B
$4.89 Million 0.0% of portfolio
100,467
Q3 2025 Added 11.18%
$475M
$136,000 0.0% of portfolio
18,010
Q3 2025 Added 2.46%
$4.29B
$1.31 Million 0.0% of portfolio
16,068
Q3 2025 Reduced 12.52%
$2.94B
$1.08 Million 0.0% of portfolio
10,401
Q3 2025 Reduced 43.82%
$17.7B
$2.09 Million 0.0% of portfolio
7,657
Q3 2025 Added 14.61%
$0
$1.11 Million 0.0% of portfolio
74,170
Q3 2025 Reduced 24.09%
Oaktree Specialty Lending CO
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 4.16%
$1.44B
$292,000 0.0% of portfolio
18,036
Q3 2025 Added 6.66%
$1.31B
$3.75 Million 0.0% of portfolio
85,224
Q3 2025 Added 17.57%
$14.2B
$2.21 Million 0.0% of portfolio
7,036
Q3 2025 Added 60.09%
$1.18B
$1.92 Million 0.0% of portfolio
10,125
Q3 2025 Added 37.57%
$1.21B
$330,000 0.0% of portfolio
2,351
Q3 2025 Added 49.18%
$5.3B
$974,000 0.0% of portfolio
9,397
Q3 2025 Added 32.41%
$5.7B
$267,000 0.0% of portfolio
572
Q3 2025 Added 8.13%
$4.4B
$3.44 Million 0.0% of portfolio
27,066
Q3 2025 Added 18.24%
$2.36B
$633,000 0.0% of portfolio
14,246
Q3 2025 Reduced 13.46%
$741M
$786,000 0.0% of portfolio
292,553
Q3 2025 Added 27.32%
$1.16B
$261,000 0.0% of portfolio
14,391
Q3 2025 New
$0
$2.26 Million 0.0% of portfolio
11,059
Q3 2025 New
$2.82B
$4.92 Million 0.0% of portfolio
41,032
Q3 2025 Added 28.25%
$1.67B
$246,000 0.0% of portfolio
6,183
Q3 2025 New
$0
$173,000 0.0% of portfolio
15,451
Q3 2025 New
$1.82B
$2.85 Million 0.0% of portfolio
28,231
Q3 2025 Added 26.4%
$4.79B
$4.36 Million 0.0% of portfolio
353,840
Q3 2025 Reduced 0.1%
$0
$64,000 0.0% of portfolio
12,532
Q3 2025 New
$4.15B
$3.37 Million 0.0% of portfolio
126,966
Q3 2025 Added 19.45%
$1.26B
$363,000 0.0% of portfolio
36,483
Q3 2025 Added 5.82%
$6.99B
$819,000 0.0% of portfolio
20,324
Q3 2025 Added 10.25%
$4.4B
$621,000 0.0% of portfolio
125,525
Q3 2025 Added 11.59%
$1.11B
$718,000 0.0% of portfolio
35,103
Q3 2025 Added 28.83%

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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