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
$10.6B
$2.04 Million 0.0% of portfolio
112,487
Q3 2025 Added 30.23%
$0
$680,000 0.0% of portfolio
47,721
Q3 2025 Added 9.91%
$3.61B
$651,000 0.0% of portfolio
23,353
Q3 2025 Reduced 2.81%
$4.15B
$1.95 Million 0.0% of portfolio
22,520
Q3 2025 Added 30.26%
$357M
$326,000 0.0% of portfolio
19,494
Q3 2025 Added 1.93%
$1.14B
$217,000 0.0% of portfolio
9,268
Q3 2025 New
$44.3B
$3.87 Million 0.0% of portfolio
431,152
Q3 2025 Reduced 5.16%
$10.9B
$2.72 Million 0.0% of portfolio
25,496
Q3 2025 Added 141.14%
$5.24B
$974,000 0.0% of portfolio
250,464
Q3 2025 Added 13.41%
$7.47B
$1.33 Million 0.0% of portfolio
15,087
Q3 2025 Added 20.25%
Mineralys Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 10.32%
$5.54B
$2.52 Million 0.0% of portfolio
24,945
Q3 2025 Added 44.84%
$3.99B
$2.35 Million 0.0% of portfolio
25,008
Q3 2025 Added 30.52%
$420M
$319,000 0.0% of portfolio
51,981
Q3 2025 Added 11.97%
$4.78B
$3.13 Million 0.0% of portfolio
103,794
Q3 2025 Added 11.64%
Fidelity Covington Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 52.85%
$0
$216,000 0.0% of portfolio
5,828
Q3 2025 New
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 52.7%
$9.13B
$1.17 Million 0.0% of portfolio
8,133
Q3 2025 Added 7.04%
$14.8B
$3.45 Million 0.0% of portfolio
16,876
Q3 2025 Added 63.54%
$7.09B
$2.4 Million 0.0% of portfolio
37,691
Q3 2025 Added 165.24%
$11.1B
$1.16 Million 0.0% of portfolio
8,737
Q3 2025 Added 0.01%
$2.95B
$1.13 Million 0.0% of portfolio
36,888
Q3 2025 Added 142.72%
$5.16B
$2.51 Million 0.0% of portfolio
15,136
Q3 2025 Added 32.1%
$2.51B
$795,000 0.0% of portfolio
17,335
Q3 2025 Added 13.29%
$10.2B
$3.86 Million 0.0% of portfolio
203,374
Q3 2025 Added 29.44%
$4.37B
$1.79 Million 0.0% of portfolio
52,006
Q3 2025 Added 13.89%
$1.78B
$371,000 0.0% of portfolio
31,202
Q3 2025 Added 17.03%
$1.18B
$407,000 0.0% of portfolio
8,779
Q3 2025 Added 20.49%
$0
$253,000 0.0% of portfolio
5,553
Q3 2024 Added 1.55%
$0
$6.08 Million 0.0% of portfolio
168,052
Q3 2025 Added 9.2%
$1.95B
$1.93 Million 0.0% of portfolio
27,552
Q3 2025 Added 1.69%
$9.75B
$4.06 Million 0.0% of portfolio
55,294
Q3 2025 Added 9.22%
Grayscale Ethereum Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.45%
$3.15B
$291,000 0.0% of portfolio
4,216
Q3 2025 New
$0
$702,000 0.0% of portfolio
14,064
Q3 2025 Reduced 13.68%
$15.3B
$2.02 Million 0.0% of portfolio
16,656
Q3 2025 Reduced 15.46%
$2.9B
$471,000 0.0% of portfolio
5,255
Q3 2025 Added 35.4%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 19.67%
Armour Residential Reit Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 29.31%
$12.1B
$5.36 Million 0.0% of portfolio
36,790
Q3 2025 Added 21.89%
Annaly Capital Management In
-
$0 0.0% of portfolio
-
Q3 2025 Added 1,208.93%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 8.44%
$4.09B
$1.92 Million 0.0% of portfolio
24,814
Q3 2025 Added 56.66%
$1.19B
$332,000 0.0% of portfolio
12,540
Q3 2025 New
$421M
$1.37 Million 0.0% of portfolio
340,523
Q3 2025 Added 26.62%
$13.2B
$2.74 Million 0.0% of portfolio
8,600
Q3 2025 Added 3.13%
$32.1B
$3.42 Million 0.0% of portfolio
146,470
Q3 2025 Added 19.44%
$2.03B
$3.01 Million 0.0% of portfolio
56,476
Q3 2025 Added 17.59%

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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