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
$11.8B
$1.02 Million 0.0% of portfolio
60,063
Q3 2025 Reduced 5.86%
$1.86B
$970,000 0.0% of portfolio
43,589
Q3 2025 Added 19.91%
$0
$477,000 0.0% of portfolio
38,285
Q3 2025 Reduced 1.7%
$780M
$560,000 0.0% of portfolio
5,482
Q3 2025 Added 17.24%
$3.16B
$349,000 0.0% of portfolio
28,430
Q3 2025 Reduced 1.41%
$0
$3.68 Million 0.0% of portfolio
83,654
Q3 2025 Reduced 1.45%
$0
$954,000 0.0% of portfolio
14,555
Q3 2025 Added 2.21%
$9.65B
$3.85 Million 0.0% of portfolio
61,665
Q3 2025 Added 11.77%
$820M
$1.4 Million 0.0% of portfolio
46,761
Q3 2025 Added 6.13%
$0
$1.18 Million 0.0% of portfolio
13,353
Q3 2025 Reduced 28.97%
$8.99B
$3.2 Million 0.0% of portfolio
92,284
Q3 2025 Added 150.42%
$1.65B
$714,000 0.0% of portfolio
37,078
Q3 2025 New
$922M
$457,000 0.0% of portfolio
25,325
Q3 2025 Added 18.6%
$1.05B
$240,000 0.0% of portfolio
47,733
Q3 2025 Added 16.41%
$6.95B
$4.38 Million 0.0% of portfolio
76,089
Q3 2025 Added 20.82%
$3.57B
$1.03 Million 0.0% of portfolio
24,723
Q3 2025 Added 6.9%
$669M
$447,000 0.0% of portfolio
107,839
Q3 2025 Added 1.72%
$1.5B
$3.25 Million 0.0% of portfolio
106,938
Q3 2025 Added 37.47%
Perspective Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.47%
$2.32B
$505,000 0.0% of portfolio
26,222
Q3 2025 New
$19.3M
$8,000 0.0% of portfolio
10,271
Q3 2025 New
$1.36B
$1.48 Million 0.0% of portfolio
13,655
Q3 2025 Added 19.09%
$0
$541,000 0.0% of portfolio
7,279
Q3 2025 Added 4.46%
$2.44B
$1.18 Million 0.0% of portfolio
22,827
Q3 2025 Added 438.75%
$10.9B
$840,000 0.0% of portfolio
11,622
Q3 2025 Added 7.88%
$3.8B
$2.53 Million 0.0% of portfolio
98,480
Q3 2025 Added 14.47%
$3.72B
$1.33 Million 0.0% of portfolio
105,251
Q3 2025 Reduced 8.59%
$461M
$871,000 0.0% of portfolio
214,073
Q3 2025 Added 4.31%
$985M
$972,000 0.0% of portfolio
20,392
Q3 2025 Added 18.02%
$0
$3.02 Million 0.0% of portfolio
79,860
Q3 2025 Added 10.8%
$7.23B
$1.12 Million 0.0% of portfolio
16,827
Q3 2025 Added 24.7%
$11.3B
$5.17 Million 0.0% of portfolio
40,672
Q3 2025 Added 43.58%
$478M
$156,000 0.0% of portfolio
14,756
Q3 2025 New
$5.79B
$481,000 0.0% of portfolio
3,742
Q3 2025 Added 19.32%
$22.8B
$3.29 Million 0.0% of portfolio
27,154
Q3 2025 Added 23.7%
$831M
$3.44 Million 0.0% of portfolio
70,800
Q3 2025 Added 13.1%
$1.66B
$1.11 Million 0.0% of portfolio
30,101
Q3 2025 Added 238.25%
$1.44B
$304,000 0.0% of portfolio
46,537
Q3 2025 Reduced 29.48%
$6.07B
$1.43 Million 0.0% of portfolio
14,863
Q3 2025 Added 9.88%
$1.55B
$290,000 0.0% of portfolio
4,690
Q3 2025 New
$3.19B
$1.99 Million 0.0% of portfolio
74,937
Q3 2025 Added 169.13%
$4.44B
$1.91 Million 0.0% of portfolio
78,136
Q3 2025 Reduced 16.03%
$3.35B
$421,000 0.0% of portfolio
27,870
Q3 2025 New
$1.24B
$939,000 0.0% of portfolio
33,300
Q3 2025 Added 90.01%
$155M
$69,000 0.0% of portfolio
18,742
Q3 2025 Reduced 82.37%
$0
$1.27 Million 0.0% of portfolio
84,990
Q3 2025 Reduced 10.71%
$2.44B
$1.16 Million 0.0% of portfolio
10,618
Q3 2025 Added 55.14%
$563M
$515,000 0.0% of portfolio
63,149
Q3 2025 Added 99.03%
$3.16B
$640,000 0.0% of portfolio
34,768
Q3 2025 Reduced 0.9%

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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