Creative Planning Options Holdings

Creative Planning

  • $116 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
NVDA
Nvidia Corp

Technology
PUT
$92 Million
582K
Q2 2025
Reduced 26.06%
NVDA
Nvidia Corp

Technology
CALL
$43.9 Million
278K
Q2 2025
Reduced 26.06%
AAPL
Apple Inc.

Technology
PUT
$22.6 Million
110K
Q2 2025
Added 215.76%
MSTR
Microstrategy Inc

Technology
CALL
$23.6 Million
58.3K
Q2 2025
Added 133.2%
HD
Home Depot, Inc.

Consumer Cyclical
PUT
$10.5 Million
28.6K
Q2 2025
Added 167.29%
META
Meta Platforms, Inc.

Communication Services
CALL
$11.1 Million
15K
Q2 2025
New holding
WFC
Wells Fargo & Company

Financial Services
CALL
$9.61 Million
120K
Q4 2024
New holding
PLTR
Palantir Technologies Inc.

Technology
CALL
$12.5 Million
91.6K
Q2 2025
New holding
APP
App Lovin Corp

Technology
PUT
$8.75 Million
25K
Q1 2025
Reduced 50.0%
CINF
Cincinnati Financial Corp

Financial Services
PUT
$6.7 Million
45K
Q4 2024
New holding
Lam Research Corp
PUT
$0
13.5K
Q1 2025
New holding
AMAT
Applied Materials Inc

Technology
PUT
$1.14 Million
6.2K
Q2 2025
New holding
GOOG
Alphabet Inc.

Communication Services
PUT
$709,000
4K
Q2 2025
New holding
COIN
Coinbase Global, Inc.

Technology
CALL
$70,000
200
Q2 2025
New holding
UNP
Union Pacific Corp

Industrials
PUT
$1.15 Million
5K
Q2 2025
New holding
INTC
Intel Corp

Technology
CALL
$560,000
25K
Q2 2025
Added 25.0%
ABT
Abbott Laboratories

Healthcare
PUT
$938,000
6.9K
Q2 2025
New holding
PLTR
Palantir Technologies Inc.

Technology
PUT
$272,000
2K
Q2 2025
New holding
NFLX
Netflix Inc

Communication Services
PUT
$535,000
400
Q2 2025
New holding
SBUX
Starbucks Corp

Consumer Cyclical
CALL
$9,000
100
Q2 2025
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
PUT
$63,000
200
Q2 2025
New holding
OPEN
Opendoor Technologies Inc.

Real Estate
CALL
$0
200
Q2 2025
New holding
ABBV
Abb Vie Inc.

Healthcare
PUT
$1.11 Million
6K
Q2 2025
New holding
POET
Poet Technologies Inc.

Technology
CALL
$52,000
10K
Q1 2025
New holding
ORCL
Oracle Corp

Technology
CALL
$65,000
300
Q2 2025
New holding
NVO
Novo Nordisk A S

Healthcare
CALL
$6,000
100
Q2 2025
New holding
EEM
Ishares Msci Emerging Markets

ETFs
PUT
$221,000
4.6K
Q2 2025
New holding
EFA
Ishares Tr Msci Eafe ETF

ETFs
PUT
$330,000
3.7K
Q2 2025
New holding
DE
Deere & CO

Industrials
PUT
$1.47 Million
2.9K
Q2 2025
New holding
META
Meta Platforms, Inc.

Communication Services
PUT
$885,000
1.2K
Q2 2025
New holding
AMGN
Amgen Inc

Healthcare
PUT
$195,000
700
Q2 2025
New holding
DLTR
Dollar Tree, Inc.

Consumer Defensive
PUT
$138,000
1.4K
Q2 2025
New holding
SCHW
Schwab Charles Corp

Financial Services
PUT
$1.82 Million
20K
Q4 2024
New holding
MRVL
Marvell Technology, Inc.

Technology
PUT
$1.55 Million
20K
Q2 2025
New holding
MCK
Mckesson Corp

Healthcare
PUT
$366,000
500
Q2 2025
New holding
IONQ
Ion Q, Inc.

Technology
CALL
$25,000
600
Q2 2025
New holding
RBLX
Roblox Corp

Communication Services
PUT
$2.21 Million
21K
Q1 2025
New holding
Proshares Tr Ii
CALL
$0
1K
Q2 2025
New holding
SAP
Sap Se

Technology
PUT
$1.25 Million
4.1K
Q2 2025
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$2.19 Million
10K
Q2 2025
New holding
TMUS
T Mobile Us, Inc.

Communication Services
PUT
$953,000
4K
Q2 2025
New holding
PANW
Palo Alto Networks Inc

Technology
CALL
$20,000
100
Q2 2025
New holding
UNH
Unitedhealth Group Inc

Healthcare
CALL
$31,000
100
Q2 2025
New holding
GOOGL
Alphabet Inc.

Communication Services
CALL
$17,000
100
Q2 2025
New holding
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
PUT
$226,000
400
Q2 2025
New holding
HES
Hess Corp

Energy
PUT
$540,000
3.9K
Q2 2025
New holding
AIZ
Assurant, Inc.

Financial Services
PUT
$967,000
4.9K
Q2 2025
New holding
JNJ
Johnson & Johnson

Healthcare
PUT
$641,000
4.2K
Q2 2025
New holding
MSFT
Microsoft Corp

Technology
PUT
$5.42 Million
10.9K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 6,216
  • Current Value $116 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 320 stocks
  • Additional Purchases 1,944 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,213 stocks
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