Creative Planning Options Holdings

Creative Planning

  • $116 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
BE
Bloom Energy Corp

Industrials
CALL
$47,000
2K
Q2 2025
New holding
IWM
Ishares Russell 2000 ETF

ETFs
PUT
$323,000
1.5K
Q2 2025
New holding
Core Scientific Inc New
CALL
$0
200
Q2 2025
New holding
AMD
Advanced Micro Devices Inc

Technology
CALL
$28,000
200
Q2 2025
New holding
BA
Boeing CO

Industrials
PUT
$104,000
500
Q2 2025
New holding
TOST
Toast, Inc.

Technology
CALL
$4,000
100
Q2 2025
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$679,000
1.1K
Q2 2025
New holding
MSFT
Microsoft Corp

Technology
CALL
$2.49 Million
5K
Q2 2025
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$43,000
200
Q2 2025
New holding
DOCN
Digital Ocean Holdings, Inc.

Technology
PUT
$571,000
20K
Q1 2025
Reduced 33.33%
AAPL
Apple Inc.

Technology
CALL
$4.1 Million
20K
Q2 2025
Added 215.76%
UNH
Unitedhealth Group Inc

Healthcare
PUT
$1.31 Million
4.2K
Q2 2025
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$247,000
400
Q2 2025
New holding
MARA
Marathon Digital Holdings, Inc.

Financial Services
CALL
$67,000
3K
Q2 2025
New holding
AVGO
Broadcom Inc.

Technology
PUT
$1.21 Million
4.4K
Q2 2025
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$2.81 Million
5.1K
Q2 2025
New holding
WMT
Walmart Inc.

Consumer Defensive
PUT
$342,000
3.5K
Q2 2025
New holding
GRAB
Grab Holdings LTD

Technology
CALL
$15,000
3K
Q2 2025
New holding
IRM
Iron Mountain Inc

Real Estate
CALL
$205,000
2K
Q2 2025
New holding
GME
Game Stop Corp.

Consumer Cyclical
CALL
$24,000
1K
Q2 2025
New holding
STCE
Schwab Strategic Tr Crypto The
CALL
$0
100
Q2 2025
New holding
NU
Nu Holdings Ltd.

Financial Services
PUT
$2.59 Million
189K
Q2 2025
Reduced 9.38%
UBER
Uber Technologies, Inc

Technology
CALL
$653,000
7K
Q2 2025
Reduced 30.0%
GLD
Spdr Gold Trust

ETFs
CALL
$121,000
400
Q2 2025
New holding
GOOGL
Alphabet Inc.

Communication Services
PUT
$1.41 Million
8K
Q2 2025
New holding
CSCO
Cisco Systems, Inc.

Technology
PUT
$707,000
10.2K
Q4 2024
New holding
ACHR
Archer Aviation Inc.

Industrials
CALL
$108,000
10K
Q2 2025
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$127,000
400
Q2 2025
New holding
Ishares Bitcoin Trust ETF
CALL
$0
1.1K
Q2 2025
New holding
AVXL
Anavex Life Sciences Corp.

Healthcare
CALL
$161,000
17.5K
Q2 2025
New holding
ISRG
Intuitive Surgical Inc

Healthcare
PUT
$5.16 Million
9.5K
Q2 2025
Reduced 40.99%
OXY
Occidental Petroleum Corp

Energy
CALL
$12,000
300
Q2 2025
New holding
TGT
Target Corp

Consumer Defensive
CALL
$4.93 Million
50K
Q1 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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email