Creative Planning Options Holdings

Creative Planning

  • $129 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
PUT
$505,000
2.3K
Q3 2025
New holding
SNAP
Snap Inc

Communication Services
CALL
$1,000
200
Q3 2025
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$177,000
400
Q3 2025
Added 1500.0%
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$48,000
200
Q3 2025
Added 753.33%
Wheels Up Experience Inc
CALL
$0
5K
Q3 2025
New holding
Coreweave Inc
CALL
$0
200
Q3 2025
New holding
VV
Vanguard Large Cap ETF

ETFs
PUT
$215,000
700
Q3 2025
New holding
EEM
Ishares Msci Emerging Markets

ETFs
PUT
$245,000
4.6K
Q2 2025
New holding
UNH
Unitedhealth Group Inc

Healthcare
PUT
$1.45 Million
4.2K
Q2 2025
New holding
SAP
Sap Se

Technology
PUT
$1.1 Million
4.1K
Q2 2025
New holding
XLE
Energy Sector Spdr

ETFs
CALL
$26,000
300
Q3 2025
New holding
ET
Energy Transfer LP

Energy
CALL
$46,000
2.7K
Q3 2025
New holding
DE
Deere & CO

Industrials
PUT
$1.33 Million
2.9K
Q2 2025
New holding
Ishares Bitcoin Trust ETF
CALL
$0
400
Q3 2025
Reduced 63.64%
AVXL
Anavex Life Sciences Corp.

Healthcare
CALL
$155,000
17.5K
Q2 2025
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$6.18 Million
10.3K
Q3 2025
Added 101.96%
NVDA
Nvidia Corp

Technology
CALL
$466,000
2.5K
Q3 2025
Reduced 25.46%
F
Ford Motor CO

Consumer Cyclical
CALL
$17,000
1.5K
Q3 2025
New holding
Maplebear Inc
PUT
$0
12.9K
Q3 2025
New holding
JNJ
Johnson & Johnson

Healthcare
PUT
$778,000
4.2K
Q2 2025
New holding
GLD
Spdr Gold Trust

ETFs
CALL
$142,000
400
Q2 2025
New holding
UBER
Uber Technologies, Inc

Technology
CALL
$489,000
5K
Q3 2025
Reduced 28.57%
NU
Nu Holdings Ltd.

Financial Services
PUT
$1.28 Million
80K
Q3 2025
Reduced 57.56%
TGT
Target Corp

Consumer Defensive
CALL
$4.49 Million
50K
Q1 2025
New holding
SCHW
Schwab Charles Corp

Financial Services
PUT
$1.91 Million
20K
Q4 2024
New holding
WMT
Walmart Inc.

Consumer Defensive
PUT
$360,000
3.5K
Q2 2025
New holding
MSFT
Microsoft Corp

Technology
PUT
$5.49 Million
10.6K
Q3 2025
Reduced 2.75%
GRAB
Grab Holdings LTD

Technology
CALL
$18,000
3K
Q2 2025
New holding
AVGO
Broadcom Inc.

Technology
PUT
$2.28 Million
6.9K
Q3 2025
Added 56.82%
MSTR
Microstrategy Inc

Technology
CALL
$515,000
1.6K
Q3 2025
Reduced 97.26%
AMAT
Applied Materials Inc

Technology
PUT
$1.27 Million
6.2K
Q3 2025
New holding
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
PUT
$238,000
400
Q2 2025
New holding
VO
Vanguard Mid Cap ETF

ETFs
PUT
$117,000
400
Q3 2025
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$732,000
1.1K
Q3 2025
Added 1354.55%
POET
Poet Technologies Inc.

Technology
CALL
$55,000
10K
Q1 2025
New holding
MP
Mp Materials Corp.

Basic Materials
CALL
$33,000
500
Q3 2025
New holding
UPS
United Parcel Service Inc

Industrials
CALL
$41,000
500
Q3 2025
New holding
TMUS
T Mobile Us, Inc.

Communication Services
PUT
$957,000
4K
Q2 2025
New holding
META
Meta Platforms, Inc.

Communication Services
PUT
$1.4 Million
1.9K
Q3 2025
Added 58.33%
Core Scientific Inc New
CALL
$0
200
Q2 2025
New holding
IWM
Ishares Russell 2000 ETF

ETFs
PUT
$3.1 Million
12.8K
Q3 2025
Added 753.33%
Super Micro Computer Inc
CALL
$0
10K
Q3 2025
New holding
RBLX
Roblox Corp

Communication Services
PUT
$2.91 Million
21K
Q1 2025
New holding
MCK
Mckesson Corp

Healthcare
PUT
$386,000
500
Q2 2025
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
PUT
$1.42 Million
3.2K
Q3 2025
Added 1500.0%
Ge Vernova Inc
CALL
$0
100
Q3 2025
New holding
ABT
Abbott Laboratories

Healthcare
PUT
$924,000
6.9K
Q2 2025
New holding

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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