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
$47.8B
$15.3 Million 0.01% of portfolio
227,312
Q3 2025 Added 17.65%
$32B
$8.43 Million 0.01% of portfolio
48,207
Q3 2025 Added 32.92%
$79.2B
$9.67 Million 0.01% of portfolio
202,542
Q3 2025 Reduced 5.48%
$0
$11.9 Million 0.01% of portfolio
295,663
Q3 2025 Reduced 5.19%
$19.5B
$13.4 Million 0.01% of portfolio
419,772
Q3 2025 Reduced 5.14%
$39.1B
$10.4 Million 0.01% of portfolio
40,322
Q3 2025 Added 8.44%
$0
$13.5 Million 0.01% of portfolio
135,026
Q3 2025 Reduced 2.68%
$5B
$11.7 Million 0.01% of portfolio
42,490
Q3 2025 Added 296.03%
$62.7B
$16.1 Million 0.01% of portfolio
195,607
Q3 2025 Added 16.67%
$27.2B
$9.45 Million 0.01% of portfolio
43,520
Q3 2025 Added 2.26%
$32.8B
$7.4 Million 0.01% of portfolio
490,695
Q3 2025 Added 224.75%
$0
$10.9 Million 0.01% of portfolio
132,126
Q3 2025 Added 10.29%
$53.8B
$11.9 Million 0.01% of portfolio
75,836
Q3 2025 Added 0.73%
$19.5B
$12.2 Million 0.01% of portfolio
23,357
Q3 2025 Reduced 0.35%
$27.9B
$11.9 Million 0.01% of portfolio
6,239
Q3 2025 Added 7.92%
$0
$8.64 Million 0.01% of portfolio
68,610
Q3 2025 Reduced 6.34%
$47.4B
$13.4 Million 0.01% of portfolio
198,076
Q3 2025 Added 10.21%
$0
$14.5 Million 0.01% of portfolio
60,360
Q3 2025 Added 13.36%
$37.2B
$14.4 Million 0.01% of portfolio
22,887
Q3 2025 Added 10.21%
$45.6B
$10.8 Million 0.01% of portfolio
240,611
Q3 2025 Reduced 31.34%
$0
$17.9 Million 0.01% of portfolio
73,204
Q3 2025 Added 2.8%
$0
$10.1 Million 0.01% of portfolio
100,781
Q3 2025 Reduced 2.13%
$1.63B
$10.4 Million 0.01% of portfolio
54,084
Q3 2025 Added 3.63%
$46.1B
$10.5 Million 0.01% of portfolio
115,586
Q3 2025 Added 13.17%
$36B
$14.2 Million 0.01% of portfolio
141,136
Q3 2025 Added 16.26%
$34.1B
$8.88 Million 0.01% of portfolio
51,475
Q3 2025 Added 15.9%
$44.4B
$8.91 Million 0.01% of portfolio
47,414
Q3 2025 Added 35.38%
$40.4B
$15.6 Million 0.01% of portfolio
123,128
Q3 2025 Reduced 6.54%
$8.26B
$6.65 Million 0.01% of portfolio
35,247
Q3 2025 Added 34.13%
$47B
$13.7 Million 0.01% of portfolio
27,934
Q3 2025 Reduced 2.16%
$72.7B
$12.1 Million 0.01% of portfolio
9,185
Q3 2025 Reduced 18.52%
$28.9B
$12.2 Million 0.01% of portfolio
136,001
Q3 2025 Added 18.49%
$0
$14.5 Million 0.01% of portfolio
38,200
Q3 2025 Added 4.68%
$130B
$10.3 Million 0.01% of portfolio
217,714
Q3 2025 Reduced 0.79%
$25.8B
$7.8 Million 0.01% of portfolio
31,517
Q3 2025 Added 74.98%
$0
$10.1 Million 0.01% of portfolio
429,757
Q3 2025 Added 0.12%
$41B
$9.53 Million 0.01% of portfolio
50,166
Q3 2025 Added 28.13%
$11.6B
$16.5 Million 0.01% of portfolio
452,031
Q3 2025 Added 598.07%
$39.2B
$7.32 Million 0.01% of portfolio
75,815
Q3 2025 Added 11.26%
$190B
$17 Million 0.01% of portfolio
1,066,793
Q3 2025 Added 19.7%
$56.6B
$7.66 Million 0.01% of portfolio
105,400
Q3 2025 Added 18.11%
$0
$10.8 Million 0.01% of portfolio
127,280
Q3 2025 Added 0.76%
$23.8B
$7.22 Million 0.01% of portfolio
60,974
Q3 2025 Added 28.5%
$97.6B
$9.22 Million 0.01% of portfolio
353,545
Q3 2025 Added 16.34%
$10.7B
$18.1 Million 0.01% of portfolio
238,665
Q3 2025 Reduced 0.26%
$35.8B
$9.38 Million 0.01% of portfolio
34,266
Q3 2025 Added 8.08%
$10.5B
$9.02 Million 0.01% of portfolio
86,598
Q3 2025 Added 23.32%
$56.3B
$10 Million 0.01% of portfolio
626,094
Q3 2025 Reduced 6.76%
$55.3B
$10.4 Million 0.01% of portfolio
22,862
Q3 2025 Added 46.74%

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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