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
$26.3B
$14.3 Million 0.01% of portfolio
76,651
Q3 2025 Reduced 6.61%
$16.9B
$7.59 Million 0.01% of portfolio
112,541
Q3 2025 Added 42.47%
$24.5B
$9.83 Million 0.01% of portfolio
57,543
Q3 2025 Added 44.51%
$2.41B
$9.4 Million 0.01% of portfolio
720,656
Q3 2025 Reduced 1.34%
$0
$16.6 Million 0.01% of portfolio
150,222
Q3 2025 Reduced 0.89%
$12.7B
$7.43 Million 0.01% of portfolio
81,032
Q3 2025 Reduced 60.92%
$0
$9.49 Million 0.01% of portfolio
194,351
Q3 2025 Reduced 9.51%
$72.4B
$11.4 Million 0.01% of portfolio
32,096
Q3 2025 Added 8.89%
$0
$15.5 Million 0.01% of portfolio
136,431
Q3 2025 Reduced 0.05%
$6.15B
$10.1 Million 0.01% of portfolio
177,374
Q3 2025 Added 3.41%
$0
$18.9 Million 0.01% of portfolio
305,910
Q3 2025 Reduced 3.62%
$0
$9.84 Million 0.01% of portfolio
151,410
Q3 2025 Reduced 0.55%
$0
$7.48 Million 0.01% of portfolio
323,357
Q3 2025 Reduced 13.1%
$0
$13.7 Million 0.01% of portfolio
269,734
Q3 2025 Reduced 29.18%
$26.6B
$12.1 Million 0.01% of portfolio
119,053
Q3 2025 Added 3.9%
$23.4B
$13 Million 0.01% of portfolio
1,621
Q3 2025 Added 13.28%
$44B
$7.38 Million 0.01% of portfolio
4,930
Q3 2025 Added 4.76%
$39.9B
$6.69 Million 0.01% of portfolio
64,497
Q3 2025 Reduced 6.05%
$0
$17.9 Million 0.01% of portfolio
128,766
Q3 2025 Added 16.39%
$0
$14.5 Million 0.01% of portfolio
102,416
Q3 2025 Added 2.5%
$60.5B
$7.67 Million 0.01% of portfolio
183,548
Q3 2025 Added 9.7%
$44.4B
$6.78 Million 0.01% of portfolio
463,394
Q3 2025 Added 24.55%
$0
$7.59 Million 0.01% of portfolio
151,089
Q3 2025 Reduced 10.08%
$74.3B
$11.2 Million 0.01% of portfolio
19,939
Q3 2025 Added 110.22%
$50.1B
$9.55 Million 0.01% of portfolio
79,542
Q3 2025 Added 27.72%
$51.1B
$12.1 Million 0.01% of portfolio
135,202
Q3 2025 Added 40.47%
$75.2B
$8.97 Million 0.01% of portfolio
253,370
Q3 2025 Added 13.14%
$7.39B
$9.21 Million 0.01% of portfolio
373,802
Q3 2025 Added 7.74%
$76.5B
$12.4 Million 0.01% of portfolio
73,585
Q3 2025 Added 12.27%
$71.5B
$8.92 Million 0.01% of portfolio
11,394
Q3 2025 Added 13.86%
$61.6B
$18.2 Million 0.01% of portfolio
643,962
Q3 2025 Added 22.38%
$23.9B
$8.01 Million 0.01% of portfolio
57,535
Q3 2025 Added 10.53%
$40.2B
$8.64 Million 0.01% of portfolio
40,441
Q3 2025 Added 71.22%
$43.5B
$10.1 Million 0.01% of portfolio
78,417
Q3 2025 Reduced 14.62%
$27.2B
$10.3 Million 0.01% of portfolio
177,564
Q3 2025 Added 10.55%
$59.6B
$15.2 Million 0.01% of portfolio
70,605
Q3 2025 Added 19.55%
$20B
$9.33 Million 0.01% of portfolio
110,350
Q3 2025 Added 104.2%
$72.7B
$15.9 Million 0.01% of portfolio
81,074
Q3 2025 Added 29.69%
$61.4B
$17 Million 0.01% of portfolio
41,082
Q3 2025 Added 2.88%
$37.6B
$10.6 Million 0.01% of portfolio
158,181
Q3 2025 Added 25.76%
$53.3B
$13.3 Million 0.01% of portfolio
56,140
Q3 2025 Added 12.72%
$16.5B
$6.77 Million 0.01% of portfolio
137,482
Q3 2025 Added 32.34%
$19.9B
$11.6 Million 0.01% of portfolio
149,037
Q3 2025 Added 20.53%
$0
$8.23 Million 0.01% of portfolio
108,270
Q3 2025 Added 11.99%
$124B
$13.3 Million 0.01% of portfolio
323,367
Q3 2025 Added 24.8%
$5.24B
$9.39 Million 0.01% of portfolio
79,310
Q3 2025 Added 10.37%
$29.4B
$7.98 Million 0.01% of portfolio
324,903
Q3 2025 Added 24.24%
$47.1B
$7.33 Million 0.01% of portfolio
65,570
Q3 2025 Added 11.65%
$32.9B
$16.6 Million 0.01% of portfolio
380,892
Q3 2025 Added 20.02%

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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