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
$37B
$16.6 Million 0.01% of portfolio
182,017
Q3 2025 Reduced 0.31%
$2.69B
$7.09 Million 0.01% of portfolio
72,634
Q3 2025 Added 8.07%
$26.8B
$9.94 Million 0.01% of portfolio
35,563
Q3 2025 Added 43.73%
$0
$15 Million 0.01% of portfolio
84,657
Q3 2025 Added 0.94%
$0
$13.4 Million 0.01% of portfolio
196,337
Q3 2025 Reduced 9.0%
$42.8B
$8.24 Million 0.01% of portfolio
93,117
Q3 2025 Added 27.39%
$15.1B
$8.8 Million 0.01% of portfolio
24,130
Q3 2025 Added 20.66%
$25.7B
$7.84 Million 0.01% of portfolio
53,156
Q3 2025 Added 24.31%
$112B
$9.25 Million 0.01% of portfolio
268,505
Q3 2025 Added 1.7%
$2.31B
$17.7 Million 0.01% of portfolio
1,262,891
Q3 2025 Added 15.34%
$23.3B
$7.97 Million 0.01% of portfolio
302,321
Q3 2025 Added 18.06%
$31.3B
$12.6 Million 0.01% of portfolio
1,134,404
Q3 2025 Added 55.59%
$0
$14.1 Million 0.01% of portfolio
507,785
Q3 2025 Added 1.96%
$17.8B
$14 Million 0.01% of portfolio
1,845,971
Q3 2025 Added 9.26%
$22.8B
$8.21 Million 0.01% of portfolio
78,123
Q3 2025 Added 2.33%
$18.6B
$7.52 Million 0.01% of portfolio
153,404
Q3 2025 Added 1.59%
$46.1B
$12 Million 0.01% of portfolio
343,209
Q3 2025 Reduced 9.22%
$0
$8.11 Million 0.01% of portfolio
54,370
Q3 2025 Reduced 1.16%
$70.1B
$18.3 Million 0.01% of portfolio
107,547
Q3 2025 Added 3.68%
$0
$7.61 Million 0.01% of portfolio
158,042
Q3 2025 Added 12.01%
$20.6B
$8.74 Million 0.01% of portfolio
244,911
Q3 2025 Added 212.18%
$0
$10.1 Million 0.01% of portfolio
77,321
Q3 2025 Added 18.2%
$0
$14.5 Million 0.01% of portfolio
213,360
Q3 2025 Added 1.78%
$66.3B
$18 Million 0.01% of portfolio
78,630
Q3 2025 Added 42.32%
$103B
$11.1 Million 0.01% of portfolio
4,732
Q3 2025 Added 3.82%
$128B
$12.8 Million 0.01% of portfolio
665,202
Q3 2025 Added 15.84%
$0
$8.79 Million 0.01% of portfolio
74,262
Q3 2025 Added 12.5%
$32.7B
$10.3 Million 0.01% of portfolio
119,064
Q3 2025 Added 96.67%
$53.8B
$9.07 Million 0.01% of portfolio
63,690
Q3 2025 Added 23.26%
$0
$11.4 Million 0.01% of portfolio
94,512
Q3 2025 Reduced 54.34%
$33.2B
$7.74 Million 0.01% of portfolio
78,676
Q3 2025 Added 12.22%
$22B
$7.04 Million 0.01% of portfolio
129,407
Q3 2025 Reduced 4.35%
$35B
$7.07 Million 0.01% of portfolio
416,070
Q3 2025 Added 15.72%
$1.97B
$6.68 Million 0.01% of portfolio
286,588
Q3 2025 Added 15.64%
$0
$17.2 Million 0.01% of portfolio
340,329
Q3 2025 Added 0.84%
$20.5B
$8.37 Million 0.01% of portfolio
109,203
Q3 2025 Added 24.17%
$78.2B
$9.69 Million 0.01% of portfolio
29,998
Q3 2025 Added 22.75%
$0
$8.51 Million 0.01% of portfolio
155,447
Q3 2025 Reduced 3.04%
$32.5B
$17.8 Million 0.01% of portfolio
21,514
Q3 2025 Added 23.49%
$37.5B
$14.3 Million 0.01% of portfolio
252,329
Q3 2025 Added 12.72%
$0
$11 Million 0.01% of portfolio
42,810
Q3 2025 Added 0.24%
$39.4B
$17.5 Million 0.01% of portfolio
24,391
Q3 2025 Added 13.19%
$14.5B
$11.9 Million 0.01% of portfolio
4,529,396
Q3 2025 Added 21.41%
$0
$9.84 Million 0.01% of portfolio
95,503
Q3 2025 Reduced 24.05%
$40.1B
$9.62 Million 0.01% of portfolio
72,993
Q3 2025 Reduced 7.87%
$27.1B
$12.2 Million 0.01% of portfolio
116,617
Q3 2025 Added 25.11%
$8.3B
$10.1 Million 0.01% of portfolio
120,872
Q3 2025 Added 34.31%
$0
$7.47 Million 0.01% of portfolio
154,031
Q3 2025 Reduced 2.52%
$19.3B
$15.7 Million 0.01% of portfolio
59,945
Q3 2025 Added 14.7%

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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