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
$32.3B
$8.05 Million 0.01% of portfolio
40,725
Q3 2025 Added 2.78%
$0
$19.3 Million 0.01% of portfolio
219,655
Q3 2025 Added 9.13%
$0
$12.1 Million 0.01% of portfolio
45,617
Q3 2025 Reduced 0.53%
$0
$9.78 Million 0.01% of portfolio
313,923
Q3 2025 Added 4.08%
$4.5B
$7.23 Million 0.01% of portfolio
20,834
Q3 2025 Added 42.3%
$38B
$16.6 Million 0.01% of portfolio
122,362
Q3 2025 Added 2.43%
$120B
$9.39 Million 0.01% of portfolio
561,218
Q3 2025 Added 13.2%
$73.7B
$15.8 Million 0.01% of portfolio
57,718
Q3 2025 Added 17.02%
$0
$17.6 Million 0.01% of portfolio
652,624
Q3 2025 Reduced 2.44%
$103B
$12.1 Million 0.01% of portfolio
93,288
Q3 2025 Added 12.56%
$0
$17.7 Million 0.01% of portfolio
198,556
Q3 2025 Added 0.86%
$70.3B
$14 Million 0.01% of portfolio
858,810
Q3 2025 Added 22.33%
$0
$7.85 Million 0.01% of portfolio
92,252
Q3 2025 Reduced 9.64%
$0
$7.13 Million 0.01% of portfolio
93,342
Q3 2025 Added 33.3%
$8.36B
$8.35 Million 0.01% of portfolio
455,873
Q3 2025 Added 73.37%
$0
$9.46 Million 0.01% of portfolio
128,810
Q3 2025 Added 4.84%
$0
$6.54 Million 0.01% of portfolio
66,846
Q3 2025 Added 0.02%
$0
$17.2 Million 0.01% of portfolio
123,185
Q3 2025 Reduced 2.17%
$22.8B
$8.93 Million 0.01% of portfolio
95,180
Q3 2025 Added 35.59%
$34.9B
$6.72 Million 0.01% of portfolio
28,220
Q3 2025 Added 9.35%
$26.1B
$16.8 Million 0.01% of portfolio
89,149
Q3 2025 Added 16.91%
$148B
$17.6 Million 0.01% of portfolio
219,771
Q3 2025 Added 15.06%
$1.13B
$7.54 Million 0.01% of portfolio
62,123
Q3 2025 Added 8.68%
$25.4B
$9.51 Million 0.01% of portfolio
37,084
Q3 2025 Added 4.17%
$0
$9.75 Million 0.01% of portfolio
221,117
Q3 2025 Reduced 3.8%
$6.08B
$9.12 Million 0.01% of portfolio
90,162
Q3 2025 Added 26.02%
$49.4B
$8.34 Million 0.01% of portfolio
52,942
Q3 2025 Added 9.95%
$63.4B
$18.5 Million 0.01% of portfolio
40,487
Q3 2025 Reduced 0.07%
$3.41B
$9.69 Million 0.01% of portfolio
542,274
Q3 2025 Reduced 0.44%
$0
$16.9 Million 0.01% of portfolio
163,600
Q3 2025 Reduced 4.4%
$64.9B
$8.29 Million 0.01% of portfolio
266,008
Q3 2025 Added 15.24%
$22.4B
$7.59 Million 0.01% of portfolio
137,271
Q3 2025 Added 101.06%
$24.1B
$9.15 Million 0.01% of portfolio
215,888
Q3 2025 Added 13.22%
$0
$17 Million 0.01% of portfolio
517,078
Q3 2025 Reduced 0.62%
$9.78B
$7.78 Million 0.01% of portfolio
173,056
Q3 2025 Added 16.56%
$37.2B
$13.3 Million 0.01% of portfolio
53,938
Q3 2025 Added 29.16%
$17.6B
$14.8 Million 0.01% of portfolio
194,200
Q3 2025 Added 34.67%
$72.9B
$11.8 Million 0.01% of portfolio
45,542
Q3 2025 Added 7.61%
$0
$12 Million 0.01% of portfolio
108,684
Q3 2025 Added 7.55%
$19.9B
$6.92 Million 0.01% of portfolio
78,535
Q3 2025 Reduced 0.32%
$26.5B
$7.8 Million 0.01% of portfolio
54,490
Q3 2025 Added 1.94%
$55.6B
$10.1 Million 0.01% of portfolio
68,839
Q3 2025 Reduced 23.01%
$0
$6.46 Million 0.01% of portfolio
93,764
Q3 2025 Reduced 0.16%
$9.87B
$13.3 Million 0.01% of portfolio
76,759
Q3 2025 Added 7.91%
$39.2B
$7.8 Million 0.01% of portfolio
46,532
Q3 2025 Added 0.05%
$31.2B
$7.26 Million 0.01% of portfolio
44,412
Q3 2025 Added 5.08%
$0
$8.24 Million 0.01% of portfolio
49,039
Q3 2025 Reduced 3.01%
$86B
$10.5 Million 0.01% of portfolio
509,795
Q3 2025 Added 12.34%
$0
$18.4 Million 0.01% of portfolio
390,113
Q3 2025 Added 9.4%

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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