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
$0
$283 Million 0.22% of portfolio
4,957,148
Q3 2025 Reduced 8.63%
$593B
$279 Million 0.22% of portfolio
992,149
Q3 2025 Added 18.73%
$971B
$269 Million 0.21% of portfolio
353,081
Q3 2025 Added 32.24%
$533B
$260 Million 0.2% of portfolio
762,993
Q3 2025 Added 16.61%
$404B
$242 Million 0.19% of portfolio
261,933
Q3 2025 Added 7.1%
$0
$250 Million 0.19% of portfolio
3,457,489
Q3 2025 Reduced 2.07%
$0
$243 Million 0.19% of portfolio
3,017,159
Q3 2025 Added 1.55%
$367B
$248 Million 0.19% of portfolio
612,501
Q3 2025 Added 12.85%
$0
$249 Million 0.19% of portfolio
7,360,130
Q3 2025 Added 6.44%
$0
$239 Million 0.19% of portfolio
655,263
Q3 2025 Reduced 0.39%
$346B
$243 Million 0.19% of portfolio
1,579,575
Q3 2025 Added 9.54%
$279B
$236 Million 0.18% of portfolio
2,288,739
Q3 2025 Added 9.0%
$0
$229 Million 0.18% of portfolio
5,128,384
Q3 2025 Reduced 2.35%
$0
$236 Million 0.18% of portfolio
2,699,593
Q3 2025 Reduced 1.62%
$0
$216 Million 0.17% of portfolio
461,381
Q3 2025 Reduced 1.23%
$414B
$225 Million 0.17% of portfolio
970,143
Q3 2025 Added 15.62%
$522B
$212 Million 0.16% of portfolio
1,145,030
Q3 2025 Added 8.44%
$0
$204 Million 0.16% of portfolio
1,117,273
Q3 2025 Added 2.27%
$0
$193 Million 0.15% of portfolio
2,071,253
Q3 2025 Reduced 0.66%
$413B
$182 Million 0.14% of portfolio
3,535,527
Q3 2025 Added 15.77%
$49.1B
$174 Million 0.14% of portfolio
145,462
Q3 2025 Added 9.94%
$0
$167 Million 0.13% of portfolio
2,683,179
Q3 2025 Added 0.34%
$291B
$164 Million 0.13% of portfolio
343,917
Q3 2025 Added 24.63%
$0
$171 Million 0.13% of portfolio
286,128
Q3 2025 Added 8.46%
$0
$165 Million 0.13% of portfolio
1,378,438
Q3 2025 Reduced 4.16%
$1.46T
$158 Million 0.12% of portfolio
566,927
Q3 2025 Added 6.52%
$0
$149 Million 0.12% of portfolio
310,408
Q3 2025 Added 4.54%
$0
$151 Million 0.12% of portfolio
1,271,447
Q3 2025 Reduced 0.94%
$0
$158 Million 0.12% of portfolio
3,425,004
Q3 2025 Reduced 2.07%
$228B
$143 Million 0.11% of portfolio
1,067,760
Q3 2025 Added 17.18%
$512B
$147 Million 0.11% of portfolio
259,281
Q3 2025 Added 6.44%
$453B
$147 Million 0.11% of portfolio
195
Q3 2025 Reduced 2.01%
$0
$138 Million 0.11% of portfolio
568,709
Q3 2025 Added 0.13%
$0
$146 Million 0.11% of portfolio
1,231,498
Q3 2025 Reduced 3.54%
$0
$134 Million 0.1% of portfolio
717,909
Q3 2025 Added 2.71%
$0
$127 Million 0.1% of portfolio
1,389,004
Q3 2025 Reduced 2.1%
$266B
$124 Million 0.1% of portfolio
440,246
Q3 2025 Added 21.34%
$0
$129 Million 0.1% of portfolio
1,923,136
Q3 2025 Reduced 4.23%
$0
$131 Million 0.1% of portfolio
4,678,377
Q3 2025 Reduced 0.24%
$306B
$129 Million 0.1% of portfolio
1,938,484
Q3 2025 Reduced 0.89%
$0
$131 Million 0.1% of portfolio
2,829,374
Q3 2025 Reduced 1.03%
$224B
$115 Million 0.09% of portfolio
379,663
Q3 2025 Added 5.38%
$0
$120 Million 0.09% of portfolio
4,401,895
Q3 2025 Added 0.58%
$303B
$116 Million 0.09% of portfolio
748,273
Q3 2025 Added 20.58%
$0
$111 Million 0.09% of portfolio
1,019,058
Q3 2025 Reduced 5.52%
$0
$122 Million 0.09% of portfolio
1,404,483
Q3 2025 Reduced 0.55%
$197B
$115 Million 0.09% of portfolio
562,375
Q3 2025 Added 117.32%
$342B
$112 Million 0.09% of portfolio
613,003
Q3 2025 Added 26.49%
$0
$107 Million 0.08% of portfolio
143,894
Q3 2025 Added 2.22%

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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