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
$18.3B
$2.92 Million 0.0% of portfolio
59,523
Q3 2025 Added 50.0%
$3.92B
$2.65 Million 0.0% of portfolio
91,473
Q3 2025 Added 93.66%
$18.9B
$4.98 Million 0.0% of portfolio
37,591
Q3 2025 Added 11.78%
$729M
$477,000 0.0% of portfolio
24,866
Q3 2025 Reduced 2.12%
$852M
$406,000 0.0% of portfolio
27,987
Q3 2025 New
$0
$5.34 Million 0.0% of portfolio
72,320
Q3 2025 Reduced 2.5%
Brookfield Infrastructure CO
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.01%
$0
$751,000 0.0% of portfolio
16,982
Q3 2025 Added 64.05%
$0
$208,000 0.0% of portfolio
8,563
Q3 2025 New
$2.26B
$1.42 Million 0.0% of portfolio
33,081
Q3 2025 Added 66.95%
$932M
$698,000 0.0% of portfolio
8,218
Q3 2025 Reduced 19.59%
$0
$3.6 Million 0.0% of portfolio
116,642
Q3 2025 Added 5.29%
Grupo Cibest Sa
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.43%
$3.58B
$3.08 Million 0.0% of portfolio
44,352
Q3 2025 Added 90.38%
$4.48B
$2.43 Million 0.0% of portfolio
22,184
Q3 2025 Added 27.9%
$0
$306,000 0.0% of portfolio
1,181
Q3 2025 Added 2.7%
$2.7B
$429,000 0.0% of portfolio
8,374
Q3 2025 Added 4.87%
Kiniksa Pharmaceuticals Intl
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.43%
$0
$580,000 0.0% of portfolio
8,808
Q3 2025 Added 0.52%
$3.98B
$192,000 0.0% of portfolio
73,137
Q3 2025 Added 0.99%
$12.5B
$4.93 Million 0.0% of portfolio
17,130
Q3 2025 Added 96.29%
$12.6B
$2.67 Million 0.0% of portfolio
122,334
Q3 2025 Added 114.18%
$5.29B
$2.05 Million 0.0% of portfolio
11,609
Q3 2025 Added 38.93%
$908M
$139,000 0.0% of portfolio
25,265
Q3 2025 Added 104.71%
$1.57B
$959,000 0.0% of portfolio
13,734
Q3 2025 Added 23.34%
$23.2B
$3.52 Million 0.0% of portfolio
8,178
Q3 2025 Added 9.85%
$21.9B
$1.23 Million 0.0% of portfolio
96,476
Q3 2025 Added 111.83%
$4.77B
$1.86 Million 0.0% of portfolio
61,995
Q3 2025 Reduced 20.95%
$0
$917,000 0.0% of portfolio
23,166
Q3 2025 Added 0.25%
$685M
$815,000 0.0% of portfolio
41,040
Q3 2025 Reduced 6.14%
$16.2B
$2.07 Million 0.0% of portfolio
28,333
Q3 2025 Added 24.81%
$0
$3.34 Million 0.0% of portfolio
40,396
Q3 2025 Added 6.74%
$1.45B
$371,000 0.0% of portfolio
7,724
Q3 2025 Added 65.93%
$0
$281,000 0.0% of portfolio
11,284
Q2 2025 Added 29.0%
$22.4B
$5.07 Million 0.0% of portfolio
75,350
Q3 2025 Reduced 2.43%
$0
$1.21 Million 0.0% of portfolio
51,597
Q3 2025 Reduced 46.78%
$5.07B
$916,000 0.0% of portfolio
10,946
Q3 2025 Added 33.03%
$251M
$46,000 0.0% of portfolio
11,003
Q3 2025 Reduced 41.18%
$34.2B
$5.67 Million 0.0% of portfolio
62,546
Q3 2025 Added 24.62%
$1.62B
$883,000 0.0% of portfolio
18,854
Q3 2025 Added 140.52%
$13.8B
$4.87 Million 0.0% of portfolio
41,334
Q3 2025 Added 20.87%
$7.02B
$4.62 Million 0.0% of portfolio
91,417
Q3 2025 Added 11.76%
$4.77B
$2.19 Million 0.0% of portfolio
51,833
Q3 2025 Added 52.49%
$1.84B
$537,000 0.0% of portfolio
12,697
Q3 2025 Reduced 11.04%
$2.98B
$646,000 0.0% of portfolio
32,243
Q3 2025 Added 23.15%
$4.13B
$442,000 0.0% of portfolio
29,193
Q3 2025 Added 16.46%
$842M
$355,000 0.0% of portfolio
17,121
Q3 2025 Added 14.74%
$0
$1.84 Million 0.0% of portfolio
150,087
Q3 2025 Added 1.79%
$2.18B
$1.27 Million 0.0% of portfolio
38,057
Q3 2025 Added 66.66%

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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