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
$319B
$105 Million 0.08% of portfolio
1,530,885
Q3 2025 Added 6.34%
$0
$104 Million 0.08% of portfolio
1,308,448
Q3 2025 Added 13.22%
$0
$107 Million 0.08% of portfolio
524,353
Q3 2025 Reduced 2.98%
$265B
$98.1 Million 0.08% of portfolio
123,213
Q3 2025 Added 10.11%
$0
$98 Million 0.08% of portfolio
2,130,442
Q3 2025 Reduced 1.42%
$0
$106 Million 0.08% of portfolio
2,261,490
Q3 2025 Added 0.05%
$388B
$99 Million 0.08% of portfolio
612,062
Q3 2025 Added 38.66%
$317B
$100 Million 0.08% of portfolio
1,197,909
Q3 2025 Added 26.42%
$204B
$98.4 Million 0.08% of portfolio
700,804
Q3 2025 Added 9.65%
$0
$103 Million 0.08% of portfolio
492,519
Q3 2025 Added 2.21%
$0
$101 Million 0.08% of portfolio
3,133,039
Q3 2025 Added 1.32%
$0
$96.2 Million 0.07% of portfolio
1,347,842
Q3 2025 Reduced 2.09%
$0
$89.7 Million 0.07% of portfolio
1,292,899
Q3 2025 Reduced 1.82%
$300B
$89.8 Million 0.07% of portfolio
260,106
Q3 2025 Added 9.49%
$0
$93.7 Million 0.07% of portfolio
1,592,397
Q3 2025 Added 6.92%
$235B
$90.4 Million 0.07% of portfolio
1,076,508
Q3 2025 Added 13.96%
$0
$92.3 Million 0.07% of portfolio
1,906,299
Q3 2025 Reduced 0.93%
$0
$89.6 Million 0.07% of portfolio
1,121,145
Q3 2025 Added 20.41%
$0
$91.2 Million 0.07% of portfolio
639,502
Q3 2025 Added 4.74%
$258B
$95.9 Million 0.07% of portfolio
572,833
Q3 2025 Added 6.57%
$0
$89.6 Million 0.07% of portfolio
928,121
Q3 2025 Reduced 0.25%
$79.6B
$74.6 Million 0.06% of portfolio
603,005
Q3 2025 Added 5.37%
$0
$83.2 Million 0.06% of portfolio
1,915,227
Q3 2025 Reduced 0.77%
$140B
$82.2 Million 0.06% of portfolio
219,522
Q3 2025 Added 2.89%
$0
$79.6 Million 0.06% of portfolio
1,521,213
Q3 2025 Added 0.24%
$123B
$76 Million 0.06% of portfolio
152,290
Q3 2025 Added 27.53%
$255B
$72.5 Million 0.06% of portfolio
218,368
Q3 2025 Added 14.72%
$114B
$80.3 Million 0.06% of portfolio
372,200
Q3 2025 Added 13.58%
$0
$78.5 Million 0.06% of portfolio
650,204
Q3 2025 Added 1.3%
$130B
$73.7 Million 0.06% of portfolio
207,339
Q3 2025 Added 12.34%
$237B
$73.2 Million 0.06% of portfolio
308,791
Q3 2025 Added 14.83%
$193B
$77.4 Million 0.06% of portfolio
676,155
Q3 2025 Added 6.49%
$0
$73.8 Million 0.06% of portfolio
261,666
Q3 2025 Added 13.34%
$0
$75.4 Million 0.06% of portfolio
1,003,850
Q3 2025 Reduced 3.52%
$115B
$76.6 Million 0.06% of portfolio
156,251
Q3 2025 Reduced 9.78%
$0
$74.7 Million 0.06% of portfolio
2,361,977
Q3 2025 Added 13.06%
$328B
$82 Million 0.06% of portfolio
272,451
Q3 2025 Added 14.28%
$187B
$83 Million 0.06% of portfolio
499,066
Q3 2025 Added 8.83%
$0
$76 Million 0.06% of portfolio
435,612
Q3 2025 Reduced 3.48%
$0
$77 Million 0.06% of portfolio
736,594
Q3 2025 Added 0.19%
$237B
$77.3 Million 0.06% of portfolio
476,478
Q3 2025 Added 1.69%
$132B
$72.1 Million 0.06% of portfolio
342,641
Q3 2025 Added 41.17%
$136B
$76.7 Million 0.06% of portfolio
324,358
Q3 2025 Added 18.69%
$167B
$63.9 Million 0.05% of portfolio
669,657
Q3 2025 Added 31.8%
$170B
$64.3 Million 0.05% of portfolio
444,658
Q3 2025 Added 8.41%
$140B
$59.6 Million 0.05% of portfolio
236,974
Q3 2025 Added 5.31%
$222B
$59.6 Million 0.05% of portfolio
122,796
Q3 2025 Added 9.87%
$163B
$62.7 Million 0.05% of portfolio
87,280
Q3 2025 Added 6.39%
$0
$63.2 Million 0.05% of portfolio
1,979,083
Q3 2025 Added 5.6%

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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