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
$169B
$69.6 Million 0.05% of portfolio
75,594
Q3 2025 Added 31.79%
$168B
$69.1 Million 0.05% of portfolio
915,488
Q3 2025 Added 1.95%
$0
$64.1 Million 0.05% of portfolio
307,216
Q3 2025 Added 3.16%
$152B
$62.4 Million 0.05% of portfolio
252,842
Q3 2025 Reduced 4.02%
$0
$63.1 Million 0.05% of portfolio
1,981,127
Q3 2025 Added 42.27%
$270B
$67.4 Million 0.05% of portfolio
423,869
Q3 2025 Added 46.51%
$98.1B
$65.5 Million 0.05% of portfolio
383,087
Q3 2025 Added 44.45%
$0
$66.4 Million 0.05% of portfolio
1,473,334
Q3 2025 Reduced 1.71%
$0
$65.2 Million 0.05% of portfolio
465,437
Q3 2025 Reduced 5.44%
$36B
$51.6 Million 0.04% of portfolio
1,791,791
Q3 2025 Added 4.02%
$65.3B
$57.6 Million 0.04% of portfolio
790,958
Q3 2025 Added 3.51%
$104B
$51.2 Million 0.04% of portfolio
774,676
Q3 2025 Added 19.56%
$0
$52.7 Million 0.04% of portfolio
667,462
Q3 2025 Reduced 4.0%
$183B
$57.4 Million 0.04% of portfolio
203,555
Q3 2025 Reduced 5.23%
$61.4B
$48.7 Million 0.04% of portfolio
239,007
Q3 2025 Added 30.09%
$0
$55.2 Million 0.04% of portfolio
1,295,954
Q3 2025 Added 17.28%
$0
$47.5 Million 0.04% of portfolio
1,505,896
Q3 2025 Reduced 1.93%
$0
$47.3 Million 0.04% of portfolio
1,404,978
Q3 2025 Reduced 2.38%
$82.2B
$51.4 Million 0.04% of portfolio
227,747
Q3 2025 Added 35.4%
$0
$46.4 Million 0.04% of portfolio
594,694
Q3 2025 Reduced 2.01%
$0
$50.3 Million 0.04% of portfolio
108,565
Q3 2025 Added 1.15%
$174B
$57.1 Million 0.04% of portfolio
384,462
Q3 2025 Added 4.91%
$0
$46.3 Million 0.04% of portfolio
1,004,772
Q3 2025 Reduced 3.49%
$161B
$49.7 Million 0.04% of portfolio
46,060
Q3 2025 Added 8.74%
$143B
$45.8 Million 0.04% of portfolio
1,365,076
Q3 2025 Added 12.99%
$1.96B
$51.9 Million 0.04% of portfolio
3,105,854
Q3 2025 Reduced 0.01%
$182B
$47.7 Million 0.04% of portfolio
69,799
Q3 2025 Added 7.62%
$121B
$52.1 Million 0.04% of portfolio
67,387
Q3 2025 Added 1.32%
$6.2B
$48.9 Million 0.04% of portfolio
453,670
Q3 2025 Added 5.83%
$181B
$58.1 Million 0.04% of portfolio
2,056,408
Q3 2025 Added 4.4%
$0
$51.5 Million 0.04% of portfolio
554,297
Q3 2025 Added 0.86%
$283B
$54.4 Million 0.04% of portfolio
423,818
Q3 2025 Added 6.42%
$0
$56.1 Million 0.04% of portfolio
1,232,922
Q3 2025 Reduced 0.01%
$0
$52.4 Million 0.04% of portfolio
712,897
Q3 2025 Added 5.55%
$0
$54.7 Million 0.04% of portfolio
384,009
Q3 2025 Reduced 1.52%
$0
$54.3 Million 0.04% of portfolio
486,822
Q3 2025 Added 3.67%
$0
$57.9 Million 0.04% of portfolio
4,631,450
Q3 2025 Reduced 5.79%
$181B
$45.9 Million 0.04% of portfolio
468,861
Q3 2025 Added 22.34%
$0
$57.5 Million 0.04% of portfolio
678,685
Q3 2025 Added 0.65%
$268B
$46.9 Million 0.04% of portfolio
280,396
Q3 2025 Added 56.16%
$0
$46 Million 0.04% of portfolio
333,970
Q3 2025 Added 0.29%
$0
$53.7 Million 0.04% of portfolio
1,162,269
Q3 2025 Reduced 31.07%
$0
$54.4 Million 0.04% of portfolio
135,219
Q3 2025 Reduced 0.32%
$0
$56 Million 0.04% of portfolio
174,907
Q3 2025 Reduced 0.9%
$172B
$49.6 Million 0.04% of portfolio
1,129,188
Q3 2025 Added 11.71%
$0
$53.7 Million 0.04% of portfolio
794,888
Q3 2025 Reduced 3.26%
$89.8B
$35.8 Million 0.03% of portfolio
200,963
Q3 2025 Added 11.51%
$0
$37.5 Million 0.03% of portfolio
701,535
Q3 2025 Reduced 1.41%
$269B
$33.4 Million 0.03% of portfolio
139,646
Q3 2025 Added 11.39%

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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