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
$38.7 Million 0.03% of portfolio
700,034
Q3 2025 Added 6.63%
$45.5B
$39.1 Million 0.03% of portfolio
226,450
Q3 2025 Added 36.52%
$418B
$42 Million 0.03% of portfolio
234,911
Q3 2025 Added 14.79%
$0
$43.7 Million 0.03% of portfolio
300,110
Q3 2025 Reduced 2.34%
$190B
$38.9 Million 0.03% of portfolio
382,765
Q3 2025 Reduced 7.3%
$191B
$42.3 Million 0.03% of portfolio
7,835
Q3 2025 Added 32.75%
$79.2B
$44.2 Million 0.03% of portfolio
633,650
Q3 2025 Reduced 0.35%
$97.3B
$41.8 Million 0.03% of portfolio
493,888
Q3 2025 Reduced 2.94%
$120B
$42.2 Million 0.03% of portfolio
1,343,772
Q3 2025 Added 10.17%
$96.9B
$39 Million 0.03% of portfolio
92,508
Q3 2025 Added 0.16%
$0
$36.1 Million 0.03% of portfolio
1,373,679
Q3 2025 Added 1.48%
$99.7B
$33.9 Million 0.03% of portfolio
176,081
Q3 2025 Reduced 0.16%
$136B
$33.2 Million 0.03% of portfolio
89,888
Q3 2025 Added 3.2%
$159B
$44.1 Million 0.03% of portfolio
90,693
Q3 2025 Added 3.8%
$205B
$39.3 Million 0.03% of portfolio
266,980
Q3 2025 Added 7.92%
$141B
$41.9 Million 0.03% of portfolio
1,645,877
Q3 2025 Added 2.44%
$25.7B
$41.1 Million 0.03% of portfolio
246,562
Q3 2025 Added 0.46%
$156B
$33.6 Million 0.03% of portfolio
303,062
Q3 2025 Added 7.44%
$111B
$37.2 Million 0.03% of portfolio
94,864
Q3 2025 Added 8.82%
$118B
$34.7 Million 0.03% of portfolio
141,050
Q3 2025 Added 9.32%
$114B
$43.5 Million 0.03% of portfolio
380,090
Q3 2025 Added 303.21%
$104B
$41.1 Million 0.03% of portfolio
139,868
Q3 2025 Reduced 0.57%
$177B
$43.3 Million 0.03% of portfolio
222,694
Q3 2025 Added 3.23%
$98.6B
$44.1 Million 0.03% of portfolio
465,115
Q3 2025 Added 3.52%
$151B
$39.9 Million 0.03% of portfolio
113,240
Q3 2025 Reduced 17.87%
$0
$34.6 Million 0.03% of portfolio
725,629
Q3 2025 Added 2.44%
$0
$40.7 Million 0.03% of portfolio
138,573
Q3 2025 Added 3.53%
$77.2B
$39.2 Million 0.03% of portfolio
184,491
Q3 2025 Added 10.02%
$123B
$44.9 Million 0.03% of portfolio
159,193
Q3 2025 Added 6.32%
$405B
$39.4 Million 0.03% of portfolio
40,673
Q3 2025 Added 14.07%
$193B
$44.1 Million 0.03% of portfolio
98,523
Q3 2025 Reduced 4.66%
$0
$42.3 Million 0.03% of portfolio
476,621
Q3 2025 Added 25.21%
$94.5B
$33.3 Million 0.03% of portfolio
97,594
Q3 2025 Added 31.45%
$0
$32.7 Million 0.03% of portfolio
1,101,402
Q3 2025 Added 0.93%
$23.2B
$33.9 Million 0.03% of portfolio
691,030
Q3 2025 Added 99.09%
$279B
$34.2 Million 0.03% of portfolio
128,105
Q3 2025 Added 1.09%
$11.9B
$45 Million 0.03% of portfolio
874,875
Q3 2025 Reduced 23.68%
$62.3B
$37.5 Million 0.03% of portfolio
332,894
Q3 2025 Added 10.06%
$0
$40.9 Million 0.03% of portfolio
518,674
Q3 2025 Added 1.09%
$111B
$33 Million 0.03% of portfolio
100,280
Q3 2025 Added 1.16%
$85.9B
$39.2 Million 0.03% of portfolio
177,735
Q3 2025 Added 13.08%
$4.41B
$37.3 Million 0.03% of portfolio
1,430,945
Q3 2025 Reduced 5.22%
$144B
$43.3 Million 0.03% of portfolio
94,764
Q3 2025 Added 1.69%
$86.7B
$44 Million 0.03% of portfolio
72,239
Q3 2025 Added 25.94%
$96.4B
$44.2 Million 0.03% of portfolio
357,337
Q3 2025 Added 8.29%
$0
$39.7 Million 0.03% of portfolio
538,179
Q3 2025 Reduced 0.93%
$0
$44.1 Million 0.03% of portfolio
310,097
Q3 2025 Added 2.39%
$45.2B
$34.9 Million 0.03% of portfolio
584,594
Q3 2025 Added 29.07%
$0
$36.3 Million 0.03% of portfolio
122,116
Q3 2025 Added 8.38%

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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