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
$35.1 Million 0.03% of portfolio
613,075
Q3 2025 Reduced 0.65%
$68.5B
$35.1 Million 0.03% of portfolio
258,055
Q3 2025 Added 10.29%
$59.7B
$38.3 Million 0.03% of portfolio
77,724
Q3 2025 Added 132.17%
$0
$41.3 Million 0.03% of portfolio
217,524
Q3 2025 Added 4.6%
$0
$37.2 Million 0.03% of portfolio
369,528
Q3 2025 Reduced 13.21%
$67.3B
$30.5 Million 0.02% of portfolio
109,171
Q3 2025 Added 10.4%
$68.7B
$20.3 Million 0.02% of portfolio
242,766
Q3 2025 Reduced 4.49%
$0
$31.9 Million 0.02% of portfolio
154,589
Q3 2025 Added 0.88%
$114B
$26.4 Million 0.02% of portfolio
399,505
Q3 2025 Added 153.94%
$34.7B
$31.2 Million 0.02% of portfolio
220,137
Q3 2025 Added 39.95%
$64.9B
$30.1 Million 0.02% of portfolio
358,400
Q3 2025 Added 25.62%
$0
$23.3 Million 0.02% of portfolio
909,446
Q3 2025 Reduced 4.93%
$1.87B
$24.7 Million 0.02% of portfolio
76,807
Q3 2025 Reduced 23.03%
$270B
$27.5 Million 0.02% of portfolio
384,185
Q3 2025 Added 8.63%
$84B
$24.8 Million 0.02% of portfolio
129,118
Q3 2025 Added 40.04%
$0
$22.9 Million 0.02% of portfolio
227,424
Q3 2025 Reduced 0.87%
$0
$30.2 Million 0.02% of portfolio
846,703
Q3 2025 Added 40.85%
$0
$21.9 Million 0.02% of portfolio
178,533
Q3 2025 Reduced 1.86%
$59.8B
$23.1 Million 0.02% of portfolio
123,292
Q3 2025 Added 26.26%
$0
$25.1 Million 0.02% of portfolio
263,666
Q3 2025 Reduced 1.08%
$74.3B
$23 Million 0.02% of portfolio
363,247
Q3 2025 Added 27.88%
$37.3B
$22.9 Million 0.02% of portfolio
74,558
Q3 2025 Added 184.79%
$67.6B
$31.3 Million 0.02% of portfolio
647,006
Q3 2025 Added 3.87%
$86.1B
$22.6 Million 0.02% of portfolio
65,143
Q3 2025 Added 7.96%
$75.4B
$28.9 Million 0.02% of portfolio
220,679
Q3 2025 Added 4.34%
$0
$27.3 Million 0.02% of portfolio
282,589
Q3 2025 Reduced 1.82%
$19B
$22.4 Million 0.02% of portfolio
109,084
Q3 2025 Reduced 4.19%
$0
$23 Million 0.02% of portfolio
149,168
Q3 2025 Added 18.96%
$65.2B
$30.1 Million 0.02% of portfolio
71,189
Q3 2025 Added 4.97%
$74.9B
$23.3 Million 0.02% of portfolio
89,336
Q3 2025 Added 7.74%
$0
$28.8 Million 0.02% of portfolio
221,696
Q3 2025 Reduced 1.4%
$150B
$27.9 Million 0.02% of portfolio
470,259
Q3 2025 Added 1.53%
$84.9B
$31.9 Million 0.02% of portfolio
189,567
Q3 2025 Added 8.62%
$0
$19.8 Million 0.02% of portfolio
1,020,176
Q3 2025 Reduced 0.67%
$38.8B
$24.4 Million 0.02% of portfolio
150,809
Q3 2025 Added 0.17%
$107B
$28.8 Million 0.02% of portfolio
38,043
Q3 2025 Added 5.76%
$31.5B
$20.2 Million 0.02% of portfolio
277,266
Q3 2025 Added 2.82%
$132B
$23.8 Million 0.02% of portfolio
96,341
Q3 2025 Added 8.4%
$64.5B
$20 Million 0.02% of portfolio
61,917
Q3 2025 Added 14.53%
$65.7B
$20.1 Million 0.02% of portfolio
250,960
Q3 2025 Reduced 6.68%
$272B
$20.2 Million 0.02% of portfolio
105,612
Q3 2025 Added 24.52%
$0
$28.6 Million 0.02% of portfolio
1,212,158
Q3 2025 Added 4.55%
$74.3B
$20.8 Million 0.02% of portfolio
103,661
Q3 2025 Added 29.2%
$0
$31.1 Million 0.02% of portfolio
159,008
Q3 2025 Reduced 0.47%
$79.5B
$29.7 Million 0.02% of portfolio
237,172
Q3 2025 Added 2.0%
$82.8B
$20.6 Million 0.02% of portfolio
71,440
Q3 2025 Reduced 8.91%
$0
$20.5 Million 0.02% of portfolio
488,079
Q3 2025 Added 6.1%
$55.4B
$20.5 Million 0.02% of portfolio
67,088
Q3 2025 Added 8.95%
$89.7B
$21.7 Million 0.02% of portfolio
107,840
Q3 2025 Reduced 1.72%

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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