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
$113B
$30.1 Million 0.02% of portfolio
318,484
Q3 2025 Added 4.92%
$42.8B
$30.7 Million 0.02% of portfolio
102,575
Q3 2025 Added 14.85%
$147B
$32.2 Million 0.02% of portfolio
329,484
Q3 2025 Added 20.39%
$0
$23.2 Million 0.02% of portfolio
536,724
Q3 2025 Added 0.47%
$65.7B
$22.1 Million 0.02% of portfolio
73,673
Q3 2025 Added 4.22%
$57.9B
$19.7 Million 0.02% of portfolio
91,726
Q3 2025 Added 1.19%
$0
$24.4 Million 0.02% of portfolio
944,049
Q3 2025 Added 27.29%
$53.8B
$25.6 Million 0.02% of portfolio
109,105
Q3 2025 Added 13.29%
$55.8B
$28.2 Million 0.02% of portfolio
203,245
Q3 2025 Added 9.18%
$41.2B
$19.7 Million 0.02% of portfolio
66,084
Q3 2025 Added 60.07%
$0
$22.9 Million 0.02% of portfolio
997,078
Q3 2025 Added 23.6%
$0
$19.4 Million 0.02% of portfolio
451,990
Q3 2025 Added 7.3%
$40.3B
$21 Million 0.02% of portfolio
62,080
Q3 2025 Added 24.43%
$99.5B
$23.6 Million 0.02% of portfolio
523,120
Q3 2025 Added 16.2%
$0
$23.1 Million 0.02% of portfolio
793,517
Q3 2025 Added 2.77%
$64.7B
$24.2 Million 0.02% of portfolio
215,912
Q3 2025 Added 8.91%
$0
$24 Million 0.02% of portfolio
204,873
Q3 2025 Reduced 6.01%
$0
$24.7 Million 0.02% of portfolio
680,650
Q3 2025 Added 1.78%
$160B
$26.3 Million 0.02% of portfolio
132,855
Q3 2025 Reduced 8.59%
$277B
$24 Million 0.02% of portfolio
312,292
Q3 2025 Added 17.41%
$86.4B
$25.6 Million 0.02% of portfolio
72,903
Q3 2025 Reduced 4.71%
$50.4B
$25.3 Million 0.02% of portfolio
414,297
Q3 2025 Added 45.16%
$37.9B
$22.1 Million 0.02% of portfolio
268,395
Q3 2025 Added 9.51%
$0
$28.1 Million 0.02% of portfolio
1,118,687
Q3 2025 Added 5.62%
$52.5B
$27 Million 0.02% of portfolio
1,573,426
Q3 2025 Added 43.68%
$3.87B
$19.8 Million 0.02% of portfolio
245,729
Q3 2025 Added 1.1%
$0
$20.8 Million 0.02% of portfolio
80,169
Q3 2025 Added 4.28%
$44.1B
$29.5 Million 0.02% of portfolio
365,291
Q3 2025 Added 21.3%
$284B
$22.3 Million 0.02% of portfolio
314,384
Q3 2025 Added 0.42%
$41.4B
$26 Million 0.02% of portfolio
290,279
Q3 2025 Reduced 2.1%
$0
$23.3 Million 0.02% of portfolio
441,897
Q3 2025 Reduced 0.11%
$128B
$27.6 Million 0.02% of portfolio
289,696
Q3 2025 Added 14.45%
$72.3B
$26.2 Million 0.02% of portfolio
234,881
Q3 2025 Added 5.73%
$71.6B
$21.6 Million 0.02% of portfolio
322,481
Q3 2025 Added 4.36%
$0
$28.3 Million 0.02% of portfolio
249,889
Q3 2025 Reduced 0.57%
$0
$26.9 Million 0.02% of portfolio
395,616
Q3 2025 Reduced 1.76%
$73.2B
$22.2 Million 0.02% of portfolio
5,184
Q3 2025 Added 45.45%
$4.19B
$26.7 Million 0.02% of portfolio
715,750
Q3 2025 Added 374.82%
$109B
$20.7 Million 0.02% of portfolio
372,642
Q3 2025 Added 0.14%
$35.1B
$21.9 Million 0.02% of portfolio
359,920
Q3 2025 Added 23.11%
$53.4B
$31.6 Million 0.02% of portfolio
406,040
Q3 2025 Added 4.27%
$70.2B
$28.7 Million 0.02% of portfolio
917,960
Q3 2025 Added 7.97%
$57.4B
$21.3 Million 0.02% of portfolio
33,269
Q3 2025 Added 14.45%
$0
$19.9 Million 0.02% of portfolio
102,475
Q3 2025 Added 1.64%
$69.4B
$20.6 Million 0.02% of portfolio
251,734
Q3 2025 Added 6.65%
$136B
$27.4 Million 0.02% of portfolio
64,358
Q3 2025 Added 7.26%
$123B
$20.7 Million 0.02% of portfolio
29,589
Q3 2025 Added 11.75%
$100B
$21.5 Million 0.02% of portfolio
79,593
Q3 2025 Added 2.39%
$57.5B
$22.7 Million 0.02% of portfolio
83,297
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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