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 0.0% of portfolio
-
Q3 2025 Reduced 16.68%
$1.3B
$134,000 0.0% of portfolio
13,044
Q3 2025 Reduced 1.89%
$0
$215,000 0.0% of portfolio
26,285
Q3 2025 Added 110.58%
$0
$935,000 0.0% of portfolio
14,930
Q3 2025 Reduced 52.45%
$0
$227,000 0.0% of portfolio
4,440
Q3 2025 New
$224M
$80,000 0.0% of portfolio
12,903
Q3 2025 Added 5.87%
Bit Origin LTD
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$3.49 Million 0.0% of portfolio
126,105
Q3 2025 New
$3.2B
$104,000 0.0% of portfolio
20,095
Q3 2025 Added 77.8%
$0
$1.6 Million 0.0% of portfolio
11,886
Q3 2025 Reduced 3.0%
$0
$167,000 0.0% of portfolio
10,873
Q3 2025 New
ETF Opportunities Trust
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.52%
Strata Skin Sciences Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
$0
$1.92 Million 0.0% of portfolio
83,363
Q3 2025 Added 7.36%
$0
$469,000 0.0% of portfolio
9,506
Q3 2025 Added 14.67%
$0
$2.09 Million 0.0% of portfolio
103,263
Q3 2025 Added 12.71%
$5.65B
$261,000 0.0% of portfolio
3,038
Q3 2025 Added 25.69%
$0
$2.2 Million 0.0% of portfolio
43,445
Q3 2025 Reduced 14.43%
Beeline Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$2.98 Million 0.0% of portfolio
50,670
Q3 2025 Reduced 2.19%
$0
$217,000 0.0% of portfolio
15,386
Q3 2025 New
$3.87B
$546,000 0.0% of portfolio
7,659
Q3 2025 Added 15.36%
$30.5M
$19,000 0.0% of portfolio
21,455
Q3 2025 Reduced 2.98%
Bridger Aerospace Grp Hldgs
-
$0 0.0% of portfolio
-
Q2 2025 Added 376.19%
$0
$6.22 Million 0.0% of portfolio
223,511
Q3 2025 Reduced 2.43%
$0
$413,000 0.0% of portfolio
18,389
Q2 2025 Added 0.78%
$0
$1.2 Million 0.0% of portfolio
48,268
Q3 2025 Added 0.04%
$0
$410,000 0.0% of portfolio
6,452
Q3 2025 Added 14.52%
$0
$625,000 0.0% of portfolio
6,084
Q3 2025 Added 13.49%
$0
$500,000 0.0% of portfolio
19,645
Q3 2025 New
$0
$4.04 Million 0.0% of portfolio
182,487
Q3 2025 Reduced 6.27%
$0
$5.13 Million 0.0% of portfolio
27,098
Q3 2025 Added 8.4%
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$2.35 Million 0.0% of portfolio
35,139
Q3 2025 Reduced 26.01%
$0
$215,000 0.0% of portfolio
7,995
Q3 2025 Reduced 23.35%
$891M
$149,000 0.0% of portfolio
12,722
Q3 2025 Reduced 29.83%
$0
$197,000 0.0% of portfolio
11,882
Q2 2023 Added 4.39%
$0
$904,000 0.0% of portfolio
20,366
Q3 2025 Reduced 15.31%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 5.84%
$0
$1.2 Million 0.0% of portfolio
15,848
Q3 2025 Added 1.61%
$1.9B
$1.06 Million 0.0% of portfolio
37,163
Q3 2025 Added 5.59%
$0
$1.42 Million 0.0% of portfolio
25,433
Q3 2025 Reduced 2.84%
$279M
$633,000 0.0% of portfolio
5,691
Q3 2025 Added 9.72%
$2.89B
$1.27 Million 0.0% of portfolio
39,299
Q3 2025 Added 25.37%
$965M
$212,000 0.0% of portfolio
62,384
Q3 2025 Added 47.97%
$0
$1 Million 0.0% of portfolio
16,145
Q3 2025 Reduced 3.15%
Exchange Traded Concepts Tru
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$447,000 0.0% of portfolio
9,599
Q3 2025 Added 47.11%
$0
$284,000 0.0% of portfolio
3,469
Q3 2025 Added 18.6%

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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