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
$586,000 0.0% of portfolio
5,382
Q3 2025 Added 21.03%
$48.2M
$10,000 0.0% of portfolio
10,000
Q1 2025 New
$0
$277,000 0.0% of portfolio
11,944
Q3 2025 Reduced 1.03%
$0
$2.68 Million 0.0% of portfolio
48,592
Q3 2025 Added 6.51%
Ea Series Trust
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.07%
$46.3M
$20,000 0.0% of portfolio
21,500
Q3 2025 Added 30.3%
$0
$5.84 Million 0.0% of portfolio
21,537
Q3 2025 Added 11.99%
$0
$274,000 0.0% of portfolio
6,115
Q3 2025 New
$0
$533,000 0.0% of portfolio
8,852
Q3 2025 Added 5.57%
$55.5M
$25,000 0.0% of portfolio
15,850
Q3 2025 Added 18.85%
$0
$1.08 Million 0.0% of portfolio
15,136
Q3 2025 Reduced 23.81%

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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