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
$29.4 Million 0.02% of portfolio
545,140
Q3 2025 Added 5.16%
$68.9B
$23.2 Million 0.02% of portfolio
98,590
Q3 2025 Added 19.48%
$73.4B
$29.8 Million 0.02% of portfolio
839,901
Q3 2025 Added 4.52%
$74.1B
$23.2 Million 0.02% of portfolio
85,408
Q3 2025 Added 1.25%
$0
$22.9 Million 0.02% of portfolio
181,872
Q3 2025 Reduced 0.49%
$76.2B
$25.8 Million 0.02% of portfolio
413,120
Q3 2025 Reduced 6.93%
$0
$27.2 Million 0.02% of portfolio
275,606
Q3 2025 Reduced 0.93%
$0
$20 Million 0.02% of portfolio
175,839
Q3 2025 Reduced 5.69%
$91.4B
$31.3 Million 0.02% of portfolio
201,986
Q3 2025 Added 12.17%
$0
$31.7 Million 0.02% of portfolio
692,046
Q3 2025 Added 2.59%
$0
$19.8 Million 0.02% of portfolio
222,852
Q3 2025 Reduced 0.75%
$0
$9.2 Million 0.01% of portfolio
105,540
Q3 2025 Added 4.79%
$13.5B
$16.8 Million 0.01% of portfolio
298,934
Q3 2025 Added 14.18%
$100B
$16.6 Million 0.01% of portfolio
272,087
Q3 2025 Added 23.59%
$48.1B
$7.85 Million 0.01% of portfolio
27,175
Q3 2025 Added 8.22%
$29.5B
$10.9 Million 0.01% of portfolio
16,732
Q3 2025 Added 19.31%
$0
$12.4 Million 0.01% of portfolio
130,758
Q3 2025 Reduced 7.86%
$31.2B
$7.62 Million 0.01% of portfolio
108,933
Q3 2025 Added 63.8%
$9.12B
$8.47 Million 0.01% of portfolio
92,730
Q3 2025 Added 62.65%
$0
$7.39 Million 0.01% of portfolio
151,122
Q3 2025 Added 106.04%
$26.6B
$11.4 Million 0.01% of portfolio
80,506
Q3 2025 Added 7.57%
$35B
$14.3 Million 0.01% of portfolio
124,468
Q3 2025 Reduced 2.95%
$15.6B
$7.17 Million 0.01% of portfolio
222,938
Q3 2025 Added 162.67%
$47.7B
$8.47 Million 0.01% of portfolio
16,977
Q3 2025 Reduced 0.37%
$21.3B
$6.56 Million 0.01% of portfolio
34,474
Q3 2025 Added 11.03%
$24.8B
$7.14 Million 0.01% of portfolio
290,337
Q3 2025 Added 36.61%
$12.2B
$7.26 Million 0.01% of portfolio
37,124
Q3 2025 Added 12.39%
$0
$6.98 Million 0.01% of portfolio
74,394
Q3 2025 Reduced 1.83%
$0
$6.93 Million 0.01% of portfolio
155,791
Q3 2025 Reduced 1.91%
$55.8B
$9.67 Million 0.01% of portfolio
47,964
Q3 2025 Added 23.75%
$17.8B
$6.58 Million 0.01% of portfolio
189,990
Q3 2025 Added 16.65%
$0
$10.2 Million 0.01% of portfolio
879,203
Q3 2025 Added 1.1%
$24.1B
$9.61 Million 0.01% of portfolio
68,583
Q3 2025 Added 23.78%
$0
$17.5 Million 0.01% of portfolio
330,698
Q3 2025 Added 1.13%
$8.01B
$7.51 Million 0.01% of portfolio
347,750
Q3 2025 Added 108.02%
$17B
$7.99 Million 0.01% of portfolio
105,614
Q3 2025 Added 55.31%
$30B
$9.31 Million 0.01% of portfolio
35,786
Q3 2025 Added 14.4%
$55.9B
$15.1 Million 0.01% of portfolio
770,690
Q3 2025 Added 114.95%
$18B
$8.78 Million 0.01% of portfolio
63,314
Q3 2025 Added 46.73%
$25.6B
$13.7 Million 0.01% of portfolio
257,886
Q3 2025 Added 14.88%
$15.9B
$19.3 Million 0.01% of portfolio
68,723
Q3 2025 Added 1.3%
$26.2B
$10.1 Million 0.01% of portfolio
69,855
Q3 2025 Reduced 3.22%
$79.1B
$10.1 Million 0.01% of portfolio
56,421
Q3 2025 Added 13.08%
$52.1B
$12.9 Million 0.01% of portfolio
1,078,560
Q3 2025 Added 2.1%
$0
$7.12 Million 0.01% of portfolio
140,117
Q3 2025 Reduced 1.4%
$42.6B
$12.1 Million 0.01% of portfolio
90,661
Q3 2025 Added 2.89%
$39.8B
$13.5 Million 0.01% of portfolio
286,616
Q3 2025 Reduced 10.51%
$69.1B
$16.2 Million 0.01% of portfolio
192,728
Q3 2025 Added 23.83%
$0
$8.82 Million 0.01% of portfolio
362,167
Q3 2025 Added 2.37%

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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