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
$89.3B
$15.9 Million 0.01% of portfolio
146,231
Q3 2025 Added 3.79%
$59.1B
$7.59 Million 0.01% of portfolio
96,699
Q3 2025 Added 8.02%
$0
$8.06 Million 0.01% of portfolio
150,133
Q3 2025 Reduced 44.79%
$29B
$9.46 Million 0.01% of portfolio
327,211
Q3 2025 Added 22.65%
$0
$7.01 Million 0.01% of portfolio
74,828
Q3 2025 Reduced 6.58%
$0
$7.65 Million 0.01% of portfolio
36,542
Q3 2025 Added 8.59%
$0
$12.2 Million 0.01% of portfolio
213,325
Q3 2025 Added 6.48%
$38.4B
$12.7 Million 0.01% of portfolio
68,665
Q3 2025 Added 0.88%
$26.1B
$16.9 Million 0.01% of portfolio
106,939
Q3 2025 Added 4.08%
$123B
$12.3 Million 0.01% of portfolio
232,149
Q3 2025 Added 12.22%
$25.4B
$9.94 Million 0.01% of portfolio
365,152
Q3 2025 Added 28.95%
$9.4B
$9 Million 0.01% of portfolio
146,369
Q3 2025 Added 28.18%
$78.4B
$9.47 Million 0.01% of portfolio
71,096
Q3 2025 Added 9.35%
$55.9B
$16.2 Million 0.01% of portfolio
16,937
Q3 2025 Added 10.63%
$5.89B
$8.51 Million 0.01% of portfolio
119,764
Q3 2025 Added 36.19%
$19.9B
$9.46 Million 0.01% of portfolio
19,570
Q3 2025 Added 15.03%
$78.9B
$7.12 Million 0.01% of portfolio
89,131
Q3 2025 Added 10.45%
$46.9B
$10.3 Million 0.01% of portfolio
84,715
Q3 2025 Added 39.13%
$0
$6.64 Million 0.01% of portfolio
142,240
Q3 2025 Added 62.91%
$875M
$13.2 Million 0.01% of portfolio
337,826
Q3 2025 Reduced 6.8%
$27.1B
$7.22 Million 0.01% of portfolio
13,198
Q3 2025 Added 32.19%
$15.4B
$6.99 Million 0.01% of portfolio
89,844
Q3 2025 Added 4.98%
$43.5B
$12.4 Million 0.01% of portfolio
35,405
Q3 2025 Added 9.15%
$0
$12.7 Million 0.01% of portfolio
152,562
Q3 2025 Reduced 8.01%
$0
$7.56 Million 0.01% of portfolio
34,025
Q3 2025 Added 0.95%
$13.5B
$9.98 Million 0.01% of portfolio
117,485
Q3 2025 Added 25.06%
$163B
$6.53 Million 0.01% of portfolio
49,429
Q3 2025 Added 71.52%
$23.5B
$8.01 Million 0.01% of portfolio
228,467
Q3 2025 Added 55.65%
$0
$13.3 Million 0.01% of portfolio
174,360
Q3 2025 Added 0.93%
$0
$19.3 Million 0.01% of portfolio
225,403
Q3 2025 Reduced 1.92%
$0
$6.86 Million 0.01% of portfolio
49,606
Q3 2025 Reduced 5.39%
$0
$6.71 Million 0.01% of portfolio
64,896
Q3 2025 Reduced 8.58%
$35.1B
$11.1 Million 0.01% of portfolio
89,572
Q3 2025 Reduced 6.07%
$29.5B
$11.1 Million 0.01% of portfolio
172,979
Q3 2025 Added 4.92%
$81.8B
$16.3 Million 0.01% of portfolio
147,877
Q3 2025 Added 18.17%
$29.2B
$12.9 Million 0.01% of portfolio
288,666
Q3 2025 Reduced 10.24%
$0
$8.22 Million 0.01% of portfolio
195,810
Q3 2025 Added 1.84%
$10.4B
$7.28 Million 0.01% of portfolio
182,352
Q3 2025 Reduced 7.62%
$0
$7.56 Million 0.01% of portfolio
109,711
Q3 2025 Reduced 0.27%
$32.2B
$7.17 Million 0.01% of portfolio
119,944
Q3 2025 Added 11.62%
$0
$15.4 Million 0.01% of portfolio
270,127
Q3 2025 Added 8.69%
$0
$14 Million 0.01% of portfolio
101,313
Q3 2025 Reduced 1.99%
$0
$10.6 Million 0.01% of portfolio
95,052
Q3 2025 Reduced 1.26%
$0
$7.88 Million 0.01% of portfolio
26,061
Q3 2025 Reduced 0.15%
$0
$10.5 Million 0.01% of portfolio
79,875
Q3 2025 Added 3.17%
$102B
$18.6 Million 0.01% of portfolio
129,646
Q3 2025 Added 29.37%
$54.5B
$13.7 Million 0.01% of portfolio
73,216
Q3 2025 Added 32.01%
$43.2B
$14.6 Million 0.01% of portfolio
15,856
Q3 2025 Added 8.68%
$0
$7.34 Million 0.01% of portfolio
82,186
Q3 2025 Reduced 1.36%

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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