Creative Planning Portfolio
About Creative Planning
Creative Planning is a Investment Manager managing $130.88B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Sector Distribution
Portfolio Holdings
24 of 100 linked to profiles
Showing top 100 of 6,684 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | AAPL | $2.77B | 2.12% |
| 2 | NVDA | $2.14B | 1.64% |
| 3 | MSFT | $1.73B | 1.32% |
| 4 | AMZN | $851.1M | 0.65% |
| 5 | META | $623.9M | 0.48% |
| 6 | GOOGL | $623.4M | 0.48% |
| 7 | AVGO | $500.8M | 0.38% |
| 8 | JPM | $460.8M | 0.35% |
| 9 | GOOGL | $435.0M | 0.33% |
| 10 | TSLA | $405.5M | 0.31% |
| 11 | ORCL | $279.0M | 0.21% |
| 12 | V | $260.5M | 0.20% |
| 13 | HD | $248.2M | 0.19% |
| 14 | WMT | $235.9M | 0.18% |
| 15 | ABBV | $224.6M | 0.17% |
| 16 | JNJ | $212.3M | 0.16% |
| 17 | XOM | $211.7M | 0.16% |
| 18 | NFLX | $174.4M | 0.13% |
| 19 | CAT | $164.1M | 0.13% |
| 20 | MA | $147.5M | 0.11% |
| 21 | KO | $128.6M | 0.10% |
| 22 | ANET | $127.8M | 0.10% |
| 23 | MCD | $115.4M | 0.09% |
| 24 | PLTR | $111.9M | 0.09% |
Other Assets (76)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| ISHARES TR | $15.22B |
| VANGUARD BD INDEX FDS | $9.29B |
| VANGUARD TAX-MANAGED FDS | $7.67B |
| SPDR SERIES TRUST | $5.03B |
| ISHARES INC | $4.95B |
| SPDR INDEX SHS FDS | $4.83B |
| VANGUARD INDEX FDS | $3.82B |
| SPDR SERIES TRUST | $2.51B |
| VANGUARD INDEX FDS | $2.45B |
| VANGUARD SCOTTSDALE FDS | $2.22B |
| SCHWAB STRATEGIC TR | $2.13B |
| VANGUARD INDEX FDS | $2.04B |
| SPDR S&P 500 ETF TR | $1.99B |
| AMERICAN CENTY ETF TR | $1.84B |
| SELECT SECTOR SPDR TR | $1.71B |
| AMERICAN CENTY ETF TR | $1.67B |
| DIMENSIONAL ETF TRUST | $1.55B |
| SPDR SERIES TRUST | $1.48B |
| ISHARES TR | $1.43B |
| ISHARES TR | $1.40B |
| BERKSHIRE HATHAWAY INC DEL | $1.40B |
| VANGUARD MUN BD FDS | $1.31B |
| VANGUARD INDEX FDS | $1.21B |
| ISHARES TR | $1.20B |
| SPDR INDEX SHS FDS | $1.05B |
| VANGUARD INTL EQUITY INDEX F | $1.01B |
| VANGUARD SCOTTSDALE FDS | $987.9M |
| SCHWAB STRATEGIC TR | $952.8M |
| SCHWAB STRATEGIC TR | $875.2M |
| VANGUARD INDEX FDS | $854.2M |
| DIMENSIONAL ETF TRUST | $809.5M |
| SCHWAB STRATEGIC TR | $638.2M |
| VANGUARD WHITEHALL FDS | $503.9M |
| VANGUARD INDEX FDS | $499.6M |
| SCHWAB STRATEGIC TR | $468.3M |
| INVESCO QQQ TR | $417.7M |
| ISHARES TR | $318.1M |
| ISHARES TR | $312.5M |
| ISHARES TR | $306.3M |
| ISHARES TR | $294.0M |
| WISDOMTREE TR | $283.1M |
| ELI LILLY & CO | $269.4M |
| DIMENSIONAL ETF TRUST | $250.5M |
| SPDR SERIES TRUST | $249.4M |
| SPDR SERIES TRUST | $243.3M |
| PROCTER AND GAMBLE CO | $242.7M |
| COSTCO WHSL CORP NEW | $242.5M |
| VANGUARD SPECIALIZED FUNDS | $241.1M |
| ISHARES TR | $239.5M |
| ISHARES TR | $235.7M |
| DIMENSIONAL ETF TRUST | $229.2M |
| ISHARES TR | $216.1M |
| ISHARES TR | $193.4M |
| BANK AMERICA CORP | $182.4M |
| SPDR S&P MIDCAP 400 ETF TR | $170.5M |
| WISDOMTREE TR | $167.0M |
| ISHARES TR | $164.7M |
| TAIWAN SEMICONDUCTOR MFG LTD | $158.3M |
| DIMENSIONAL ETF TRUST | $158.0M |
| ISHARES TR | $151.1M |
| VANGUARD INDEX FDS | $148.9M |
| BERKSHIRE HATHAWAY INC DEL | $147.0M |
| VANGUARD WORLD FD | $145.9M |
| ABBOTT LABS | $143.0M |
| ISHARES TR | $137.6M |
| VANGUARD INDEX FDS | $133.9M |
| SPDR SERIES TRUST | $131.1M |
| SCHWAB STRATEGIC TR | $130.5M |
| SPDR INDEX SHS FDS | $129.4M |
| SPDR SERIES TRUST | $127.4M |
| INTERNATIONAL BUSINESS MACHS | $124.2M |
| WISDOMTREE TR | $122.2M |
| SCHWAB STRATEGIC TR | $120.2M |
| CHEVRON CORP NEW | $116.2M |
| APPLIED MATLS INC | $115.2M |
| AMERICAN CENTY ETF TR | $110.8M |