Creative Planning Portfolio Holdings
Q3 2025•3,784 long positions•$130.86B portfolio value
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Holding3,898 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $15.2B 11.63% | +$338.2M Bought | — 22.7M shares | 22.2M → 22.7M +$338.2M | +2.27% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $9.3B 7.1% | +$747.2M Bought | — 124.9M shares | 114.9M → 124.9M +$747.2M | +8.74% | — — | Q1 2020 Held for 5y 9m | |
ETF ETF | $7.7B 5.86% | -$238.8M Sold | — 128.1M shares | 132.1M → 128.1M −$238.8M | -3.02% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $5.0B 3.84% | +$280.5M Bought | — 88.0M shares | 83.1M → 88.0M +$280.5M | +5.9% | — — | Q4 2017 Held for 8 years | |
ETF ETF | $5.0B 3.78% | +$123.0M Bought | — 75.1M shares | 73.2M → 75.1M +$123.0M | +2.55% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $4.8B 3.69% | +$561.8M Bought | — 112.8M shares | 99.6M → 112.8M +$561.8M | +13.18% | — — | Q2 2014 Held for 11y 6m | |
ETF ETF | $3.8B 2.92% | -$60.6M Sold | — 12.4M shares | 12.6M → 12.4M −$60.6M | -1.56% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
Consumer Electronics Technology | $2.8B 2.12% | +$180.7M Bought | 0.073% 10.9M shares | 10.2M → 10.9M +$180.7M | +6.97% | $3.78T Mega Cap | Q3 2014 Held for 11y 3m | |
ETF ETF | $2.5B 1.92% | +$69.7M Bought | — 32.0M shares | 31.1M → 32.0M +$69.7M | +2.86% | — — | Q4 2017 Held for 8 years | |
ETF ETF | $2.4B 1.87% | -$22.2M Sold | — 8.3M shares | 8.4M → 8.3M −$22.2M | -0.9% | — — | Q2 2021 Held for 4y 6m | |
ETF ETF | $2.2B 1.7% | +$78.0M Bought | — 26.4M shares | 25.5M → 26.4M +$78.0M | +3.63% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
Semiconductors Technology | $2.1B 1.64% | +$436.1M Bought | 0.047% 11.5M shares | 9.1M → 11.5M +$436.1M | +25.56% | $4.54T Mega Cap | Q1 2018 Held for 7y 9m | |
ETF ETF | $2.1B 1.63% | -$22.2M Sold | — 80.7M shares | 81.6M → 80.7M −$22.2M | -1.03% | — — | Q4 2013 Held for 12 years | |
ETF ETF | $2.0B 1.56% | -$48.2M Sold | — 6.2M shares | 6.4M → 6.2M −$48.2M | -2.31% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $2.0B 1.52% | +$35.3M Bought | — 3.0M shares | 2.9M → 3.0M +$35.3M | +1.81% | — — | Q3 2019 Held for 6y 3m | |
ETF ETF | $1.8B 1.4% | +$198.8M Bought | — 20.6M shares | 18.4M → 20.6M +$198.8M | +12.14% | — — | Q4 2020 Held for 5 years | |
Software - Infrastructure Technology | $1.7B 1.32% | +$222.1M Bought | 0.045% 3.3M shares | 2.9M → 3.3M +$222.1M | +14.71% | $3.85T Mega Cap | Q1 2019 Held for 6y 9m | |
ETF ETF | $1.7B 1.31% | +$139.8M Bought | — 40.7M shares | 37.4M → 40.7M +$139.8M | +8.88% | — — | Q4 2022 Held for 3 years | |
ETF ETF | $1.7B 1.28% | +$219.7M Bought | — 16.8M shares | 14.6M → 16.8M +$219.7M | +15.12% | — — | Q4 2020 Held for 5 years | |
ETF ETF | $1.6B 1.19% | +$168.2M Bought | — 22.7M shares | 20.2M → 22.7M +$168.2M | +12.14% | — — | Q2 2021 Held for 4y 6m | |
ETF ETF | $1.5B 1.13% | +$103.0M Bought | — 48.8M shares | 45.4M → 48.8M +$103.0M | +7.5% | — — | Q3 2019 Held for 6y 3m | |
ETF ETF | $1.4B 1.09% | -$14.0M Sold | — 17.8M shares | 18.0M → 17.8M −$14.0M | -0.97% | — — | Q4 2022 Held for 3 years | |
ETF ETF | $1.4B 1.07% | +$90.6M Bought | — 13.2M shares | 12.3M → 13.2M +$90.6M | +6.9% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
Insurance - Diversified Financial Services | $1.4B 1.07% | +$14.9M Bought | 0.13% 2.8M shares | 2.8M → 2.8M +$14.9M | +1.07% | $1.08T Mega Cap | Q2 2021 Held for 4y 6m | |
ETF ETF | $1.3B 0.999% | -$37.6M Sold | — 26.1M shares | 26.9M → 26.1M −$37.6M | -2.8% | — — | Q4 2022 Held for 3 years | |
ETF ETF | $1.2B 0.926% | -$38.2M Sold | — 13.3M shares | 13.7M → 13.3M −$38.2M | -3.05% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $1.2B 0.917% | -$40.5M Sold | — 12.0M shares | 12.4M → 12.0M −$40.5M | -3.26% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $1.0B 0.8% | -$24.1M Sold | — 22.4M shares | 22.9M → 22.4M −$24.1M | -2.25% | — — | Q2 2018 Held for 7y 6m | |
ETF ETF | $1.0B 0.77% | -$14.7M Sold | — 18.6M shares | 18.9M → 18.6M −$14.7M | -1.43% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $987.9M 0.755% | +$84.1M Bought | — 16.5M shares | 15.1M → 16.5M +$84.1M | +9.31% | — — | Q4 2014 Held for 11 years | |
ETF ETF | $952.8M 0.728% | -$9.9M Sold | — 40.9M shares | 41.4M → 40.9M −$9.9M | -1.03% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $875.2M 0.669% | -$2.2M Sold | — 29.5M shares | 29.6M → 29.5M −$2.2M | -0.26% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $854.2M 0.653% | +$31.3M Bought | — 1.4M shares | 1.3M → 1.4M +$31.3M | +3.8% | — — | Q3 2018 Held for 7y 3m | |
Specialty Retail Consumer Cyclical | $851.1M 0.65% | +$80.4M Bought | 0.036% 3.9M shares | 3.5M → 3.9M +$80.4M | +10.43% | $2.34T Mega Cap | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $809.5M 0.619% | -$11.0M Sold | — 13.9M shares | 14.1M → 13.9M −$11.0M | -1.34% | — — | Q2 2021 Held for 4y 6m | |
ETF ETF | $638.2M 0.488% | -$13.4M Sold | — 19.1M shares | 19.5M → 19.1M −$13.4M | -2.05% | — — | Q3 2013 Held for 12y 3m | |
Internet Content & Information Communication Services | $623.8M 0.477% | -$28.0M Sold | 0.034% 849.5K shares | 887.7K → 849.5K −$28.0M | -4.3% | $1.84T Mega Cap | Q1 2021 Held for 4y 9m | |
Internet Content & Information Communication Services | $623.4M 0.476% | +$64.8M Bought | 0.021% 2.6M shares | 2.3M → 2.6M +$64.8M | +11.59% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $503.9M 0.385% | -$4.0M Sold | — 3.6M shares | 3.6M → 3.6M −$4.0M | -0.78% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
Semiconductors Technology | $500.8M 0.383% | +$144.1M Bought | 0.032% 1.5M shares | 1.1M → 1.5M +$144.1M | +40.4% | $1.56T Mega Cap | Q2 2019 Held for 6y 6m | |
ETF ETF | $499.7M 0.382% | -$121.0K Sold | — 2.0M shares | 2.0M → 2.0M −$121.0K | -0.02% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $468.3M 0.358% | -$20.0M Sold | — 21.7M shares | 22.6M → 21.7M −$20.0M | -4.09% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
Banks - Diversified Financial Services | $460.8M 0.352% | +$30.3M Bought | 0.053% 1.5M shares | 1.4M → 1.5M +$30.3M | +7.03% | $867.35B Mega Cap | Q3 2020 Held for 5y 3m | |
Internet Content & Information Communication Services | $435.0M 0.332% | +$26.3M Bought | 0.015% 1.8M shares | 1.7M → 1.8M +$26.3M | +6.43% | $2.95T Mega Cap | Q3 2022 Held for 3y 3m | |
ETF ETF | $417.7M 0.319% | +$23.9M Bought | — 695.7K shares | 655.8K → 695.7K +$23.9M | +6.08% | — — | Q1 2018 Held for 7y 9m | |
Auto - Manufacturers Consumer Cyclical | $405.5M 0.31% | +$23.7M Bought | 0.027% 911.7K shares | 858.4K → 911.7K +$23.7M | +6.22% | $1.48T Mega Cap | Q4 2016 Held for 9 years | |
ETF ETF | $318.1M 0.243% | -$10.2M Sold | — 4.1M shares | 4.3M → 4.1M −$10.2M | -3.12% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $312.5M 0.239% | -$832.8K Sold | — 4.8M shares | 4.8M → 4.8M −$832.8K | -0.27% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $306.3M 0.234% | -$2.1M Sold | — 2.1M shares | 2.1M → 2.1M −$2.1M | -0.69% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $294.0M 0.225% | +$12.5M Bought | — 2.8M shares | 2.6M → 2.8M +$12.5M | +4.44% | — — | Q2 2020 Held for 5y 6m |
