Creative Planning Portfolio Holdings

Creative Planning

  • $116 Billion
  • Q2 2025

Creative Planning has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 6216 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 $13.8B, Vanguard Bd Index Fd Inc Total with a value of $8.46B, Vanguard Ftse Developed Market with a value of $7.53B, Spdr Portfolio with a value of $4.52B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $4.03B.

Examining the 13F form we can see an increase of $10.2B in the current position value, from $106B to 116B.

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 $116 Billion
ETFs: $92.2 Billion
Technology: $8.18 Billion
Financial Services: $4.29 Billion
Consumer Cyclical: $2.23 Billion
Communication Services: $2.02 Billion
Healthcare: $1.93 Billion
Industrials: $1.83 Billion
Consumer Defensive: $1.42 Billion
Other: $1.98 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.8 Billion 11.89% of portfolio
22,229,974
Q2 2025 Added 1.82%
$0
$8.46 Billion 7.29% of portfolio
114,896,140
Q2 2025 Added 5.83%
$0
$7.53 Billion 6.49% of portfolio
132,070,439
Q2 2025 Reduced 4.54%
$0
$4.52 Billion 3.89% of portfolio
83,062,157
Q2 2025 Added 3.65%
$0
$4.03 Billion 3.47% of portfolio
99,636,348
Q2 2025 Added 15.03%
$0
$3.93 Billion 3.38% of portfolio
73,244,097
Q2 2025 Added 1.07%
$0
$3.59 Billion 3.09% of portfolio
12,591,614
Q2 2025 Reduced 0.68%
$0
$2.35 Billion 2.03% of portfolio
8,406,520
Q2 2025 Added 2.37%
$0
$2.26 Billion 1.95% of portfolio
31,140,324
Q2 2025 Added 1.04%
$0
$2.12 Billion 1.82% of portfolio
25,511,256
Q2 2025 Added 2.02%
$3.69T
$2.09 Billion 1.8% of portfolio
10,174,834
Q2 2025 Reduced 0.01%
$0
$1.99 Billion 1.72% of portfolio
81,577,917
Q2 2025 Reduced 1.31%
$0
$1.93 Billion 1.66% of portfolio
6,351,163
Q2 2025 Reduced 2.88%
$0
$1.81 Billion 1.56% of portfolio
2,931,720
Q2 2025 Reduced 1.92%
$0
$1.55 Billion 1.33% of portfolio
37,386,268
Q2 2025 Added 8.34%
$0
$1.46 Billion 1.26% of portfolio
18,388,604
Q2 2025 Added 27.31%
$456B
$1.44 Billion 1.24% of portfolio
9,143,670
Q2 2025 Reduced 2.05%
$0
$1.37 Billion 1.18% of portfolio
17,982,959
Q2 2025 Added 1.6%
$0
$1.37 Billion 1.18% of portfolio
45,354,564
Q2 2025 Added 4.95%
$621B
$1.34 Billion 1.16% of portfolio
2,764,486
Q2 2025 Added 0.1%
$0
$1.33 Billion 1.15% of portfolio
14,595,072
Q2 2025 Added 29.84%
$0
$1.32 Billion 1.13% of portfolio
26,851,781
Q2 2025 Added 2.69%
$0
$1.29 Billion 1.11% of portfolio
20,228,460
Q2 2025 Added 20.26%
$0
$1.29 Billion 1.11% of portfolio
12,339,988
Q2 2025 Reduced 5.95%
$0
$1.23 Billion 1.06% of portfolio
12,373,724
Q2 2025 Reduced 2.6%
$0
$1.22 Billion 1.05% of portfolio
13,676,143
Q2 2025 Reduced 3.77%
$0
$978 Million 0.84% of portfolio
22,882,892
Q2 2025 Added 0.92%
$0
$934 Million 0.8% of portfolio
18,875,383
Q2 2025 Reduced 0.7%
$0
$914 Million 0.79% of portfolio
41,355,792
Q2 2025 Added 0.24%
$0
$900 Million 0.78% of portfolio
15,055,511
Q2 2025 Added 9.4%
$0
$830 Million 0.72% of portfolio
29,603,590
Q2 2025 Added 2.37%
$2.26T
$770 Million 0.66% of portfolio
3,510,082
Q2 2025 Added 3.18%
$0
$761 Million 0.66% of portfolio
14,095,721
Q2 2025 Added 1.08%
$0
$763 Million 0.66% of portfolio
1,343,735
Q2 2025 Added 1.7%
$1.78T
$655 Million 0.56% of portfolio
887,651
Q2 2025 Added 13.83%
$0
$589 Million 0.51% of portfolio
19,526,618
Q2 2025 Reduced 2.75%
$0
$480 Million 0.41% of portfolio
3,603,154
Q2 2025 Reduced 0.46%
$0
$479 Million 0.41% of portfolio
22,634,627
Q2 2025 Reduced 3.27%
$0
$466 Million 0.4% of portfolio
1,965,440
Q2 2025 Reduced 1.66%
$1.21T
$405 Million 0.35% of portfolio
2,297,999
Q2 2025 Added 5.91%
$859B
$396 Million 0.34% of portfolio
1,364,887
Q2 2025 Added 2.24%
$0
$362 Million 0.31% of portfolio
655,810
Q2 2025 Added 0.69%
$0
$311 Million 0.27% of portfolio
4,279,272
Q2 2025 Reduced 4.88%
$1.24T
$298 Million 0.26% of portfolio
1,678,127
Q2 2025 Added 5.13%
$0
$298 Million 0.26% of portfolio
4,800,760
Q2 2025 Reduced 4.04%
$0
$300 Million 0.26% of portfolio
5,425,374
Q2 2025 Reduced 22.91%
$127B
$298 Million 0.26% of portfolio
1,081,125
Q2 2025 Added 12.4%
$0
$286 Million 0.25% of portfolio
2,117,760
Q2 2025 Reduced 1.2%
$0
$280 Million 0.24% of portfolio
2,636,435
Q2 2025 Added 2.76%

Summary

  • Portfolio
  • No. of Stocks 6,216
  • Current Value $116 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 320 stocks
  • Additional Purchases 1,944 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,213 stocks
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