Creative Planning Portfolio Holdings

Creative Planning

  • $106 Billion
  • Q1 2025

Creative Planning has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 4091 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 $12.3B, Vanguard Bd Index Fd Inc Total with a value of $7.97B, Vanguard Ftse Developed Market with a value of $7.03B, Spdr Portfolio with a value of $4.1B, and Ishares Inc with a value of $3.89B.

Examining the 13F form we can see an increase of $3.33B in the current position value, from $103B to 106B.

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 $106 Billion
ETFs: $84.8 Billion
Technology: $6.72 Billion
Financial Services: $4.15 Billion
Consumer Cyclical: $1.97 Billion
Healthcare: $1.94 Billion
Communication Services: $1.58 Billion
Industrials: $1.57 Billion
Consumer Defensive: $1.31 Billion
Other: $1.87 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.3 Billion 11.58% of portfolio
21,831,744
Q1 2025 Added 0.82%
$0
$7.97 Billion 7.53% of portfolio
108,563,586
Q1 2025 Added 7.95%
$0
$7.03 Billion 6.64% of portfolio
138,346,303
Q1 2025 Reduced 3.44%
$0
$4.1 Billion 3.87% of portfolio
80,140,007
Q1 2025 Added 4.09%
$0
$3.89 Billion 3.67% of portfolio
72,470,640
Q1 2025 Added 2.56%
$0
$3.26 Billion 3.08% of portfolio
12,677,960
Q1 2025 Reduced 0.42%
$0
$3.15 Billion 2.98% of portfolio
86,619,802
Q1 2025 Added 26.07%
$3.26T
$2.26 Billion 2.13% of portfolio
10,175,738
Q1 2025 Reduced 1.16%
$0
$2.12 Billion 2.0% of portfolio
8,212,002
Q1 2025 Added 1.55%
$0
$2.04 Billion 1.93% of portfolio
25,005,319
Q1 2025 Added 1.59%
$0
$2.03 Billion 1.91% of portfolio
30,820,373
Q1 2025 Added 1.34%
$0
$1.83 Billion 1.72% of portfolio
82,661,328
Q1 2025 Added 0.24%
$0
$1.8 Billion 1.7% of portfolio
6,539,772
Q1 2025 Reduced 1.21%
$0
$1.67 Billion 1.58% of portfolio
2,989,193
Q1 2025 Added 1.61%
$648B
$1.47 Billion 1.39% of portfolio
2,761,647
Q1 2025 Added 2.24%
$0
$1.44 Billion 1.36% of portfolio
34,507,302
Q1 2025 Added 8.08%
$0
$1.3 Billion 1.23% of portfolio
43,214,109
Q1 2025 Added 7.07%
$0
$1.3 Billion 1.22% of portfolio
26,149,018
Q1 2025 Added 4.05%
$0
$1.29 Billion 1.21% of portfolio
14,212,091
Q1 2025 Reduced 4.57%
$0
$1.26 Billion 1.19% of portfolio
12,704,025
Q1 2025 Reduced 1.36%
$0
$1.22 Billion 1.15% of portfolio
17,699,815
Q1 2025 Reduced 1.64%
$3.51T
$1.05 Billion 0.99% of portfolio
2,784,681
Q1 2025 Added 4.85%
$0
$1.01 Billion 0.95% of portfolio
16,821,024
Q1 2025 Added 27.01%
$359B
$1.01 Billion 0.95% of portfolio
9,335,009
Q1 2025 Added 5.86%
$0
$1.01 Billion 0.95% of portfolio
14,443,482
Q1 2025 Added 50.16%
$0
$980 Million 0.92% of portfolio
11,240,479
Q1 2025 Added 40.66%
$0
$893 Million 0.84% of portfolio
22,673,981
Q1 2025 Reduced 2.47%
$0
$860 Million 0.81% of portfolio
19,008,101
Q1 2025 Reduced 2.05%
$0
$816 Million 0.77% of portfolio
41,257,141
Q1 2025 Reduced 1.15%
$0
$817 Million 0.77% of portfolio
13,762,501
Q1 2025 Added 8.08%
$0
$758 Million 0.72% of portfolio
28,918,993
Q1 2025 Added 1.13%
$0
$718 Million 0.68% of portfolio
13,945,494
Q1 2025 Reduced 0.9%
$0
$679 Million 0.64% of portfolio
1,321,307
Q1 2025 Added 4.68%
$2.22T
$647 Million 0.61% of portfolio
3,401,986
Q1 2025 Added 3.71%
$0
$554 Million 0.52% of portfolio
20,078,302
Q1 2025 Reduced 1.74%
$0
$503 Million 0.48% of portfolio
23,399,832
Q1 2025 Reduced 3.68%
$0
$467 Million 0.44% of portfolio
3,619,849
Q1 2025 Reduced 0.8%
$0
$443 Million 0.42% of portfolio
1,998,547
Q1 2025 Added 5.48%
$1.5T
$449 Million 0.42% of portfolio
779,775
Q1 2025 Added 6.97%
$993B
$336 Million 0.32% of portfolio
2,169,862
Q1 2025 Added 9.94%
$0
$340 Million 0.32% of portfolio
7,037,588
Q1 2025 Reduced 21.13%
$788B
$327 Million 0.31% of portfolio
1,335,043
Q1 2025 Added 13.14%
$0
$305 Million 0.29% of portfolio
651,286
Q1 2025 Added 7.75%
$0
$292 Million 0.28% of portfolio
5,002,993
Q1 2025 Added 1.18%
$0
$286 Million 0.27% of portfolio
4,499,028
Q1 2025 Reduced 4.2%
$0
$271 Million 0.26% of portfolio
2,565,673
Q1 2025 Added 0.41%
$0
$262 Million 0.25% of portfolio
2,143,444
Q1 2025 Added 0.95%
$1.1T
$249 Million 0.24% of portfolio
1,596,260
Q1 2025 Added 3.28%
$386B
$243 Million 0.23% of portfolio
1,427,105
Q1 2025 Added 3.2%

Summary

  • Portfolio
  • No. of Stocks 4,091
  • Current Value $106 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 213 stocks
  • Additional Purchases 2,151 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 964 stocks
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