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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$2.26 Billion 2.13% of portfolio
10,175,738
Q1 2025 Reduced 1.16%
$622B
$1.47 Billion 1.39% of portfolio
2,761,647
Q1 2025 Added 2.24%
$3.77T
$1.05 Billion 0.99% of portfolio
2,784,681
Q1 2025 Added 4.85%
$416B
$1.01 Billion 0.95% of portfolio
9,335,009
Q1 2025 Added 5.86%
$2.32T
$647 Million 0.61% of portfolio
3,401,986
Q1 2025 Added 3.71%
$1.58T
$449 Million 0.42% of portfolio
779,775
Q1 2025 Added 6.97%
$1.14T
$336 Million 0.32% of portfolio
2,169,862
Q1 2025 Added 9.94%
$855B
$327 Million 0.31% of portfolio
1,335,043
Q1 2025 Added 13.14%
$1.17T
$249 Million 0.24% of portfolio
1,596,260
Q1 2025 Added 3.28%
$375B
$243 Million 0.23% of portfolio
1,427,105
Q1 2025 Added 3.2%
$417B
$225 Million 0.21% of portfolio
238,386
Q1 2025 Added 7.45%
$1.05T
$228 Million 0.21% of portfolio
878,790
Q1 2025 Added 1.78%
$575B
$223 Million 0.21% of portfolio
637,229
Q1 2025 Added 10.45%
$738B
$213 Million 0.2% of portfolio
257,976
Q1 2025 Added 9.53%
$452B
$212 Million 0.2% of portfolio
1,779,468
Q1 2025 Reduced 0.05%
$380B
$195 Million 0.18% of portfolio
532,904
Q1 2025 Added 3.84%
$260B
$178 Million 0.17% of portfolio
2,023,485
Q1 2025 Added 7.04%
$331B
$177 Million 0.17% of portfolio
843,026
Q1 2025 Added 10.77%
$113B
$161 Million 0.15% of portfolio
961,859
Q1 2025 Added 13.66%
$429B
$160 Million 0.15% of portfolio
201
Q1 2025 Added 1,727.27%
$301B
$138 Million 0.13% of portfolio
1,928,928
Q1 2025 Added 3.55%
$533B
$129 Million 0.12% of portfolio
235,562
Q1 2025 Added 7.44%
$383B
$125 Million 0.12% of portfolio
2,987,921
Q1 2025 Added 11.33%
$220B
$115 Million 0.11% of portfolio
367,647
Q1 2025 Added 3.27%
$530B
$116 Million 0.11% of portfolio
124,269
Q1 2025 Added 5.67%
$642B
$116 Million 0.11% of portfolio
826,192
Q1 2025 Added 7.39%
$267B
$117 Million 0.11% of portfolio
223,939
Q1 2025 Added 8.02%
$220B
$118 Million 0.11% of portfolio
891,514
Q1 2025 Added 8.64%
$294B
$109 Million 0.1% of portfolio
652,414
Q1 2025 Added 6.08%
$201B
$90.5 Million 0.09% of portfolio
603,485
Q1 2025 Added 8.7%
$220B
$86.6 Million 0.08% of portfolio
262,465
Q1 2025 Added 8.61%
$253B
$87.3 Million 0.08% of portfolio
350,962
Q1 2025 Added 7.84%
$1.22T
$82.7 Million 0.08% of portfolio
498,284
Q1 2025 Added 6.03%
$280B
$85.7 Million 0.08% of portfolio
1,388,989
Q1 2025 Added 14.62%
$207B
$89.6 Million 0.08% of portfolio
998,197
Q1 2025 Added 8.3%
$181B
$79.8 Million 0.08% of portfolio
255,787
Q1 2025 Added 1.7%
$256B
$70 Million 0.07% of portfolio
441,203
Q1 2025 Added 13.53%
$177B
$71.5 Million 0.07% of portfolio
465,675
Q1 2025 Added 7.95%
$0
$78.8 Million 0.07% of portfolio
4,872,273
Q1 2025 Added 36,290.12%
$219B
$69.7 Million 0.07% of portfolio
526,462
Q1 2025 Added 6.94%
$264B
$73.5 Million 0.07% of portfolio
273,721
Q1 2025 Added 11.38%
$164B
$69.2 Million 0.07% of portfolio
222,039
Q1 2025 Added 11.83%
$221B
$63.5 Million 0.06% of portfolio
643,032
Q1 2025 Added 6.39%
$141B
$67.7 Million 0.06% of portfolio
286,362
Q1 2025 Added 7.23%
$313B
$67.7 Million 0.06% of portfolio
943,238
Q1 2025 Added 7.53%
$152B
$62.3 Million 0.06% of portfolio
878,623
Q1 2025 Added 4.87%
$2.05B
$48.7 Million 0.05% of portfolio
3,105,454
Q3 2024 Added 1.95%
$159B
$52 Million 0.05% of portfolio
245,504
Q1 2025 Reduced 0.35%
$108B
$53.2 Million 0.05% of portfolio
119,035
Q1 2025 Added 9.86%

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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