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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$2.09 Billion 1.8% of portfolio
10,174,834
Q2 2025 Reduced 0.01%
$3.95T
$1.45 Billion 1.25% of portfolio
2,915,631
Q2 2025 Added 4.7%
$456B
$1.44 Billion 1.24% of portfolio
9,143,670
Q2 2025 Reduced 2.05%
$621B
$1.34 Billion 1.16% of portfolio
2,764,486
Q2 2025 Added 0.1%
$2.26T
$770 Million 0.66% of portfolio
3,510,082
Q2 2025 Added 3.18%
$1.78T
$655 Million 0.56% of portfolio
887,651
Q2 2025 Added 13.83%
$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%
$1.24T
$298 Million 0.26% of portfolio
1,678,127
Q2 2025 Added 5.13%
$127B
$298 Million 0.26% of portfolio
1,081,125
Q2 2025 Added 12.4%
$1.08T
$273 Million 0.23% of portfolio
858,358
Q2 2025 Reduced 2.33%
$439B
$242 Million 0.21% of portfolio
244,564
Q2 2025 Added 2.59%
$368B
$230 Million 0.2% of portfolio
1,441,987
Q2 2025 Added 1.04%
$551B
$232 Million 0.2% of portfolio
654,325
Q2 2025 Added 2.68%
$281B
$205 Million 0.18% of portfolio
2,099,675
Q2 2025 Added 3.77%
$608B
$208 Million 0.18% of portfolio
266,992
Q2 2025 Added 3.49%
$684B
$183 Million 0.16% of portfolio
835,615
Q2 2025 Added 1.14%
$442B
$190 Million 0.16% of portfolio
1,766,032
Q2 2025 Reduced 0.76%
$545B
$177 Million 0.15% of portfolio
132,313
Q2 2025 Added 6.47%
$452B
$161 Million 0.14% of portfolio
1,055,881
Q2 2025 Reduced 2.49%
$351B
$156 Million 0.13% of portfolio
839,083
Q2 2025 Reduced 0.47%
$306B
$138 Million 0.12% of portfolio
1,955,851
Q2 2025 Added 1.4%
$381B
$145 Million 0.12% of portfolio
3,053,878
Q2 2025 Added 2.21%
$423B
$145 Million 0.12% of portfolio
199
Q2 2025 Reduced 1.0%
$548B
$137 Million 0.12% of portfolio
243,590
Q2 2025 Added 3.41%
$229B
$124 Million 0.11% of portfolio
911,236
Q2 2025 Added 2.21%
$1.27T
$121 Million 0.1% of portfolio
532,247
Q2 2025 Added 6.82%
$293B
$99.9 Million 0.09% of portfolio
1,439,591
Q2 2025 Added 3.64%
$210B
$107 Million 0.09% of portfolio
362,828
Q2 2025 Added 3.38%
$222B
$105 Million 0.09% of portfolio
360,264
Q2 2025 Reduced 2.01%
$218B
$107 Million 0.09% of portfolio
275,950
Q2 2025 Added 5.14%
$302B
$88.9 Million 0.08% of portfolio
620,572
Q2 2025 Reduced 4.88%
$93.6B
$88.2 Million 0.08% of portfolio
173,194
Q2 2025 Added 11.19%
$207B
$78.7 Million 0.07% of portfolio
634,931
Q2 2025 Reduced 1.26%
$202B
$84.4 Million 0.07% of portfolio
639,142
Q2 2025 Added 5.91%
$254B
$79.2 Million 0.07% of portfolio
111,895
Q2 2025 Added 20.0%
$302B
$75.9 Million 0.07% of portfolio
947,527
Q2 2025 Added 0.45%
$150B
$78.7 Million 0.07% of portfolio
263,434
Q2 2025 Added 2.99%
$229B
$78.5 Million 0.07% of portfolio
537,528
Q2 2025 Added 2.1%
$145B
$76.2 Million 0.07% of portfolio
213,350
Q2 2025 Added 0.62%
$261B
$85.3 Million 0.07% of portfolio
468,577
Q2 2025 Added 6.2%
$139B
$68.7 Million 0.06% of portfolio
327,700
Q2 2025 Added 8.04%
$173B
$73 Million 0.06% of portfolio
458,566
Q2 2025 Reduced 1.53%
$203B
$74.8 Million 0.06% of portfolio
944,651
Q2 2025 Reduced 5.36%
$245B
$74.1 Million 0.06% of portfolio
237,551
Q2 2025 Added 6.08%
$0
$67.3 Million 0.06% of portfolio
4,916,335
Q2 2025 Added 0.9%
$367B
$66.1 Million 0.06% of portfolio
484,616
Q2 2025 Added 10.66%
$232B
$73.3 Million 0.06% of portfolio
268,903
Q2 2025 Reduced 1.76%
$157B
$53.3 Million 0.05% of portfolio
137,884
Q2 2025 Added 1.5%

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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