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
$206M
$135,000 0.0% of portfolio
19,680
Q1 2025 Reduced 11.02%
$5.43B
$4.07 Million 0.0% of portfolio
26,238
Q1 2025 Added 9.29%
$0
$2.54 Million 0.0% of portfolio
460,707
Q1 2025 Added 3.22%
$7.33B
$368,000 0.0% of portfolio
18,302
Q1 2025 Added 16.37%
$28.2B
$4.8 Million 0.0% of portfolio
11,437
Q1 2025 Added 7.49%
$9.59B
$3.76 Million 0.0% of portfolio
29,680
Q1 2025 Added 2.31%
$5.5B
$2.23 Million 0.0% of portfolio
95,761
Q1 2025 Added 28.21%
$14.4B
$1.14 Million 0.0% of portfolio
58,262
Q1 2025 Reduced 45.46%
$18.8B
$5.01 Million 0.0% of portfolio
42,057
Q1 2025 Reduced 2.16%
$5.04B
$105,000 0.0% of portfolio
37,118
Q1 2025 Reduced 63.17%
$1.21B
$611,000 0.0% of portfolio
16,319
Q1 2025 Reduced 17.17%
$484M
$169,000 0.0% of portfolio
106,675
Q1 2025 Added 60.03%
$1.27B
$381,000 0.0% of portfolio
12,232
Q1 2025 Reduced 25.63%
$348M
$30,000 0.0% of portfolio
25,982
Q1 2025 Added 4.43%
$2.04B
$1.05 Million 0.0% of portfolio
17,957
Q1 2025 Added 81,522.73%
$9.44B
$688,000 0.0% of portfolio
15,569
Q1 2025 Added 7.31%
$361M
$375,000 0.0% of portfolio
35,666
Q1 2025 Added 40.78%
$4.59B
$1.4 Million 0.0% of portfolio
14,263
Q1 2025 Reduced 16.41%
$731M
$431,000 0.0% of portfolio
53,731
Q1 2025 Reduced 3.09%
$4.08B
$690,000 0.0% of portfolio
9,437
Q1 2025 Added 25.78%
$26.5B
$3.56 Million 0.0% of portfolio
19,749
Q1 2025 Added 16.89%
$3.19B
$751,000 0.0% of portfolio
81,384
Q1 2025 Added 34.29%
$986M
$322,000 0.0% of portfolio
9,197
Q1 2025 Added 2.98%
$550M
$210,000 0.0% of portfolio
7,291
Q1 2025 New
$3.47B
$3.44 Million 0.0% of portfolio
3,581
Q1 2025 Added 2.61%
$4.15B
$928,000 0.0% of portfolio
12,320
Q1 2025 Reduced 10.01%
$7.14B
$311,000 0.0% of portfolio
12,015
Q1 2025 Added 9.47%
$421M
$234,000 0.0% of portfolio
54,186
Q1 2025 New
$739M
$381,000 0.0% of portfolio
43,891
Q1 2025 Added 12.08%
$740M
$1.23 Million 0.0% of portfolio
22,167
Q1 2025 Reduced 6.71%
$2.57B
$638,000 0.0% of portfolio
11,446
Q1 2025 Added 67.46%
$485M
$195,000 0.0% of portfolio
40,218
Q1 2025 New
$1.6B
$1.29 Million 0.0% of portfolio
25,275
Q1 2025 Added 27.11%
$1.72B
$381,000 0.0% of portfolio
6,931
Q1 2025 Reduced 40.36%
$4.64B
$851,000 0.0% of portfolio
11,903
Q1 2025 Added 55.27%
$6.56B
$105,000 0.0% of portfolio
14,788
Q1 2025 Added 2.76%
$6.05B
$2.03 Million 0.0% of portfolio
5,317
Q1 2025 Added 17.17%
$5.17B
$524,000 0.0% of portfolio
6,674
Q1 2025 Added 10.55%
$11.1B
$436,000 0.0% of portfolio
2,352
Q1 2025 Added 5.47%
$543M
$254,000 0.0% of portfolio
6,351
Q1 2025 New
$729M
$300,000 0.0% of portfolio
27,109
Q1 2025 New
$9.43B
$983,000 0.0% of portfolio
29,906
Q1 2025 Reduced 3.87%
$3.44B
$1.07 Million 0.0% of portfolio
11,256
Q1 2025 Added 103.77%
$2.12B
$339,000 0.0% of portfolio
7,656
Q1 2025 Added 15.51%
$739M
$201,000 0.0% of portfolio
6,890
Q1 2025 New
$3.81B
$648,000 0.0% of portfolio
10,199
Q1 2025 Added 22.41%
$164M
$191,000 0.0% of portfolio
46,044
Q1 2025 Added 62.25%
$44.5B
$4.02 Million 0.0% of portfolio
390,600
Q1 2025 Added 8.8%
$19.4B
$4.32 Million 0.0% of portfolio
170,354
Q1 2025 Reduced 3.99%

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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