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
$5.75B
$1.62 Million 0.0% of portfolio
10,882
Q1 2025 Reduced 83.44%
$0
$245,000 0.0% of portfolio
7,208
Q1 2025 Reduced 5.53%
$5.21B
$1.29 Million 0.0% of portfolio
24,675
Q1 2025 Added 58.05%
$1.62B
$354,000 0.0% of portfolio
61,367
Q1 2025 Reduced 60.11%
$5.98B
$2.79 Million 0.0% of portfolio
16,013
Q1 2025 Added 17.86%
$3.57B
$872,000 0.0% of portfolio
34,566
Q1 2025 Added 49.82%
$969M
$111,000 0.0% of portfolio
11,586
Q1 2025 Added 10,728.04%
$9.27B
$1.37 Million 0.0% of portfolio
92,766
Q1 2025 Added 9.4%
$977M
$823,000 0.0% of portfolio
30,956
Q1 2025 Added 161.43%
$573M
$220,000 0.0% of portfolio
30,593
Q1 2025 Reduced 10.68%
$325M
$283,000 0.0% of portfolio
14,376
Q1 2025 Added 34,128.57%
$1.18B
$337,000 0.0% of portfolio
30,864
Q1 2025 Reduced 32.61%
$3.39B
$544,000 0.0% of portfolio
5,144
Q1 2025 Added 5.13%
$967M
$112,000 0.0% of portfolio
11,156
Q1 2025 New
$684M
$192,000 0.0% of portfolio
20,827
Q1 2025 Added 15.3%
$3.76B
$697,000 0.0% of portfolio
125,410
Q1 2025 Added 28.5%
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.31%
$918M
$345,000 0.0% of portfolio
8,076
Q1 2025 Reduced 0.37%
$1.75B
$235,000 0.0% of portfolio
37,290
Q1 2025 Added 5.1%
$1.68B
$674,000 0.0% of portfolio
25,837
Q1 2025 Reduced 0.38%
$13.2B
$4.37 Million 0.0% of portfolio
23,917
Q1 2025 Reduced 1.32%
$618M
$1.19 Million 0.0% of portfolio
124,875
Q1 2025 Added 17.32%
$2.45B
$1.03 Million 0.0% of portfolio
53,526
Q1 2025 Added 46.38%
$226M
$216,000 0.0% of portfolio
98,452
Q1 2025 New
$1.73B
$328,000 0.0% of portfolio
7,770
Q1 2025 Added 8.07%
$5.12B
$213,000 0.0% of portfolio
3,903
Q1 2025 Reduced 28.7%
$3.25B
$1.35 Million 0.0% of portfolio
45,380
Q1 2025 Reduced 4.62%
$1.52B
$482,000 0.0% of portfolio
19,975
Q1 2025 Reduced 65.89%
$1.57B
$191,000 0.0% of portfolio
21,753
Q1 2025 Reduced 54.78%
$2.02B
$635,000 0.0% of portfolio
20,886
Q1 2025 Added 94.9%
$9.94B
$1.88 Million 0.0% of portfolio
63,617
Q1 2025 Added 23.96%
$536M
$720,000 0.0% of portfolio
3,029
Q1 2025 Added 34.98%
$145M
$354,000 0.0% of portfolio
29,800
Q3 2024 Reduced 14.24%
$16.3B
$1.37 Million 0.0% of portfolio
22,169
Q1 2025 Reduced 11.96%
$6.09B
$2.41 Million 0.0% of portfolio
85,386
Q1 2025 Reduced 41.89%
$532M
$473,000 0.0% of portfolio
13,911
Q1 2025 Added 8.25%
$57.2B
$3.63 Million 0.0% of portfolio
133,704
Q1 2025 Added 32.91%
$424M
$107,000 0.0% of portfolio
22,934
Q1 2025 Added 5.12%
$694M
$922,000 0.0% of portfolio
61,201
Q1 2025 Added 7.72%
$16.1B
$2.98 Million 0.0% of portfolio
96,329
Q1 2025 Reduced 27.98%
$9.7B
$1.2 Million 0.0% of portfolio
7,455
Q1 2025 Added 60.36%
$1.13B
$764,000 0.0% of portfolio
20,575
Q1 2025 Added 105.81%
$23B
$1.74 Million 0.0% of portfolio
5,266
Q1 2025 Added 13.27%
$26.4B
$4.54 Million 0.0% of portfolio
7,953
Q1 2025 Added 10.75%
$2.61B
$180,000 0.0% of portfolio
23,778
Q1 2025 Reduced 36.73%
$364M
$108,000 0.0% of portfolio
36,628
Q1 2025 Added 25.88%
$15.7B
$3.06 Million 0.0% of portfolio
20,678
Q1 2025 Added 221.69%
$24B
$4.8 Million 0.0% of portfolio
319,800
Q1 2025 Added 33.14%
$10.1B
$1.68 Million 0.0% of portfolio
8,255
Q1 2025 Added 21.18%

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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