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
$141B
$52.7 Million 0.05% of portfolio
225,797
Q1 2025 Added 1.58%
$95B
$49 Million 0.05% of portfolio
772,204
Q1 2025 Added 12.49%
$146B
$47.7 Million 0.05% of portfolio
391,783
Q1 2025 Added 13.9%
$168B
$51.1 Million 0.05% of portfolio
102,683
Q1 2025 Reduced 1.67%
$195B
$55.3 Million 0.05% of portfolio
1,954,343
Q1 2025 Added 7.42%
$173B
$52.1 Million 0.05% of portfolio
135,844
Q1 2025 Reduced 16.86%
$16.1B
$53.3 Million 0.05% of portfolio
1,355,772
Q1 2025 Added 0.77%
$5.33B
$52.6 Million 0.05% of portfolio
1,625,598
Q1 2025 Reduced 0.68%
$101B
$54.9 Million 0.05% of portfolio
155,770
Q1 2025 Added 2.65%
$239B
$50.9 Million 0.05% of portfolio
93,243
Q1 2025 Added 10.05%
$181B
$48.3 Million 0.05% of portfolio
97,492
Q1 2025 Added 7.05%
$148B
$57.6 Million 0.05% of portfolio
212,032
Q1 2025 Added 20.13%
$136B
$51.7 Million 0.05% of portfolio
303,327
Q1 2025 Added 0.34%
$227B
$49.4 Million 0.05% of portfolio
183,535
Q1 2025 Added 7.64%
$153B
$41 Million 0.04% of portfolio
87,423
Q1 2025 Added 6.51%
$26.6B
$43.7 Million 0.04% of portfolio
248,574
Q1 2025 Added 0.5%
$216B
$38.1 Million 0.04% of portfolio
62,098
Q1 2025 Added 10.46%
$141B
$42.9 Million 0.04% of portfolio
1,694,294
Q1 2025 Added 8.32%
$173B
$41.4 Million 0.04% of portfolio
528,584
Q1 2025 Added 2.92%
$29.8B
$42.7 Million 0.04% of portfolio
1,683,226
Q1 2025 Added 5.81%
$104B
$41 Million 0.04% of portfolio
445,496
Q1 2025 Added 15.95%
$111B
$43.5 Million 0.04% of portfolio
443,076
Q1 2025 Added 8.64%
$177B
$45.5 Million 0.04% of portfolio
233,591
Q1 2025 Added 9.66%
$107B
$37.3 Million 0.04% of portfolio
621,183
Q1 2025 Added 9.75%
$155B
$47 Million 0.04% of portfolio
1,272,514
Q1 2025 Added 21.25%
$93B
$39.7 Million 0.04% of portfolio
325,261
Q1 2025 Added 4.9%
$102B
$42.4 Million 0.04% of portfolio
63,073
Q1 2025 Added 2.9%
$251B
$43.1 Million 0.04% of portfolio
386,991
Q1 2025 Added 9.39%
$5.99B
$39.7 Million 0.04% of portfolio
27,703
Q1 2025 Added 26.64%
$169B
$43.7 Million 0.04% of portfolio
85,919
Q1 2025 Added 54.52%
$194B
$45.7 Million 0.04% of portfolio
57,394
Q1 2025 Added 11.27%
$180B
$47.4 Million 0.04% of portfolio
1,045,741
Q1 2025 Added 15.71%
$121B
$43.1 Million 0.04% of portfolio
88,840
Q1 2025 Added 11.79%
$116B
$43.4 Million 0.04% of portfolio
143,659
Q1 2025 Added 12.98%
$250B
$42.4 Million 0.04% of portfolio
412,418
Q1 2025 Added 1.59%
$126B
$43.3 Million 0.04% of portfolio
141,828
Q1 2025 Added 6.13%
$182B
$30.5 Million 0.03% of portfolio
430,109
Q1 2025 Added 5.11%
$138B
$27.1 Million 0.03% of portfolio
132,015
Q1 2025 Added 3.51%
$68.2B
$27.8 Million 0.03% of portfolio
813,047
Q1 2025 Added 4.67%
$79.5B
$30.9 Million 0.03% of portfolio
246,516
Q1 2025 Added 18.34%
$138B
$30.4 Million 0.03% of portfolio
271,554
Q1 2025 Added 11.97%
$95.4B
$28.8 Million 0.03% of portfolio
1,267,927
Q1 2025 Added 16.11%
$126B
$28.7 Million 0.03% of portfolio
42,281
Q1 2025 Added 4.6%
$104B
$26.8 Million 0.03% of portfolio
109,813
Q1 2025 Added 10.14%
$3.98B
$31.9 Million 0.03% of portfolio
110,505
Q1 2025 Added 5.81%
$97B
$27.8 Million 0.03% of portfolio
409,161
Q1 2025 Added 19.48%
$237B
$31.6 Million 0.03% of portfolio
270,543
Q1 2025 Added 12.1%
$36.1B
$26.5 Million 0.03% of portfolio
267,102
Q1 2025 Added 6.64%
$58.9B
$31.8 Million 0.03% of portfolio
186,328
Q1 2025 Added 7.34%

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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