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
$3.56B
$1.15 Million 0.0% of portfolio
35,974
Q1 2025 Added 117.63%
$34.7M
$8,000 0.0% of portfolio
10,033
Q1 2025 New
$4.6B
$829,000 0.0% of portfolio
40,428
Q1 2025 Added 46.08%
$411M
$166,000 0.0% of portfolio
65,023
Q1 2025 Reduced 13.84%
$695M
$943,000 0.0% of portfolio
97,051
Q1 2025 Added 240.36%
$1.13B
$734,000 0.0% of portfolio
14,303
Q1 2025 Added 8.55%
$7.24B
$2.28 Million 0.0% of portfolio
37,901
Q1 2025 Added 24.62%
$48.1B
$2.23 Million 0.0% of portfolio
47,266
Q1 2025 Reduced 1.7%
$3.72B
$1.16 Million 0.0% of portfolio
63,672
Q1 2025 Reduced 3.0%
$1.37B
$573,000 0.0% of portfolio
72,096
Q1 2025 Reduced 25.7%
$18B
$580,000 0.0% of portfolio
66,515
Q1 2025 Added 5.08%
$264M
$1.97 Million 0.0% of portfolio
731,047
Q4 2021 New
$9.92B
$711,000 0.0% of portfolio
12,356
Q1 2025 Added 21.09%
$3.76B
$1.21 Million 0.0% of portfolio
34,699
Q1 2025 Added 114.4%
$1.23B
$261,000 0.0% of portfolio
29,985
Q1 2025 Added 132.26%
$22.3B
$1.41 Million 0.0% of portfolio
36,132
Q1 2025 Reduced 8.32%
$36.2B
$1.35 Million 0.0% of portfolio
93,886
Q1 2025 Added 15.7%
$2.27B
$268,000 0.0% of portfolio
11,960
Q1 2025 Reduced 8.14%
$627M
$39,000 0.0% of portfolio
14,348
Q1 2025 Added 6,604.67%
$4.34B
$563,000 0.0% of portfolio
8,909
Q1 2025 Added 35.62%
$450M
$374,000 0.0% of portfolio
111,403
Q1 2025 Added 77.53%
$2.03B
$2.82 Million 0.0% of portfolio
96,542
Q1 2025 Added 9.58%
$4.46B
$597,000 0.0% of portfolio
7,992
Q1 2025 Added 34.27%
$5.43B
$3.48 Million 0.0% of portfolio
88,287
Q1 2025 Added 49.99%
$871M
$219,000 0.0% of portfolio
15,338
Q1 2025 New
$614M
$80,000 0.0% of portfolio
14,869
Q1 2025 Added 32.7%
$922M
$303,000 0.0% of portfolio
10,909
Q1 2025 New
$250M
$34,000 0.0% of portfolio
16,325
Q1 2025 Reduced 30.86%
$6.29B
$1.96 Million 0.0% of portfolio
43,538
Q1 2025 Added 18.73%
$2.25B
$394,000 0.0% of portfolio
9,334
Q1 2025 Reduced 21.41%
$483M
$67,000 0.0% of portfolio
101,712
Q4 2024 Reduced 28.33%
$8.64B
$308,000 0.0% of portfolio
19,697
Q1 2025 Added 26.77%
$601M
$354,000 0.0% of portfolio
42,247
Q1 2025 Added 42.1%
$449M
$258,000 0.0% of portfolio
15,185
Q1 2025 New
$12.2B
$3.04 Million 0.0% of portfolio
9,975
Q1 2025 Added 17.64%
$288M
$140,000 0.0% of portfolio
25,650
Q1 2025 Added 110.16%
$2.6B
$693,000 0.0% of portfolio
20,297
Q1 2025 Added 1.09%
$3.33B
$448,000 0.0% of portfolio
48,014
Q1 2025 Reduced 14.43%
$3.36B
$780,000 0.0% of portfolio
11,598
Q1 2025 Added 59.14%
$19B
$1.38 Million 0.0% of portfolio
16,665
Q1 2025 Added 60.49%
$93.6M
$149,000 0.0% of portfolio
20,000
Q3 2024 Reduced 0.5%
$1B
$449,000 0.0% of portfolio
25,103
Q1 2025 Reduced 1.4%
$326M
$326,000 0.0% of portfolio
38,941
Q1 2025 Added 21.93%
$7.3B
$3.56 Million 0.0% of portfolio
61,305
Q1 2025 Added 2.58%
$396M
$108,000 0.0% of portfolio
17,231
Q1 2025 New
$40.6B
$1.68 Million 0.0% of portfolio
26,367
Q1 2025 Reduced 4.56%
$1.2B
$109,000 0.0% of portfolio
13,376
Q1 2025 Added 0.01%
$22.7B
$4.76 Million 0.0% of portfolio
48,638
Q1 2025 Added 39.28%
$2.02B
$274,000 0.0% of portfolio
7,000
Q1 2025 Added 39.36%

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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