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
$6.43B
$3.31 Million 0.0% of portfolio
30,891
Q1 2025 Added 23.29%
$605M
$524,000 0.0% of portfolio
19,438
Q1 2025 Added 59.97%
$976M
$344,000 0.0% of portfolio
4,758
Q1 2025 Reduced 66.23%
$26.6B
$1.41 Million 0.0% of portfolio
4,556
Q1 2025 Added 45.37%
$5.88B
$743,000 0.0% of portfolio
72,163
Q1 2025 Added 74.6%
$1.09B
$474,000 0.0% of portfolio
22,179
Q1 2025 Added 45.15%
$3.09B
$534,000 0.0% of portfolio
173,443
Q1 2025 Reduced 2.98%
$67.3M
$14,000 0.0% of portfolio
25,910
Q1 2025 Added 14.27%
$13.6B
$1.2 Million 0.0% of portfolio
3,878
Q1 2025 Reduced 21.35%
$1.29B
$256,000 0.0% of portfolio
50,944
Q1 2025 Reduced 3.57%
$10.3B
$2.4 Million 0.0% of portfolio
122,384
Q1 2025 Added 3.0%
$7.17B
$2.46 Million 0.0% of portfolio
17,608
Q1 2025 Added 29.43%
$688M
$230,000 0.0% of portfolio
8,775
Q1 2025 New
$6.51B
$1.44 Million 0.0% of portfolio
31,248
Q1 2025 Added 74.26%
$1.8B
$326,000 0.0% of portfolio
25,009
Q1 2025 Reduced 12.74%
$479M
$185,000 0.0% of portfolio
33,933
Q1 2025 Added 40.89%
$6.64B
$403,000 0.0% of portfolio
2,524
Q1 2025 Reduced 8.18%
$6.65B
$204,000 0.0% of portfolio
5,872
Q1 2025 Added 1,281.65%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.54%
$302M
$388,000 0.0% of portfolio
33,451
Q1 2025 Reduced 40.3%
$2.15B
$1.47 Million 0.0% of portfolio
38,979
Q1 2025 Reduced 16.75%
$26.8B
$4.58 Million 0.0% of portfolio
66,601
Q1 2025 Added 29.34%
$1.68B
$479,000 0.0% of portfolio
16,159
Q1 2025 Reduced 1.55%
$2.13B
$668,000 0.0% of portfolio
20,489
Q1 2025 New
$1.79B
$289,000 0.0% of portfolio
6,494
Q1 2025 Added 2.98%
$3.79B
$508,000 0.0% of portfolio
22,608
Q1 2025 Reduced 19.06%
$327M
$151,000 0.0% of portfolio
19,018
Q3 2024 Reduced 36.43%
$45.7M
$7,000 0.0% of portfolio
14,389
Q1 2025 Added 0.03%
$32.7B
$4.85 Million 0.0% of portfolio
55,956
Q1 2025 Added 14.43%
$664M
$92,000 0.0% of portfolio
20,296
Q1 2025 Reduced 7.93%
$1.1B
$113,000 0.0% of portfolio
10,891
Q1 2025 New
$7.98B
$635,000 0.0% of portfolio
53,165
Q1 2025 Reduced 57.35%
$11.2B
$1.43 Million 0.0% of portfolio
164,058
Q1 2025 Reduced 28.53%
$4.63B
$2.85 Million 0.0% of portfolio
49,233
Q1 2025 Added 0.62%
$2.46B
$448,000 0.0% of portfolio
18,564
Q1 2025 Added 41.76%
$123M
$6,000 0.0% of portfolio
10,080
Q1 2025 Added 0.8%
$664M
$173,000 0.0% of portfolio
32,935
Q1 2025 Added 157.43%
$10.3B
$2.51 Million 0.0% of portfolio
159,877
Q1 2025 Added 30.04%
$760M
$77,000 0.0% of portfolio
11,999
Q1 2025 Reduced 15.43%
$1.53B
$1.5 Million 0.0% of portfolio
8,719
Q1 2025 Added 102.86%
$3.24B
$1.58 Million 0.0% of portfolio
20,363
Q1 2025 Added 104.43%
$78.7B
$5 Million 0.0% of portfolio
42,538
Q1 2025 Added 2.18%
$0
$3.21 Million 0.0% of portfolio
264,795
Q1 2025 Reduced 6.64%
$154M
$75,000 0.0% of portfolio
25,657
Q1 2025 Reduced 20.53%
$31.2B
$1.66 Million 0.0% of portfolio
177,453
Q1 2025 Reduced 39.28%
$150M
$26,000 0.0% of portfolio
12,796
Q1 2025 New
$245M
$46,000 0.0% of portfolio
30,136
Q1 2025 Reduced 8.24%
$13.2B
$5.28 Million 0.0% of portfolio
83,689
Q1 2025 Added 23.56%
$6.24B
$674,000 0.0% of portfolio
17,778
Q1 2025 Reduced 53.76%

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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