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
$23.9B
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.16%
$45.8B
$3.64 Million 0.0% of portfolio
41,804
Q1 2025 Added 7.05%
$1.35B
$427,000 0.0% of portfolio
29,558
Q1 2025 Added 114.02%
$5.4B
$1.13 Million 0.0% of portfolio
3,409
Q1 2025 Added 20.84%
$6.12B
$964,000 0.0% of portfolio
16,713
Q1 2025 Added 62.66%
$14.5B
$1.52 Million 0.0% of portfolio
4,095
Q1 2025 Added 19.77%
$11B
$3.24 Million 0.0% of portfolio
16,382
Q1 2025 Added 11.65%
$888M
$39,000 0.0% of portfolio
10,522
Q1 2025 New
$1.22B
$593,000 0.0% of portfolio
25,816
Q1 2025 Reduced 35.32%
$1.7B
$424,000 0.0% of portfolio
13,766
Q1 2025 Added 35.55%
$7.05B
$184,000 0.0% of portfolio
10,031
Q1 2025 Added 5,766.08%
$8.4B
$1.76 Million 0.0% of portfolio
34,896
Q1 2025 Added 3.7%
$21.2B
$762,000 0.0% of portfolio
20,652
Q1 2025 Added 54.63%
$400M
$450,000 0.0% of portfolio
35,665
Q1 2025 Reduced 0.53%
$20.4B
$137,000 0.0% of portfolio
30,342
Q1 2025 Added 6.33%
$568M
$220,000 0.0% of portfolio
4,118
Q1 2025 Reduced 22.33%
$6.99B
$1.72 Million 0.0% of portfolio
47,701
Q1 2025 Added 34.12%
$2.02B
$72,000 0.0% of portfolio
13,869
Q1 2025 Added 8.52%
$13.2B
$886,000 0.0% of portfolio
5,065
Q1 2025 Reduced 37.73%
$623M
$220,000 0.0% of portfolio
9,735
Q1 2025 Reduced 42.56%
$3.94B
$602,000 0.0% of portfolio
11,254
Q1 2025 Added 240.41%
$9.66B
$438,000 0.0% of portfolio
28,928
Q1 2025 Reduced 38.14%
$1.91B
$215,000 0.0% of portfolio
39,392
Q1 2025 Reduced 1.44%
$7.29B
$830,000 0.0% of portfolio
6,686
Q1 2025 Added 2.33%
$100M
$112,000 0.0% of portfolio
197,800
Q3 2024 Added 0.15%
$387M
$259,000 0.0% of portfolio
38,232
Q1 2025 New
$304M
$898,000 0.0% of portfolio
21,531
Q1 2025 Added 356.65%
$10.1B
$1.23 Million 0.0% of portfolio
203,587
Q1 2025 Added 156.2%
$831M
$444,000 0.0% of portfolio
111,627
Q1 2025 Added 3.04%
$1.71B
$297,000 0.0% of portfolio
16,714
Q1 2025 Reduced 2.68%
$45.6B
$4.06 Million 0.0% of portfolio
396,951
Q1 2025 Reduced 2.08%
$12.4B
$1.85 Million 0.0% of portfolio
35,386
Q1 2025 Added 35.84%
$2.62B
$933,000 0.0% of portfolio
122,285
Q1 2025 Added 165.31%
$232M
$56,000 0.0% of portfolio
11,890
Q1 2025 New
$731M
$409,000 0.0% of portfolio
36,280
Q1 2025 Reduced 39.43%
$314M
$132,000 0.0% of portfolio
10,690
Q1 2025 Reduced 33.44%
$10.4B
$545,000 0.0% of portfolio
2,271
Q1 2025 Reduced 13.75%
$2.16B
$176,000 0.0% of portfolio
29,887
Q1 2025 Added 93.46%
$8.1B
$248,000 0.0% of portfolio
24,676
Q1 2025 Added 13.45%
$15.8B
$1.33 Million 0.0% of portfolio
42,835
Q1 2025 Added 28.58%
$1.28B
$511,000 0.0% of portfolio
62,380
Q1 2025 Reduced 6.39%
$30.3B
$4.13 Million 0.0% of portfolio
48,656
Q1 2025 Reduced 1.77%
$1.62B
$0 0.0% of portfolio
-
Q1 2025 Added 66.57%
$17.3B
$1.8 Million 0.0% of portfolio
20,526
Q1 2025 Added 2.54%
$4.98B
$442,000 0.0% of portfolio
18,213
Q1 2025 New
$4B
$1 Million 0.0% of portfolio
17,247
Q1 2025 Added 87.08%
$842M
$387,000 0.0% of portfolio
22,397
Q1 2025 Added 31.68%
$22.7B
$3.75 Million 0.0% of portfolio
16,541
Q1 2025 Added 73.49%
$3.93B
$1.18 Million 0.0% of portfolio
112,662
Q1 2025 Added 103.63%

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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