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
$41.1B
$5.03 Million 0.0% of portfolio
29,196
Q1 2025 Added 1.75%
$5.27B
$600,000 0.0% of portfolio
33,259
Q1 2025 Added 25.09%
$871M
$432,000 0.0% of portfolio
50,403
Q1 2025 Added 14.68%
$1.24B
$319,000 0.0% of portfolio
7,434
Q1 2025 New
$942M
$683,000 0.0% of portfolio
14,758
Q1 2025 Added 56.92%
$1.03B
$180,000 0.0% of portfolio
32,114
Q1 2025 Added 104.38%
$10.4B
$600,000 0.0% of portfolio
4,044
Q1 2025 Reduced 6.95%
$2.01B
$355,000 0.0% of portfolio
30,256
Q1 2025 Reduced 10.63%
$4.3B
$1.4 Million 0.0% of portfolio
18,098
Q1 2025 Added 1.51%
$679M
$173,000 0.0% of portfolio
35,352
Q1 2025 Added 120.81%
$543M
$43,000 0.0% of portfolio
10,993
Q1 2025 Reduced 80.15%
$8.37B
$884,000 0.0% of portfolio
8,522
Q1 2025 Reduced 15.62%
$5.17B
$1.45 Million 0.0% of portfolio
6,544
Q1 2025 Added 20.72%
$2.82B
$485,000 0.0% of portfolio
8,185
Q1 2025 Added 20.26%
$3.87B
$2.6 Million 0.0% of portfolio
115,502
Q1 2025 Added 73.02%
$894M
$463,000 0.0% of portfolio
13,452
Q1 2025 Added 115.4%
$3.1B
$1.07 Million 0.0% of portfolio
17,895
Q1 2025 Added 58.67%
$140M
$772,000 0.0% of portfolio
69,613
Q1 2025 Reduced 0.3%
$9.89B
$453,000 0.0% of portfolio
5,125
Q1 2025 Added 27.52%
$28.6B
$2.29 Million 0.0% of portfolio
10,648
Q1 2025 Added 0.62%
$3.46B
$706,000 0.0% of portfolio
48,920
Q1 2025 Added 78.78%
$14.8B
$1.99 Million 0.0% of portfolio
11,170
Q1 2025 Added 3.78%
$9.6B
$2.07 Million 0.0% of portfolio
27,237
Q1 2025 Added 48.97%
$5.12B
$1.3 Million 0.0% of portfolio
27,090
Q1 2025 Added 9.32%
$2.49B
$2.36 Million 0.0% of portfolio
47,445
Q1 2025 Added 33.65%
$5.99B
$3.4 Million 0.0% of portfolio
17,849
Q1 2025 Added 11.68%
$4.9B
$1.97 Million 0.0% of portfolio
11,840
Q1 2025 Added 9.3%
$18.8B
$1.67 Million 0.0% of portfolio
32,114
Q1 2025 Added 4.75%
$29.8B
$126,000 0.0% of portfolio
56,677
Q1 2025 Reduced 30.24%
$14.3B
$350,000 0.0% of portfolio
13,240
Q1 2025 Added 6.23%
$396M
$585,000 0.0% of portfolio
26,539
Q1 2025 Added 16.07%
$67.2B
$1.89 Million 0.0% of portfolio
39,855
Q1 2025 Reduced 14.87%
$475M
$683,000 0.0% of portfolio
23,179
Q1 2025 Added 27.3%
$37.2B
$2.73 Million 0.0% of portfolio
140,667
Q1 2025 Reduced 3.42%
$316M
$234,000 0.0% of portfolio
5,693
Q1 2025 New
$7.56B
$651,000 0.0% of portfolio
21,475
Q1 2025 Added 6.73%
$2.35B
$279,000 0.0% of portfolio
43,189
Q1 2025 Reduced 6.43%
$13.9B
$2.97 Million 0.0% of portfolio
86,784
Q1 2025 Added 21.76%
$8.07B
$2.68 Million 0.0% of portfolio
21,703
Q1 2025 Added 28.73%
$1.1B
$805,000 0.0% of portfolio
10,754
Q1 2025 Added 20.36%
$5.54B
$2.48 Million 0.0% of portfolio
24,752
Q1 2025 Added 7.75%
$15.3B
$4.68 Million 0.0% of portfolio
63,629
Q1 2025 Reduced 0.07%
$9.47B
$511,000 0.0% of portfolio
26,778
Q1 2025 Added 2.91%
$6.05B
$555,000 0.0% of portfolio
2,279
Q1 2025 Added 4.49%
$3.77B
$1.51 Million 0.0% of portfolio
24,925
Q1 2025 Reduced 1.95%
$8.9B
$4.49 Million 0.0% of portfolio
81,843
Q1 2025 Added 14.85%
$4.65B
$1.08 Million 0.0% of portfolio
54,715
Q1 2025 Added 40.05%
$889M
$257,000 0.0% of portfolio
35,963
Q1 2025 Added 60.16%
$5.23B
$964,000 0.0% of portfolio
8,976
Q1 2025 Added 24.12%

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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