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
$101B
$9.44 Million 0.01% of portfolio
187,184
Q1 2025 Added 16.38%
$76.6B
$10.9 Million 0.01% of portfolio
44,812
Q1 2025 Added 29.77%
$39.2B
$6.7 Million 0.01% of portfolio
29,940
Q1 2025 Added 5.02%
$104B
$5.51 Million 0.01% of portfolio
91,730
Q1 2025 Reduced 13.77%
$65.6B
$10.5 Million 0.01% of portfolio
179,876
Q1 2025 Added 100.68%
$40.8B
$8.89 Million 0.01% of portfolio
34,395
Q1 2025 Added 7.9%
$59.8B
$10.5 Million 0.01% of portfolio
17,758
Q1 2025 Added 22.71%
$47.1B
$8.35 Million 0.01% of portfolio
65,344
Q1 2025 Added 1.01%
$48.7B
$8.93 Million 0.01% of portfolio
213,620
Q1 2025 Reduced 18.64%
$25.1B
$6.1 Million 0.01% of portfolio
85,426
Q1 2025 Reduced 2.08%
$54.2B
$14.5 Million 0.01% of portfolio
87,592
Q1 2025 Added 2.36%
$94.1B
$10.3 Million 0.01% of portfolio
24,129
Q1 2025 Added 8.88%
$40.6B
$13.1 Million 0.01% of portfolio
174,872
Q1 2025 Reduced 13.77%
$38.5B
$6.85 Million 0.01% of portfolio
33,038
Q1 2025 Added 23.75%
$136B
$10.4 Million 0.01% of portfolio
174,110
Q1 2025 Added 34.0%
$6.55B
$9.37 Million 0.01% of portfolio
170,064
Q1 2025 Added 3.76%
$23.5B
$13.5 Million 0.01% of portfolio
23,241
Q1 2025 Reduced 4.39%
$5.25B
$7.19 Million 0.01% of portfolio
71,077
Q1 2025 Added 41.15%
$29.7B
$5.63 Million 0.01% of portfolio
81,502
Q1 2025 Reduced 9.92%
$18.3B
$9.02 Million 0.01% of portfolio
1,261,020
Q1 2025 Added 81.06%
$54.8B
$8.91 Million 0.01% of portfolio
14,216
Q1 2025 Added 3.67%
$40.1B
$8.31 Million 0.01% of portfolio
35,869
Q1 2025 Added 16.96%
$16.2B
$11.3 Million 0.01% of portfolio
50,548
Q1 2025 Added 0.96%
$69.9B
$15 Million 0.01% of portfolio
251,046
Q1 2025 Added 15.63%
$13.2B
$6.95 Million 0.01% of portfolio
208,068
Q1 2025 Added 21.17%
$56.5B
$7.86 Million 0.01% of portfolio
30,905
Q1 2025 Added 13.16%
$1.29B
$7.77 Million 0.01% of portfolio
52,052
Q1 2025 Added 0.19%
$38.4B
$6.5 Million 0.01% of portfolio
35,089
Q1 2025 Added 10.2%
$173B
$12.9 Million 0.01% of portfolio
187,525
Q1 2025 Added 5.94%
$2.98B
$9.23 Million 0.01% of portfolio
541,592
Q1 2025 Reduced 3.95%
$75.1B
$6.41 Million 0.01% of portfolio
417,561
Q1 2025 Added 13.71%
$57.3B
$12.8 Million 0.01% of portfolio
26,410
Q1 2025 Added 11.9%
$89.8B
$8.45 Million 0.01% of portfolio
61,721
Q1 2025 Added 18.45%
$0
$5.33 Million 0.01% of portfolio
240,557
Q1 2025 Reduced 9.64%
$51.2B
$10.5 Million 0.01% of portfolio
19,977
Q1 2025 Added 8.96%
$89.6B
$7.33 Million 0.01% of portfolio
537,865
Q1 2025 Added 19.95%
$143B
$11.1 Million 0.01% of portfolio
1,653,253
Q1 2025 Added 14.94%
$1.17B
$5.54 Million 0.01% of portfolio
54,995
Q1 2025 Added 4.26%
$37.7B
$6.12 Million 0.01% of portfolio
25,256
Q1 2025 Added 6.54%
$45.9B
$6.01 Million 0.01% of portfolio
45,935
Q1 2025 Added 8.27%
$83.4B
$13.2 Million 0.01% of portfolio
73,840
Q1 2025 Added 19.88%
$41.2B
$6.91 Million 0.01% of portfolio
50,137
Q1 2025 Added 13.13%
$34.2B
$10.5 Million 0.01% of portfolio
268,920
Q1 2025 Added 12.79%
$57.3B
$9.13 Million 0.01% of portfolio
52,991
Q1 2025 Reduced 1.03%
$28.3B
$5.7 Million 0.01% of portfolio
31,039
Q1 2025 Reduced 42.55%
$53B
$10.7 Million 0.01% of portfolio
169,721
Q1 2025 Added 8.08%
$47.7B
$6.57 Million 0.01% of portfolio
63,073
Q1 2025 Added 2.72%
$53.3B
$6.03 Million 0.01% of portfolio
47,442
Q1 2025 Added 14.3%
$32.2B
$13.4 Million 0.01% of portfolio
146,605
Q1 2025 Added 2.79%

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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