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
$21.5B
$6.16 Million 0.01% of portfolio
164,714
Q1 2025 Added 61.46%
$25.2B
$7.83 Million 0.01% of portfolio
48,965
Q1 2025 Added 32.29%
$48.7B
$15.5 Million 0.01% of portfolio
276,835
Q1 2025 Added 3.65%
$38.8B
$8.61 Million 0.01% of portfolio
115,318
Q1 2025 Reduced 2.32%
$19.9B
$7.13 Million 0.01% of portfolio
133,428
Q1 2025 Added 32.75%
$91.5B
$13.4 Million 0.01% of portfolio
302,049
Q1 2025 Added 13.07%
$7.57B
$8.08 Million 0.01% of portfolio
62,466
Q1 2025 Reduced 4.11%
$18B
$7.34 Million 0.01% of portfolio
85,909
Q1 2025 Added 12.68%
$72.9B
$7.66 Million 0.01% of portfolio
9,399
Q1 2025 Added 2.59%
$16B
$10.1 Million 0.01% of portfolio
146,531
Q1 2025 Added 7.76%
$23.1B
$5.91 Million 0.01% of portfolio
95,115
Q1 2025 Added 5.23%
$44.2B
$10.1 Million 0.01% of portfolio
220,059
Q1 2025 Added 12.88%
$49.6B
$7.66 Million 0.01% of portfolio
102,559
Q1 2025 Added 64.01%
$65.5B
$10.7 Million 0.01% of portfolio
281,500
Q1 2025 Added 17.76%
$69.5B
$10.8 Million 0.01% of portfolio
230,157
Q1 2025 Added 21.39%
$26.3B
$7.35 Million 0.01% of portfolio
265,341
Q1 2025 Added 9.12%
$44.3B
$10.9 Million 0.01% of portfolio
26,016
Q1 2025 Added 7.42%
$34.4B
$6.76 Million 0.01% of portfolio
84,433
Q1 2025 Added 13.47%
$34.8B
$5.48 Million 0.01% of portfolio
31,100
Q1 2025 Added 26.97%
$28.9B
$9.18 Million 0.01% of portfolio
106,663
Q1 2025 Added 7.38%
$52.9B
$7.03 Million 0.01% of portfolio
171,083
Q1 2025 Added 3.02%
$125B
$9.19 Million 0.01% of portfolio
79,468
Q1 2025 Added 3.06%
$60.6B
$15 Million 0.01% of portfolio
524,528
Q1 2025 Added 18.97%
$34B
$6.78 Million 0.01% of portfolio
37,955
Q1 2025 Added 22.7%
$42.1B
$7.29 Million 0.01% of portfolio
12,899
Q1 2025 Added 6.92%
$58.2B
$6.92 Million 0.01% of portfolio
222,307
Q1 2025 Added 13.87%
$120B
$10.6 Million 0.01% of portfolio
5,438
Q1 2025 Added 2.7%
$61.8B
$14 Million 0.01% of portfolio
174,162
Q1 2025 Added 24.74%
$72.6B
$6.64 Million 0.01% of portfolio
1,204,732
Q1 2025 Added 19.62%
$31.4B
$5.61 Million 0.01% of portfolio
95,816
Q1 2025 Reduced 2.59%
$25.4B
$7.19 Million 0.01% of portfolio
992
Q1 2025 Added 0.2%
$101B
$12.3 Million 0.01% of portfolio
110,115
Q1 2025 Added 32.24%
$51.1B
$7.2 Million 0.01% of portfolio
24,042
Q1 2025 Added 6.53%
$60.1B
$7.21 Million 0.01% of portfolio
11,367
Q1 2025 Added 11.9%
$4.18B
$6.4 Million 0.01% of portfolio
166,882
Q1 2025 Reduced 5.78%
$122B
$15.2 Million 0.01% of portfolio
274,483
Q1 2025 Added 24.29%
$87B
$6.38 Million 0.01% of portfolio
48,930
Q1 2025 Added 20.74%
$0
$6.87 Million 0.01% of portfolio
285,509
Q1 2025 Added 48.94%
$17.7B
$8.04 Million 0.01% of portfolio
52,655
Q1 2025 Added 15.96%
$103B
$8.84 Million 0.01% of portfolio
571,547
Q1 2025 Added 19.76%
$36.8B
$10.6 Million 0.01% of portfolio
52,999
Q1 2025 Added 14.02%
$7.23B
$9.9 Million 0.01% of portfolio
7,469
Q1 2025 Added 6.61%
$36.3B
$7.25 Million 0.01% of portfolio
132,421
Q1 2025 Reduced 0.93%
$60B
$11.5 Million 0.01% of portfolio
279,468
Q1 2025 Reduced 10.64%
$25.8B
$7.35 Million 0.01% of portfolio
20,065
Q1 2025 Added 23.94%
$16.1B
$7 Million 0.01% of portfolio
85,923
Q1 2025 Added 1.21%
$55.9B
$12 Million 0.01% of portfolio
90,852
Q1 2025 Added 1.15%
$46.8B
$6.4 Million 0.01% of portfolio
21,515
Q1 2025 Added 10.0%
$7B
$13.6 Million 0.01% of portfolio
86,675
Q1 2025 Added 2.18%

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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