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
$5.5B
$3.22 Million 0.0% of portfolio
28,882
Q1 2025 Added 22.11%
$19.5B
$4.31 Million 0.0% of portfolio
9,931
Q1 2025 Added 20.77%
$3.52B
$439,000 0.0% of portfolio
10,207
Q1 2025 Reduced 3.37%
$3.79B
$2.19 Million 0.0% of portfolio
4,213
Q1 2025 Added 31.37%
$229M
$6,000 0.0% of portfolio
26,500
Q4 2024 Reduced 3.64%
$6.36B
$974,000 0.0% of portfolio
17,162
Q1 2025 Reduced 58.85%
$11.5B
$1.16 Million 0.0% of portfolio
206,267
Q1 2025 Added 4.11%
$73.5M
$117,000 0.0% of portfolio
69,568
Q2 2024 Added 99.15%
$2.02B
$1.17 Million 0.0% of portfolio
17,444
Q1 2025 Added 115.57%
$545M
$773,000 0.0% of portfolio
30,195
Q1 2025 Added 37.33%
$8.31B
$1.25 Million 0.0% of portfolio
8,308
Q1 2025 Added 97.25%
$3.45B
$511,000 0.0% of portfolio
10,521
Q1 2025 Added 4.44%
$2.45B
$284,000 0.0% of portfolio
5,232
Q1 2025 New
$2.1B
$498,000 0.0% of portfolio
36,874
Q1 2025 Added 12.12%
$10.4B
$3.03 Million 0.0% of portfolio
35,362
Q1 2025 Added 25.88%
$2.18B
$958,000 0.0% of portfolio
7,463
Q1 2025 Reduced 4.25%
$4.04B
$479,000 0.0% of portfolio
4,315
Q1 2025 Added 3.85%
$12.5B
$1.21 Million 0.0% of portfolio
20,080
Q1 2025 Added 47.58%
$5.84B
$1.44 Million 0.0% of portfolio
14,400
Q1 2025 Added 67.68%
$1.91B
$1.31 Million 0.0% of portfolio
11,127
Q1 2025 Added 1.17%
$12.3B
$794,000 0.0% of portfolio
4,031
Q1 2025 Added 19.23%
$464M
$47,000 0.0% of portfolio
30,939
Q1 2025 Added 17.96%
$22.4M
$106,000 0.0% of portfolio
141,853
Q1 2025 Reduced 32.54%
$1.22B
$1.25 Million 0.0% of portfolio
46,771
Q1 2025 Added 40.36%
$5.83B
$1.2 Million 0.0% of portfolio
146,234
Q1 2025 Added 20.68%
$16B
$4.22 Million 0.0% of portfolio
28,644
Q1 2025 Reduced 17.12%
$982M
$3.52 Million 0.0% of portfolio
2,607
Q1 2025 Added 2.56%
$18.6B
$836,000 0.0% of portfolio
9,161
Q1 2025 Added 10.83%
$2.69B
$724,000 0.0% of portfolio
122,335
Q1 2025 Added 215.74%
$5.94B
$1.25 Million 0.0% of portfolio
41,938
Q1 2025 Added 160.97%
$954M
$906,000 0.0% of portfolio
61,614
Q1 2025 Added 48.41%
$1.47B
$204,000 0.0% of portfolio
5,343
Q1 2025 Added 35,520.0%
$1.92B
$1.68 Million 0.0% of portfolio
67,258
Q1 2025 Added 17.17%
$1.62B
$786,000 0.0% of portfolio
52,401
Q1 2025 Added 67.9%
$3.86B
$660,000 0.0% of portfolio
8,721
Q1 2025 Reduced 5.69%
$447M
$1.36 Million 0.0% of portfolio
80,341
Q1 2025 Added 437.79%
$19B
$4.85 Million 0.0% of portfolio
15,057
Q1 2025 Added 11.11%
$8.55B
$1.73 Million 0.0% of portfolio
29,263
Q1 2025 Added 30.48%
$6.3B
$1.64 Million 0.0% of portfolio
35,624
Q1 2025 Added 18.66%
$517M
$233,000 0.0% of portfolio
86,373
Q1 2025 Added 306.79%
$1.02B
$799,000 0.0% of portfolio
15,872
Q1 2025 Reduced 6.05%
$7.48B
$3.01 Million 0.0% of portfolio
19,075
Q1 2025 Added 30.2%
$4.05B
$231,000 0.0% of portfolio
131,268
Q1 2025 Reduced 29.62%
$4.52B
$199,000 0.0% of portfolio
12,767
Q1 2025 Added 1.58%
$4.98B
$296,000 0.0% of portfolio
14,564
Q1 2025 Added 13,903.85%
$9.3B
$4.15 Million 0.0% of portfolio
155,529
Q1 2025 Reduced 7.63%
$393M
$58,000 0.0% of portfolio
10,669
Q1 2025 New
$583M
$324,000 0.0% of portfolio
120,271
Q1 2025 Added 48.33%
$7.4B
$2.43 Million 0.0% of portfolio
21,308
Q1 2025 Added 36.82%

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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