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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$173 Million 0.16% of portfolio
323,637
Q1 2025 Added 30.17%
$0
$143 Million 0.14% of portfolio
1,368,842
Q1 2025 Reduced 12.61%
$0
$148 Million 0.14% of portfolio
2,694,168
Q1 2025 Reduced 1.06%
$0
$139 Million 0.13% of portfolio
3,519,193
Q1 2025 Reduced 0.82%
$0
$125 Million 0.12% of portfolio
4,483,982
Q1 2025 Added 3.46%
$0
$123 Million 0.12% of portfolio
1,253,912
Q1 2025 Added 0.82%
$0
$126 Million 0.12% of portfolio
2,219,274
Q1 2025 Reduced 7.97%
$0
$123 Million 0.12% of portfolio
1,812,788
Q1 2025 Added 448.23%
$0
$131 Million 0.12% of portfolio
1,424,407
Q1 2025 Added 6.18%
$0
$123 Million 0.12% of portfolio
3,016,410
Q1 2025 Reduced 3.78%
$0
$120 Million 0.11% of portfolio
603,746
Q1 2025 Added 1.74%
$0
$119 Million 0.11% of portfolio
688,663
Q1 2025 Added 3.37%
$0
$118 Million 0.11% of portfolio
2,269,202
Q1 2025 Reduced 1.28%
$0
$101 Million 0.1% of portfolio
536,335
Q1 2025 Added 0.87%
$0
$107 Million 0.1% of portfolio
4,549,705
Q1 2025 Added 0.56%
$0
$110 Million 0.1% of portfolio
297,378
Q1 2025 Added 0.98%
$0
$110 Million 0.1% of portfolio
1,384,297
Q1 2025 Reduced 0.14%
$0
$107 Million 0.1% of portfolio
1,155,709
Q1 2025 Reduced 6.77%
$0
$90.1 Million 0.09% of portfolio
892,948
Q1 2025 Added 11,499.74%
$0
$91.9 Million 0.09% of portfolio
2,182,851
Q1 2025 Reduced 2.14%
$0
$82.4 Million 0.08% of portfolio
1,358,100
Q1 2025 Added 13.63%
$0
$82.6 Million 0.08% of portfolio
479,297
Q1 2025 Reduced 0.73%
$0
$82.9 Million 0.08% of portfolio
1,413,277
Q1 2025 Added 34.0%
$0
$77.4 Million 0.07% of portfolio
1,312,504
Q1 2025 Added 3.69%
$0
$78 Million 0.07% of portfolio
1,110,651
Q1 2025 Added 7.14%
$0
$71.9 Million 0.07% of portfolio
447,836
Q1 2025 Added 0.25%
$0
$76.5 Million 0.07% of portfolio
2,318,010
Q1 2025 Added 0.87%
$0
$72.4 Million 0.07% of portfolio
133,501
Q1 2025 Added 7.98%
$0
$75.7 Million 0.07% of portfolio
1,528,377
Q1 2025 Reduced 2.01%
$0
$67.7 Million 0.06% of portfolio
1,558,529
Q1 2025 Added 4,206.28%
$0
$59.1 Million 0.06% of portfolio
340,580
Q1 2025 Added 3,363.64%
$0
$61.1 Million 0.06% of portfolio
658,567
Q1 2025 Added 14.26%
$0
$66 Million 0.06% of portfolio
570,606
Q1 2025 Added 13.14%
$0
$59.6 Million 0.06% of portfolio
320,032
Q1 2025 Reduced 2.41%
$0
$65.1 Million 0.06% of portfolio
1,863,735
Q1 2025 Added 1.74%
$0
$58.7 Million 0.06% of portfolio
730,549
Q1 2025 Reduced 0.03%
$0
$63 Million 0.06% of portfolio
464,218
Q1 2025 Added 2.75%
$0
$67.5 Million 0.06% of portfolio
854,953
Q1 2025 Added 17.83%
$0
$66.7 Million 0.06% of portfolio
1,109,189
Q1 2025 Reduced 4.3%
$0
$51.1 Million 0.05% of portfolio
470,449
Q1 2025 Added 0.39%
$0
$58.2 Million 0.05% of portfolio
684,541
Q1 2025 Added 12.75%
$0
$49.4 Million 0.05% of portfolio
670,971
Q1 2025 Reduced 1.04%
$0
$48.3 Million 0.05% of portfolio
876,973
Q1 2025 Added 22.51%
$0
$55.9 Million 0.05% of portfolio
1,454,427
Q1 2025 Added 1.76%
$109B
$57.7 Million 0.05% of portfolio
200,172
Q1 2025 Added 11.63%
$0
$49.1 Million 0.05% of portfolio
741,046
Q1 2025 Reduced 5.06%
$0
$46.3 Million 0.04% of portfolio
1,157,513
Q1 2025 New
$54.9B
$45 Million 0.04% of portfolio
763,878
Q1 2025 Added 0.71%
$0
$39.4 Million 0.04% of portfolio
293,692
Q1 2025 Added 6.47%

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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