Creative Planning Portfolio Holdings

Creative Planning

  • $116 Billion
  • Q2 2025

Creative Planning has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 6216 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 $13.8B, Vanguard Bd Index Fd Inc Total with a value of $8.46B, Vanguard Ftse Developed Market with a value of $7.53B, Spdr Portfolio with a value of $4.52B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $4.03B.

Examining the 13F form we can see an increase of $10.2B in the current position value, from $106B to 116B.

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 $116 Billion
ETFs: $92.2 Billion
Technology: $8.18 Billion
Financial Services: $4.29 Billion
Consumer Cyclical: $2.23 Billion
Communication Services: $2.02 Billion
Healthcare: $1.93 Billion
Industrials: $1.83 Billion
Consumer Defensive: $1.42 Billion
Other: $1.98 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$159 Million 0.14% of portfolio
2,674,042
Q2 2025 Reduced 0.75%
$0
$149 Million 0.13% of portfolio
263,805
Q2 2025 Reduced 18.49%
$0
$150 Million 0.13% of portfolio
3,497,364
Q2 2025 Reduced 0.62%
$0
$140 Million 0.12% of portfolio
1,283,517
Q2 2025 Reduced 6.23%
$0
$140 Million 0.12% of portfolio
1,276,648
Q2 2025 Added 1.81%
$0
$123 Million 0.11% of portfolio
567,965
Q2 2025 Reduced 5.93%
$0
$124 Million 0.11% of portfolio
699,001
Q2 2025 Added 1.5%
$0
$130 Million 0.11% of portfolio
296,917
Q2 2025 Reduced 0.16%
$0
$130 Million 0.11% of portfolio
1,418,730
Q2 2025 Reduced 0.4%
$0
$125 Million 0.11% of portfolio
2,008,095
Q2 2025 Reduced 9.52%
$0
$122 Million 0.1% of portfolio
2,858,713
Q2 2025 Reduced 5.23%
$0
$116 Million 0.1% of portfolio
1,412,192
Q2 2025 Added 2.02%
$0
$119 Million 0.1% of portfolio
4,689,773
Q2 2025 Added 3.08%
$0
$110 Million 0.1% of portfolio
2,260,339
Q2 2025 Reduced 0.39%
$0
$116 Million 0.1% of portfolio
4,376,728
Q2 2025 Reduced 2.39%
$0
$105 Million 0.09% of portfolio
540,460
Q2 2025 Added 0.77%
$0
$92.9 Million 0.08% of portfolio
481,857
Q2 2025 Added 0.53%
$0
$93.4 Million 0.08% of portfolio
140,772
Q2 2025 Added 5.45%
$0
$89.6 Million 0.08% of portfolio
1,155,647
Q2 2025 Added 4.05%
$0
$92.5 Million 0.08% of portfolio
1,376,609
Q2 2025 Added 1.36%
$0
$97.9 Million 0.08% of portfolio
2,161,189
Q2 2025 Reduced 0.99%
$0
$87.5 Million 0.08% of portfolio
1,489,311
Q2 2025 Added 5.38%
$0
$92.2 Million 0.08% of portfolio
3,092,202
Q2 2025 Added 262.0%
$0
$96.6 Million 0.08% of portfolio
1,924,187
Q2 2025 Reduced 1.29%
$0
$85.6 Million 0.07% of portfolio
930,420
Q2 2025 Added 35.92%
$0
$75.6 Million 0.07% of portfolio
1,930,016
Q2 2025 Added 3.56%
$0
$86.3 Million 0.07% of portfolio
1,316,871
Q2 2025 Added 0.33%
$0
$76.1 Million 0.07% of portfolio
1,517,613
Q2 2025 Reduced 0.7%
$0
$82.1 Million 0.07% of portfolio
610,566
Q2 2025 Added 7.0%
$0
$77.1 Million 0.07% of portfolio
1,686,232
Q2 2025 Reduced 63.8%
$0
$83.7 Million 0.07% of portfolio
2,335,241
Q2 2025 Added 0.74%
$0
$70.7 Million 0.06% of portfolio
641,855
Q2 2025 Reduced 2.54%
$0
$70.1 Million 0.06% of portfolio
735,165
Q2 2025 Added 0.63%
$0
$71.3 Million 0.06% of portfolio
1,040,450
Q2 2025 Reduced 6.2%
$0
$66.8 Million 0.06% of portfolio
492,188
Q2 2025 Added 6.03%
$0
$74.2 Million 0.06% of portfolio
451,331
Q2 2025 Added 0.78%
$0
$74 Million 0.06% of portfolio
931,092
Q2 2025 Added 8.91%
$0
$54.1 Million 0.05% of portfolio
389,945
Q2 2025 Added 1.89%
$0
$58.5 Million 0.05% of portfolio
230,862
Q2 2025 Added 9.48%
$0
$54 Million 0.05% of portfolio
674,293
Q2 2025 Added 0.5%
$0
$62 Million 0.05% of portfolio
1,499,023
Q2 2025 Added 3.07%
$119B
$56.3 Million 0.05% of portfolio
184,568
Q2 2025 Reduced 7.8%
$0
$58.1 Million 0.05% of portfolio
297,801
Q2 2025 Reduced 6.95%
$0
$62.3 Million 0.05% of portfolio
2,089,206
Q2 2025 Added 15.74%
$0
$53.3 Million 0.05% of portfolio
2,235,852
Q2 2025 Added 6.46%
$0
$54.7 Million 0.05% of portfolio
1,874,072
Q2 2025 Reduced 0.39%
$0
$52.5 Million 0.05% of portfolio
1,233,008
Q2 2025 Reduced 5.42%
$0
$46.9 Million 0.04% of portfolio
1,041,105
Q2 2025 Reduced 4.72%
$0
$47.3 Million 0.04% of portfolio
107,336
Q2 2025 Added 2.66%

Summary

  • Portfolio
  • No. of Stocks 6,216
  • Current Value $116 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 320 stocks
  • Additional Purchases 1,944 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,213 stocks
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