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
$50.5 Million 0.04% of portfolio
176,494
Q2 2025 Reduced 1.25%
$0
$51.5 Million 0.04% of portfolio
469,568
Q2 2025 Reduced 0.19%
$0
$49 Million 0.04% of portfolio
549,546
Q2 2025 Reduced 0.02%
$0
$41.6 Million 0.04% of portfolio
307,309
Q2 2025 Added 2.61%
$0
$51.9 Million 0.04% of portfolio
821,707
Q2 2025 Reduced 6.3%
$0
$51.5 Million 0.04% of portfolio
695,296
Q2 2025 Reduced 6.17%
$59.9B
$47.7 Million 0.04% of portfolio
764,144
Q2 2025 Added 0.03%
$0
$41 Million 0.04% of portfolio
1,392,492
Q2 2025 Added 85.7%
$0
$45.7 Million 0.04% of portfolio
1,439,254
Q2 2025 Reduced 0.43%
$0
$46.9 Million 0.04% of portfolio
606,890
Q2 2025 Added 20.79%
$0
$49.7 Million 0.04% of portfolio
135,655
Q2 2025 Reduced 3.08%
$0
$42.8 Million 0.04% of portfolio
333,001
Q2 2025 Added 9.5%
$0
$47.6 Million 0.04% of portfolio
1,105,025
Q2 2025 Added 30.2%
$0
$46.7 Million 0.04% of portfolio
675,414
Q2 2025 Reduced 0.72%
$0
$42.9 Million 0.04% of portfolio
425,774
Q2 2025 Reduced 8.14%
$0
$44.5 Million 0.04% of portfolio
1,535,545
Q2 2025 Reduced 2.59%
$0
$29.9 Million 0.03% of portfolio
153,247
Q2 2025 Reduced 3.43%
$0
$30.4 Million 0.03% of portfolio
380,649
Q2 2025 Reduced 6.68%
$0
$34.3 Million 0.03% of portfolio
711,578
Q2 2025 Reduced 11.55%
$0
$37.8 Million 0.03% of portfolio
207,961
Q2 2025 Reduced 9.51%
$0
$40.2 Million 0.03% of portfolio
302,848
Q2 2025 Added 3.12%
$0
$31.2 Million 0.03% of portfolio
112,671
Q2 2025 Reduced 2.64%
$0
$31.8 Million 0.03% of portfolio
617,070
Q2 2025 Added 271.29%
$0
$38.1 Million 0.03% of portfolio
133,845
Q2 2025 Reduced 3.37%
$0
$40.4 Million 0.03% of portfolio
513,072
Q2 2025 Reduced 7.01%
$0
$32.7 Million 0.03% of portfolio
708,318
Q2 2025 Added 32.11%
$0
$31.3 Million 0.03% of portfolio
1,091,204
Q2 2025 Reduced 1.09%
$0
$34.4 Million 0.03% of portfolio
656,509
Q2 2025 Reduced 4.28%
$0
$37.9 Million 0.03% of portfolio
543,212
Q2 2025 Reduced 2.07%
$0
$19.1 Million 0.02% of portfolio
380,854
Q2 2025 Added 2.87%
$0
$24.7 Million 0.02% of portfolio
594,938
Q2 2025 Reduced 2.22%
$0
$18.4 Million 0.02% of portfolio
100,821
Q2 2025 Reduced 1.76%
$0
$23 Million 0.02% of portfolio
534,206
Q2 2025 Reduced 4.17%
$0
$27.8 Million 0.02% of portfolio
224,837
Q2 2025 Reduced 4.32%
$0
$19.4 Million 0.02% of portfolio
317,412
Q2 2025 Reduced 5.21%
$0
$27.7 Million 0.02% of portfolio
159,756
Q2 2025 Reduced 5.5%
$0
$27.1 Million 0.02% of portfolio
518,404
Q2 2025 Added 14.01%
$0
$18.5 Million 0.02% of portfolio
125,389
Q2 2025 Added 7.56%
$0
$27.6 Million 0.02% of portfolio
287,839
Q2 2025 Reduced 2.46%
$0
$27.2 Million 0.02% of portfolio
251,328
Q2 2025 Reduced 1.17%
$0
$26.9 Million 0.02% of portfolio
1,159,353
Q2 2025 Added 3.6%
$0
$19.3 Million 0.02% of portfolio
1,027,036
Q2 2025 Reduced 0.41%
$0
$21.8 Million 0.02% of portfolio
442,378
Q2 2025 Reduced 1.17%
$0
$23.6 Million 0.02% of portfolio
217,973
Q2 2025 Reduced 3.28%
$0
$19.1 Million 0.02% of portfolio
76,878
Q2 2025 Added 4.04%
$0
$23.1 Million 0.02% of portfolio
668,755
Q2 2025 Reduced 1.83%
$0
$19.8 Million 0.02% of portfolio
601,117
Q2 2025 Added 1.3%
$0
$21.2 Million 0.02% of portfolio
182,760
Q2 2025 Reduced 0.18%
$0
$18.9 Million 0.02% of portfolio
806,718
Q2 2025 Reduced 19.13%

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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