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
$45 Million 0.04% of portfolio
382,708
Q1 2025 Reduced 0.06%
$0
$45.7 Million 0.04% of portfolio
178,732
Q1 2025 Added 2.25%
$0
$45.2 Million 0.04% of portfolio
2,100,193
Q1 2025 Added 0.61%
$0
$47.1 Million 0.04% of portfolio
1,881,483
Q1 2025 Added 2.98%
$0
$46.8 Million 0.04% of portfolio
1,303,691
Q1 2025 Reduced 1.49%
$0
$42.2 Million 0.04% of portfolio
680,343
Q1 2025 Added 0.87%
$0
$43.2 Million 0.04% of portfolio
139,970
Q1 2025 Reduced 0.17%
$0
$38.5 Million 0.04% of portfolio
502,421
Q1 2025 Added 49.6%
$0
$43.2 Million 0.04% of portfolio
551,766
Q1 2025 Added 1.46%
$0
$40.8 Million 0.04% of portfolio
1,576,314
Q1 2025 Reduced 2.59%
$0
$46.6 Million 0.04% of portfolio
1,805,040
Q1 2025 Reduced 2.39%
$0
$39.8 Million 0.04% of portfolio
229,811
Q1 2025 Added 18.31%
$0
$44.9 Million 0.04% of portfolio
549,666
Q1 2025 Added 1.85%
$0
$46.7 Million 0.04% of portfolio
463,481
Q1 2025 Added 4.13%
$0
$43.9 Million 0.04% of portfolio
104,556
Q1 2025 Added 6.33%
$0
$43.5 Million 0.04% of portfolio
210,867
Q1 2025 Added 3.1%
$0
$47.4 Million 0.04% of portfolio
1,092,677
Q1 2025 Added 2.78%
$0
$38.8 Million 0.04% of portfolio
554,678
Q1 2025 Reduced 1.5%
$0
$30.1 Million 0.03% of portfolio
1,103,187
Q1 2025 Added 2.0%
$0
$35.2 Million 0.03% of portfolio
804,453
Q1 2025 Added 5.32%
$0
$30.2 Million 0.03% of portfolio
158,698
Q1 2025 Added 16.95%
$0
$28.1 Million 0.03% of portfolio
295,091
Q1 2025 Reduced 7.44%
$0
$28.1 Million 0.03% of portfolio
234,996
Q1 2025 Reduced 3.14%
$0
$33.5 Million 0.03% of portfolio
848,710
Q1 2025 Added 5.14%
$0
$33.5 Million 0.03% of portfolio
1,418,353
Q1 2025 Added 6.69%
$0
$28 Million 0.03% of portfolio
1,126,076
Q1 2025 Reduced 8.14%
$0
$35.3 Million 0.03% of portfolio
304,121
Q1 2025 Added 10.53%
$0
$33.9 Million 0.03% of portfolio
138,513
Q1 2025 Reduced 2.83%
$0
$29.1 Million 0.03% of portfolio
115,731
Q1 2025 Reduced 6.08%
$0
$36.5 Million 0.03% of portfolio
299,492
Q1 2025 Added 12.08%
$0
$32 Million 0.03% of portfolio
407,894
Q1 2025 Reduced 5.64%
$0
$35 Million 0.03% of portfolio
685,834
Q1 2025 Reduced 2.39%
$0
$27.8 Million 0.03% of portfolio
254,303
Q1 2025 Reduced 1.04%
$0
$37 Million 0.03% of portfolio
1,229,669
Q1 2025 New
$0
$20.6 Million 0.02% of portfolio
334,848
Q1 2025 Reduced 3.49%
$0
$16.4 Million 0.02% of portfolio
196,434
Q1 2025 Added 2.8%
$0
$23.7 Million 0.02% of portfolio
169,052
Q1 2025 Added 36.54%
$0
$18.7 Million 0.02% of portfolio
183,084
Q1 2025 Reduced 0.41%
$0
$17.2 Million 0.02% of portfolio
327,735
Q1 2025 Added 0.47%
$0
$20.2 Million 0.02% of portfolio
760,669
Q1 2025 Added 0.99%
$0
$23 Million 0.02% of portfolio
854,195
Q1 2025 Added 657.69%
$0
$18.2 Million 0.02% of portfolio
675,267
Q1 2025 Reduced 7.37%
$0
$16 Million 0.02% of portfolio
79,370
Q1 2025 Added 10.06%
$0
$26 Million 0.02% of portfolio
269,795
Q1 2025 Added 729.55%
$0
$18.5 Million 0.02% of portfolio
370,224
Q1 2025 Reduced 0.65%
$0
$21.7 Million 0.02% of portfolio
536,177
Q1 2025 Added 1.85%
$0
$25.9 Million 0.02% of portfolio
674,737
Q1 2025 Reduced 2.89%
$0
$21.3 Million 0.02% of portfolio
681,252
Q1 2025 Reduced 5.98%
$0
$17.3 Million 0.02% of portfolio
593,381
Q1 2025 Reduced 3.27%

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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