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
$19 Million 0.02% of portfolio
741,627
Q2 2025 Reduced 3.0%
$0
$17.8 Million 0.02% of portfolio
668,954
Q2 2025 Reduced 0.93%
$0
$27.8 Million 0.02% of portfolio
274,709
Q2 2025 Added 1.82%
$0
$17.6 Million 0.02% of portfolio
171,123
Q2 2025 Reduced 5.77%
$0
$25 Million 0.02% of portfolio
266,538
Q2 2025 Added 4.23%
$0
$19.7 Million 0.02% of portfolio
229,821
Q2 2025 Reduced 6.41%
$0
$18.8 Million 0.02% of portfolio
224,536
Q2 2025 Reduced 8.32%
$0
$25.7 Million 0.02% of portfolio
402,701
Q2 2025 Added 7.83%
$0
$23.2 Million 0.02% of portfolio
206,981
Q2 2025 Reduced 76.82%
$0
$19.1 Million 0.02% of portfolio
460,006
Q2 2025 Added 2.6%
$0
$28.6 Million 0.02% of portfolio
674,545
Q2 2025 Reduced 0.03%
$0
$17.9 Million 0.02% of portfolio
427,638
Q2 2025 Reduced 72.56%
$0
$20.9 Million 0.02% of portfolio
98,342
Q2 2025 Reduced 71.13%
$0
$23.1 Million 0.02% of portfolio
229,419
Q2 2025 Reduced 6.72%
$0
$21.4 Million 0.02% of portfolio
772,113
Q2 2025 Added 1.5%
$0
$26.5 Million 0.02% of portfolio
1,059,114
Q2 2025 Reduced 5.95%
$0
$24.4 Million 0.02% of portfolio
956,657
Q2 2025 Reduced 4.08%
$0
$20.1 Million 0.02% of portfolio
186,454
Q2 2025 Reduced 7.11%
$0
$25.1 Million 0.02% of portfolio
278,181
Q2 2025 Reduced 0.62%
$0
$10.4 Million 0.01% of portfolio
214,769
Q2 2025 Reduced 8.45%
$0
$9.26 Million 0.01% of portfolio
119,802
Q2 2025 Added 1.51%
$0
$10.3 Million 0.01% of portfolio
42,708
Q2 2025 Reduced 1.01%
$0
$6.68 Million 0.01% of portfolio
158,829
Q2 2025 Reduced 0.34%
$0
$8.64 Million 0.01% of portfolio
301,628
Q2 2025 Added 0.02%
$0
$16.9 Million 0.01% of portfolio
421,232
Q2 2025 Added 1.18%
$0
$12.7 Million 0.01% of portfolio
125,752
Q2 2025 Added 35.15%
$0
$6.65 Million 0.01% of portfolio
33,705
Q2 2025 Added 9.2%
$0
$17.2 Million 0.01% of portfolio
189,002
Q2 2025 Reduced 3.78%
$0
$15.1 Million 0.01% of portfolio
151,569
Q2 2025 Reduced 5.8%
$0
$13.3 Million 0.01% of portfolio
99,920
Q2 2025 Reduced 1.24%
$0
$13.2 Million 0.01% of portfolio
83,865
Q2 2025 Added 11.21%
$0
$12.8 Million 0.01% of portfolio
36,493
Q2 2025 Added 0.45%
$0
$13.1 Million 0.01% of portfolio
138,741
Q2 2025 Reduced 7.93%
$0
$8.22 Million 0.01% of portfolio
100,719
Q2 2025 Added 4.17%
$0
$16.6 Million 0.01% of portfolio
125,913
Q2 2025 Added 14.05%
$0
$9.93 Million 0.01% of portfolio
102,979
Q2 2025 Reduced 5.0%
$0
$16.7 Million 0.01% of portfolio
196,866
Q2 2025 Reduced 10.18%
$0
$13.1 Million 0.01% of portfolio
172,753
Q2 2025 Added 2.4%
$0
$14.9 Million 0.01% of portfolio
110,636
Q2 2025 Reduced 8.5%
$0
$11.6 Million 0.01% of portfolio
53,245
Q2 2025 Added 17.01%
$0
$8.28 Million 0.01% of portfolio
65,446
Q2 2025 Reduced 3.22%
$0
$13.7 Million 0.01% of portfolio
165,855
Q2 2025 Reduced 4.58%
$0
$7.35 Million 0.01% of portfolio
83,320
Q2 2025 Reduced 17.65%
$0
$7.31 Million 0.01% of portfolio
96,682
Q2 2025 Added 2.06%
$0
$7.94 Million 0.01% of portfolio
65,417
Q2 2025 Reduced 0.2%
$0
$9.36 Million 0.01% of portfolio
229,861
Q2 2025 Added 5.49%
$0
$13.5 Million 0.01% of portfolio
498,010
Q2 2025 Reduced 0.35%
$0
$12.2 Million 0.01% of portfolio
45,862
Q2 2025 Added 3.7%
$0
$10.2 Million 0.01% of portfolio
36,415
Q2 2025 Added 3.11%

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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