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
$5.99 Million 0.01% of portfolio
126,539
Q1 2025 Added 6.18%
$0
$8.27 Million 0.01% of portfolio
224,713
Q1 2025 Reduced 0.12%
$0
$8.58 Million 0.01% of portfolio
354,969
Q1 2025 Added 1.91%
$0
$13.7 Million 0.01% of portfolio
239,863
Q1 2025 Added 61.65%
$0
$5.37 Million 0.01% of portfolio
103,659
Q1 2025 Added 131.99%
$0
$7.49 Million 0.01% of portfolio
147,791
Q1 2025 Added 142.92%
$0
$6.22 Million 0.01% of portfolio
126,556
Q1 2025 Reduced 2.47%
$0
$8.79 Million 0.01% of portfolio
241,665
Q1 2025 Reduced 3.08%
$0
$8.35 Million 0.01% of portfolio
217,889
Q1 2025 Added 10.0%
$0
$7.68 Million 0.01% of portfolio
149,233
Q1 2025 Reduced 2.63%
$0
$9.51 Million 0.01% of portfolio
93,047
Q1 2025 Added 9.64%
$0
$10.4 Million 0.01% of portfolio
326,610
Q1 2025 Reduced 5.49%
$0
$8.43 Million 0.01% of portfolio
109,987
Q1 2025 Reduced 1.37%
$0
$10.7 Million 0.01% of portfolio
108,399
Q1 2025 Reduced 1.06%
$0
$12.8 Million 0.01% of portfolio
168,703
Q1 2025 Reduced 0.4%
$0
$8.99 Million 0.01% of portfolio
45,505
Q1 2025 Added 6.99%
$0
$7.62 Million 0.01% of portfolio
96,685
Q1 2025 Added 7.4%
$0
$5.98 Million 0.01% of portfolio
156,962
Q1 2025 Added 1,081.14%
$0
$7.47 Million 0.01% of portfolio
35,316
Q1 2025 Reduced 0.84%
$0
$14.4 Million 0.01% of portfolio
295,779
Q1 2025 Added 14.75%
$0
$8.77 Million 0.01% of portfolio
67,590
Q1 2025 Reduced 1.01%
$0
$9.42 Million 0.01% of portfolio
78,880
Q1 2025 Added 4.1%
$0
$11.3 Million 0.01% of portfolio
121,969
Q1 2025 Added 23.64%
$0
$9.32 Million 0.01% of portfolio
112,950
Q1 2025 Added 89.91%
$0
$6.64 Million 0.01% of portfolio
26,161
Q1 2025 Added 0.6%
$0
$7.97 Million 0.01% of portfolio
172,171
Q1 2025 Added 226.32%
$0
$5.5 Million 0.01% of portfolio
80,278
Q1 2025 Reduced 3.3%
$0
$5.57 Million 0.01% of portfolio
93,913
Q1 2025 Reduced 1.8%
$0
$8.04 Million 0.01% of portfolio
166,194
Q1 2025 Added 313.58%
$0
$6.36 Million 0.01% of portfolio
97,540
Q1 2025 Reduced 2.08%
$0
$1.39 Million 0.0% of portfolio
32,025
Q1 2025 Added 1.43%
$0
$298,000 0.0% of portfolio
8,249
Q1 2025 Added 6.88%
$0
$218,000 0.0% of portfolio
2,939
Q1 2025 Added 2.23%
$0
$1.34 Million 0.0% of portfolio
49,407
Q1 2025 Added 27.49%
$0
$313,000 0.0% of portfolio
15,451
Q1 2025 Added 31.7%
$0
$215,000 0.0% of portfolio
4,873
Q1 2025 New
$0
$683,000 0.0% of portfolio
13,272
Q1 2025 Added 6.92%
$0
$3.97 Million 0.0% of portfolio
58,251
Q1 2025 Added 172.16%
$0
$441,000 0.0% of portfolio
5,227
Q1 2025 Reduced 24.15%
$0
$351,000 0.0% of portfolio
6,874
Q1 2025 Reduced 14.78%
$0
$777,000 0.0% of portfolio
30,424
Q1 2025 Added 4.34%
$0
$890,000 0.0% of portfolio
12,805
Q1 2025 Added 0.76%
$0
$4.98 Million 0.0% of portfolio
30,864
Q1 2025 Reduced 4.61%
$0
$468,000 0.0% of portfolio
7,728
Q1 2025 Added 126.96%
$0
$454,000 0.0% of portfolio
9,164
Q1 2025 New
$0
$418,000 0.0% of portfolio
7,443
Q1 2025 Added 36.64%
$0
$786,000 0.0% of portfolio
7,043
Q1 2025 Added 4.57%
$0
$260,000 0.0% of portfolio
2,158
Q1 2025 Added 0.09%
$0
$313,000 0.0% of portfolio
9,948
Q1 2025 Added 24.04%

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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