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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$110M
$6,000 0.0% of portfolio
10,080
Q1 2025 Added 0.8%
$135M
$75,000 0.0% of portfolio
25,657
Q1 2025 Reduced 20.53%
$180M
$26,000 0.0% of portfolio
12,796
Q1 2025 New
$229M
$46,000 0.0% of portfolio
30,136
Q1 2025 Reduced 8.24%
$258M
$138,000 0.0% of portfolio
16,580
Q1 2025 Added 34.85%
$83.8M
$376,000 0.0% of portfolio
236,523
Q1 2025 Added 489.79%
$203M
$426,000 0.0% of portfolio
211,158
Q1 2025 Added 75.68%
$100M
$112,000 0.0% of portfolio
197,800
Q3 2024 Added 0.15%
$256M
$259,000 0.0% of portfolio
38,232
Q1 2025 New
$268M
$898,000 0.0% of portfolio
21,531
Q1 2025 Added 356.65%
$211M
$56,000 0.0% of portfolio
11,890
Q1 2025 New
$247M
$132,000 0.0% of portfolio
10,690
Q1 2025 Reduced 33.44%
$107M
$31,000 0.0% of portfolio
30,326
Q1 2025 New
$268M
$421,000 0.0% of portfolio
84,315
Q1 2025 Reduced 20.26%
$263M
$23,000 0.0% of portfolio
10,001
Q1 2025 Added 0.01%
$203M
$141,000 0.0% of portfolio
97,056
Q1 2025 Added 81.26%
$298M
$234,000 0.0% of portfolio
5,693
Q1 2025 New

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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