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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$105M
$107,000 0.0% of portfolio
34,050
Q2 2025 Reduced 48.7%
$220M
$11,000 0.0% of portfolio
10,300
Q2 2025 Added 2.18%
$255M
$68,000 0.0% of portfolio
12,188
Q2 2025 Added 4.87%
$70.2M
$6,000 0.0% of portfolio
11,273
Q2 2025 New
$127M
$36,000 0.0% of portfolio
50,421
Q2 2025 Added 12.75%
$143M
$34,000 0.0% of portfolio
10,799
Q2 2025 Reduced 48.05%
$53.1M
$10,000 0.0% of portfolio
10,000
Q1 2025 New

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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