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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$87.3B
$8.16 Million 0.01% of portfolio
16,636
Q2 2025 Added 12.13%
$18.2B
$6.04 Million 0.01% of portfolio
48,531
Q2 2025 Reduced 0.22%
$20.5B
$10.9 Million 0.01% of portfolio
151,010
Q2 2025 Added 14.04%
$90.7B
$12.1 Million 0.01% of portfolio
62,513
Q2 2025 Added 46.96%
$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%
$31.9B
$6.23 Million 0.01% of portfolio
18,492
Q2 2025 Added 21.79%
$33B
$7.86 Million 0.01% of portfolio
94,490
Q2 2025 Added 11.91%
$39.2B
$8.48 Million 0.01% of portfolio
123,649
Q2 2025 Added 7.22%
$108B
$7.98 Million 0.01% of portfolio
49,893
Q2 2025 Added 1.97%
$53.6B
$15.6 Million 0.01% of portfolio
29,068
Q2 2025 Added 11.73%
$61.1B
$15.5 Million 0.01% of portfolio
526,212
Q2 2025 Added 0.32%
$57B
$6.27 Million 0.01% of portfolio
167,318
Q2 2025 Added 36.24%
$48.2B
$6.19 Million 0.01% of portfolio
38,760
Q2 2025 Added 12.83%
$26.4B
$9.91 Million 0.01% of portfolio
74,841
Q2 2025 Added 5.59%
$31.5B
$9.23 Million 0.01% of portfolio
35,600
Q2 2025 Added 1.59%
$50.2B
$9.04 Million 0.01% of portfolio
70,884
Q2 2025 Added 8.48%
$22.3B
$9.01 Million 0.01% of portfolio
171,910
Q2 2025 Added 358.07%
$76.1B
$13.3 Million 0.01% of portfolio
49,322
Q2 2025 Added 5.3%
$0
$12.2 Million 0.01% of portfolio
45,862
Q2 2025 Added 3.7%
$49.1B
$7.37 Million 0.01% of portfolio
25,110
Q2 2025 Added 4.44%
$84B
$16.9 Million 0.01% of portfolio
54,062
Q2 2025 Added 7.28%
$30B
$7.15 Million 0.01% of portfolio
24,743
Q2 2025 Added 29.74%
$73.4B
$7.8 Million 0.01% of portfolio
65,545
Q2 2025 Added 15.73%
$73.1B
$10.5 Million 0.01% of portfolio
29,476
Q2 2025 Reduced 6.22%
$26.2B
$7.78 Million 0.01% of portfolio
70,198
Q2 2025 Added 5.14%
$5.32B
$7.34 Million 0.01% of portfolio
74,389
Q2 2025 Added 1,164.69%
$29.7B
$11.5 Million 0.01% of portfolio
222,170
Q2 2025 Added 39.77%
$66.4B
$9.07 Million 0.01% of portfolio
155,637
Q2 2025 Added 16.04%
$42.6B
$13.5 Million 0.01% of portfolio
320,275
Q2 2025 Added 101.11%
$24.8B
$6.02 Million 0.01% of portfolio
256,083
Q2 2025 Added 14.02%
$25.6B
$8.95 Million 0.01% of portfolio
93,215
Q2 2025 Reduced 3.11%
$113B
$8.83 Million 0.01% of portfolio
574,230
Q2 2025 Added 6.76%
$121B
$9.79 Million 0.01% of portfolio
206,866
Q2 2025 Added 15.04%
$59.3B
$15.7 Million 0.01% of portfolio
97,650
Q2 2025 Added 11.48%
$198B
$12.2 Million 0.01% of portfolio
891,218
Q2 2025 Reduced 5.46%
$40.8B
$11 Million 0.01% of portfolio
130,678
Q2 2025 Reduced 2.04%
$117B
$7.49 Million 0.01% of portfolio
495,765
Q2 2025 Reduced 13.26%
$0
$10.2 Million 0.01% of portfolio
36,415
Q2 2025 Added 3.11%
$6.76B
$7.3 Million 0.01% of portfolio
6,912
Q2 2025 Reduced 7.46%
$19.5B
$6.46 Million 0.01% of portfolio
87,943
Q2 2025 Added 9.46%
$64.2B
$13.9 Million 0.01% of portfolio
103,731
Q2 2025 Added 14.18%
$22.3B
$13.9 Million 0.01% of portfolio
23,438
Q2 2025 Added 0.85%
$6.45B
$9.05 Million 0.01% of portfolio
171,520
Q2 2025 Added 0.86%
$39.9B
$10.8 Million 0.01% of portfolio
32,438
Q2 2025 Reduced 5.69%
$82.1B
$15 Million 0.01% of portfolio
80,236
Q2 2025 Reduced 10.38%
$57.1B
$6.9 Million 0.01% of portfolio
53,513
Q2 2025 Added 12.8%

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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