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
$105B
$9.91 Million 0.01% of portfolio
94,266
Q2 2025 Reduced 14.39%
$78.2B
$13.2 Million 0.01% of portfolio
3,564
Q2 2025 Added 23.36%
$20.3B
$6.96 Million 0.01% of portfolio
55,407
Q2 2025 Added 108.52%
$0
$10.6 Million 0.01% of portfolio
96,262
Q2 2025 Reduced 5.65%
$34.2B
$7.5 Million 0.01% of portfolio
266,788
Q2 2025 Reduced 39.69%
$22.7B
$6.77 Million 0.01% of portfolio
31,050
Q2 2025 Added 2.27%
$23B
$8.34 Million 0.01% of portfolio
72,913
Q2 2025 Added 36.48%
$9.72B
$7.33 Million 0.01% of portfolio
197,391
Q2 2025 Added 148.65%
$34.3B
$12.2 Million 0.01% of portfolio
121,394
Q2 2025 Added 12.17%
$2.42B
$16.5 Million 0.01% of portfolio
1,094,932
Q2 2025 Added 105.0%
$25.2B
$6.08 Million 0.01% of portfolio
27,474
Q2 2025 Added 18.19%
$25.5B
$10.6 Million 0.01% of portfolio
1,431
Q2 2025 Added 44.25%
$135B
$8.78 Million 0.01% of portfolio
182,602
Q2 2025 Added 14.18%
$64.5B
$14.2 Million 0.01% of portfolio
327,361
Q2 2025 Added 16.29%
$34.6B
$15.5 Million 0.01% of portfolio
119,458
Q2 2025 Reduced 9.91%
$22.8B
$6.14 Million 0.01% of portfolio
39,820
Q2 2025 Added 2.14%
$33.7B
$7.88 Million 0.01% of portfolio
125,784
Q2 2025 Added 31.28%
$54.4B
$15.4 Million 0.01% of portfolio
61,576
Q2 2025 Added 18.77%
$65.4B
$11.5 Million 0.01% of portfolio
15,309
Q2 2025 Added 7.69%
$20.2B
$6.37 Million 0.01% of portfolio
78,785
Q2 2025 Added 142.66%
$38.9B
$8.6 Million 0.01% of portfolio
4,706
Q2 2025 Reduced 8.67%
$25.1B
$7.53 Million 0.01% of portfolio
729,104
Q2 2025 Added 96.59%
$16.6B
$9.94 Million 0.01% of portfolio
144,206
Q2 2025 Reduced 1.59%
$0
$7.16 Million 0.01% of portfolio
66,012
Q2 2025 Added 21.37%
$16.3B
$5.96 Million 0.01% of portfolio
225,114
Q2 2025 Added 26.9%
$50.1B
$13.4 Million 0.01% of portfolio
179,731
Q2 2025 Added 5.9%
$64.6B
$11.6 Million 0.01% of portfolio
59,061
Q2 2025 Added 30.47%
$40.2B
$6.94 Million 0.01% of portfolio
51,672
Q2 2025 Added 135.59%
$71.9B
$13 Million 0.01% of portfolio
702,052
Q2 2025 Added 39.31%
$86.2B
$7.1 Million 0.01% of portfolio
70,136
Q2 2025 Added 25.09%
$89.5B
$13.9 Million 0.01% of portfolio
27,678
Q2 2025 Reduced 1.81%
$32.6B
$7.65 Million 0.01% of portfolio
31,282
Q2 2025 Added 20.88%
$21.1B
$6.42 Million 0.01% of portfolio
66,762
Q2 2025 Added 12.5%
$15.3B
$11.3 Million 0.01% of portfolio
3,730,772
Q2 2025 Added 21.18%
$118B
$10.6 Million 0.01% of portfolio
219,439
Q2 2025 Reduced 20.05%
$14.2B
$8.08 Million 0.01% of portfolio
93,946
Q2 2025 Added 0.45%
$275B
$14.6 Million 0.01% of portfolio
84,816
Q2 2025 Reduced 18.97%
$170B
$14.3 Million 0.01% of portfolio
1,728,439
Q2 2025 Added 4.55%
$41.6B
$11.2 Million 0.01% of portfolio
88,116
Q2 2025 Reduced 5.85%
$15.2B
$6.91 Million 0.01% of portfolio
85,582
Q2 2025 Reduced 0.4%
$24.6B
$15.3 Million 0.01% of portfolio
102,745
Q2 2025 Reduced 0.18%
$53.2B
$9.55 Million 0.01% of portfolio
55,463
Q2 2025 Added 11.53%
$64.6B
$13.5 Million 0.01% of portfolio
167,660
Q2 2025 Reduced 3.73%
$42.5B
$16.5 Million 0.01% of portfolio
111,144
Q2 2025 Added 4.39%
$11.8B
$6.54 Million 0.01% of portfolio
23,671
Q2 2025 Added 31.37%
$36.1B
$11.6 Million 0.01% of portfolio
164,864
Q2 2025 Added 9.82%
$64.4B
$8.25 Million 0.01% of portfolio
106,643
Q2 2025 Reduced 26.66%
$52.2B
$6.75 Million 0.01% of portfolio
48,152
Q2 2025 Added 4.83%
$34.7B
$13.4 Million 0.01% of portfolio
128,258
Q2 2025 Reduced 16.28%

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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