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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.1B
$6.41 Million 0.01% of portfolio
417,561
Q1 2025 Added 13.71%
$9.98B
$5.56 Million 0.01% of portfolio
89,829
Q1 2025 Added 186.67%
$57.3B
$12.8 Million 0.01% of portfolio
26,410
Q1 2025 Added 11.9%
$89.8B
$8.45 Million 0.01% of portfolio
61,721
Q1 2025 Added 18.45%
$0
$5.33 Million 0.01% of portfolio
240,557
Q1 2025 Reduced 9.64%
$51.2B
$10.5 Million 0.01% of portfolio
19,977
Q1 2025 Added 8.96%
$89.6B
$7.33 Million 0.01% of portfolio
537,865
Q1 2025 Added 19.95%
$143B
$11.1 Million 0.01% of portfolio
1,653,253
Q1 2025 Added 14.94%
$1.17B
$5.54 Million 0.01% of portfolio
54,995
Q1 2025 Added 4.26%
$0
$6.67 Million 0.01% of portfolio
136,757
Q1 2025 New
$37.7B
$6.12 Million 0.01% of portfolio
25,256
Q1 2025 Added 6.54%
$45.9B
$6.01 Million 0.01% of portfolio
45,935
Q1 2025 Added 8.27%
$83.4B
$13.2 Million 0.01% of portfolio
73,840
Q1 2025 Added 19.88%
$41.2B
$6.91 Million 0.01% of portfolio
50,137
Q1 2025 Added 13.13%
$34.2B
$10.5 Million 0.01% of portfolio
268,920
Q1 2025 Added 12.79%
$57.3B
$9.13 Million 0.01% of portfolio
52,991
Q1 2025 Reduced 1.03%
$53B
$10.7 Million 0.01% of portfolio
169,721
Q1 2025 Added 8.08%
$47.7B
$6.57 Million 0.01% of portfolio
63,073
Q1 2025 Added 2.72%
$53.3B
$6.03 Million 0.01% of portfolio
47,442
Q1 2025 Added 14.3%
$32.2B
$13.4 Million 0.01% of portfolio
146,605
Q1 2025 Added 2.79%
$21.5B
$6.16 Million 0.01% of portfolio
164,714
Q1 2025 Added 61.46%
$25.2B
$7.83 Million 0.01% of portfolio
48,965
Q1 2025 Added 32.29%
$0
$14.2 Million 0.01% of portfolio
510,546
Q1 2025 Added 1.87%
$0
$10.7 Million 0.01% of portfolio
410,221
Q1 2025 Added 1.04%
$48.7B
$15.5 Million 0.01% of portfolio
276,835
Q1 2025 Added 3.65%
$38.8B
$8.61 Million 0.01% of portfolio
115,318
Q1 2025 Reduced 2.32%
$19.9B
$7.13 Million 0.01% of portfolio
133,428
Q1 2025 Added 32.75%
$91.5B
$13.4 Million 0.01% of portfolio
302,049
Q1 2025 Added 13.07%
$7.57B
$8.08 Million 0.01% of portfolio
62,466
Q1 2025 Reduced 4.11%
$18B
$7.34 Million 0.01% of portfolio
85,909
Q1 2025 Added 12.68%
$72.9B
$7.66 Million 0.01% of portfolio
9,399
Q1 2025 Added 2.59%
$16B
$10.1 Million 0.01% of portfolio
146,531
Q1 2025 Added 7.76%
$23.1B
$5.91 Million 0.01% of portfolio
95,115
Q1 2025 Added 5.23%
$44.2B
$10.1 Million 0.01% of portfolio
220,059
Q1 2025 Added 12.88%
$49.6B
$7.66 Million 0.01% of portfolio
102,559
Q1 2025 Added 64.01%
$0
$7.27 Million 0.01% of portfolio
56,162
Q1 2025 Added 1,290.49%
$0
$8.31 Million 0.01% of portfolio
186,381
Q1 2025 Added 415.61%
$0
$13.2 Million 0.01% of portfolio
99,768
Q1 2025 Added 1,196.02%
$0
$5.97 Million 0.01% of portfolio
94,730
Q1 2025 Reduced 4.0%
$0
$7.28 Million 0.01% of portfolio
94,889
Q1 2025 New
$65.5B
$10.7 Million 0.01% of portfolio
281,500
Q1 2025 Added 17.76%
$69.5B
$10.8 Million 0.01% of portfolio
230,157
Q1 2025 Added 21.39%
$26.3B
$7.35 Million 0.01% of portfolio
265,341
Q1 2025 Added 9.12%
$74.1B
$9.18 Million 0.01% of portfolio
40,336
Q1 2025 Added 8.03%
$44.3B
$10.9 Million 0.01% of portfolio
26,016
Q1 2025 Added 7.42%
$34.4B
$6.76 Million 0.01% of portfolio
84,433
Q1 2025 Added 13.47%
$0
$8.9 Million 0.01% of portfolio
177,673
Q1 2025 Reduced 9.71%
$0
$7.86 Million 0.01% of portfolio
118,503
Q1 2025 Reduced 1.78%
$0
$13 Million 0.01% of portfolio
340,535
Q1 2025 Reduced 4.03%

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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