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
$0
$8.13 Million 0.01% of portfolio
201,214
Q1 2025 Added 11.05%
$3.53B
$12.3 Million 0.01% of portfolio
545,295
Q1 2025 Reduced 0.13%
$0
$9.75 Million 0.01% of portfolio
130,484
Q1 2025 Added 17.11%
$0
$9.53 Million 0.01% of portfolio
849,390
Q1 2025 Reduced 4.29%
$0
$10.1 Million 0.01% of portfolio
52,409
Q1 2025 Added 13.34%
$34.8B
$5.48 Million 0.01% of portfolio
31,100
Q1 2025 Added 26.97%
$28.9B
$9.18 Million 0.01% of portfolio
106,663
Q1 2025 Added 7.38%
$18.7B
$5.72 Million 0.01% of portfolio
184,449
Q1 2025 Added 13.53%
$0
$13.4 Million 0.01% of portfolio
582,525
Q1 2025 Added 78.6%
$0
$7.78 Million 0.01% of portfolio
163,588
Q1 2025 Reduced 2.26%
$0
$9.93 Million 0.01% of portfolio
127,428
Q1 2025 Added 28.05%
$0
$8.72 Million 0.01% of portfolio
43,143
Q1 2025 Added 29.68%
$0
$8.24 Million 0.01% of portfolio
118,017
Q1 2025 Added 27.54%
$0
$11.3 Million 0.01% of portfolio
234,603
Q1 2025 Added 6.09%
$0
$6.02 Million 0.01% of portfolio
247,980
Q1 2025 Reduced 3.8%
$0
$11.8 Million 0.01% of portfolio
195,831
Q1 2025 Reduced 1.72%
$0
$15.2 Million 0.01% of portfolio
605,112
Q1 2025 Reduced 8.26%
$0
$6.27 Million 0.01% of portfolio
167,240
Q1 2025 Added 13.31%
$0
$13.4 Million 0.01% of portfolio
499,746
Q1 2025 Added 4.65%
$0
$14.6 Million 0.01% of portfolio
616,532
Q1 2025 Added 3.33%
$0
$5.99 Million 0.01% of portfolio
126,539
Q1 2025 Added 6.18%
$0
$8.27 Million 0.01% of portfolio
224,713
Q1 2025 Reduced 0.12%
$0
$8.58 Million 0.01% of portfolio
354,969
Q1 2025 Added 1.91%
$0
$13.7 Million 0.01% of portfolio
239,863
Q1 2025 Added 61.65%
$0
$5.37 Million 0.01% of portfolio
103,659
Q1 2025 Added 131.99%
$0
$7.49 Million 0.01% of portfolio
147,791
Q1 2025 Added 142.92%
$0
$6.22 Million 0.01% of portfolio
126,556
Q1 2025 Reduced 2.47%
$52.9B
$7.03 Million 0.01% of portfolio
171,083
Q1 2025 Added 3.02%
$125B
$9.19 Million 0.01% of portfolio
79,468
Q1 2025 Added 3.06%
$60.6B
$15 Million 0.01% of portfolio
524,528
Q1 2025 Added 18.97%
$34B
$6.78 Million 0.01% of portfolio
37,955
Q1 2025 Added 22.7%
$42.1B
$7.29 Million 0.01% of portfolio
12,899
Q1 2025 Added 6.92%
$0
$8.79 Million 0.01% of portfolio
241,665
Q1 2025 Reduced 3.08%
$58.2B
$6.92 Million 0.01% of portfolio
222,307
Q1 2025 Added 13.87%
$120B
$10.6 Million 0.01% of portfolio
5,438
Q1 2025 Added 2.7%
$61.8B
$14 Million 0.01% of portfolio
174,162
Q1 2025 Added 24.74%
$72.6B
$6.64 Million 0.01% of portfolio
1,204,732
Q1 2025 Added 19.62%
$31.4B
$5.61 Million 0.01% of portfolio
95,816
Q1 2025 Reduced 2.59%
$25.4B
$7.19 Million 0.01% of portfolio
992
Q1 2025 Added 0.2%
$0
$8.35 Million 0.01% of portfolio
217,889
Q1 2025 Added 10.0%
$0
$7.68 Million 0.01% of portfolio
149,233
Q1 2025 Reduced 2.63%
$101B
$12.3 Million 0.01% of portfolio
110,115
Q1 2025 Added 32.24%
$0
$9.51 Million 0.01% of portfolio
93,047
Q1 2025 Added 9.64%
$51.1B
$7.2 Million 0.01% of portfolio
24,042
Q1 2025 Added 6.53%
$60.1B
$7.21 Million 0.01% of portfolio
11,367
Q1 2025 Added 11.9%
$0
$10.4 Million 0.01% of portfolio
326,610
Q1 2025 Reduced 5.49%
$0
$8.43 Million 0.01% of portfolio
109,987
Q1 2025 Reduced 1.37%
$0
$10.7 Million 0.01% of portfolio
108,399
Q1 2025 Reduced 1.06%
$4.18B
$6.4 Million 0.01% of portfolio
166,882
Q1 2025 Reduced 5.78%

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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