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
$16.5 Million 0.01% of portfolio
201,286
Q2 2025 Reduced 2.5%
$103B
$9.18 Million 0.01% of portfolio
157,322
Q2 2025 Added 71.51%
$144B
$14 Million 0.01% of portfolio
191,010
Q2 2025 Added 9.71%
$62.4B
$8.35 Million 0.01% of portfolio
80,281
Q2 2025 Added 28.3%
$51.9B
$6.64 Million 0.01% of portfolio
89,239
Q2 2025 Added 23.29%
$27B
$14.6 Million 0.01% of portfolio
347,094
Q2 2025 Added 118.36%
$26B
$11.5 Million 0.01% of portfolio
5,781
Q2 2025 Added 3.21%
$45.3B
$8.72 Million 0.01% of portfolio
41,761
Q2 2025 Reduced 7.36%
$71.5B
$13.6 Million 0.01% of portfolio
55,247
Q2 2025 Added 23.29%
$39.7B
$6.83 Million 0.01% of portfolio
26,180
Q2 2025 Added 43.85%
$56.6B
$15.1 Million 0.01% of portfolio
39,931
Q2 2025 Added 29.21%
$47.3B
$7.19 Million 0.01% of portfolio
49,803
Q2 2025 Added 2.36%
$52.7B
$15.2 Million 0.01% of portfolio
28,551
Q2 2025 Added 8.11%
$47.2B
$6.79 Million 0.01% of portfolio
79,224
Q2 2025 Reduced 42.03%
$11.9B
$6.14 Million 0.01% of portfolio
91,048
Q2 2025 Added 251.65%
$75.4B
$5.83 Million 0.01% of portfolio
1,371,706
Q2 2025 Added 15.1%
$16.2B
$6.96 Million 0.01% of portfolio
91,841
Q2 2025 Added 25.34%
$5.29B
$7.02 Million 0.01% of portfolio
68,129
Q2 2025 Added 15.22%
$0
$7.02 Million 0.01% of portfolio
55,009
Q2 2025 Reduced 9.05%
$33.8B
$6.66 Million 0.01% of portfolio
70,109
Q2 2025 Reduced 12.89%
$15.5B
$13.6 Million 0.01% of portfolio
83,532
Q2 2025 Added 54.26%
$0
$9.86 Million 0.01% of portfolio
77,418
Q2 2025 Reduced 1.85%
$10.8B
$7.29 Million 0.01% of portfolio
148,473
Q2 2025 Reduced 16.06%
$0
$14.1 Million 0.01% of portfolio
248,537
Q2 2025 Added 3.62%
$50.1B
$8.06 Million 0.01% of portfolio
60,890
Q2 2025 Reduced 9.54%
$0
$11.8 Million 0.01% of portfolio
400,328
Q2 2025 Reduced 2.41%
$38B
$6.39 Million 0.01% of portfolio
42,263
Q2 2025 Added 21.94%
$31.3B
$7.5 Million 0.01% of portfolio
14,024
Q2 2025 Reduced 0.25%
$34.1B
$8.6 Million 0.01% of portfolio
107,999
Q2 2025 Added 32.51%
$39.3B
$8.65 Million 0.01% of portfolio
106,279
Q2 2025 Added 3.63%
$0
$13.3 Million 0.01% of portfolio
209,621
Q2 2025 Reduced 1.5%
$0
$15.3 Million 0.01% of portfolio
136,502
Q2 2025 Reduced 8.71%
$0
$8.39 Million 0.01% of portfolio
198,482
Q2 2025 Reduced 1.36%
$26.8B
$6.74 Million 0.01% of portfolio
77,230
Q2 2025 Added 5.05%
$19.6B
$7.26 Million 0.01% of portfolio
72,176
Q2 2025 Added 0.6%
$34.3B
$14.8 Million 0.01% of portfolio
317,369
Q2 2025 Added 18.02%
$34.4B
$7.69 Million 0.01% of portfolio
39,622
Q2 2025 Added 4.39%
$99.6B
$14.8 Million 0.01% of portfolio
327,132
Q2 2025 Added 8.3%
$39.9B
$8.18 Million 0.01% of portfolio
31,705
Q2 2025 Added 5.9%
$54B
$9.66 Million 0.01% of portfolio
17,040
Q2 2025 Reduced 4.04%
$18.1B
$12.9 Million 0.01% of portfolio
1,689,542
Q2 2025 Added 33.98%
$5.75B
$6.42 Million 0.01% of portfolio
87,936
Q2 2025 Added 6.95%
$43.3B
$10.7 Million 0.01% of portfolio
14,590
Q2 2025 Added 42.82%
$90.2B
$11.6 Million 0.01% of portfolio
214,293
Q2 2025 Added 14.48%
$72.7B
$7.96 Million 0.01% of portfolio
10,007
Q2 2025 Added 6.47%
$0
$6.35 Million 0.01% of portfolio
33,651
Q2 2025 Reduced 1.89%
$104B
$9.38 Million 0.01% of portfolio
100,214
Q2 2025 Added 21.59%
$58.1B
$9.21 Million 0.01% of portfolio
671,485
Q2 2025 Added 69.16%
$24B
$6.77 Million 0.01% of portfolio
73,091
Q2 2025 Added 161.53%

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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