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
$88.5B
$12.8 Million 0.01% of portfolio
140,887
Q2 2025 Reduced 13.25%
$14B
$6.54 Million 0.01% of portfolio
89,996
Q2 2025 Added 429.05%
$38.7B
$11.4 Million 0.01% of portfolio
20,766
Q2 2025 Added 17.1%
$70.2B
$17.1 Million 0.01% of portfolio
11,273
Q2 2025 Added 21.01%
$13.9B
$13 Million 0.01% of portfolio
261,811
Q2 2025 Added 25.83%
$8.78B
$5.82 Million 0.01% of portfolio
216,399
Q2 2025 Added 203.43%
$32.6B
$8.6 Million 0.01% of portfolio
104,163
Q2 2025 Added 34.74%
$25.7B
$12 Million 0.01% of portfolio
76,254
Q2 2025 Added 5.19%
$37.3B
$6.27 Million 0.01% of portfolio
25,807
Q2 2025 Added 2.18%
$0
$17.3 Million 0.01% of portfolio
326,991
Q2 2025 Reduced 0.23%
$85.5B
$6.14 Million 0.01% of portfolio
1,104,332
Q2 2025 Reduced 8.33%
$37.8B
$11 Million 0.01% of portfolio
223,851
Q2 2025 Added 15.7%
$0
$11.6 Million 0.01% of portfolio
311,864
Q2 2025 Reduced 4.51%
$0
$13.3 Million 0.01% of portfolio
141,905
Q2 2025 Reduced 8.66%
$0
$16 Million 0.01% of portfolio
350,189
Q2 2025 Added 2.83%
$5.82B
$7.56 Million 0.01% of portfolio
71,860
Q2 2025 Added 1.1%
$0
$7.33 Million 0.01% of portfolio
129,551
Q2 2025 Reduced 10.32%
$45.4B
$7.52 Million 0.01% of portfolio
13,043
Q2 2025 Added 1.12%
$0
$9.28 Million 0.01% of portfolio
152,243
Q2 2025 Added 14.45%
$9.21B
$11 Million 0.01% of portfolio
71,134
Q2 2025 Added 13.88%
$0
$11.2 Million 0.01% of portfolio
200,340
Q2 2025 Reduced 17.46%
$1.13B
$6.73 Million 0.01% of portfolio
57,162
Q2 2025 Added 3.94%
$1.61B
$7.94 Million 0.01% of portfolio
52,191
Q2 2025 Added 0.27%
$38.3B
$7.69 Million 0.01% of portfolio
24,697
Q2 2025 Added 14.79%
$13.1B
$5.89 Million 0.01% of portfolio
19,998
Q2 2025 Added 22.07%
$59.3B
$10 Million 0.01% of portfolio
45,930
Q2 2025 Reduced 5.8%
$126B
$11 Million 0.01% of portfolio
82,878
Q2 2025 Added 4.29%
$0
$7.33 Million 0.01% of portfolio
26,101
Q2 2025 Reduced 0.23%
$0
$5.83 Million 0.01% of portfolio
66,832
Q2 2025 Added 15.5%
$83.7B
$10.8 Million 0.01% of portfolio
220,150
Q2 2025 Reduced 4.35%
$37.4B
$8.1 Million 0.01% of portfolio
46,507
Q2 2025 Reduced 12.25%
$86.4B
$9.22 Million 0.01% of portfolio
65,014
Q2 2025 Added 5.34%
$0
$9.98 Million 0.01% of portfolio
429,252
Q2 2025 Added 5.99%
$0
$10.6 Million 0.01% of portfolio
126,323
Q2 2025 Reduced 0.87%
$0
$8.55 Million 0.01% of portfolio
372,105
Q2 2025 Reduced 36.12%
$0
$9.03 Million 0.01% of portfolio
162,108
Q2 2025 Added 62.7%
$15.6B
$6.22 Million 0.01% of portfolio
41,705
Q2 2025 Added 44.36%
$0
$14.3 Million 0.01% of portfolio
289,663
Q2 2025 Reduced 2.07%
$0
$17.1 Million 0.01% of portfolio
337,510
Q2 2025 Added 10.81%
$0
$14.3 Million 0.01% of portfolio
215,757
Q2 2025 Added 10.18%
$0
$6.06 Million 0.01% of portfolio
245,241
Q2 2025 Reduced 1.1%
$0
$6.19 Million 0.01% of portfolio
229,082
Q2 2025 Reduced 8.03%
$0
$11 Million 0.01% of portfolio
437,627
Q2 2025 Reduced 27.68%
$0
$11.3 Million 0.01% of portfolio
75,036
Q2 2025 Reduced 4.27%
$0
$7.64 Million 0.01% of portfolio
192,278
Q2 2025 Added 14.97%
$0
$8.14 Million 0.01% of portfolio
160,322
Q2 2025 Added 7.43%
$0
$6.71 Million 0.01% of portfolio
131,300
Q2 2025 Added 1,927.49%
$0
$7.03 Million 0.01% of portfolio
110,004
Q2 2025 Reduced 2.7%
$0
$12 Million 0.01% of portfolio
504,893
Q2 2025 Reduced 18.11%

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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