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
$126B
$15.2 Million 0.01% of portfolio
274,483
Q1 2025 Added 24.29%
$88.7B
$6.38 Million 0.01% of portfolio
48,930
Q1 2025 Added 20.74%
$0
$12.8 Million 0.01% of portfolio
168,703
Q1 2025 Reduced 0.4%
$0
$8.99 Million 0.01% of portfolio
45,505
Q1 2025 Added 6.99%
$0
$15.3 Million 0.01% of portfolio
116,579
Q1 2025 Added 1.91%
$0
$7.62 Million 0.01% of portfolio
96,685
Q1 2025 Added 7.4%
$0
$6.87 Million 0.01% of portfolio
285,509
Q1 2025 Added 48.94%
$17.7B
$8.04 Million 0.01% of portfolio
52,655
Q1 2025 Added 15.96%
$111B
$8.84 Million 0.01% of portfolio
571,547
Q1 2025 Added 19.76%
$0
$5.98 Million 0.01% of portfolio
156,962
Q1 2025 Added 1,081.14%
$37.5B
$10.6 Million 0.01% of portfolio
52,999
Q1 2025 Added 14.02%
$7.48B
$9.9 Million 0.01% of portfolio
7,469
Q1 2025 Added 6.61%
$37.7B
$7.25 Million 0.01% of portfolio
132,421
Q1 2025 Reduced 0.93%
$60.3B
$11.5 Million 0.01% of portfolio
279,468
Q1 2025 Reduced 10.64%
$26.3B
$7.35 Million 0.01% of portfolio
20,065
Q1 2025 Added 23.94%
$16B
$7 Million 0.01% of portfolio
85,923
Q1 2025 Added 1.21%
$0
$7.47 Million 0.01% of portfolio
35,316
Q1 2025 Reduced 0.84%
$0
$14.4 Million 0.01% of portfolio
295,779
Q1 2025 Added 14.75%
$0
$8.77 Million 0.01% of portfolio
67,590
Q1 2025 Reduced 1.01%
$0
$9.42 Million 0.01% of portfolio
78,880
Q1 2025 Added 4.1%
$0
$11.3 Million 0.01% of portfolio
121,969
Q1 2025 Added 23.64%
$0
$9.32 Million 0.01% of portfolio
112,950
Q1 2025 Added 89.91%
$0
$6.64 Million 0.01% of portfolio
26,161
Q1 2025 Added 0.6%
$0
$7.97 Million 0.01% of portfolio
172,171
Q1 2025 Added 226.32%
$46.5B
$6.4 Million 0.01% of portfolio
21,515
Q1 2025 Added 10.0%
$0
$5.5 Million 0.01% of portfolio
80,278
Q1 2025 Reduced 3.3%
$7.59B
$13.6 Million 0.01% of portfolio
86,675
Q1 2025 Added 2.18%
$16.1B
$9.42 Million 0.01% of portfolio
3,078,693
Q1 2025 Added 1.8%
$0
$5.57 Million 0.01% of portfolio
93,913
Q1 2025 Reduced 1.8%
$47.7B
$9.4 Million 0.01% of portfolio
40,265
Q1 2025 Added 75.42%
$71.5B
$14.6 Million 0.01% of portfolio
88,856
Q1 2025 Reduced 1.87%
$73.8B
$12.5 Million 0.01% of portfolio
31,431
Q1 2025 Added 6.63%
$75.8B
$9.48 Million 0.01% of portfolio
118,353
Q1 2025 Added 41.86%
$9.9B
$6.82 Million 0.01% of portfolio
359,607
Q1 2025 Added 2.76%
$44.4B
$9.79 Million 0.01% of portfolio
45,079
Q1 2025 Added 16.29%
$122B
$9.14 Million 0.01% of portfolio
298,426
Q1 2025 Added 11.96%
$132B
$11.8 Million 0.01% of portfolio
21,543
Q1 2025 Added 55.69%
$27.8B
$5.3 Million 0.01% of portfolio
23,246
Q1 2025 Added 15.97%
$94.3B
$6.35 Million 0.01% of portfolio
14,837
Q1 2025 Added 6.6%
$58.9B
$9.27 Million 0.01% of portfolio
48,759
Q1 2025 Added 25.98%
$89.1B
$10.4 Million 0.01% of portfolio
50,394
Q1 2025 Added 23.33%
$53.1B
$11.8 Million 0.01% of portfolio
48,199
Q1 2025 Added 8.47%
$98.5B
$9.51 Million 0.01% of portfolio
281,584
Q1 2025 Added 9.1%
$77.1B
$15.8 Million 0.01% of portfolio
232,893
Q1 2025 Added 7.62%
$57.2B
$6.14 Million 0.01% of portfolio
56,638
Q1 2025 Added 23.02%
$118B
$7.44 Million 0.01% of portfolio
179,821
Q1 2025 Added 6.51%
$18.2B
$5.72 Million 0.01% of portfolio
80,345
Q1 2025 Added 5.34%
$72.9B
$11 Million 0.01% of portfolio
2,889
Q1 2025 Added 4.0%
$52.4B
$11.4 Million 0.01% of portfolio
49,727
Q1 2025 Reduced 8.42%

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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