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
$31.9B
$12.6 Million 0.01% of portfolio
136,660
Q1 2025 Added 143.25%
$5.88B
$6.35 Million 0.01% of portfolio
82,223
Q1 2025 Added 8.89%
$0
$8.04 Million 0.01% of portfolio
166,194
Q1 2025 Added 313.58%
$79.9B
$13.6 Million 0.01% of portfolio
162,409
Q1 2025 Added 18.57%
$55.7B
$8.04 Million 0.01% of portfolio
67,314
Q1 2025 Reduced 17.27%
$16.5B
$5.34 Million 0.01% of portfolio
82,987
Q1 2025 Added 22.38%
$26.1B
$9.66 Million 0.01% of portfolio
96,212
Q1 2025 Reduced 2.71%
$0
$6.36 Million 0.01% of portfolio
97,540
Q1 2025 Reduced 2.08%
$61.9B
$6.76 Million 0.01% of portfolio
77,734
Q1 2025 Added 35.1%
$26.3B
$6.42 Million 0.01% of portfolio
43,538
Q1 2025 Added 13.42%
$67.5B
$13.4 Million 0.01% of portfolio
30,915
Q1 2025 Added 32.98%
$22.2B
$6.03 Million 0.01% of portfolio
38,987
Q1 2025 Added 7.7%
$139B
$7.76 Million 0.01% of portfolio
159,919
Q1 2025 Reduced 2.77%
$29.2B
$8.31 Million 0.01% of portfolio
66,765
Q1 2025 Added 2.49%
$87.7B
$12.7 Million 0.01% of portfolio
49,976
Q1 2025 Added 5.29%
$552M
$677,000 0.0% of portfolio
39,312
Q1 2025 New
Callan Jmb Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$3.94B
$784,000 0.0% of portfolio
41,772
Q1 2025 Added 152.2%
Calumet Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.67%
$614M
$1.52 Million 0.0% of portfolio
37,648
Q1 2025 Reduced 9.59%
$12.3B
$1.09 Million 0.0% of portfolio
8,919
Q1 2025 Reduced 6.89%
$9.66B
$1.81 Million 0.0% of portfolio
45,422
Q1 2025 Reduced 12.33%
$67.3B
$3.82 Million 0.0% of portfolio
67,799
Q1 2025 Reduced 12.45%
$36B
$2.99 Million 0.0% of portfolio
96,971
Q1 2025 Reduced 6.54%
$191M
$60,000 0.0% of portfolio
10,742
Q1 2025 New
$498M
$398,000 0.0% of portfolio
14,063
Q1 2025 Added 43.34%
$3.42B
$1.21 Million 0.0% of portfolio
41,504
Q1 2025 Added 15.31%
$21.7B
$2.87 Million 0.0% of portfolio
8,442
Q1 2025 Added 38.67%
$10B
$1.39 Million 0.0% of portfolio
17,847
Q1 2025 Added 6.65%
$13.3B
$3.26 Million 0.0% of portfolio
18,018
Q1 2025 Added 25.99%
$1.28B
$404,000 0.0% of portfolio
9,890
Q1 2025 Added 19.52%
Sila Realty Trust Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 31.63%
$28.9B
$3.17 Million 0.0% of portfolio
15,183
Q1 2025 Added 3.88%
$5.5B
$3.22 Million 0.0% of portfolio
28,882
Q1 2025 Added 22.11%
$19.5B
$4.31 Million 0.0% of portfolio
9,931
Q1 2025 Added 20.77%
Cava Group Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 100.8%
$3.52B
$439,000 0.0% of portfolio
10,207
Q1 2025 Reduced 3.37%
$3.79B
$2.19 Million 0.0% of portfolio
4,213
Q1 2025 Added 31.37%
$229M
$6,000 0.0% of portfolio
26,500
Q4 2024 Reduced 3.64%
$6.36B
$974,000 0.0% of portfolio
17,162
Q1 2025 Reduced 58.85%
$11.5B
$1.16 Million 0.0% of portfolio
206,267
Q1 2025 Added 4.11%
$73.5M
$117,000 0.0% of portfolio
69,568
Q2 2024 Added 99.15%
$2.02B
$1.17 Million 0.0% of portfolio
17,444
Q1 2025 Added 115.57%
$545M
$773,000 0.0% of portfolio
30,195
Q1 2025 Added 37.33%
$8.31B
$1.25 Million 0.0% of portfolio
8,308
Q1 2025 Added 97.25%
$3.45B
$511,000 0.0% of portfolio
10,521
Q1 2025 Added 4.44%
$2.45B
$284,000 0.0% of portfolio
5,232
Q1 2025 New
$2.1B
$498,000 0.0% of portfolio
36,874
Q1 2025 Added 12.12%
$10.4B
$3.03 Million 0.0% of portfolio
35,362
Q1 2025 Added 25.88%

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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