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
$8.59 Million 0.01% of portfolio
353,783
Q2 2025 Reduced 0.33%
$0
$8.32 Million 0.01% of portfolio
102,097
Q2 2025 Added 0.9%
$0
$6.66 Million 0.01% of portfolio
75,780
Q2 2025 Reduced 3.06%
$0
$6.73 Million 0.01% of portfolio
141,099
Q2 2025 Added 11.51%
$0
$6.74 Million 0.01% of portfolio
123,795
Q2 2025 Reduced 9.48%
$5.27B
$14.4 Million 0.01% of portfolio
1,076,071
Q2 2025 Reduced 24.92%
$0
$8.73 Million 0.01% of portfolio
73,257
Q2 2025 Added 8.38%
$0
$13.1 Million 0.01% of portfolio
271,941
Q2 2025 Reduced 76.51%
$3.43B
$8.74 Million 0.01% of portfolio
544,696
Q2 2025 Added 0.57%
$0
$16.8 Million 0.01% of portfolio
356,594
Q2 2025 Added 1.15%
$0
$15.5 Million 0.01% of portfolio
68,143
Q2 2025 Added 30.02%
$0
$7.21 Million 0.01% of portfolio
142,112
Q2 2025 Reduced 3.84%
$0
$8.64 Million 0.01% of portfolio
121,204
Q2 2025 Added 2.28%
$21B
$6.26 Million 0.01% of portfolio
190,678
Q2 2025 Added 3.38%
$0
$7 Million 0.01% of portfolio
102,677
Q2 2025 Added 5.27%
$0
$13.1 Million 0.01% of portfolio
412,048
Q2 2025 Reduced 66.49%
$0
$16.2 Million 0.01% of portfolio
520,285
Q2 2025 Added 1.91%
$0
$6.11 Million 0.01% of portfolio
48,234
Q2 2025 Reduced 1.67%
$0
$7.28 Million 0.01% of portfolio
80,102
Q2 2025 Reduced 33.43%
$0
$11.2 Million 0.01% of portfolio
101,056
Q2 2025 Reduced 10.22%
$0
$6.45 Million 0.01% of portfolio
23,964
Q2 2025 Added 4.02%
$0
$6.01 Million 0.01% of portfolio
93,914
Q2 2025 Added 0.0%
$0
$7.68 Million 0.01% of portfolio
144,179
Q2 2025 Added 9.33%
$0
$7.96 Million 0.01% of portfolio
50,563
Q2 2025 Reduced 49.32%
$0
$13.6 Million 0.01% of portfolio
103,368
Q2 2025 Reduced 0.2%
$0
$6.33 Million 0.01% of portfolio
219,882
Q2 2025 Added 706.31%
$0
$16 Million 0.01% of portfolio
71,212
Q2 2025 Reduced 10.28%
$0
$9.68 Million 0.01% of portfolio
869,625
Q2 2025 Added 2.38%
$0
$8.43 Million 0.01% of portfolio
168,035
Q2 2025 Reduced 5.42%
$0
$6.74 Million 0.01% of portfolio
52,432
Q2 2025 Added 4.95%
$0
$5.89 Million 0.01% of portfolio
70,990
Q2 2025 Added 12.76%
$0
$10.6 Million 0.01% of portfolio
434,959
Q2 2025 Reduced 2.07%
$0
$12.1 Million 0.01% of portfolio
110,895
Q2 2025 Reduced 9.08%
$0
$7.43 Million 0.01% of portfolio
18,737
Q2 2025 Added 13.91%
$0
$8.95 Million 0.01% of portfolio
122,860
Q2 2025 Reduced 5.84%
$0
$9.99 Million 0.01% of portfolio
159,097
Q2 2025 Reduced 6.4%
$0
$7.56 Million 0.01% of portfolio
158,012
Q2 2025 Reduced 3.41%
$1.94B
$1.92 Million 0.0% of portfolio
15,545
Q2 2025 Added 1.77%
$50.4B
$2.73 Million 0.0% of portfolio
53,036
Q2 2025 Added 2.18%
$771M
$934,000 0.0% of portfolio
49,312
Q2 2025 Added 382.6%
$2.01B
$1.34 Million 0.0% of portfolio
50,438
Q2 2025 Added 43.8%
$5.07B
$1.93 Million 0.0% of portfolio
13,506
Q2 2025 Reduced 0.1%
$5.45B
$637,000 0.0% of portfolio
3,371
Q2 2025 Added 43.88%
$3.06B
$1.42 Million 0.0% of portfolio
21,569
Q2 2025 Added 30.85%
$3.74B
$2.01 Million 0.0% of portfolio
92,976
Q2 2025 Added 64.84%
$389M
$306,000 0.0% of portfolio
50,569
Q2 2025 Added 373.05%
$3.52B
$1.36 Million 0.0% of portfolio
42,465
Q2 2025 Added 18.04%
$1.06B
$236,000 0.0% of portfolio
7,159
Q2 2025 New
$1.52B
$468,000 0.0% of portfolio
31,627
Q2 2025 Added 25.99%

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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