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
$9.3B
$892,000 0.0% of portfolio
20,890
Q1 2025 Added 4.94%
$8.68B
$1.72 Million 0.0% of portfolio
13,733
Q1 2025 Added 24.48%
$380M
$98,000 0.0% of portfolio
12,950
Q1 2025 New
$18.4B
$1.36 Million 0.0% of portfolio
4,272
Q1 2025 Added 8.32%
$0
$1.39 Million 0.0% of portfolio
32,025
Q1 2025 Added 1.43%
$0
$298,000 0.0% of portfolio
8,249
Q1 2025 Added 6.88%
$0
$218,000 0.0% of portfolio
2,939
Q1 2025 Added 2.23%
$0
$1.34 Million 0.0% of portfolio
49,407
Q1 2025 Added 27.49%
$0
$313,000 0.0% of portfolio
15,451
Q1 2025 Added 31.7%
$0
$215,000 0.0% of portfolio
4,873
Q1 2025 New
$0
$228,000 0.0% of portfolio
24,356
Q1 2025 Added 59.84%
$732M
$202,000 0.0% of portfolio
16,597
Q1 2025 Added 8,681.48%
$2.34B
$410,000 0.0% of portfolio
30,806
Q1 2025 Added 30.73%
$5.64B
$436,000 0.0% of portfolio
13,978
Q1 2025 Reduced 27.48%
$2.78B
$3.5 Million 0.0% of portfolio
31,309
Q1 2025 Reduced 5.7%
$726M
$816,000 0.0% of portfolio
51,615
Q1 2025 Added 41.32%
$33.5B
$5.02 Million 0.0% of portfolio
73,517
Q1 2025 Added 3.2%
$11.8B
$3.69 Million 0.0% of portfolio
18,305
Q1 2025 Added 17.84%
$1.17B
$360,000 0.0% of portfolio
12,962
Q1 2025 Added 26.48%
$6.55B
$470,000 0.0% of portfolio
1,315
Q1 2025 Reduced 7.07%
$381M
$588,000 0.0% of portfolio
25,289
Q1 2025 Reduced 8.17%
$2.3B
$1.03 Million 0.0% of portfolio
23,954
Q1 2025 Added 156.03%
$16.1B
$2.3 Million 0.0% of portfolio
28,211
Q1 2025 Added 43.76%
$24.3B
$4.7 Million 0.0% of portfolio
53,425
Q1 2025 Added 2.11%
$25.6B
$2.02 Million 0.0% of portfolio
26,917
Q1 2025 Reduced 24.69%
$500M
$96,000 0.0% of portfolio
12,473
Q1 2025 Added 419.92%
$8.73B
$2.15 Million 0.0% of portfolio
32,091
Q1 2025 Added 2.03%
$465M
$2.42 Million 0.0% of portfolio
123,378
Q1 2025 Added 399.45%
$3.82B
$937,000 0.0% of portfolio
7,776
Q1 2025 Reduced 10.27%
$7.73B
$984,000 0.0% of portfolio
6,464
Q1 2025 Reduced 4.84%
$15.6B
$1.4 Million 0.0% of portfolio
29,781
Q1 2025 Added 7.43%
$1.41B
$1.15 Million 0.0% of portfolio
88,559
Q1 2025 Added 11.07%
$7.24B
$986,000 0.0% of portfolio
5,600
Q1 2025 Added 52.67%
$9.28B
$3.44 Million 0.0% of portfolio
39,057
Q1 2025 Reduced 16.21%
$539M
$318,000 0.0% of portfolio
50,364
Q1 2025 Added 45.54%
$0
$386,000 0.0% of portfolio
18,306
Q1 2025 Reduced 0.54%
$1.06B
$1.12 Million 0.0% of portfolio
43,604
Q1 2025 Added 30.61%
$17.7B
$618,000 0.0% of portfolio
59,276
Q1 2025 Added 0.22%
$19.6B
$4.85 Million 0.0% of portfolio
82,287
Q1 2025 Added 50.6%
$222M
$62,000 0.0% of portfolio
31,147
Q1 2025 Reduced 26.74%
$42.4B
$4.96 Million 0.0% of portfolio
34,352
Q1 2025 Added 12.94%
Empire St Rlty Op L P
-
$0 0.0% of portfolio
-
Q4 2022 Added 45.49%
$926M
$220,000 0.0% of portfolio
6,422
Q1 2025 Reduced 6.4%
$1.57B
$126,000 0.0% of portfolio
34,005
Q1 2025 Added 26.14%
$466M
$823,000 0.0% of portfolio
41,001
Q1 2025 Added 10.77%
$2.27B
$225,000 0.0% of portfolio
30,661
Q1 2025 Reduced 12.04%
$2.09B
$3.07 Million 0.0% of portfolio
57,096
Q1 2025 Added 36.74%
$1.79B
$772,000 0.0% of portfolio
12,657
Q1 2025 Added 74,352.94%
$173M
$18,000 0.0% of portfolio
11,672
Q1 2025 Reduced 37.47%

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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