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
$24.9B
$242,000 0.0% of portfolio
31,246
Q1 2025 Added 61.75%
$4.87B
$2.77 Million 0.0% of portfolio
17,423
Q1 2025 Added 12.24%
$17.7B
$1.85 Million 0.0% of portfolio
6,777
Q1 2025 Reduced 0.89%
$5.14B
$2.13 Million 0.0% of portfolio
19,888
Q1 2025 Reduced 31.74%
Everus Constr Group
-
$0 0.0% of portfolio
-
Q1 2025 Added 402.45%
Exchange Traded Concepts Tru
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.57%
$0
$683,000 0.0% of portfolio
13,272
Q1 2025 Added 6.92%
$1.4B
$2.93 Million 0.0% of portfolio
62,091
Q1 2025 Added 19.45%
$19.1B
$4.49 Million 0.0% of portfolio
37,321
Q1 2025 Added 25.12%
$725M
$150,000 0.0% of portfolio
10,196
Q1 2025 New
$5.33B
$994,000 0.0% of portfolio
23,572
Q1 2025 Added 17.54%
$5.47B
$1.14 Million 0.0% of portfolio
85,117
Q1 2025 Added 31.03%
$0
$2.12 Million 0.0% of portfolio
101,070
Q1 2025 Added 5.79%
$5.97B
$1.01 Million 0.0% of portfolio
6,135
Q1 2025 Reduced 2.2%
$16B
$1.66 Million 0.0% of portfolio
3,647
Q1 2025 Reduced 3.31%
$456M
$520,000 0.0% of portfolio
39,862
Q1 2025 Added 18.53%
$7.66B
$771,000 0.0% of portfolio
7,888
Q1 2025 Reduced 27.17%
$6.52B
$2.24 Million 0.0% of portfolio
30,483
Q1 2025 Reduced 0.61%
$4.35B
$896,000 0.0% of portfolio
21,981
Q1 2025 Added 7.63%
$18.1B
$1.83 Million 0.0% of portfolio
6,879
Q1 2025 Added 17.95%
$0
$3.97 Million 0.0% of portfolio
58,251
Q1 2025 Added 172.16%
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.85%
Fidelity Covington Trust
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.83%
$0
$441,000 0.0% of portfolio
5,227
Q1 2025 Reduced 24.15%
$0
$351,000 0.0% of portfolio
6,874
Q1 2025 Reduced 14.78%
$0
$777,000 0.0% of portfolio
30,424
Q1 2025 Added 4.34%
$0
$890,000 0.0% of portfolio
12,805
Q1 2025 Added 0.76%
$0
$4.98 Million 0.0% of portfolio
30,864
Q1 2025 Reduced 4.61%
$0
$468,000 0.0% of portfolio
7,728
Q1 2025 Added 126.96%
$0
$454,000 0.0% of portfolio
9,164
Q1 2025 New
$0
$418,000 0.0% of portfolio
7,443
Q1 2025 Added 36.64%
Fifth Dist Bancorp Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
$404M
$331,000 0.0% of portfolio
13,263
Q1 2025 Added 29.6%
$1.76B
$471,000 0.0% of portfolio
11,737
Q1 2025 Added 0.57%
$812M
$2.85 Million 0.0% of portfolio
84,394
Q1 2025 Added 1.56%
$1.29B
$4.25 Million 0.0% of portfolio
196,691
Q1 2025 Added 261.6%
$437M
$571,000 0.0% of portfolio
12,113
Q1 2025 Added 74.21%
$2.26B
$2.47 Million 0.0% of portfolio
98,795
Q1 2025 Added 25.37%
$666M
$3.12 Million 0.0% of portfolio
63,642
Q1 2025 Added 11.75%
$11.9B
$2.08 Million 0.0% of portfolio
106,914
Q1 2025 Added 29.17%
$2.35B
$1.72 Million 0.0% of portfolio
42,454
Q1 2025 Added 17.8%
$19.3B
$2.22 Million 0.0% of portfolio
17,552
Q1 2025 Added 0.39%
$0
$786,000 0.0% of portfolio
7,043
Q1 2025 Added 4.57%
$0
$1.47 Million 0.0% of portfolio
76,094
Q1 2025 Reduced 5.31%
$0
$260,000 0.0% of portfolio
2,158
Q1 2025 Added 0.09%
$23.7B
$1.99 Million 0.0% of portfolio
49,280
Q1 2025 Reduced 4.44%
$2.01B
$328,000 0.0% of portfolio
12,086
Q1 2025 Added 24.48%
$8.34B
$943,000 0.0% of portfolio
11,729
Q1 2025 Added 91.12%
$7.9B
$1.76 Million 0.0% of portfolio
49,184
Q1 2025 Reduced 9.35%

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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