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
$19.5B
$5.23 Million 0.0% of portfolio
43,150
Q2 2025 Added 2.6%
Gsk PLC
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.46%
$17.5B
$2.48 Million 0.0% of portfolio
142,525
Q2 2025 Added 10.46%
$1.44B
$387,000 0.0% of portfolio
11,198
Q2 2025 Added 40.63%
$26.7B
$3.22 Million 0.0% of portfolio
621,910
Q2 2025 Added 14.51%
$2.27B
$195,000 0.0% of portfolio
36,163
Q2 2025 Reduced 37.74%
$26B
$5.03 Million 0.0% of portfolio
165,398
Q2 2025 Added 46.7%
$20.7B
$3.52 Million 0.0% of portfolio
68,273
Q2 2025 Reduced 17.03%
$13B
$896,000 0.0% of portfolio
22,449
Q2 2025 Added 4.87%
$31.4B
$2.03 Million 0.0% of portfolio
190,371
Q2 2025 Added 7.28%
$9.03B
$879,000 0.0% of portfolio
18,281
Q2 2025 Reduced 17.92%
$1.8B
$597,000 0.0% of portfolio
18,082
Q2 2025 Added 6.72%
$2.16B
$1.79 Million 0.0% of portfolio
113,440
Q2 2025 Added 41.03%
$8B
$1.9 Million 0.0% of portfolio
14,015
Q2 2025 Added 15.35%
$5.98B
$607,000 0.0% of portfolio
28,811
Q2 2025 Added 139.79%
$571M
$714,000 0.0% of portfolio
135,556
Q2 2025 Added 148.99%
$0
$3.62 Million 0.0% of portfolio
42,049
Q2 2025 Reduced 0.48%
$0
$3.51 Million 0.0% of portfolio
39,944
Q2 2025 Added 17.56%
$1.54B
$194,000 0.0% of portfolio
130,486
Q2 2025 Reduced 14.0%
$10.4B
$3.11 Million 0.0% of portfolio
271,118
Q2 2025 Reduced 5.66%
Aegon LTD
-
$0 0.0% of portfolio
-
Q2 2025 Added 15.9%
$5.89B
$3.66 Million 0.0% of portfolio
27,657
Q2 2025 Added 14.3%
$36B
$4.96 Million 0.0% of portfolio
23,709
Q2 2025 Added 22.84%
$11.5B
$1.98 Million 0.0% of portfolio
65,424
Q2 2025 Reduced 24.61%
$5.05B
$2.57 Million 0.0% of portfolio
62,975
Q2 2025 Added 55.77%
$3.72B
$718,000 0.0% of portfolio
10,575
Q2 2025 Added 14.03%
$10.2B
$1.24 Million 0.0% of portfolio
37,110
Q2 2025 Added 53.0%
$8.01B
$1.93 Million 0.0% of portfolio
15,049
Q2 2025 Added 9.58%
$2.01B
$536,000 0.0% of portfolio
63,209
Q2 2025 Reduced 3.89%
$18.4B
$1.66 Million 0.0% of portfolio
65,266
Q2 2025 Reduced 16.39%
$6.54B
$3.43 Million 0.0% of portfolio
15,110
Q2 2025 Added 113.87%
$41.6B
$3.37 Million 0.0% of portfolio
31,687
Q2 2025 Added 54.56%
$7.87B
$1.72 Million 0.0% of portfolio
11,056
Q2 2025 Reduced 2.51%
$54.7B
$4.17 Million 0.0% of portfolio
41,331
Q2 2025 Added 22.47%
$3.79B
$2.32 Million 0.0% of portfolio
143,112
Q2 2025 Reduced 57.91%
$15.6B
$2.36 Million 0.0% of portfolio
17,251
Q2 2025 Added 11.95%
$61.7B
$2.66 Million 0.0% of portfolio
81,928
Q2 2025 Added 2.42%
$1.51B
$231,000 0.0% of portfolio
11,900
Q2 2025 Added 1.94%
$391M
$514,000 0.0% of portfolio
18,370
Q2 2025 Reduced 14.68%
$12.5B
$2.37 Million 0.0% of portfolio
11,929
Q2 2025 Added 13.39%
$5.61B
$563,000 0.0% of portfolio
15,634
Q2 2025 Added 17.97%
$3.98B
$2.73 Million 0.0% of portfolio
20,142
Q2 2025 Added 16.36%
$5.18B
$1.17 Million 0.0% of portfolio
33,991
Q2 2025 Reduced 3.25%
$671M
$673,000 0.0% of portfolio
77,907
Q2 2025 Added 274.07%
$12.1B
$2.13 Million 0.0% of portfolio
12,125
Q2 2025 Added 89.42%
$2.76B
$1.37 Million 0.0% of portfolio
135,557
Q2 2025 Reduced 36.12%
$4.35B
$567,000 0.0% of portfolio
24,027
Q2 2025 Reduced 30.49%
$10.8B
$4.5 Million 0.0% of portfolio
70,225
Q2 2025 Added 26.26%
$2.02B
$3.48 Million 0.0% of portfolio
304,496
Q2 2025 Added 40.47%

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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