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
$6.03B
$271,000 0.0% of portfolio
13,774
Q2 2025 Reduced 35.73%
Abrdn Asia Pacific Income Fu
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.89%
$5.93B
$556,000 0.0% of portfolio
22,864
Q2 2025 Added 77.69%
$35.8B
$3.8 Million 0.0% of portfolio
12,402
Q2 2025 Added 0.76%
$14.3B
$1.61 Million 0.0% of portfolio
74,941
Q2 2025 Added 9.88%
$732M
$1.68 Million 0.0% of portfolio
40,634
Q2 2025 Reduced 32.05%
$27.4B
$2.04 Million 0.0% of portfolio
36,205
Q2 2025 Added 44.39%
$8.5B
$1.01 Million 0.0% of portfolio
36,131
Q2 2025 Added 51.29%
$24.1B
$2.31 Million 0.0% of portfolio
28,907
Q2 2025 Added 15.23%
$2.41B
$1.01 Million 0.0% of portfolio
97,783
Q2 2025 Added 20.15%
$8.14B
$526,000 0.0% of portfolio
1,920
Q2 2025 Reduced 39.03%
$278M
$12,000 0.0% of portfolio
30,476
Q2 2025 Reduced 44.4%
$3.99B
$691,000 0.0% of portfolio
9,475
Q2 2025 Added 20.41%
$10.5B
$925,000 0.0% of portfolio
24,327
Q2 2025 Reduced 33.2%
$4.76B
$1.66 Million 0.0% of portfolio
187,512
Q2 2025 Added 53.28%
$21.3B
$2.87 Million 0.0% of portfolio
31,445
Q2 2025 Added 24.09%
$1.08B
$277,000 0.0% of portfolio
11,858
Q2 2025 Reduced 6.35%
$4.68B
$945,000 0.0% of portfolio
21,339
Q2 2025 Reduced 2.92%
$15.2B
$3.76 Million 0.0% of portfolio
52,222
Q2 2025 Reduced 13.09%
$21.2B
$3.57 Million 0.0% of portfolio
36,072
Q2 2025 Added 34.01%
$550M
$562,000 0.0% of portfolio
19,821
Q2 2025 Added 381.33%
$7.33B
$495,000 0.0% of portfolio
24,594
Q2 2025 Added 34.38%
Core Laboratories Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 79.3%
$9.41B
$672,000 0.0% of portfolio
10,737
Q2 2025 Reduced 34.64%
$12.6B
$928,000 0.0% of portfolio
16,106
Q2 2025 Added 42.53%
Barrick Mng Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
$6.73B
$4.62 Million 0.0% of portfolio
25,609
Q2 2025 Added 9.4%
$11.5B
$2.26 Million 0.0% of portfolio
23,010
Q2 2025 Reduced 5.82%
$1.96B
$751,000 0.0% of portfolio
50,952
Q2 2025 Reduced 39.12%
Safehold Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$12.3B
$1.76 Million 0.0% of portfolio
114,453
Q2 2025 Added 125.72%
$24.8B
$2.58 Million 0.0% of portfolio
64,177
Q2 2025 Added 30.23%
$11.3B
$5.04 Million 0.0% of portfolio
48,922
Q2 2025 Added 2.44%
$7.17B
$2.4 Million 0.0% of portfolio
217,035
Q2 2025 Reduced 10.44%
$9.17B
$1.21 Million 0.0% of portfolio
86,376
Q2 2025 Reduced 6.89%
$29.2B
$1.76 Million 0.0% of portfolio
112,758
Q2 2025 Added 16.2%
$16.1B
$4.78 Million 0.0% of portfolio
78,993
Q2 2025 Reduced 4.81%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.19%
$15.6B
$3.76 Million 0.0% of portfolio
34,196
Q2 2025 Reduced 4.85%
$12.9B
$2.25 Million 0.0% of portfolio
27,644
Q2 2025 Added 26.8%
$9.96B
$2.69 Million 0.0% of portfolio
87,647
Q2 2025 Added 92.96%
$2.32B
$244,000 0.0% of portfolio
53,413
Q2 2025 Added 87.47%
$9.61B
$2.06 Million 0.0% of portfolio
56,254
Q2 2025 Added 17.7%
$1.05B
$362,000 0.0% of portfolio
19,994
Q2 2025 Added 30.36%
$11.5B
$1.19 Million 0.0% of portfolio
10,573
Q2 2025 Added 18.54%
$388M
$195,000 0.0% of portfolio
11,756
Q2 2025 New
$1.84B
$491,000 0.0% of portfolio
18,559
Q2 2025 Reduced 0.03%
$2.82B
$284,000 0.0% of portfolio
8,882
Q2 2025 Reduced 11.4%
$8.75B
$1.92 Million 0.0% of portfolio
11,019
Q2 2025 Added 26.7%

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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