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
$1.37T
$273 Million 0.23% of portfolio
858,358
Q2 2025 Reduced 2.33%
$417B
$242 Million 0.21% of portfolio
244,564
Q2 2025 Added 2.59%
$0
$229 Million 0.2% of portfolio
2,744,172
Q2 2025 Reduced 5.73%
$363B
$230 Million 0.2% of portfolio
1,441,987
Q2 2025 Added 1.04%
$0
$237 Million 0.2% of portfolio
3,530,566
Q2 2025 Reduced 0.82%
$563B
$232 Million 0.2% of portfolio
654,325
Q2 2025 Added 2.68%
$0
$232 Million 0.2% of portfolio
6,915,048
Q2 2025 Reduced 0.74%
$0
$223 Million 0.19% of portfolio
657,797
Q2 2025 Reduced 1.4%
$0
$222 Million 0.19% of portfolio
2,970,972
Q2 2025 Added 63.89%
$0
$222 Million 0.19% of portfolio
5,251,545
Q2 2025 Reduced 0.84%
$279B
$205 Million 0.18% of portfolio
2,099,675
Q2 2025 Added 3.77%
$717B
$208 Million 0.18% of portfolio
266,992
Q2 2025 Added 3.49%
$0
$198 Million 0.17% of portfolio
467,125
Q2 2025 Added 0.97%
$0
$199 Million 0.17% of portfolio
1,092,441
Q2 2025 Reduced 1.42%
$422B
$199 Million 0.17% of portfolio
542,737
Q2 2025 Added 1.85%
$885B
$183 Million 0.16% of portfolio
835,615
Q2 2025 Added 1.14%
$467B
$190 Million 0.16% of portfolio
1,766,032
Q2 2025 Reduced 0.76%
$546B
$177 Million 0.15% of portfolio
132,313
Q2 2025 Added 6.47%
$0
$171 Million 0.15% of portfolio
1,438,272
Q2 2025 Reduced 6.83%
$455B
$161 Million 0.14% of portfolio
1,055,881
Q2 2025 Reduced 2.49%
$0
$159 Million 0.14% of portfolio
2,674,042
Q2 2025 Reduced 0.75%
$394B
$156 Million 0.13% of portfolio
839,083
Q2 2025 Reduced 0.47%
$0
$149 Million 0.13% of portfolio
263,805
Q2 2025 Reduced 18.49%
$0
$150 Million 0.13% of portfolio
3,497,364
Q2 2025 Reduced 0.62%
$0
$140 Million 0.12% of portfolio
1,283,517
Q2 2025 Reduced 6.23%
$286B
$138 Million 0.12% of portfolio
1,955,851
Q2 2025 Added 1.4%
$417B
$145 Million 0.12% of portfolio
3,053,878
Q2 2025 Added 2.21%
$445B
$145 Million 0.12% of portfolio
199
Q2 2025 Reduced 1.0%
$0
$140 Million 0.12% of portfolio
1,276,648
Q2 2025 Added 1.81%
$557B
$137 Million 0.12% of portfolio
243,590
Q2 2025 Added 3.41%
$0
$123 Million 0.11% of portfolio
567,965
Q2 2025 Reduced 5.93%
$239B
$124 Million 0.11% of portfolio
911,236
Q2 2025 Added 2.21%
$0
$124 Million 0.11% of portfolio
699,001
Q2 2025 Added 1.5%
$0
$130 Million 0.11% of portfolio
296,917
Q2 2025 Reduced 0.16%
$0
$130 Million 0.11% of portfolio
1,418,730
Q2 2025 Reduced 0.4%
$0
$125 Million 0.11% of portfolio
2,008,095
Q2 2025 Reduced 9.52%
$0
$122 Million 0.1% of portfolio
2,858,713
Q2 2025 Reduced 5.23%
$1.41T
$121 Million 0.1% of portfolio
532,247
Q2 2025 Added 6.82%
$0
$116 Million 0.1% of portfolio
1,412,192
Q2 2025 Added 2.02%
$0
$119 Million 0.1% of portfolio
4,689,773
Q2 2025 Added 3.08%
$0
$110 Million 0.1% of portfolio
2,260,339
Q2 2025 Reduced 0.39%
$0
$116 Million 0.1% of portfolio
4,376,728
Q2 2025 Reduced 2.39%
$0
$105 Million 0.09% of portfolio
540,460
Q2 2025 Added 0.77%
$278B
$99.9 Million 0.09% of portfolio
1,439,591
Q2 2025 Added 3.64%
$243B
$107 Million 0.09% of portfolio
362,828
Q2 2025 Added 3.38%
$223B
$105 Million 0.09% of portfolio
360,264
Q2 2025 Reduced 2.01%
$249B
$107 Million 0.09% of portfolio
275,950
Q2 2025 Added 5.14%
$0
$109 Million 0.09% of portfolio
1,078,562
Q2 2025 Reduced 6.68%
$305B
$88.9 Million 0.08% of portfolio
620,572
Q2 2025 Reduced 4.88%

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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email