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
$0
$232 Million 0.22% of portfolio
6,966,496
Q1 2025 Added 1.98%
$446B
$225 Million 0.21% of portfolio
238,386
Q1 2025 Added 7.45%
$0
$218 Million 0.21% of portfolio
5,295,811
Q1 2025 Reduced 1.75%
$0
$220 Million 0.21% of portfolio
2,910,999
Q1 2025 Added 5.12%
$1.03T
$228 Million 0.21% of portfolio
878,790
Q1 2025 Added 1.78%
$606B
$223 Million 0.21% of portfolio
637,229
Q1 2025 Added 10.45%
$0
$213 Million 0.2% of portfolio
4,658,118
Q1 2025 Added 466.67%
$767B
$213 Million 0.2% of portfolio
257,976
Q1 2025 Added 9.53%
$0
$215 Million 0.2% of portfolio
3,559,740
Q1 2025 Reduced 1.23%
$447B
$212 Million 0.2% of portfolio
1,779,468
Q1 2025 Reduced 0.05%
$0
$205 Million 0.19% of portfolio
667,125
Q1 2025 Added 2.22%
$0
$202 Million 0.19% of portfolio
1,108,152
Q1 2025 Added 0.43%
$377B
$195 Million 0.18% of portfolio
532,904
Q1 2025 Added 3.84%
$0
$182 Million 0.17% of portfolio
1,543,663
Q1 2025 Reduced 6.25%
$409B
$180 Million 0.17% of portfolio
1,082,877
Q1 2025 Added 9.94%
$264B
$178 Million 0.17% of portfolio
2,023,485
Q1 2025 Added 7.04%
$0
$173 Million 0.16% of portfolio
2,110,629
Q1 2025 Added 4.38%
$0
$167 Million 0.16% of portfolio
462,628
Q1 2025 Added 1.78%
$0
$173 Million 0.16% of portfolio
323,637
Q1 2025 Added 30.17%
$99.1B
$161 Million 0.15% of portfolio
961,859
Q1 2025 Added 13.66%
$442B
$160 Million 0.15% of portfolio
201
Q1 2025 Added 1,727.27%
$0
$143 Million 0.14% of portfolio
1,368,842
Q1 2025 Reduced 12.61%
$0
$148 Million 0.14% of portfolio
2,694,168
Q1 2025 Reduced 1.06%
$313B
$138 Million 0.13% of portfolio
1,928,928
Q1 2025 Added 3.55%
$0
$139 Million 0.13% of portfolio
3,519,193
Q1 2025 Reduced 0.82%
$0
$125 Million 0.12% of portfolio
4,483,982
Q1 2025 Added 3.46%
$0
$123 Million 0.12% of portfolio
1,253,912
Q1 2025 Added 0.82%
$562B
$129 Million 0.12% of portfolio
235,562
Q1 2025 Added 7.44%
$0
$126 Million 0.12% of portfolio
2,219,274
Q1 2025 Reduced 7.97%
$0
$123 Million 0.12% of portfolio
1,812,788
Q1 2025 Added 448.23%
$0
$131 Million 0.12% of portfolio
1,424,407
Q1 2025 Added 6.18%
$0
$123 Million 0.12% of portfolio
3,016,410
Q1 2025 Reduced 3.78%
$362B
$125 Million 0.12% of portfolio
2,987,921
Q1 2025 Added 11.33%
$0
$120 Million 0.11% of portfolio
603,746
Q1 2025 Added 1.74%
$221B
$115 Million 0.11% of portfolio
367,647
Q1 2025 Added 3.27%
$0
$119 Million 0.11% of portfolio
688,663
Q1 2025 Added 3.37%
$0
$118 Million 0.11% of portfolio
2,269,202
Q1 2025 Reduced 1.28%
$536B
$116 Million 0.11% of portfolio
124,269
Q1 2025 Added 5.67%
$479B
$116 Million 0.11% of portfolio
826,192
Q1 2025 Added 7.39%
$284B
$117 Million 0.11% of portfolio
223,939
Q1 2025 Added 8.02%
$235B
$118 Million 0.11% of portfolio
891,514
Q1 2025 Added 8.64%
$281B
$109 Million 0.1% of portfolio
652,414
Q1 2025 Added 6.08%
$0
$101 Million 0.1% of portfolio
536,335
Q1 2025 Added 0.87%
$0
$107 Million 0.1% of portfolio
4,549,705
Q1 2025 Added 0.56%
$0
$110 Million 0.1% of portfolio
297,378
Q1 2025 Added 0.98%
$0
$104 Million 0.1% of portfolio
1,949,370
Q1 2025 Reduced 1.8%
$0
$110 Million 0.1% of portfolio
1,384,297
Q1 2025 Reduced 0.14%
$0
$107 Million 0.1% of portfolio
1,155,709
Q1 2025 Reduced 6.77%
$182B
$90.5 Million 0.09% of portfolio
603,485
Q1 2025 Added 8.7%

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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