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
$16.4B
$3.99 Million 0.0% of portfolio
85,115
Q2 2025 Added 10.06%
$2.93B
$623,000 0.0% of portfolio
34,741
Q2 2025 Added 28.21%
$808M
$572,000 0.0% of portfolio
63,774
Q2 2025 Added 5.67%
$3.01B
$4.68 Million 0.0% of portfolio
67,212
Q2 2025 Added 41.66%
$16.6B
$3.23 Million 0.0% of portfolio
33,630
Q2 2025 Added 2.93%
$8B
$2.59 Million 0.0% of portfolio
141,758
Q2 2025 Added 101.63%
$12.4B
$3.47 Million 0.0% of portfolio
28,328
Q2 2025 Added 14.93%
$8.86B
$5.41 Million 0.0% of portfolio
121,791
Q2 2025 Added 2.0%
$26.3B
$4.48 Million 0.0% of portfolio
132,335
Q2 2025 Added 2.86%
$4.58B
$617,000 0.0% of portfolio
53,001
Q2 2025 Reduced 23.22%
$10B
$3.38 Million 0.0% of portfolio
14,549
Q2 2025 Reduced 7.9%
$27.6B
$3.21 Million 0.0% of portfolio
36,500
Q2 2025 Added 14.36%
$4.58B
$2.24 Million 0.0% of portfolio
78,423
Q2 2025 Reduced 8.24%
$7.23B
$693,000 0.0% of portfolio
33,017
Q2 2025 Reduced 0.73%
$10.3B
$3.44 Million 0.0% of portfolio
15,345
Q2 2025 Added 0.3%
Coherent Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 703.87%
$6.15B
$961,000 0.0% of portfolio
20,434
Q2 2025 Reduced 0.75%
$4.67B
$4.93 Million 0.0% of portfolio
56,891
Q2 2025 Added 28.42%
$8.54B
$1.43 Million 0.0% of portfolio
27,600
Q2 2025 Reduced 21.88%
Six Flags Entertainment Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 20.88%
$22.1B
$4.67 Million 0.0% of portfolio
146,782
Q2 2025 Reduced 10.89%
$20.5B
$4.33 Million 0.0% of portfolio
212,532
Q2 2025 Added 24.76%
$13.3B
$4.08 Million 0.0% of portfolio
54,781
Q2 2025 Added 28.53%
$9.11B
$1.24 Million 0.0% of portfolio
6,307
Q2 2025 Added 3.87%
$6.72B
$4.53 Million 0.0% of portfolio
46,265
Q2 2025 Added 32.49%
$21.2B
$4.59 Million 0.0% of portfolio
51,031
Q2 2025 Added 99.08%
$0
$4.13 Million 0.0% of portfolio
37,688
Q2 2025 Reduced 1.52%
$19.8B
$2.46 Million 0.0% of portfolio
8,345
Q2 2025 Added 21.31%
$27.1B
$5.06 Million 0.0% of portfolio
47,452
Q2 2025 Added 50.02%
$8.77B
$757,000 0.0% of portfolio
72,001
Q2 2025 Reduced 43.3%
$3.17B
$692,000 0.0% of portfolio
7,978
Q2 2025 Reduced 56.6%
$1.1B
$712,000 0.0% of portfolio
11,667
Q2 2025 Added 0.75%
$2.03B
$1.62 Million 0.0% of portfolio
69,428
Q2 2025 Added 3.23%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.52%
$6.67B
$1.84 Million 0.0% of portfolio
17,655
Q2 2025 Added 22.6%
$1.59B
$443,000 0.0% of portfolio
14,272
Q2 2025 Added 5.57%
$5.48B
$3.39 Million 0.0% of portfolio
17,680
Q2 2025 Added 1.48%
$5.73B
$4.49 Million 0.0% of portfolio
87,523
Q2 2025 Added 77.95%
$6.57B
$556,000 0.0% of portfolio
92,984
Q2 2025 Reduced 25.86%
$7.95B
$4.49 Million 0.0% of portfolio
81,801
Q2 2025 Reduced 0.05%
$9.91B
$1.58 Million 0.0% of portfolio
64,382
Q2 2025 Reduced 10.01%
$13.5B
$3.46 Million 0.0% of portfolio
24,066
Q2 2025 Added 16.38%
$2.4B
$1.96 Million 0.0% of portfolio
56,706
Q2 2025 Added 63.31%
$4.18B
$3.53 Million 0.0% of portfolio
157,085
Q2 2025 Added 76.13%
$4.95B
$512,000 0.0% of portfolio
41,243
Q2 2025 Added 0.91%
$512M
$288,000 0.0% of portfolio
3,096
Q2 2025 Added 11.25%
$12.7B
$3.53 Million 0.0% of portfolio
91,718
Q2 2025 Added 4.54%
$440M
$214,000 0.0% of portfolio
17,139
Q2 2025 New
America Movil Sab De Cv
-
$0 0.0% of portfolio
-
Q2 2025 Added 15.57%

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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