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
$32.9B
$5.67 Million 0.0% of portfolio
107,458
Q2 2025 Added 56.88%
$2.63B
$553,000 0.0% of portfolio
14,582
Q2 2025 Added 32.19%
$24B
$2.89 Million 0.0% of portfolio
78,684
Q2 2025 Added 2.67%
$21.6B
$461,000 0.0% of portfolio
62,171
Q2 2025 Added 11.96%
$2.84B
$917,000 0.0% of portfolio
14,647
Q2 2025 Added 39.22%
$1.33B
$375,000 0.0% of portfolio
35,295
Q2 2025 Added 14.36%
$10.2B
$2.98 Million 0.0% of portfolio
157,122
Q2 2025 Reduced 13.54%
$9.94B
$4.01 Million 0.0% of portfolio
192,947
Q2 2025 Reduced 2.32%
$26.2B
$4.49 Million 0.0% of portfolio
56,482
Q2 2025 Added 0.77%
$13.9B
$1.2 Million 0.0% of portfolio
57,117
Q2 2025 Added 16.79%
$23.2B
$2.49 Million 0.0% of portfolio
27,210
Q2 2025 Added 3.34%
$29.2B
$2.11 Million 0.0% of portfolio
151,099
Q2 2025 Reduced 21.81%
$30B
$766,000 0.0% of portfolio
146,570
Q2 2025 Reduced 1.28%
$6.8B
$1.3 Million 0.0% of portfolio
2,675
Q2 2025 Reduced 4.29%
$1.54B
$2.5 Million 0.0% of portfolio
36,505
Q2 2025 Added 39.02%
$13.2B
$1.21 Million 0.0% of portfolio
4,395
Q2 2025 Added 36.92%
$7.72B
$2.77 Million 0.0% of portfolio
37,051
Q2 2025 Reduced 5.14%
$10.4B
$811,000 0.0% of portfolio
14,254
Q2 2025 Reduced 3.96%
$11.1B
$2.79 Million 0.0% of portfolio
67,874
Q2 2025 Added 126.96%
$24.8B
$1.38 Million 0.0% of portfolio
57,356
Q2 2025 Reduced 6.45%
$19.2B
$1.19 Million 0.0% of portfolio
70,094
Q2 2025 Added 17.6%
$20.5B
$4.14 Million 0.0% of portfolio
52,135
Q2 2025 Added 0.7%
$20.9B
$2.64 Million 0.0% of portfolio
14,980
Q2 2025 Added 7.42%
$1.98B
$1.85 Million 0.0% of portfolio
116,546
Q2 2025 Added 23.43%
Noble Corp PLC
-
$0 0.0% of portfolio
-
Q2 2025 Added 81.76%
$12.2B
$4.3 Million 0.0% of portfolio
21,740
Q2 2025 Added 18.77%
$660M
$885,000 0.0% of portfolio
27,318
Q2 2025 Added 3.84%
$14.4B
$2.08 Million 0.0% of portfolio
22,872
Q2 2025 Added 18.16%
$13.5B
$3.25 Million 0.0% of portfolio
16,472
Q2 2025 Added 63.56%
$1.24B
$197,000 0.0% of portfolio
16,123
Q2 2025 Reduced 6.54%
$4.32B
$728,000 0.0% of portfolio
10,939
Q2 2025 Reduced 13.62%
$6.9B
$3.63 Million 0.0% of portfolio
26,831
Q2 2025 Added 36.12%
$3.04B
$1.3 Million 0.0% of portfolio
20,463
Q2 2025 Added 19.38%
$13.3B
$3.36 Million 0.0% of portfolio
19,132
Q2 2025 Added 71.28%
$15.3B
$2.38 Million 0.0% of portfolio
19,703
Q2 2025 Added 0.44%
$3.29B
$334,000 0.0% of portfolio
21,863
Q2 2025 Added 83.86%
$3B
$3.48 Million 0.0% of portfolio
33,797
Q2 2025 Added 7.95%
$25B
$4.33 Million 0.0% of portfolio
18,012
Q2 2025 Added 8.89%
$10.2B
$2.58 Million 0.0% of portfolio
13,631
Q2 2025 Added 15.58%
Annaly Capital Management In
-
$0 0.0% of portfolio
-
Q2 2025 Added 14.06%
$5.34B
$2.65 Million 0.0% of portfolio
61,402
Q2 2025 Added 13.66%
$7.94B
$4.44 Million 0.0% of portfolio
44,693
Q2 2025 Added 30.69%
$20.9B
$519,000 0.0% of portfolio
45,545
Q2 2025 Reduced 31.53%
Qiagen Nv
-
$0 0.0% of portfolio
-
Q2 2025 Added 201.32%
$831M
$511,000 0.0% of portfolio
128,625
Q2 2025 Added 15.23%
$14.5B
$1.81 Million 0.0% of portfolio
4,892
Q2 2025 Added 19.46%
Bunge Global Sa
-
$0 0.0% of portfolio
-
Q2 2025 Added 18.5%
$35.7B
$3.99 Million 0.0% of portfolio
62,279
Q2 2025 Added 36.37%
$18.1B
$3.51 Million 0.0% of portfolio
10,069
Q2 2025 Added 8.78%

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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