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
$5.58B
$630,000 0.0% of portfolio
7,097
Q2 2025 Reduced 36.02%
$4.25B
$699,000 0.0% of portfolio
8,809
Q2 2025 Added 10.22%
$4.54B
$1.19 Million 0.0% of portfolio
93,057
Q2 2025 Added 5.03%
$8.07B
$1.24 Million 0.0% of portfolio
17,498
Q2 2025 Added 15.27%
$3.82B
$908,000 0.0% of portfolio
22,132
Q2 2025 Reduced 9.1%
$1.58B
$664,000 0.0% of portfolio
24,942
Q2 2025 Added 117.04%
$1.92B
$217,000 0.0% of portfolio
7,563
Q2 2025 Reduced 2.35%
$9.75B
$2.51 Million 0.0% of portfolio
28,104
Q2 2025 Added 4.46%
$7.44B
$1.01 Million 0.0% of portfolio
35,711
Q2 2025 Reduced 4.27%
$3.57B
$963,000 0.0% of portfolio
23,127
Q2 2025 Reduced 5.91%
$1.47B
$504,000 0.0% of portfolio
12,703
Q2 2025 Added 94.03%
$328M
$294,000 0.0% of portfolio
4,006
Q2 2025 Reduced 27.55%
$18.9B
$2.14 Million 0.0% of portfolio
3,725
Q2 2025 Added 2.34%
$5B
$1.1 Million 0.0% of portfolio
6,376
Q2 2025 Added 32.64%
$413M
$810,000 0.0% of portfolio
46,406
Q2 2025 Added 358.2%
$8.71B
$2.11 Million 0.0% of portfolio
53,289
Q2 2025 Added 47.53%
$3.09B
$847,000 0.0% of portfolio
6,416
Q2 2025 Added 11.6%
$20.6B
$1.79 Million 0.0% of portfolio
22,034
Q2 2025 Added 9.73%
$962M
$2.82 Million 0.0% of portfolio
25,240
Q2 2025 Added 868.16%
$4.53B
$1.59 Million 0.0% of portfolio
8,296
Q2 2025 Reduced 0.52%
$0
$1.34 Million 0.0% of portfolio
44,657
Q2 2025 Reduced 5.18%
$5.95B
$4.43 Million 0.0% of portfolio
28,831
Q2 2025 Added 9.88%
$6.68B
$2.44 Million 0.0% of portfolio
110,767
Q2 2025 Added 15.67%
$4.25B
$2.29 Million 0.0% of portfolio
39,326
Q2 2025 Reduced 4.07%
$7.35B
$669,000 0.0% of portfolio
4,007
Q2 2025 Reduced 28.45%
$7.83B
$1.92 Million 0.0% of portfolio
15,080
Q2 2025 Added 76.95%
$4B
$1.65 Million 0.0% of portfolio
7,332
Q2 2025 Added 36.0%
$1.64B
$868,000 0.0% of portfolio
205,227
Q2 2025 Reduced 14.5%
$3.35B
$434,000 0.0% of portfolio
2,372
Q2 2025 New
$826M
$689,000 0.0% of portfolio
15,698
Q2 2025 New
$13.9B
$5.46 Million 0.0% of portfolio
87,565
Q2 2025 Added 4.63%
$10.3B
$2.79 Million 0.0% of portfolio
30,524
Q2 2025 Added 40.22%
$37.7B
$2.08 Million 0.0% of portfolio
87,841
Q2 2025 Added 12.56%
$4.46B
$338,000 0.0% of portfolio
8,769
Q2 2025 Added 10.36%
$5.27B
$1.14 Million 0.0% of portfolio
32,594
Q2 2025 Added 83.34%
$3.24B
$1.93 Million 0.0% of portfolio
32,137
Q2 2025 Added 47.84%
$1.54B
$309,000 0.0% of portfolio
5,943
Q2 2025 New
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.45%
$7.48B
$2.84 Million 0.0% of portfolio
54,872
Q2 2025 Added 6.88%
$27.5B
$3.86 Million 0.0% of portfolio
30,469
Q2 2025 Added 15.35%
$9.92B
$806,000 0.0% of portfolio
14,006
Q2 2025 Added 13.35%
$8.19B
$708,000 0.0% of portfolio
19,147
Q2 2025 Reduced 9.01%
$4.85B
$4.07 Million 0.0% of portfolio
14,641
Q2 2025 Added 15.75%
$14.8B
$3.98 Million 0.0% of portfolio
33,177
Q2 2025 Added 15.83%
$9.24B
$1.18 Million 0.0% of portfolio
16,137
Q2 2025 Added 12.31%
$16B
$4.23 Million 0.0% of portfolio
44,386
Q2 2025 Added 144.78%
$2.88B
$1.88 Million 0.0% of portfolio
8,237
Q2 2025 Added 27.47%
$8.04B
$2.24 Million 0.0% of portfolio
21,557
Q2 2025 Added 64.85%
$24.2B
$2.47 Million 0.0% of portfolio
14,326
Q2 2025 Added 69.24%

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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