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
$8.96B
$1.91 Million 0.0% of portfolio
32,069
Q2 2025 Added 9.59%
$35.3B
$4.92 Million 0.0% of portfolio
63,088
Q2 2025 Reduced 9.4%
$9.91B
$2.52 Million 0.0% of portfolio
36,270
Q2 2025 Added 13.02%
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.63%
$584M
$316,000 0.0% of portfolio
21,833
Q2 2025 Reduced 51.63%
$9.18B
$1.21 Million 0.0% of portfolio
29,807
Q2 2025 Added 0.29%
Core Natural Resources Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 12.6%
$549M
$272,000 0.0% of portfolio
26,999
Q2 2025 New
Priority Technology Hldgs In
-
$0 0.0% of portfolio
-
Q2 2025 New
$593M
$129,000 0.0% of portfolio
35,392
Q2 2025 Added 84.46%
$3.69B
$2.27 Million 0.0% of portfolio
89,558
Q2 2025 Added 296.13%
$1.84B
$948,000 0.0% of portfolio
21,536
Q2 2025 Reduced 40.64%
$1.75B
$806,000 0.0% of portfolio
57,678
Q2 2025 Added 88.71%
$4.66B
$1.71 Million 0.0% of portfolio
76,246
Q2 2025 Reduced 10.5%
$3.03B
$693,000 0.0% of portfolio
57,080
Q2 2025 Reduced 11.31%
$30.7B
$3.85 Million 0.0% of portfolio
66,175
Q2 2025 Added 14.02%
$7.4B
$341,000 0.0% of portfolio
40,297
Q2 2025 Added 71.32%
$3.45B
$974,000 0.0% of portfolio
58,573
Q2 2025 Added 25.78%
$3.51B
$1.45 Million 0.0% of portfolio
150,647
Q2 2025 Added 23.19%
$7.22B
$355,000 0.0% of portfolio
15,435
Q2 2025 Added 53.87%
$2.44B
$678,000 0.0% of portfolio
15,522
Q2 2025 Added 122.03%
$4.6B
$1.54 Million 0.0% of portfolio
24,251
Q2 2025 Reduced 50.74%
$0
$1.4 Million 0.0% of portfolio
64,833
Q2 2025 Added 11.95%
$868M
$234,000 0.0% of portfolio
28,858
Q2 2025 New
$671M
$337,000 0.0% of portfolio
6,866
Q2 2025 New
$242M
$597,000 0.0% of portfolio
273,028
Q2 2025 Added 29.3%
$486M
$1.26 Million 0.0% of portfolio
114,056
Q2 2025 Added 32.21%
$8.85B
$1.59 Million 0.0% of portfolio
55,558
Q2 2025 Added 7.9%
$10.3B
$376,000 0.0% of portfolio
17,547
Q2 2025 Reduced 34.47%
$816M
$385,000 0.0% of portfolio
53,675
Q2 2025 Added 411.48%
$614M
$657,000 0.0% of portfolio
26,678
Q2 2025 Added 32.76%
$0
$202,000 0.0% of portfolio
4,066
Q2 2025 Reduced 45.55%
$1.69B
$1.76 Million 0.0% of portfolio
121,572
Q2 2025 Added 132.0%
$9.88B
$814,000 0.0% of portfolio
12,622
Q2 2025 Reduced 15.39%
$17B
$1.78 Million 0.0% of portfolio
22,883
Q2 2025 Reduced 18.89%
$16.1B
$3.06 Million 0.0% of portfolio
41,821
Q2 2025 Added 18.19%
$2.3B
$362,000 0.0% of portfolio
2,793
Q2 2025 Reduced 20.4%
$5.15B
$3.37 Million 0.0% of portfolio
135,774
Q2 2025 Reduced 22.93%
$989M
$1.93 Million 0.0% of portfolio
59,884
Q2 2025 Added 17.55%
$789M
$550,000 0.0% of portfolio
64,945
Q2 2025 Reduced 33.08%
$20.3B
$801,000 0.0% of portfolio
14,281
Q2 2025 Added 0.3%
$7.24B
$919,000 0.0% of portfolio
11,328
Q2 2025 Reduced 14.69%
Amalgamated Financial Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 10.67%
Kiniksa Pharmaceuticals Intl
-
$0 0.0% of portfolio
-
Q2 2025 New
$1.68B
$735,000 0.0% of portfolio
20,767
Q2 2025 Added 5.3%
$1.34B
$1.16 Million 0.0% of portfolio
59,166
Q2 2025 Added 6.89%
$999M
$549,000 0.0% of portfolio
117,755
Q2 2025 Added 10.33%
$4.26B
$527,000 0.0% of portfolio
16,531
Q2 2025 Added 38.43%
$13B
$1.75 Million 0.0% of portfolio
16,238
Q2 2025 Added 5.65%

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