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
$620M
$254,000 0.0% of portfolio
10,526
Q2 2025 Added 32.4%
$537M
$214,000 0.0% of portfolio
15,362
Q2 2025 Added 23.16%
$1.81B
$818,000 0.0% of portfolio
28,469
Q2 2025 Reduced 4.83%
$728M
$32,000 0.0% of portfolio
78,803
Q2 2025 Reduced 22.52%
$280M
$176,000 0.0% of portfolio
19,011
Q2 2025 Reduced 19.84%
$14.3B
$1.29 Million 0.0% of portfolio
54,039
Q2 2025 Reduced 1.24%
$3.35B
$541,000 0.0% of portfolio
16,038
Q2 2025 Reduced 53.78%
$330M
$83,000 0.0% of portfolio
12,771
Q2 2025 Reduced 66.6%
$2.31B
$189,000 0.0% of portfolio
10,021
Q2 2025 New
$1.92B
$468,000 0.0% of portfolio
43,358
Q2 2025 Added 102.2%
$1.62B
$263,000 0.0% of portfolio
15,516
Q2 2025 New
$706M
$591,000 0.0% of portfolio
32,449
Q2 2025 Reduced 20.0%
$11.5B
$492,000 0.0% of portfolio
143,514
Q2 2025 Reduced 38.25%
$9.02B
$981,000 0.0% of portfolio
68,724
Q2 2025 Added 115.23%
$466M
$689,000 0.0% of portfolio
20,536
Q2 2025 Added 46.03%
$405M
$226,000 0.0% of portfolio
30,773
Q2 2025 Added 107.67%
$2.27B
$2.76 Million 0.0% of portfolio
404,095
Q2 2025 Added 27.25%
$2.38B
$392,000 0.0% of portfolio
29,239
Q2 2025 Added 16.91%
$5.85B
$2.87 Million 0.0% of portfolio
55,172
Q2 2025 Added 26.19%
$8.47B
$712,000 0.0% of portfolio
8,447
Q2 2025 Reduced 13.18%
$163M
$75,000 0.0% of portfolio
66,744
Q2 2025 Reduced 31.23%
$5.34B
$1.91 Million 0.0% of portfolio
118,816
Q2 2025 Added 5.46%
$5.77B
$1.61 Million 0.0% of portfolio
72,959
Q2 2025 Added 3.19%
$2.73B
$271,000 0.0% of portfolio
63,128
Q2 2025 Added 458.26%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.79%
$4.53B
$2.71 Million 0.0% of portfolio
31,229
Q2 2025 Added 72.55%
$1.32B
$1.45 Million 0.0% of portfolio
65,747
Q2 2025 Added 154.68%
$0
$2.15 Million 0.0% of portfolio
42,214
Q2 2025 Reduced 11.29%
$10.4B
$2.97 Million 0.0% of portfolio
107,593
Q2 2025 Added 19.45%
$41.2B
$2.39 Million 0.0% of portfolio
122,633
Q2 2025 Added 30.62%
$696M
$420,000 0.0% of portfolio
229,786
Q2 2025 Added 13.06%
$1.21B
$1.86 Million 0.0% of portfolio
56,784
Q2 2025 Added 16.75%
$604M
$51,000 0.0% of portfolio
15,385
Q2 2025 Reduced 13.4%
$0
$904,000 0.0% of portfolio
17,995
Q2 2025 Reduced 13.07%
$517M
$310,000 0.0% of portfolio
64,340
Q2 2025 Added 12.96%
$1.01B
$653,000 0.0% of portfolio
52,067
Q2 2025 Reduced 13.98%
$24.7B
$1.66 Million 0.0% of portfolio
13,461
Q2 2025 Reduced 24.92%
$19.1B
$2.82 Million 0.0% of portfolio
50,353
Q2 2025 Added 3.96%
$1.72B
$2.65 Million 0.0% of portfolio
129,769
Q2 2025 Added 35.01%
$4.78B
$2.13 Million 0.0% of portfolio
49,112
Q2 2025 Added 12.8%
$7.86B
$695,000 0.0% of portfolio
44,140
Q2 2025 Added 66.15%
$12.4B
$1.43 Million 0.0% of portfolio
9,791
Q2 2025 Added 50.05%
$38B
$4.04 Million 0.0% of portfolio
45,726
Q2 2025 Reduced 14.85%
$1.42B
$208,000 0.0% of portfolio
13,673
Q2 2025 Reduced 38.11%
$2.9B
$1.8 Million 0.0% of portfolio
11,668
Q2 2025 Added 55.86%
$20.7B
$3.04 Million 0.0% of portfolio
84,875
Q2 2025 Added 6.67%
$3.64B
$2.49 Million 0.0% of portfolio
18,597
Q2 2025 Added 60.35%
South Plains Financial Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 96.66%
$297M
$591,000 0.0% of portfolio
40,176
Q2 2025 Added 49.22%

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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