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
$0
$92.9 Million 0.08% of portfolio
481,857
Q2 2025 Added 0.53%
$106B
$88.2 Million 0.08% of portfolio
173,194
Q2 2025 Added 11.19%
$0
$93.4 Million 0.08% of portfolio
140,772
Q2 2025 Added 5.45%
$0
$89.6 Million 0.08% of portfolio
1,155,647
Q2 2025 Added 4.05%
$0
$92.5 Million 0.08% of portfolio
1,376,609
Q2 2025 Added 1.36%
$0
$97.9 Million 0.08% of portfolio
2,161,189
Q2 2025 Reduced 0.99%
$0
$87.5 Million 0.08% of portfolio
1,489,311
Q2 2025 Added 5.38%
$0
$92.2 Million 0.08% of portfolio
3,092,202
Q2 2025 Added 262.0%
$0
$96.6 Million 0.08% of portfolio
1,924,187
Q2 2025 Reduced 1.29%
$205B
$78.7 Million 0.07% of portfolio
634,931
Q2 2025 Reduced 1.26%
$194B
$84.4 Million 0.07% of portfolio
639,142
Q2 2025 Added 5.91%
$0
$85.6 Million 0.07% of portfolio
930,420
Q2 2025 Added 35.92%
$275B
$79.2 Million 0.07% of portfolio
111,895
Q2 2025 Added 20.0%
$323B
$75.9 Million 0.07% of portfolio
947,527
Q2 2025 Added 0.45%
$151B
$78.7 Million 0.07% of portfolio
263,434
Q2 2025 Added 2.99%
$234B
$78.5 Million 0.07% of portfolio
537,528
Q2 2025 Added 2.1%
$151B
$76.2 Million 0.07% of portfolio
213,350
Q2 2025 Added 0.62%
$0
$86.3 Million 0.07% of portfolio
1,316,871
Q2 2025 Added 0.33%
$0
$76.1 Million 0.07% of portfolio
1,517,613
Q2 2025 Reduced 0.7%
$0
$82.1 Million 0.07% of portfolio
610,566
Q2 2025 Added 7.0%
$251B
$85.3 Million 0.07% of portfolio
468,577
Q2 2025 Added 6.2%
$0
$77.1 Million 0.07% of portfolio
1,686,232
Q2 2025 Reduced 63.8%
$0
$83.7 Million 0.07% of portfolio
2,335,241
Q2 2025 Added 0.74%
$0
$70.7 Million 0.06% of portfolio
641,855
Q2 2025 Reduced 2.54%
$126B
$68.7 Million 0.06% of portfolio
327,700
Q2 2025 Added 8.04%
$191B
$73 Million 0.06% of portfolio
458,566
Q2 2025 Reduced 1.53%
$0
$70.1 Million 0.06% of portfolio
735,165
Q2 2025 Added 0.63%
$204B
$74.8 Million 0.06% of portfolio
944,651
Q2 2025 Reduced 5.36%
$319B
$74.1 Million 0.06% of portfolio
237,551
Q2 2025 Added 6.08%
$0
$67.3 Million 0.06% of portfolio
4,916,335
Q2 2025 Added 0.9%
$0
$71.3 Million 0.06% of portfolio
1,040,450
Q2 2025 Reduced 6.2%
$352B
$66.1 Million 0.06% of portfolio
484,616
Q2 2025 Added 10.66%
$0
$66.8 Million 0.06% of portfolio
492,188
Q2 2025 Added 6.03%
$250B
$73.3 Million 0.06% of portfolio
268,903
Q2 2025 Reduced 1.76%
$0
$74.2 Million 0.06% of portfolio
451,331
Q2 2025 Added 0.78%
$0
$74 Million 0.06% of portfolio
931,092
Q2 2025 Added 8.91%
$169B
$53.3 Million 0.05% of portfolio
137,884
Q2 2025 Added 1.5%
$153B
$60 Million 0.05% of portfolio
214,786
Q2 2025 Reduced 3.27%
$258B
$62.6 Million 0.05% of portfolio
441,405
Q2 2025 Added 7.03%
$141B
$56.5 Million 0.05% of portfolio
242,723
Q2 2025 Reduced 1.13%
$206B
$57 Million 0.05% of portfolio
1,969,808
Q2 2025 Added 0.79%
$126B
$55.3 Million 0.05% of portfolio
119,413
Q2 2025 Added 0.32%
$0
$54.1 Million 0.05% of portfolio
389,945
Q2 2025 Added 1.89%
$0
$58.5 Million 0.05% of portfolio
230,862
Q2 2025 Added 9.48%
$139B
$62.9 Million 0.05% of portfolio
273,289
Q2 2025 Reduced 4.57%
$329B
$61.4 Million 0.05% of portfolio
238,404
Q2 2025 Added 0.83%
$142B
$62.3 Million 0.05% of portfolio
897,974
Q2 2025 Added 2.2%
$0
$54 Million 0.05% of portfolio
674,293
Q2 2025 Added 0.5%
$255B
$60.7 Million 0.05% of portfolio
190,342
Q2 2025 Added 3.71%

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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