Creative Planning Portfolio Holdings

Creative Planning

  • $106 Billion
  • Q1 2025

Creative Planning has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 4091 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 $12.3B, Vanguard Bd Index Fd Inc Total with a value of $7.97B, Vanguard Ftse Developed Market with a value of $7.03B, Spdr Portfolio with a value of $4.1B, and Ishares Inc with a value of $3.89B.

Examining the 13F form we can see an increase of $3.33B in the current position value, from $103B to 106B.

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 $106 Billion
ETFs: $84.8 Billion
Technology: $6.72 Billion
Financial Services: $4.15 Billion
Consumer Cyclical: $1.97 Billion
Healthcare: $1.94 Billion
Communication Services: $1.58 Billion
Industrials: $1.57 Billion
Consumer Defensive: $1.31 Billion
Other: $1.87 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$90.1 Million 0.09% of portfolio
892,948
Q1 2025 Added 11,499.74%
$0
$91.9 Million 0.09% of portfolio
2,182,851
Q1 2025 Reduced 2.14%
$189B
$86.6 Million 0.08% of portfolio
262,465
Q1 2025 Added 8.61%
$248B
$87.3 Million 0.08% of portfolio
350,962
Q1 2025 Added 7.84%
$1.1T
$82.7 Million 0.08% of portfolio
498,284
Q1 2025 Added 6.03%
$0
$82.4 Million 0.08% of portfolio
1,358,100
Q1 2025 Added 13.63%
$0
$82.6 Million 0.08% of portfolio
479,297
Q1 2025 Reduced 0.73%
$268B
$85.7 Million 0.08% of portfolio
1,388,989
Q1 2025 Added 14.62%
$206B
$89.6 Million 0.08% of portfolio
998,197
Q1 2025 Added 8.3%
$0
$82.9 Million 0.08% of portfolio
1,413,277
Q1 2025 Added 34.0%
$202B
$79.8 Million 0.08% of portfolio
255,787
Q1 2025 Added 1.7%
$278B
$70 Million 0.07% of portfolio
441,203
Q1 2025 Added 13.53%
$179B
$71.5 Million 0.07% of portfolio
465,675
Q1 2025 Added 7.95%
$0
$78.8 Million 0.07% of portfolio
4,872,273
Q1 2025 Added 36,290.12%
$0
$77.4 Million 0.07% of portfolio
1,312,504
Q1 2025 Added 3.69%
$0
$78 Million 0.07% of portfolio
1,110,651
Q1 2025 Added 7.14%
$204B
$69.7 Million 0.07% of portfolio
526,462
Q1 2025 Added 6.94%
$0
$76.5 Million 0.07% of portfolio
2,318,010
Q1 2025 Added 0.87%
$268B
$73.5 Million 0.07% of portfolio
273,721
Q1 2025 Added 11.38%
$0
$72.4 Million 0.07% of portfolio
133,501
Q1 2025 Added 7.98%
$0
$75.7 Million 0.07% of portfolio
1,528,377
Q1 2025 Reduced 2.01%
$157B
$69.2 Million 0.07% of portfolio
222,039
Q1 2025 Added 11.83%
$216B
$63.5 Million 0.06% of portfolio
643,032
Q1 2025 Added 6.39%
$0
$67.7 Million 0.06% of portfolio
1,558,529
Q1 2025 Added 4,206.28%
$0
$59.1 Million 0.06% of portfolio
340,580
Q1 2025 Added 3,363.64%
$0
$61.1 Million 0.06% of portfolio
658,567
Q1 2025 Added 14.26%
$139B
$67.7 Million 0.06% of portfolio
286,362
Q1 2025 Added 7.23%
$0
$66 Million 0.06% of portfolio
570,606
Q1 2025 Added 13.14%
$0
$59.6 Million 0.06% of portfolio
320,032
Q1 2025 Reduced 2.41%
$286B
$67.7 Million 0.06% of portfolio
943,238
Q1 2025 Added 7.53%
$0
$65.1 Million 0.06% of portfolio
1,863,735
Q1 2025 Added 1.74%
$143B
$62.3 Million 0.06% of portfolio
878,623
Q1 2025 Added 4.87%
$0
$58.7 Million 0.06% of portfolio
730,549
Q1 2025 Reduced 0.03%
$0
$63 Million 0.06% of portfolio
464,218
Q1 2025 Added 2.75%
$0
$67.5 Million 0.06% of portfolio
854,953
Q1 2025 Added 17.83%
$0
$66.7 Million 0.06% of portfolio
1,109,189
Q1 2025 Reduced 4.3%
$1.9B
$48.7 Million 0.05% of portfolio
3,105,454
Q3 2024 Added 1.95%
$152B
$52 Million 0.05% of portfolio
245,504
Q1 2025 Reduced 0.35%
$0
$51.1 Million 0.05% of portfolio
470,449
Q1 2025 Added 0.39%
$0
$58.2 Million 0.05% of portfolio
684,541
Q1 2025 Added 12.75%
$125B
$53.2 Million 0.05% of portfolio
119,035
Q1 2025 Added 9.86%
$140B
$52.7 Million 0.05% of portfolio
225,797
Q1 2025 Added 1.58%
$80.5B
$49 Million 0.05% of portfolio
772,204
Q1 2025 Added 12.49%
$146B
$47.7 Million 0.05% of portfolio
391,783
Q1 2025 Added 13.9%
$162B
$51.1 Million 0.05% of portfolio
102,683
Q1 2025 Reduced 1.67%
$0
$49.4 Million 0.05% of portfolio
670,971
Q1 2025 Reduced 1.04%
$203B
$55.3 Million 0.05% of portfolio
1,954,343
Q1 2025 Added 7.42%
$193B
$52.1 Million 0.05% of portfolio
135,844
Q1 2025 Reduced 16.86%
$13.3B
$53.3 Million 0.05% of portfolio
1,355,772
Q1 2025 Added 0.77%

Summary

  • Portfolio
  • No. of Stocks 4,091
  • Current Value $106 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 213 stocks
  • Additional Purchases 2,151 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 964 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