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
$20.3B
$3.84 Million 0.0% of portfolio
50,482
Q2 2025 Added 14.71%
$1.72B
$857,000 0.0% of portfolio
11,135
Q2 2025 Reduced 37.75%
$1.34B
$1.54 Million 0.0% of portfolio
36,146
Q2 2025 Added 18.78%
$11.3B
$1.68 Million 0.0% of portfolio
3,757
Q2 2025 Added 3.02%
$11B
$4.66 Million 0.0% of portfolio
25,860
Q2 2025 Added 8.12%
$6.98B
$637,000 0.0% of portfolio
18,434
Q2 2025 Reduced 5.4%
$411M
$441,000 0.0% of portfolio
48,490
Q2 2025 Added 58.06%
$17.2B
$3.1 Million 0.0% of portfolio
31,598
Q2 2025 Added 5.5%
$13B
$2.65 Million 0.0% of portfolio
6,001
Q2 2025 Reduced 13.12%
$29.4B
$3.13 Million 0.0% of portfolio
29,726
Q2 2025 Added 6.82%
$4.42B
$991,000 0.0% of portfolio
9,776
Q2 2025 Added 1.63%
$57.5B
$3.83 Million 0.0% of portfolio
132,770
Q2 2025 Reduced 0.7%
$13.4B
$2.26 Million 0.0% of portfolio
58,417
Q2 2025 Added 35.34%
$10.9B
$710,000 0.0% of portfolio
6,352
Q2 2025 Added 23.94%
$12.2B
$2.41 Million 0.0% of portfolio
113,777
Q2 2025 Added 6.42%
$12.1B
$1.48 Million 0.0% of portfolio
62,104
Q2 2025 Added 32.1%
$3.94B
$861,000 0.0% of portfolio
45,833
Q2 2025 Added 9.72%
$0
$438,000 0.0% of portfolio
11,939
Q2 2025 Reduced 25.85%
$2.88B
$1.56 Million 0.0% of portfolio
24,099
Q2 2025 Added 61.54%
$3.28B
$3.92 Million 0.0% of portfolio
39,817
Q2 2025 Added 200.08%
$653M
$98,000 0.0% of portfolio
24,621
Q2 2025 Added 64.81%
$10.1B
$1.14 Million 0.0% of portfolio
2,661
Q2 2025 Added 0.23%
Cooper Cos Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 9.16%
$1.2B
$541,000 0.0% of portfolio
16,192
Q2 2025 Reduced 21.3%
$100B
$4.6 Million 0.0% of portfolio
34,179
Q2 2025 Added 29.25%
$1.63B
$144,000 0.0% of portfolio
10,217
Q2 2025 New
$13.1B
$5.4 Million 0.0% of portfolio
33,030
Q2 2025 Added 9.87%
$24.7B
$1.24 Million 0.0% of portfolio
18,347
Q2 2025 Reduced 15.35%
$10.6B
$1.04 Million 0.0% of portfolio
4,263
Q2 2025 Added 87.71%
$3.62B
$478,000 0.0% of portfolio
10,291
Q2 2025 Added 12.02%
$15.3B
$5.04 Million 0.0% of portfolio
103,885
Q2 2025 Reduced 7.81%
$644M
$463,000 0.0% of portfolio
19,262
Q2 2025 Added 41.98%
-
$0 0.0% of portfolio
-
Q2 2025 Added 92.99%
$5.17B
$204,000 0.0% of portfolio
70,079
Q2 2025 Added 88.8%
$15.4B
$1.7 Million 0.0% of portfolio
14,905
Q2 2025 Added 12.27%
$3B
$470,000 0.0% of portfolio
9,872
Q2 2025 Added 4.12%
$2.76B
$2.03 Million 0.0% of portfolio
30,300
Q2 2025 Reduced 7.79%
$804M
$597,000 0.0% of portfolio
33,688
Q2 2025 Reduced 6.99%
$17.8B
$5.64 Million 0.0% of portfolio
162,873
Q2 2025 Added 70.28%
$49.3B
$1.34 Million 0.0% of portfolio
137,513
Q2 2025 Reduced 21.26%
$4.33B
$3.71 Million 0.0% of portfolio
44,835
Q2 2025 Added 146.37%
$53.5B
$2.58 Million 0.0% of portfolio
52,969
Q2 2025 Added 12.07%
$22.9B
$1.26 Million 0.0% of portfolio
15,160
Q2 2025 Added 42.48%
$4.83B
$1.16 Million 0.0% of portfolio
21,070
Q2 2025 Added 95.49%
$4.33B
$1.1 Million 0.0% of portfolio
14,667
Q2 2025 Reduced 3.88%
$19.1B
$2.72 Million 0.0% of portfolio
5,572
Q2 2025 Added 30.43%
$3.41B
$4.25 Million 0.0% of portfolio
254,823
Q2 2025 Added 0.06%
$12.9B
$1.54 Million 0.0% of portfolio
7,181
Q2 2025 Reduced 3.08%
$498M
$917,000 0.0% of portfolio
48,521
Q2 2025 Reduced 20.39%

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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