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
$3.25B
$3.7 Million 0.0% of portfolio
91,002
Q2 2025 Reduced 14.28%
$18.1B
$2.57 Million 0.0% of portfolio
25,069
Q2 2025 Added 22.13%
$3.37B
$2.03 Million 0.0% of portfolio
81,990
Q2 2025 Added 33.33%
$15.5B
$1.56 Million 0.0% of portfolio
27,851
Q2 2025 Reduced 19.83%
$1.39B
$675,000 0.0% of portfolio
11,597
Q2 2025 Added 25.71%
$1.85B
$385,000 0.0% of portfolio
7,839
Q2 2025 Added 2.39%
$1.19B
$607,000 0.0% of portfolio
102,446
Q2 2025 Reduced 50.44%
$3.72B
$666,000 0.0% of portfolio
69,320
Q2 2025 Reduced 31.03%
$828M
$273,000 0.0% of portfolio
13,213
Q2 2025 Reduced 19.26%
$950M
$116,000 0.0% of portfolio
18,713
Q2 2025 Reduced 68.02%
$395M
$335,000 0.0% of portfolio
98,577
Q2 2025 Added 14.13%
$4.4B
$2.07 Million 0.0% of portfolio
20,400
Q2 2025 Added 2.57%
$2.56B
$785,000 0.0% of portfolio
10,534
Q2 2025 Added 3.28%
$697M
$200,000 0.0% of portfolio
6,828
Q2 2025 New
$1.63B
$227,000 0.0% of portfolio
4,655
Q2 2025 Reduced 68.82%
$1.81B
$517,000 0.0% of portfolio
17,098
Q2 2025 Added 87.48%
$2.13B
$566,000 0.0% of portfolio
17,377
Q2 2025 Reduced 15.19%
$5.59B
$1.87 Million 0.0% of portfolio
55,609
Q2 2025 Added 13.65%
$76.6B
$3.76 Million 0.0% of portfolio
149,533
Q2 2025 Added 80.9%
$13.6B
$3.26 Million 0.0% of portfolio
94,815
Q2 2025 Added 0.61%
$3.92B
$1.09 Million 0.0% of portfolio
246,324
Q2 2025 Added 157.03%
$15.6B
$1.59 Million 0.0% of portfolio
28,387
Q2 2025 Reduced 11.61%
$83B
$1.68 Million 0.0% of portfolio
134,527
Q2 2025 Reduced 6.15%
$0
$261,000 0.0% of portfolio
3,413
Q2 2025 New
$22.5B
$2.41 Million 0.0% of portfolio
365,734
Q2 2025 Reduced 30.44%
$12B
$1.24 Million 0.0% of portfolio
8,736
Q2 2025 Added 11.59%
$3.32B
$1.06 Million 0.0% of portfolio
8,787
Q2 2025 Reduced 4.04%
$5.76B
$1.22 Million 0.0% of portfolio
10,338
Q2 2025 Added 76.48%
$6.86B
$2.66 Million 0.0% of portfolio
54,301
Q2 2025 Added 52.43%
$19.8B
$2.5 Million 0.0% of portfolio
23,809
Q2 2025 Added 25.56%
$1.92B
$283,000 0.0% of portfolio
3,276
Q2 2025 New
$1.06B
$1.43 Million 0.0% of portfolio
17,956
Q2 2025 Added 289.16%
$5.32B
$3.37 Million 0.0% of portfolio
25,579
Q2 2025 Added 13.08%
$4.38B
$1.42 Million 0.0% of portfolio
47,233
Q2 2025 Added 24.78%
$15B
$1.23 Million 0.0% of portfolio
2,733
Q2 2025 Reduced 5.1%
$20.5B
$1.53 Million 0.0% of portfolio
40,837
Q2 2025 Added 13.02%
$65.1B
$5.09 Million 0.0% of portfolio
66,404
Q2 2025 Added 3.74%
$2.85B
$1.81 Million 0.0% of portfolio
113,875
Q2 2025 Added 311.87%
-
$0 0.0% of portfolio
-
Q2 2025 Added 14.27%
$5.62B
$2.73 Million 0.0% of portfolio
17,292
Q2 2025 Added 22.23%
$480M
$503,000 0.0% of portfolio
357,427
Q2 2025 Added 235.06%
$4.73B
$817,000 0.0% of portfolio
14,771
Q2 2025 Reduced 13.93%
$63.9B
$4.98 Million 0.0% of portfolio
9,485
Q2 2025 Reduced 16.56%
$598M
$254,000 0.0% of portfolio
31,793
Q2 2025 Reduced 74.57%
$12.1B
$3.81 Million 0.0% of portfolio
30,183
Q2 2025 Added 2.36%
$19.9B
$2.74 Million 0.0% of portfolio
14,561
Q2 2025 Reduced 2.48%
$1.18B
$957,000 0.0% of portfolio
13,797
Q2 2025 Added 10.55%
$12.4B
$366,000 0.0% of portfolio
10,379
Q2 2025 Reduced 47.25%
$453M
$318,000 0.0% of portfolio
10,719
Q2 2025 New

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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