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
$6.87B
$1.95 Million 0.0% of portfolio
53,459
Q2 2025 Added 3.84%
$40.4B
$2.14 Million 0.0% of portfolio
49,093
Q2 2025 Added 10.6%
$5.4B
$2.24 Million 0.0% of portfolio
6,671
Q2 2025 Added 95.69%
$4.08B
$608,000 0.0% of portfolio
17,105
Q2 2025 Added 13.57%
$8B
$2.79 Million 0.0% of portfolio
32,920
Q2 2025 Added 3.73%
$15B
$1.52 Million 0.0% of portfolio
53,073
Q2 2025 Added 6.08%
$2.24B
$325,000 0.0% of portfolio
13,283
Q2 2025 New
$37.3B
$4.74 Million 0.0% of portfolio
63,884
Q2 2025 Added 3.02%
$8.37B
$1.12 Million 0.0% of portfolio
11,624
Q2 2025 Reduced 15.96%
$3.86B
$980,000 0.0% of portfolio
13,367
Q2 2025 Reduced 42.05%
$1.23B
$978,000 0.0% of portfolio
109,701
Q2 2025 Added 33.26%
$1.32B
$944,000 0.0% of portfolio
13,917
Q2 2025 Added 1.14%
$597M
$180,000 0.0% of portfolio
33,923
Q2 2025 Added 40.65%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 4.31%
$1.71B
$748,000 0.0% of portfolio
23,073
Q2 2025 Added 67.61%
$3.17B
$736,000 0.0% of portfolio
36,681
Q2 2025 Reduced 36.22%
$1.96B
$319,000 0.0% of portfolio
7,917
Q2 2025 Reduced 49.58%
$432M
$255,000 0.0% of portfolio
29,387
Q2 2025 Added 136.15%
$3.53B
$1.74 Million 0.0% of portfolio
23,297
Q2 2025 Added 13.92%
$423M
$984,000 0.0% of portfolio
64,479
Q2 2025 Reduced 19.74%
$3.56B
$553,000 0.0% of portfolio
51,336
Q2 2025 Added 6.92%
$2.7B
$586,000 0.0% of portfolio
11,667
Q2 2025 Added 42.54%
$27B
$2.43 Million 0.0% of portfolio
11,941
Q2 2025 Added 12.14%
$23.9B
$0 0.0% of portfolio
-
Q2 2025 Added 9.19%
$1.07B
$225,000 0.0% of portfolio
14,922
Q2 2025 Reduced 10.09%
$9.18B
$1.74 Million 0.0% of portfolio
25,879
Q2 2025 Added 45.0%
$3.23B
$547,000 0.0% of portfolio
10,678
Q2 2025 Added 2.92%
$8.67B
$1.72 Million 0.0% of portfolio
15,172
Q2 2025 Reduced 11.46%
$15.3B
$1.53 Million 0.0% of portfolio
17,445
Q2 2025 Added 4.47%
$6.99B
$552,000 0.0% of portfolio
4,440
Q2 2025 Reduced 16.23%
$5.67B
$1.48 Million 0.0% of portfolio
32,270
Q2 2025 Reduced 36.42%
$5.77B
$3.26 Million 0.0% of portfolio
60,014
Q2 2025 Reduced 2.11%
$7.83B
$1.35 Million 0.0% of portfolio
8,894
Q2 2025 Added 7.05%
$7.71B
$2.98 Million 0.0% of portfolio
12,195
Q2 2025 Added 88.66%
$4.48B
$960,000 0.0% of portfolio
22,996
Q2 2025 Reduced 2.44%
Liberty Global LTD
-
$0 0.0% of portfolio
-
Q2 2025 Added 72.41%
$12.8B
$1.24 Million 0.0% of portfolio
5,356
Q2 2025 Added 32.87%
$1.52B
$1.13 Million 0.0% of portfolio
24,636
Q2 2025 Reduced 2.53%
$34B
$3.98 Million 0.0% of portfolio
23,620
Q2 2025 Added 27.09%
$5.3B
$1.39 Million 0.0% of portfolio
18,719
Q2 2025 Added 37.77%
$10.9B
$2.63 Million 0.0% of portfolio
50,626
Q2 2025 Reduced 22.73%
$35.1B
$4.48 Million 0.0% of portfolio
67,462
Q2 2025 Added 12.15%
$5.97B
$544,000 0.0% of portfolio
7,750
Q2 2025 Added 85.76%
$11.5B
$1.34 Million 0.0% of portfolio
36,851
Q2 2025 Added 39.65%
$6.05B
$955,000 0.0% of portfolio
125,661
Q2 2025 Reduced 14.07%
$627M
$169,000 0.0% of portfolio
50,459
Q2 2025 Reduced 54.71%
$2.43B
$232,000 0.0% of portfolio
11,026
Q2 2025 New
$428M
$781,000 0.0% of portfolio
5,380
Q2 2025 Added 139.32%
$18.8B
$2.25 Million 0.0% of portfolio
33,106
Q2 2025 Added 19.34%

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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