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
$811M
$1.47 Million 0.0% of portfolio
856,957
Q2 2025 Added 145.11%
$9.94B
$1.41 Million 0.0% of portfolio
4,506
Q2 2025 Added 75.33%
$12.6B
$2.21 Million 0.0% of portfolio
12,451
Q2 2025 Added 27.99%
$12.4B
$425,000 0.0% of portfolio
16,854
Q2 2025 Added 19.05%
$958M
$522,000 0.0% of portfolio
26,917
Q2 2025 New
$14.2B
$4.58 Million 0.0% of portfolio
36,855
Q2 2025 Added 0.27%
$1.75B
$2.09 Million 0.0% of portfolio
76,426
Q2 2025 Added 22.0%
$369M
$332,000 0.0% of portfolio
10,209
Q2 2025 New
$1.18B
$302,000 0.0% of portfolio
51,222
Q2 2025 Added 258.65%
$37.1B
$3.83 Million 0.0% of portfolio
122,063
Q2 2025 Added 25.88%
$2.41B
$565,000 0.0% of portfolio
31,271
Q2 2025 New
$13.8B
$2.35 Million 0.0% of portfolio
79,343
Q2 2025 Added 20.85%
$2.7B
$510,000 0.0% of portfolio
7,985
Q2 2025 Added 21.7%
$1.4B
$2.11 Million 0.0% of portfolio
54,302
Q2 2025 Reduced 9.73%
$2.47B
$2.54 Million 0.0% of portfolio
48,027
Q2 2025 Added 100.5%
$4.14B
$1.18 Million 0.0% of portfolio
10,590
Q2 2025 Reduced 31.68%
$1.16B
$285,000 0.0% of portfolio
5,346
Q2 2025 Reduced 60.92%
$713M
$415,000 0.0% of portfolio
101,814
Q2 2025 Reduced 18.24%
$4.32B
$472,000 0.0% of portfolio
6,532
Q2 2025 Reduced 45.12%
$6.68B
$3.25 Million 0.0% of portfolio
7,449
Q2 2025 Added 40.1%
$1.92B
$213,000 0.0% of portfolio
2,668
Q2 2025 New
$1.01B
$913,000 0.0% of portfolio
31,485
Q2 2025 Reduced 19.71%
$1.88B
$4.52 Million 0.0% of portfolio
125,834
Q2 2025 Added 30.34%
$910M
$278,000 0.0% of portfolio
23,047
Q2 2025 Reduced 14.98%
$5.48B
$564,000 0.0% of portfolio
8,228
Q2 2025 Added 19.78%
$71B
$1.1 Million 0.0% of portfolio
161,847
Q2 2025 Added 65.27%
$4.9B
$1.13 Million 0.0% of portfolio
2,605
Q2 2025 Reduced 38.17%
$7.42B
$5.26 Million 0.0% of portfolio
106,218
Q2 2025 Added 6.24%
$1.1B
$550,000 0.0% of portfolio
9,090
Q2 2025 New
$736M
$546,000 0.0% of portfolio
13,566
Q2 2025 Added 114.82%
$565M
$2.03 Million 0.0% of portfolio
32,148
Q2 2025 New
$4.52B
$2.57 Million 0.0% of portfolio
899
Q2 2025 Added 19.39%
$545M
$513,000 0.0% of portfolio
48,275
Q2 2025 Reduced 59.03%
$10.2B
$1.96 Million 0.0% of portfolio
22,658
Q2 2025 Reduced 5.01%
$18.5B
$4.26 Million 0.0% of portfolio
78,451
Q2 2025 Added 68.15%
$8.48B
$2 Million 0.0% of portfolio
9,879
Q2 2025 Reduced 6.24%
$15B
$1.77 Million 0.0% of portfolio
6,931
Q2 2025 Reduced 5.47%
$10.6B
$3.87 Million 0.0% of portfolio
12,993
Q2 2025 Added 5.85%
$556M
$180,000 0.0% of portfolio
17,577
Q2 2025 Reduced 58.39%
$602M
$1.25 Million 0.0% of portfolio
67,244
Q2 2025 New
$4.94B
$1.48 Million 0.0% of portfolio
69,074
Q2 2025 New
$1.02B
$274,000 0.0% of portfolio
19,575
Q2 2025 Added 8.16%
$3.84B
$2.42 Million 0.0% of portfolio
65,714
Q2 2025 Added 45.71%
$922M
$501,000 0.0% of portfolio
44,215
Q2 2025 Added 250.97%
$7.12B
$760,000 0.0% of portfolio
105,339
Q2 2025 Reduced 5.55%
$15.2B
$1.57 Million 0.0% of portfolio
31,195
Q2 2025 Added 7.41%
Brookfield Infrastructure CO
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.01%
$0
$326,000 0.0% of portfolio
8,002
Q4 2024 New
$401M
$323,000 0.0% of portfolio
24,226
Q2 2025 Added 40.21%

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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