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
$1.24B
$201,000 0.0% of portfolio
5,044
Q2 2025 Reduced 32.32%
Madison Square Garden Entmt
-
$0 0.0% of portfolio
-
Q2 2025 New
$8.11B
$2.14 Million 0.0% of portfolio
41,887
Q2 2025 Added 23.59%
$248M
$96,000 0.0% of portfolio
35,999
Q2 2025 New
$346M
$289,000 0.0% of portfolio
121,597
Q2 2025 Added 8.48%
$463M
$730,000 0.0% of portfolio
205,236
Q2 2025 Added 125.36%
$4.09B
$400,000 0.0% of portfolio
39,440
Q2 2025 Added 20.84%
$5.71B
$1.54 Million 0.0% of portfolio
43,308
Q2 2025 Added 234.32%
$4.44B
$463,000 0.0% of portfolio
4,681
Q2 2025 Added 20.58%
$8.27B
$1.08 Million 0.0% of portfolio
19,886
Q2 2025 Added 10.89%
$1.99B
$2.55 Million 0.0% of portfolio
78,470
Q2 2025 Added 101.31%
$2.1B
$1.11 Million 0.0% of portfolio
39,260
Q2 2025 Added 20.2%
$15.7B
$1.89 Million 0.0% of portfolio
52,553
Q2 2025 Added 22.69%
$2.94B
$433,000 0.0% of portfolio
11,619
Q2 2025 Added 8.84%
$3.91B
$706,000 0.0% of portfolio
16,135
Q2 2025 Added 74.09%
$10.3B
$695,000 0.0% of portfolio
22,516
Q2 2025 Added 38.21%
$3.4B
$567,000 0.0% of portfolio
20,295
Q2 2025 New
$1.35B
$405,000 0.0% of portfolio
27,247
Q2 2025 Reduced 16.98%
$2.2B
$1.94 Million 0.0% of portfolio
41,429
Q2 2025 Added 36.33%
$910M
$1.08 Million 0.0% of portfolio
49,481
Q2 2025 Added 3.97%
$409M
$186,000 0.0% of portfolio
16,409
Q2 2025 New
Brookfield Renewable Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 18.21%
$24.8B
$512,000 0.0% of portfolio
18,890
Q2 2025 Reduced 19.93%
$2.74B
$258,000 0.0% of portfolio
18,215
Q2 2025 Added 17.24%
$25B
$1.32 Million 0.0% of portfolio
74,421
Q2 2025 Reduced 2.07%
$920M
$361,000 0.0% of portfolio
21,353
Q2 2025 Added 44.26%
$1B
$255,000 0.0% of portfolio
47,098
Q2 2025 Reduced 26.81%
$204M
$549,000 0.0% of portfolio
106,309
Q2 2025 Added 26.09%
$3.66B
$2.38 Million 0.0% of portfolio
354,194
Q2 2025 Added 520.5%
$18.3B
$714,000 0.0% of portfolio
39,979
Q2 2025 Reduced 5.26%
$908M
$616,000 0.0% of portfolio
136,625
Q2 2025 Reduced 13.25%
$2.92B
$1.65 Million 0.0% of portfolio
85,462
Q2 2025 Added 74.7%
$4.7B
$2.26 Million 0.0% of portfolio
104,996
Q2 2025 Added 83.09%
$3.73B
$2.01 Million 0.0% of portfolio
36,170
Q2 2025 Added 10.79%
$13.8B
$2.89 Million 0.0% of portfolio
119,391
Q2 2025 Reduced 2.45%
$346M
$93,000 0.0% of portfolio
18,705
Q2 2025 New
$856M
$491,000 0.0% of portfolio
52,072
Q2 2025 Reduced 45.27%
$652M
$562,000 0.0% of portfolio
135,816
Q2 2025 Added 300.25%
$37.7B
$382,000 0.0% of portfolio
181,346
Q2 2025 Added 9.32%
$908M
$169,000 0.0% of portfolio
14,501
Q2 2025 New
$114M
$166,000 0.0% of portfolio
17,954
Q2 2025 New
$3.71B
$1.74 Million 0.0% of portfolio
38,816
Q2 2025 Added 37.83%
$6.72B
$1.99 Million 0.0% of portfolio
53,952
Q2 2025 Added 54.48%
$7.93B
$303,000 0.0% of portfolio
16,662
Q2 2025 Added 45.08%
$10.5B
$432,000 0.0% of portfolio
21,511
Q2 2025 Added 9.21%
Praxis Precision Medicines I
-
$0 0.0% of portfolio
-
Q2 2025 New
$1.32B
$485,000 0.0% of portfolio
11,974
Q2 2025 Reduced 16.28%
$3.12B
$3.35 Million 0.0% of portfolio
219,494
Q2 2025 Added 6.8%
$666M
$138,000 0.0% of portfolio
14,541
Q2 2025 Added 23.82%

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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