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
$643M
$588,000 0.0% of portfolio
86,738
Q2 2025 Added 103.73%
$2.3B
$457,000 0.0% of portfolio
15,184
Q2 2025 Added 18.14%
$850M
$183,000 0.0% of portfolio
36,220
Q2 2025 Reduced 4.91%
$464M
$393,000 0.0% of portfolio
170,969
Q2 2025 Added 17.57%
$6.14B
$1.03 Million 0.0% of portfolio
80,623
Q2 2025 Added 11.72%
$460M
$337,000 0.0% of portfolio
34,283
Q2 2025 Added 69.73%
$400M
$192,000 0.0% of portfolio
32,809
Q2 2025 Reduced 15.75%
$1.56B
$245,000 0.0% of portfolio
47,025
Q2 2025 Added 15.11%
$2.47B
$1.19 Million 0.0% of portfolio
51,629
Q2 2025 Reduced 1.93%
$9.13B
$664,000 0.0% of portfolio
18,261
Q2 2025 Added 21.66%
$3.94B
$2.48 Million 0.0% of portfolio
58,823
Q2 2025 Added 184.87%
$567M
$499,000 0.0% of portfolio
17,494
Q2 2025 New
$364M
$330,000 0.0% of portfolio
64,942
Q2 2025 Added 183.17%
$556M
$378,000 0.0% of portfolio
13,157
Q2 2025 Reduced 33.57%
$4.26B
$839,000 0.0% of portfolio
160,152
Q2 2025 Reduced 49.91%
$2.13B
$386,000 0.0% of portfolio
25,827
Q2 2025 Added 17.79%
$1.16B
$370,000 0.0% of portfolio
65,740
Q2 2025 Added 181.26%
$2.69B
$1.81 Million 0.0% of portfolio
186,614
Q2 2025 Added 109.24%
$21.7B
$3.08 Million 0.0% of portfolio
169,059
Q2 2025 Added 34.32%
$527M
$120,000 0.0% of portfolio
18,507
Q2 2025 New
Dave Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.82%
$1.49B
$147,000 0.0% of portfolio
18,166
Q2 2025 Reduced 59.71%
$3.49B
$286,000 0.0% of portfolio
18,483
Q2 2025 Reduced 12.61%
$8.24B
$1.47 Million 0.0% of portfolio
4,674
Q2 2025 Added 16.79%
$2.58B
$1.78 Million 0.0% of portfolio
304,680
Q2 2025 Reduced 23.59%
$891M
$198,000 0.0% of portfolio
23,451
Q2 2025 Reduced 26.77%
$8.01B
$1.96 Million 0.0% of portfolio
31,906
Q2 2025 Reduced 6.19%
$2.85B
$1.49 Million 0.0% of portfolio
59,793
Q2 2025 Reduced 8.96%
Tourmaline Bio Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$32.5B
$4.57 Million 0.0% of portfolio
50,190
Q2 2025 Added 33.18%
$4.57B
$1.91 Million 0.0% of portfolio
19,161
Q2 2025 Added 49.14%
$2.31B
$577,000 0.0% of portfolio
3,025
Q2 2025 Added 46.14%
$2.41B
$320,000 0.0% of portfolio
4,032
Q2 2025 Reduced 60.42%
$10.9B
$1.2 Million 0.0% of portfolio
6,503
Q2 2025 Reduced 15.04%
$5.51B
$3.53 Million 0.0% of portfolio
30,494
Q2 2025 Added 23.2%
$2.49B
$471,000 0.0% of portfolio
9,443
Q2 2025 Reduced 44.54%
$477M
$1.06 Million 0.0% of portfolio
90,287
Q2 2025 Added 56.7%
$332M
$407,000 0.0% of portfolio
9,778
Q2 2025 Added 71.75%
$26.5B
$1.11 Million 0.0% of portfolio
121,104
Q2 2025 Added 18.43%
$5.49B
$1.58 Million 0.0% of portfolio
9,788
Q2 2025 Added 59.54%
$917M
$208,000 0.0% of portfolio
30,457
Q2 2025 Added 70.75%
$2.79B
$539,000 0.0% of portfolio
4,749
Q2 2025 Added 11.85%
$16.5B
$675,000 0.0% of portfolio
30,764
Q2 2025 Added 31.48%
$10.2B
$888,000 0.0% of portfolio
18,049
Q2 2025 Added 15.93%
$10.1B
$2.49 Million 0.0% of portfolio
13,088
Q2 2025 Added 19.7%
$6.44B
$3.17 Million 0.0% of portfolio
148,656
Q2 2025 Reduced 7.77%
$5.98B
$2.16 Million 0.0% of portfolio
21,749
Q2 2025 Reduced 29.59%
$10.9B
$1.41 Million 0.0% of portfolio
4,721
Q2 2025 Added 3.76%
$6.72B
$738,000 0.0% of portfolio
23,080
Q2 2025 Reduced 20.46%

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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