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
$606M
$667,000 0.0% of portfolio
22,258
Q2 2025 Added 21.19%
$4.61B
$2.91 Million 0.0% of portfolio
80,753
Q2 2025 Reduced 8.53%
$5.36B
$2.64 Million 0.0% of portfolio
37,582
Q2 2025 Added 77.11%
$1.38B
$431,000 0.0% of portfolio
115,445
Q2 2025 Added 1.24%
$9.4B
$1.63 Million 0.0% of portfolio
9,644
Q2 2025 Added 36.47%
$656M
$666,000 0.0% of portfolio
105,870
Q2 2025 Added 214.56%
$1.43B
$276,000 0.0% of portfolio
9,390
Q2 2025 Added 16.75%
$624M
$739,000 0.0% of portfolio
21,905
Q2 2025 Reduced 23.78%
$2.57B
$2.14 Million 0.0% of portfolio
89,156
Q2 2025 Added 463.39%
$2.92B
$323,000 0.0% of portfolio
4,309
Q2 2025 New
$48.6B
$5.27 Million 0.0% of portfolio
58,727
Q2 2025 Added 13.67%
$1.75B
$1.04 Million 0.0% of portfolio
31,062
Q2 2025 New
$14.5B
$1.89 Million 0.0% of portfolio
13,893
Q2 2025 Added 19.04%
$1.3B
$263,000 0.0% of portfolio
15,695
Q2 2025 Added 19.91%
$995M
$824,000 0.0% of portfolio
13,143
Q2 2025 Added 10.71%
$567M
$374,000 0.0% of portfolio
22,419
Q2 2025 Added 2.79%
$56.5B
$5.08 Million 0.0% of portfolio
15,580
Q2 2025 Reduced 3.22%
$414M
$127,000 0.0% of portfolio
56,001
Q2 2025 Reduced 40.35%
$9.17B
$3.5 Million 0.0% of portfolio
53,407
Q2 2025 Reduced 3.51%
$18.3B
$2.8 Million 0.0% of portfolio
31,086
Q2 2025 Reduced 6.22%
$2.45B
$1.1 Million 0.0% of portfolio
31,939
Q2 2025 Added 58.06%
$15B
$2.51 Million 0.0% of portfolio
24,812
Q2 2025 Added 21.22%
$20.2B
$4.03 Million 0.0% of portfolio
99,765
Q2 2025 Added 101.46%
$5.41B
$812,000 0.0% of portfolio
14,150
Q2 2025 Reduced 42.65%
$4.37B
$942,000 0.0% of portfolio
10,499
Q2 2025 Reduced 33.98%
$280M
$266,000 0.0% of portfolio
7,952
Q2 2025 New
$7.58B
$4.56 Million 0.0% of portfolio
42,832
Q2 2025 Added 40.51%
$3.51B
$1.21 Million 0.0% of portfolio
3,811
Q2 2025 Reduced 40.2%
$15.1B
$1.06 Million 0.0% of portfolio
6,221
Q2 2025 Added 19.91%
$579M
$434,000 0.0% of portfolio
10,877
Q2 2025 Added 21.11%
$3.58B
$771,000 0.0% of portfolio
17,832
Q2 2025 Added 252.76%
$4.44B
$5.1 Million 0.0% of portfolio
2,842
Q2 2025 Added 5.65%
$11B
$3.22 Million 0.0% of portfolio
17,170
Q2 2025 Added 3.82%
$755M
$510,000 0.0% of portfolio
25,405
Q2 2025 Added 13.7%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 12.76%
Innovex International Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.61%
$4.53B
$2.11 Million 0.0% of portfolio
14,321
Q2 2025 Added 36.38%
$442M
$970,000 0.0% of portfolio
268,939
Q2 2025 Added 354.17%
$4.2B
$1.39 Million 0.0% of portfolio
34,225
Q2 2025 Added 10.08%
$6.38B
$604,000 0.0% of portfolio
26,837
Q2 2025 Added 11.66%
$8.51B
$1.09 Million 0.0% of portfolio
17,306
Q2 2025 Added 94.25%
$1.08B
$537,000 0.0% of portfolio
11,029
Q2 2025 Added 42.71%
$5.13B
$1.45 Million 0.0% of portfolio
240,117
Q2 2025 Reduced 6.96%
$8.62B
$3.9 Million 0.0% of portfolio
167,169
Q2 2025 Added 599.98%
$22.1B
$3.08 Million 0.0% of portfolio
6,855
Q2 2025 Added 10.1%
$1.31B
$690,000 0.0% of portfolio
24,977
Q2 2025 Added 104.19%
$753M
$973,000 0.0% of portfolio
20,971
Q2 2025 Reduced 9.04%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 14.33%
$10B
$963,000 0.0% of portfolio
33,002
Q2 2025 Added 66.26%

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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