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
$1.36B
$457,000 0.0% of portfolio
31,860
Q2 2025 Added 5.77%
$12.4B
$2.05 Million 0.0% of portfolio
7,020
Q2 2025 Added 10.15%
$1.56B
$162,000 0.0% of portfolio
15,606
Q2 2025 Reduced 9.4%
$16.3B
$2.39 Million 0.0% of portfolio
7,751
Q2 2025 Added 42.61%
$2.98B
$1.37 Million 0.0% of portfolio
28,924
Q2 2025 Reduced 11.34%
$5.37B
$2.04 Million 0.0% of portfolio
8,533
Q2 2025 Added 30.39%
$11.2B
$1.79 Million 0.0% of portfolio
9,057
Q2 2025 Added 3.15%
$36.3B
$292,000 0.0% of portfolio
11,455
Q2 2025 Added 2.52%
$7.35B
$920,000 0.0% of portfolio
17,576
Q2 2025 Added 99.75%
$2.71B
$307,000 0.0% of portfolio
12,839
Q2 2025 Reduced 39.03%
$3.4B
$1.1 Million 0.0% of portfolio
8,966
Q2 2025 Reduced 4.16%
$18.9B
$1.23 Million 0.0% of portfolio
4,270
Q2 2025 Added 10.11%
$1.81B
$961,000 0.0% of portfolio
19,939
Q2 2025 Reduced 11.97%
$834M
$662,000 0.0% of portfolio
22,795
Q2 2025 Added 35.21%
$2.35B
$147,000 0.0% of portfolio
36,094
Q2 2025 Reduced 11.52%
$1.36B
$1.22 Million 0.0% of portfolio
60,904
Q2 2025 Added 121.82%
$0
$1.52 Million 0.0% of portfolio
19,093
Q2 2025 Added 1.62%
$5.18B
$1.13 Million 0.0% of portfolio
13,526
Q2 2025 Added 1.19%
$1.2B
$528,000 0.0% of portfolio
17,525
Q2 2025 Added 77.2%
$8.21B
$1.02 Million 0.0% of portfolio
1,471
Q2 2025 Added 22.58%
$1.95B
$457,000 0.0% of portfolio
7,602
Q2 2025 Reduced 69.69%
$12.5B
$1.54 Million 0.0% of portfolio
33,006
Q2 2025 Added 48.92%
$12.1B
$1.07 Million 0.0% of portfolio
15,023
Q2 2025 Added 2.26%
$0
$1.12 Million 0.0% of portfolio
23,491
Q2 2025 Added 11.2%
$46.1B
$3.91 Million 0.0% of portfolio
28,258
Q2 2025 Reduced 3.06%
$0
$3.65 Million 0.0% of portfolio
70,026
Q2 2025 Reduced 4.47%
$2.87B
$646,000 0.0% of portfolio
6,844
Q2 2025 Reduced 31.76%
$616M
$200,000 0.0% of portfolio
9,114
Q2 2025 New
$1.01B
$890,000 0.0% of portfolio
16,819
Q2 2025 Added 5.97%
$8.07B
$1.98 Million 0.0% of portfolio
62,525
Q2 2025 Added 49.09%
$473M
$287,000 0.0% of portfolio
63,544
Q2 2025 Added 17.27%
$4.19B
$1.03 Million 0.0% of portfolio
7,495
Q2 2025 Reduced 18.36%
$1B
$641,000 0.0% of portfolio
15,790
Q2 2025 Added 6.99%
$531M
$742,000 0.0% of portfolio
26,283
Q2 2025 Reduced 0.41%
$988M
$1.21 Million 0.0% of portfolio
256,621
Q2 2025 Added 4.97%
$5.43B
$968,000 0.0% of portfolio
108,445
Q2 2025 Reduced 32.74%
$4.83B
$579,000 0.0% of portfolio
25,574
Q2 2025 Added 39.11%
$911M
$1.41 Million 0.0% of portfolio
108,788
Q2 2025 Added 74.86%
$10.3B
$504,000 0.0% of portfolio
32,007
Q2 2025 Added 10.64%
$1.8B
$1.29 Million 0.0% of portfolio
20,254
Q2 2025 Added 88.02%
Rb Global Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 16.41%
$5.98B
$2.51 Million 0.0% of portfolio
88,090
Q2 2025 Added 3.17%
$30.3B
$2.34 Million 0.0% of portfolio
73,957
Q2 2025 Added 13.45%
$73.5B
$5.72 Million 0.0% of portfolio
80,695
Q2 2025 Added 19.02%
$1.63B
$398,000 0.0% of portfolio
27,419
Q2 2025 Reduced 0.63%
$87.4B
$5.36 Million 0.0% of portfolio
48,457
Q2 2025 Reduced 1.72%
$4.43B
$4.15 Million 0.0% of portfolio
35,956
Q2 2025 Added 24.49%
$1.95B
$2.05 Million 0.0% of portfolio
18,083
Q2 2025 Added 166.16%
$4.95B
$836,000 0.0% of portfolio
7,374
Q2 2025 Added 9.34%

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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