Creative Planning Portfolio Holdings

Creative Planning

  • $106 Billion
  • Q1 2025

Creative Planning has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 4091 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 $12.3B, Vanguard Bd Index Fd Inc Total with a value of $7.97B, Vanguard Ftse Developed Market with a value of $7.03B, Spdr Portfolio with a value of $4.1B, and Ishares Inc with a value of $3.89B.

Examining the 13F form we can see an increase of $3.33B in the current position value, from $103B to 106B.

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 $106 Billion
ETFs: $84.8 Billion
Technology: $6.72 Billion
Financial Services: $4.15 Billion
Consumer Cyclical: $1.97 Billion
Healthcare: $1.94 Billion
Communication Services: $1.58 Billion
Industrials: $1.57 Billion
Consumer Defensive: $1.31 Billion
Other: $1.87 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.28B
$52.6 Million 0.05% of portfolio
1,625,598
Q1 2025 Reduced 0.68%
$103B
$54.9 Million 0.05% of portfolio
155,770
Q1 2025 Added 2.65%
$241B
$50.9 Million 0.05% of portfolio
93,243
Q1 2025 Added 10.05%
$182B
$48.3 Million 0.05% of portfolio
97,492
Q1 2025 Added 7.05%
$0
$48.3 Million 0.05% of portfolio
876,973
Q1 2025 Added 22.51%
$0
$55.9 Million 0.05% of portfolio
1,454,427
Q1 2025 Added 1.76%
$108B
$57.7 Million 0.05% of portfolio
200,172
Q1 2025 Added 11.63%
$149B
$57.6 Million 0.05% of portfolio
212,032
Q1 2025 Added 20.13%
$137B
$51.7 Million 0.05% of portfolio
303,327
Q1 2025 Added 0.34%
$226B
$49.4 Million 0.05% of portfolio
183,535
Q1 2025 Added 7.64%
$0
$49.1 Million 0.05% of portfolio
741,046
Q1 2025 Reduced 5.06%
$150B
$41 Million 0.04% of portfolio
87,423
Q1 2025 Added 6.51%
$26.2B
$43.7 Million 0.04% of portfolio
248,574
Q1 2025 Added 0.5%
$0
$46.3 Million 0.04% of portfolio
1,157,513
Q1 2025 New
$287B
$47.3 Million 0.04% of portfolio
236,439
Q1 2025 Added 18.12%
$215B
$38.1 Million 0.04% of portfolio
62,098
Q1 2025 Added 10.46%
$0
$39.4 Million 0.04% of portfolio
293,692
Q1 2025 Added 6.47%
$0
$45 Million 0.04% of portfolio
382,708
Q1 2025 Reduced 0.06%
$0
$45.7 Million 0.04% of portfolio
178,732
Q1 2025 Added 2.25%
$136B
$42.9 Million 0.04% of portfolio
1,694,294
Q1 2025 Added 8.32%
$175B
$41.4 Million 0.04% of portfolio
528,584
Q1 2025 Added 2.92%
$0
$45.2 Million 0.04% of portfolio
2,100,193
Q1 2025 Added 0.61%
$0
$47.1 Million 0.04% of portfolio
1,881,483
Q1 2025 Added 2.98%
$0
$46.8 Million 0.04% of portfolio
1,303,691
Q1 2025 Reduced 1.49%
$29.8B
$42.7 Million 0.04% of portfolio
1,683,226
Q1 2025 Added 5.81%
$103B
$41 Million 0.04% of portfolio
445,496
Q1 2025 Added 15.95%
$111B
$43.5 Million 0.04% of portfolio
443,076
Q1 2025 Added 8.64%
$177B
$45.5 Million 0.04% of portfolio
233,591
Q1 2025 Added 9.66%
$0
$42.2 Million 0.04% of portfolio
680,343
Q1 2025 Added 0.87%
$0
$43.2 Million 0.04% of portfolio
139,970
Q1 2025 Reduced 0.17%
$0
$38.5 Million 0.04% of portfolio
502,421
Q1 2025 Added 49.6%
$0
$43.2 Million 0.04% of portfolio
551,766
Q1 2025 Added 1.46%
$106B
$37.3 Million 0.04% of portfolio
621,183
Q1 2025 Added 9.75%
$154B
$47 Million 0.04% of portfolio
1,272,514
Q1 2025 Added 21.25%
$0
$40.8 Million 0.04% of portfolio
1,576,314
Q1 2025 Reduced 2.59%
$0
$46.6 Million 0.04% of portfolio
1,805,040
Q1 2025 Reduced 2.39%
$92.3B
$39.7 Million 0.04% of portfolio
325,261
Q1 2025 Added 4.9%
$0
$39.8 Million 0.04% of portfolio
229,811
Q1 2025 Added 18.31%
$0
$44.9 Million 0.04% of portfolio
549,666
Q1 2025 Added 1.85%
$0
$46.7 Million 0.04% of portfolio
463,481
Q1 2025 Added 4.13%
$102B
$42.4 Million 0.04% of portfolio
63,073
Q1 2025 Added 2.9%
$246B
$43.1 Million 0.04% of portfolio
386,991
Q1 2025 Added 9.39%
$5.91B
$39.7 Million 0.04% of portfolio
27,703
Q1 2025 Added 26.64%
$170B
$43.7 Million 0.04% of portfolio
85,919
Q1 2025 Added 54.52%
$0
$43.9 Million 0.04% of portfolio
104,556
Q1 2025 Added 6.33%
$0
$43.5 Million 0.04% of portfolio
210,867
Q1 2025 Added 3.1%
$194B
$45.7 Million 0.04% of portfolio
57,394
Q1 2025 Added 11.27%
$178B
$47.4 Million 0.04% of portfolio
1,045,741
Q1 2025 Added 15.71%
$118B
$43.1 Million 0.04% of portfolio
88,840
Q1 2025 Added 11.79%

Summary

  • Portfolio
  • No. of Stocks 4,091
  • Current Value $106 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 213 stocks
  • Additional Purchases 2,151 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 964 stocks
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