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
$0
$62 Million 0.05% of portfolio
1,499,023
Q2 2025 Added 3.07%
$73.6B
$56.5 Million 0.05% of portfolio
572,301
Q2 2025 Added 10.3%
$119B
$56.3 Million 0.05% of portfolio
184,568
Q2 2025 Reduced 7.8%
$0
$58.1 Million 0.05% of portfolio
297,801
Q2 2025 Reduced 6.95%
$157B
$56.2 Million 0.05% of portfolio
103,342
Q2 2025 Added 6.0%
$14.8B
$61.9 Million 0.05% of portfolio
1,146,359
Q2 2025 Reduced 15.45%
$0
$62.3 Million 0.05% of portfolio
2,089,206
Q2 2025 Added 15.74%
$0
$53.3 Million 0.05% of portfolio
2,235,852
Q2 2025 Added 6.46%
$0
$54.7 Million 0.05% of portfolio
1,874,072
Q2 2025 Reduced 0.39%
$0
$52.5 Million 0.05% of portfolio
1,233,008
Q2 2025 Reduced 5.42%
$191B
$59 Million 0.05% of portfolio
57,361
Q2 2025 Reduced 0.06%
$1.98B
$53.5 Million 0.05% of portfolio
3,106,054
Q2 2025 Added 0.02%
$0
$46.9 Million 0.04% of portfolio
1,041,105
Q2 2025 Reduced 4.72%
$0
$47.3 Million 0.04% of portfolio
107,336
Q2 2025 Added 2.66%
$0
$50.5 Million 0.04% of portfolio
176,494
Q2 2025 Reduced 1.25%
$162B
$49.9 Million 0.04% of portfolio
225,024
Q2 2025 Reduced 0.34%
$172B
$46.4 Million 0.04% of portfolio
508,080
Q2 2025 Reduced 3.88%
$142B
$47.4 Million 0.04% of portfolio
93,191
Q2 2025 Added 6.6%
$96.8B
$46.6 Million 0.04% of portfolio
508,844
Q2 2025 Added 14.84%
$122B
$43.4 Million 0.04% of portfolio
140,666
Q2 2025 Reduced 0.82%
$173B
$47.4 Million 0.04% of portfolio
258,780
Q2 2025 Added 14.95%
$177B
$42 Million 0.04% of portfolio
215,718
Q2 2025 Reduced 7.65%
$100B
$48.7 Million 0.04% of portfolio
66,509
Q2 2025 Added 5.45%
$272B
$40.8 Million 0.04% of portfolio
289,306
Q2 2025 Added 6.94%
$265B
$48.2 Million 0.04% of portfolio
398,258
Q2 2025 Added 2.91%
$89.8B
$45.2 Million 0.04% of portfolio
635,850
Q2 2025 Reduced 17.66%
$162B
$50.7 Million 0.04% of portfolio
410,165
Q2 2025 Added 4.69%
$0
$51.5 Million 0.04% of portfolio
469,568
Q2 2025 Reduced 0.19%
$198B
$51.1 Million 0.04% of portfolio
64,855
Q2 2025 Added 4.44%
$139B
$43.5 Million 0.04% of portfolio
1,219,698
Q2 2025 Reduced 4.15%
$0
$49 Million 0.04% of portfolio
549,546
Q2 2025 Reduced 0.02%
$0
$41.6 Million 0.04% of portfolio
307,309
Q2 2025 Added 2.61%
$113B
$43.4 Million 0.04% of portfolio
149,724
Q2 2025 Added 4.22%
$36.8B
$44.8 Million 0.04% of portfolio
1,722,545
Q2 2025 Added 2.34%
$165B
$46.1 Million 0.04% of portfolio
87,373
Q2 2025 Added 1.69%
$101B
$41.3 Million 0.04% of portfolio
449,301
Q2 2025 Added 0.85%
$0
$51.9 Million 0.04% of portfolio
821,707
Q2 2025 Reduced 6.3%
$0
$51.5 Million 0.04% of portfolio
695,296
Q2 2025 Reduced 6.17%
$23.9B
$45 Million 0.04% of portfolio
245,432
Q2 2025 Reduced 1.26%
$59.9B
$47.7 Million 0.04% of portfolio
764,144
Q2 2025 Added 0.03%
$186B
$45.3 Million 0.04% of portfolio
111,769
Q2 2025 Added 8.85%
$4.55B
$46.4 Million 0.04% of portfolio
1,509,722
Q2 2025 Reduced 7.13%
$0
$41 Million 0.04% of portfolio
1,392,492
Q2 2025 Added 85.7%
$0
$45.7 Million 0.04% of portfolio
1,439,254
Q2 2025 Reduced 0.43%
$0
$46.9 Million 0.04% of portfolio
606,890
Q2 2025 Added 20.79%
$0
$49.7 Million 0.04% of portfolio
135,655
Q2 2025 Reduced 3.08%
$0
$42.8 Million 0.04% of portfolio
333,001
Q2 2025 Added 9.5%
$0
$47.6 Million 0.04% of portfolio
1,105,025
Q2 2025 Added 30.2%
$176B
$42.3 Million 0.04% of portfolio
366,476
Q2 2025 Added 9.27%

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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email