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
$7.58B
$3.69 Million 0.0% of portfolio
21,813
Q2 2025 Reduced 19.91%
$2.19B
$423,000 0.0% of portfolio
92,455
Q2 2025 Added 50.66%
$3.69B
$437,000 0.0% of portfolio
76,353
Q2 2025 Reduced 3.28%
$4.28B
$1.43 Million 0.0% of portfolio
19,442
Q2 2025 Reduced 9.8%
$446M
$552,000 0.0% of portfolio
19,815
Q2 2025 Added 105.87%
$3.31B
$3.6 Million 0.0% of portfolio
16,309
Q2 2025 Added 12.61%
$510M
$1.09 Million 0.0% of portfolio
19,891
Q2 2025 Added 78.38%
$845M
$1.74 Million 0.0% of portfolio
39,673
Q2 2025 Added 96.93%
$283M
$200,000 0.0% of portfolio
8,308
Q2 2025 New
$7.42B
$467,000 0.0% of portfolio
10,773
Q2 2025 Added 23.87%
$10.8B
$1.95 Million 0.0% of portfolio
16,087
Q2 2025 Added 22.04%
$35.1B
$3.28 Million 0.0% of portfolio
40,772
Q2 2025 Reduced 23.41%
$2.79B
$1.15 Million 0.0% of portfolio
101,642
Q2 2025 Added 32.88%
$1.03B
$623,000 0.0% of portfolio
18,624
Q2 2025 Added 16.85%
$1.58B
$645,000 0.0% of portfolio
58,120
Q2 2025 Reduced 1.82%
$0
$5.73 Million 0.0% of portfolio
261,040
Q2 2025 Added 8.51%
$5.05B
$5.6 Million 0.0% of portfolio
22,847
Q2 2025 Added 28.0%
$4.9B
$1.71 Million 0.0% of portfolio
10,750
Q2 2025 Reduced 9.21%
$391M
$1.22 Million 0.0% of portfolio
53,363
Q2 2025 Added 101.07%
$485M
$630,000 0.0% of portfolio
21,049
Q2 2025 Reduced 9.19%
$1.47B
$1.1 Million 0.0% of portfolio
11,267
Q2 2025 Added 4.77%
$1.35B
$5.38 Million 0.0% of portfolio
234,988
Q2 2025 Added 19.47%
$7.41B
$729,000 0.0% of portfolio
7,477
Q2 2025 Added 23.28%
$4.31B
$1.87 Million 0.0% of portfolio
15,123
Q2 2025 Reduced 0.24%
$729M
$528,000 0.0% of portfolio
11,847
Q2 2025 Added 21.69%
$19B
$2.44 Million 0.0% of portfolio
20,868
Q2 2025 Reduced 12.29%
$543M
$852,000 0.0% of portfolio
37,312
Q2 2025 Added 52.11%
$586M
$1.53 Million 0.0% of portfolio
37,788
Q2 2025 Added 0.37%
$3.57B
$666,000 0.0% of portfolio
14,649
Q2 2025 Added 43.52%
$879M
$569,000 0.0% of portfolio
93,344
Q2 2025 Added 20.14%
$17.1B
$1.87 Million 0.0% of portfolio
20,374
Q2 2025 Added 5.92%
$1.21B
$1.12 Million 0.0% of portfolio
113,127
Q2 2025 Added 27.74%
$3.61B
$1.28 Million 0.0% of portfolio
12,176
Q2 2025 Added 29.45%
$651M
$421,000 0.0% of portfolio
22,542
Q2 2025 Reduced 10.94%
$1.64B
$359,000 0.0% of portfolio
38,834
Q2 2025 Reduced 19.38%
$0
$2 Million 0.0% of portfolio
112,265
Q2 2025 Added 4.58%
$2.17B
$2.14 Million 0.0% of portfolio
27,095
Q2 2025 Added 13.91%
$6.68B
$599,000 0.0% of portfolio
12,502
Q2 2025 Reduced 5.76%
$3.56B
$464,000 0.0% of portfolio
2,205
Q2 2025 Reduced 16.45%
$1.05B
$340,000 0.0% of portfolio
108,022
Q2 2025 Reduced 16.17%
$1.62B
$0 0.0% of portfolio
-
Q2 2025 Added 302.92%
$0
$346,000 0.0% of portfolio
5,838
Q2 2025 Reduced 45.5%
$13.4B
$1.44 Million 0.0% of portfolio
10,473
Q2 2025 Added 2.6%
$2.94B
$1.02 Million 0.0% of portfolio
7,418
Q2 2025 Added 0.32%
$0
$2.85 Million 0.0% of portfolio
32,810
Q2 2025 Reduced 1.38%
$298M
$201,000 0.0% of portfolio
11,575
Q2 2025 Reduced 11.26%
$9.48B
$2.25 Million 0.0% of portfolio
42,248
Q2 2025 Added 28.84%
$1.58B
$866,000 0.0% of portfolio
13,338
Q2 2025 Added 92.44%
$4.05B
$566,000 0.0% of portfolio
14,844
Q2 2025 Reduced 14.56%

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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