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
$989M
$169,000 0.0% of portfolio
12,059
Q2 2025 Reduced 52.97%
$4.65B
$406,000 0.0% of portfolio
112,485
Q2 2025 Added 0.6%
$0
$2.04 Million 0.0% of portfolio
155,362
Q2 2025 Reduced 12.42%
$420M
$285,000 0.0% of portfolio
46,422
Q2 2025 New
$4.01B
$1.53 Million 0.0% of portfolio
12,201
Q2 2025 Added 4.13%
$2.94B
$1.64 Million 0.0% of portfolio
9,033
Q2 2025 Added 4.23%
$30.3B
$4.49 Million 0.0% of portfolio
78,528
Q2 2025 Added 9.37%
$44.3B
$4.11 Million 0.0% of portfolio
358,539
Q2 2025 Reduced 19.58%
$1.15B
$608,000 0.0% of portfolio
29,902
Q2 2025 Added 26.33%
$860M
$237,000 0.0% of portfolio
10,062
Q2 2025 New
$513M
$559,000 0.0% of portfolio
53,382
Q2 2025 Reduced 0.56%
$2.35B
$348,000 0.0% of portfolio
26,739
Q2 2025 New
Wells Fargo CO New
-
$0 0.0% of portfolio
-
Q2 2025 Added 22.33%
$7.84B
$3.74 Million 0.0% of portfolio
543,580
Q2 2025 Added 6.91%
$5.9B
$552,000 0.0% of portfolio
7,535
Q2 2025 Added 90.33%
$1.66B
$326,000 0.0% of portfolio
8,899
Q2 2025 Reduced 15.06%
$3.79B
$1.68 Million 0.0% of portfolio
95,086
Q2 2025 Reduced 4.75%
$44.5B
$1.58 Million 0.0% of portfolio
8,480
Q2 2025 Reduced 0.56%
$6.19B
$938,000 0.0% of portfolio
46,782
Q2 2025 Added 18.02%
$5.2B
$2.43 Million 0.0% of portfolio
22,891
Q2 2025 Added 36.26%
$1.74B
$809,000 0.0% of portfolio
7,024
Q2 2025 Added 150.86%
Armour Residential Reit Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 8.77%
$0
$2.73 Million 0.0% of portfolio
17,856
Q2 2025 Reduced 0.59%
$33B
$4.89 Million 0.0% of portfolio
359,541
Q2 2025 Added 141.92%
$1.83B
$524,000 0.0% of portfolio
52,103
Q2 2025 Added 62.24%
$3.3B
$517,000 0.0% of portfolio
21,151
Q2 2025 Reduced 4.77%
$23.5B
$3.71 Million 0.0% of portfolio
77,707
Q2 2025 Added 6.88%
$0
$2.25 Million 0.0% of portfolio
46,675
Q2 2025 Reduced 0.14%
$12.3B
$294,000 0.0% of portfolio
31,299
Q2 2025 Reduced 31.75%
$879M
$695,000 0.0% of portfolio
97,710
Q2 2025 Added 148.29%
$0
$1.65 Million 0.0% of portfolio
52,105
Q2 2025 Added 19.91%
$11.9B
$4.4 Million 0.0% of portfolio
30,755
Q2 2025 Added 3.62%
$4.86B
$671,000 0.0% of portfolio
22,289
Q2 2025 Added 22.38%
$6.97B
$1.28 Million 0.0% of portfolio
9,196
Q2 2025 Added 54.63%
$1.19B
$758,000 0.0% of portfolio
111,490
Q2 2025 Added 10.98%
$1.27B
$278,000 0.0% of portfolio
19,578
Q2 2025 New
$3.39B
$1.06 Million 0.0% of portfolio
36,707
Q2 2025 Reduced 8.83%
$4.01B
$1.51 Million 0.0% of portfolio
28,464
Q2 2025 Added 52.7%
$4.95B
$4.45 Million 0.0% of portfolio
75,339
Q2 2025 Reduced 0.1%
$12.5B
$1.82 Million 0.0% of portfolio
53,640
Q2 2025 Added 31.86%
$3.56B
$1.51 Million 0.0% of portfolio
38,555
Q2 2025 Added 331.26%
$16.7B
$3.71 Million 0.0% of portfolio
64,094
Q2 2025 Added 75.03%
$805M
$247,000 0.0% of portfolio
9,658
Q2 2025 New
$498M
$424,000 0.0% of portfolio
34,419
Q2 2025 Reduced 20.05%
$602M
$692,000 0.0% of portfolio
43,724
Q2 2025 Added 70.47%
$6.78B
$549,000 0.0% of portfolio
8,959
Q2 2025 Added 13.41%
$25.1B
$2.33 Million 0.0% of portfolio
9,999
Q2 2025 Added 6.6%
$4.41B
$2.04 Million 0.0% of portfolio
21,111
Q2 2025 Added 37.47%
$394M
$126,000 0.0% of portfolio
46,095
Q2 2025 Added 25.85%

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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