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
$0
$46.2 Million 0.04% of portfolio
1,445,482
Q1 2025 Reduced 2.07%
$0
$47.4 Million 0.04% of portfolio
1,092,677
Q1 2025 Added 2.78%
$119B
$43.4 Million 0.04% of portfolio
143,659
Q1 2025 Added 12.98%
$199B
$42.4 Million 0.04% of portfolio
412,418
Q1 2025 Added 1.59%
$131B
$43.3 Million 0.04% of portfolio
141,828
Q1 2025 Added 6.13%
$0
$38.8 Million 0.04% of portfolio
554,678
Q1 2025 Reduced 1.5%
$151B
$30.5 Million 0.03% of portfolio
430,109
Q1 2025 Added 5.11%
$147B
$27.1 Million 0.03% of portfolio
132,015
Q1 2025 Added 3.51%
$69.5B
$27.8 Million 0.03% of portfolio
813,047
Q1 2025 Added 4.67%
$79.5B
$30.9 Million 0.03% of portfolio
246,516
Q1 2025 Added 18.34%
$138B
$30.4 Million 0.03% of portfolio
271,554
Q1 2025 Added 11.97%
$90.7B
$28.8 Million 0.03% of portfolio
1,267,927
Q1 2025 Added 16.11%
$0
$30.1 Million 0.03% of portfolio
1,103,187
Q1 2025 Added 2.0%
$0
$35.2 Million 0.03% of portfolio
804,453
Q1 2025 Added 5.32%
$0
$30.2 Million 0.03% of portfolio
158,698
Q1 2025 Added 16.95%
$0
$28.1 Million 0.03% of portfolio
295,091
Q1 2025 Reduced 7.44%
$0
$33.5 Million 0.03% of portfolio
848,710
Q1 2025 Added 5.14%
$121B
$28.7 Million 0.03% of portfolio
42,281
Q1 2025 Added 4.6%
$108B
$26.8 Million 0.03% of portfolio
109,813
Q1 2025 Added 10.14%
$3.66B
$31.9 Million 0.03% of portfolio
110,505
Q1 2025 Added 5.81%
$92.2B
$27.8 Million 0.03% of portfolio
409,161
Q1 2025 Added 19.48%
$223B
$31.6 Million 0.03% of portfolio
270,543
Q1 2025 Added 12.1%
$36.5B
$26.5 Million 0.03% of portfolio
267,102
Q1 2025 Added 6.64%
$58.6B
$31.8 Million 0.03% of portfolio
186,328
Q1 2025 Added 7.34%
$57.1B
$29.3 Million 0.03% of portfolio
237,681
Q1 2025 Added 6.43%
$356B
$30.7 Million 0.03% of portfolio
114,409
Q1 2025 Added 8.98%
$0
$33.5 Million 0.03% of portfolio
1,418,353
Q1 2025 Added 6.69%
$0
$28 Million 0.03% of portfolio
1,126,076
Q1 2025 Reduced 8.14%
$146B
$32.1 Million 0.03% of portfolio
86,269
Q1 2025 Added 7.05%
$295B
$34.2 Million 0.03% of portfolio
128,098
Q1 2025 Added 16.09%
$67.2B
$33.5 Million 0.03% of portfolio
794,100
Q1 2025 Added 17.46%
$0
$35.3 Million 0.03% of portfolio
304,121
Q1 2025 Added 10.53%
$0
$33.9 Million 0.03% of portfolio
138,513
Q1 2025 Reduced 2.83%
$0
$29.1 Million 0.03% of portfolio
115,731
Q1 2025 Reduced 6.08%
$46.4B
$28.6 Million 0.03% of portfolio
274,389
Q1 2025 Reduced 3.88%
$46.9B
$27.1 Million 0.03% of portfolio
374,073
Q1 2025 Added 2.7%
$80.1B
$28.2 Million 0.03% of portfolio
292,785
Q1 2025 Added 21.29%
$101B
$35 Million 0.03% of portfolio
250,684
Q1 2025 Added 1.04%
$60B
$30.6 Million 0.03% of portfolio
483,182
Q1 2025 Added 7.37%
$116B
$33.1 Million 0.03% of portfolio
314,749
Q1 2025 Added 16.19%
$98B
$29.7 Million 0.03% of portfolio
172,199
Q1 2025 Added 31.83%
$0
$36.5 Million 0.03% of portfolio
299,492
Q1 2025 Added 12.08%
$261B
$37 Million 0.03% of portfolio
437,943
Q1 2025 Reduced 6.25%
$0
$32 Million 0.03% of portfolio
407,894
Q1 2025 Reduced 5.64%
$0
$35 Million 0.03% of portfolio
685,834
Q1 2025 Reduced 2.39%
$0
$27.8 Million 0.03% of portfolio
254,303
Q1 2025 Reduced 1.04%
$128B
$32 Million 0.03% of portfolio
335,374
Q1 2025 Added 12.74%
$80.2B
$27 Million 0.03% of portfolio
184,146
Q1 2025 Added 12.7%
$96B
$34.1 Million 0.03% of portfolio
147,292
Q1 2025 Added 6.2%

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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