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
$46.7 Million 0.04% of portfolio
675,414
Q2 2025 Reduced 0.72%
$0
$42.9 Million 0.04% of portfolio
425,774
Q2 2025 Reduced 8.14%
$0
$44.5 Million 0.04% of portfolio
1,535,545
Q2 2025 Reduced 2.59%
$314B
$29.9 Million 0.03% of portfolio
125,364
Q2 2025 Reduced 2.13%
$0
$33.2 Million 0.03% of portfolio
1,353,683
Q2 2025 Reduced 4.56%
$0
$29.9 Million 0.03% of portfolio
153,247
Q2 2025 Reduced 3.43%
$118B
$38 Million 0.03% of portfolio
647,934
Q2 2025 Added 4.31%
$138B
$38.9 Million 0.03% of portfolio
1,606,687
Q2 2025 Reduced 5.17%
$185B
$35.1 Million 0.03% of portfolio
412,906
Q2 2025 Reduced 4.0%
$142B
$34.5 Million 0.03% of portfolio
87,102
Q2 2025 Added 0.97%
$0
$30.4 Million 0.03% of portfolio
380,649
Q2 2025 Reduced 6.68%
$119B
$30.7 Million 0.03% of portfolio
129,021
Q2 2025 Reduced 4.65%
$48.9B
$29.2 Million 0.03% of portfolio
296,498
Q2 2025 Added 8.06%
$83.2B
$35.7 Million 0.03% of portfolio
167,696
Q2 2025 Added 127.11%
$150B
$31.3 Million 0.03% of portfolio
282,087
Q2 2025 Added 3.88%
$102B
$40.4 Million 0.03% of portfolio
92,357
Q2 2025 Added 7.06%
$217B
$34.2 Million 0.03% of portfolio
5,902
Q2 2025 Added 33.08%
$79.5B
$29.1 Million 0.03% of portfolio
232,525
Q2 2025 Reduced 5.68%
$86B
$32 Million 0.03% of portfolio
117,229
Q2 2025 Added 25.91%
$95.6B
$36 Million 0.03% of portfolio
157,170
Q2 2025 Added 6.71%
$95.8B
$38.9 Million 0.03% of portfolio
329,976
Q2 2025 Added 1.45%
$0
$34.3 Million 0.03% of portfolio
711,578
Q2 2025 Reduced 11.55%
$0
$37.8 Million 0.03% of portfolio
207,961
Q2 2025 Reduced 9.51%
$47.6B
$30.5 Million 0.03% of portfolio
389,409
Q2 2025 Added 4.1%
$133B
$37.9 Million 0.03% of portfolio
42,359
Q2 2025 Added 0.18%
$6.4B
$38.6 Million 0.03% of portfolio
428,667
Q2 2025 Added 1,447.37%
$147B
$29.4 Million 0.03% of portfolio
273,684
Q2 2025 Added 6.07%
$0
$40.2 Million 0.03% of portfolio
302,848
Q2 2025 Added 3.12%
$323B
$38.5 Million 0.03% of portfolio
126,725
Q2 2025 Added 10.76%
$99.5B
$38.8 Million 0.03% of portfolio
87,174
Q2 2025 Reduced 1.88%
$57.5B
$31.4 Million 0.03% of portfolio
302,475
Q2 2025 Added 1.49%
$182B
$35.8 Million 0.03% of portfolio
383,251
Q2 2025 Added 7.21%
$3.68B
$40.3 Million 0.03% of portfolio
99,788
Q2 2025 Reduced 9.7%
$0
$31.2 Million 0.03% of portfolio
112,671
Q2 2025 Reduced 2.64%
$102B
$32 Million 0.03% of portfolio
174,520
Q2 2025 Added 1.35%
$55B
$33.2 Million 0.03% of portfolio
452,940
Q2 2025 Reduced 6.26%
$61.8B
$37.6 Million 0.03% of portfolio
168,209
Q2 2025 Added 11.87%
$188B
$32.5 Million 0.03% of portfolio
247,393
Q2 2025 Added 10.46%
$0
$31.8 Million 0.03% of portfolio
617,070
Q2 2025 Added 271.29%
$111B
$32 Million 0.03% of portfolio
99,130
Q2 2025 Added 19.47%
$0
$38.1 Million 0.03% of portfolio
133,845
Q2 2025 Reduced 3.37%
$0
$40.4 Million 0.03% of portfolio
513,072
Q2 2025 Reduced 7.01%
$123B
$39.7 Million 0.03% of portfolio
265,213
Q2 2025 Added 5.8%
$61.9B
$30.2 Million 0.03% of portfolio
285,297
Q2 2025 Reduced 2.56%
$0
$32.7 Million 0.03% of portfolio
708,318
Q2 2025 Added 32.11%
$79.3B
$29.3 Million 0.03% of portfolio
176,368
Q2 2025 Added 0.5%
$0
$31.3 Million 0.03% of portfolio
1,091,204
Q2 2025 Reduced 1.09%
$52.5B
$37.6 Million 0.03% of portfolio
183,729
Q2 2025 Reduced 1.39%
$0
$34.4 Million 0.03% of portfolio
656,509
Q2 2025 Reduced 4.28%

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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