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
$3.7 Million 0.0% of portfolio
108,300
Q1 2025 Reduced 1.53%
$0
$2.33 Million 0.0% of portfolio
73,020
Q1 2025 Added 2.52%
$0
$294,000 0.0% of portfolio
13,280
Q1 2025 Reduced 43.45%
$0
$1.61 Million 0.0% of portfolio
54,935
Q1 2025 Reduced 4.51%
$2.28B
$959,000 0.0% of portfolio
83,688
Q1 2025 Added 192.28%
Oaktree Specialty Lending CO
-
$0 0.0% of portfolio
-
Q1 2025 Added 24.49%
$917M
$129,000 0.0% of portfolio
17,619
Q1 2025 Reduced 5.8%
$1.04B
$198,000 0.0% of portfolio
32,852
Q1 2025 Added 17.43%
$1.25B
$281,000 0.0% of portfolio
8,043
Q1 2025 Reduced 24.63%
$3.95B
$2.4 Million 0.0% of portfolio
31,766
Q1 2025 Added 1.54%
$7.25B
$2.85 Million 0.0% of portfolio
58,232
Q1 2025 Added 33.68%
$597M
$332,000 0.0% of portfolio
21,811
Q1 2025 Added 1.09%
$1.08B
$46,000 0.0% of portfolio
28,097
Q1 2025 Added 15.8%
$5.36B
$3.67 Million 0.0% of portfolio
105,108
Q1 2025 Added 60.05%
Orchid Is Cap Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 17.94%
$622M
$82,000 0.0% of portfolio
19,187
Q1 2025 Added 6.4%
$2.56B
$1.33 Million 0.0% of portfolio
89,185
Q1 2025 Added 5.83%
Ouster Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 11,137.09%
$139M
$115,000 0.0% of portfolio
30,843
Q1 2025 New
Outfront Media Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$10.2B
$1.56 Million 0.0% of portfolio
36,416
Q1 2025 Added 4.69%
$2.86B
$1.08 Million 0.0% of portfolio
56,405
Q1 2025 Added 52.94%
$27.5B
$3.32 Million 0.0% of portfolio
193,242
Q1 2025 Added 20.72%
$4.51B
$1.15 Million 0.0% of portfolio
8,308
Q1 2025 Added 6.55%
$0
$371,000 0.0% of portfolio
7,467
Q1 2025 Added 1,265.08%
$4.99B
$2.52 Million 0.0% of portfolio
115,121
Q1 2025 Added 36.89%
$0
$917,000 0.0% of portfolio
64,384
Q1 2025 Reduced 1.45%
$3.57B
$1.02 Million 0.0% of portfolio
24,580
Q1 2025 Added 4.45%
$26.9B
$4.65 Million 0.0% of portfolio
128,651
Q1 2025 Added 5.68%
$621M
$308,000 0.0% of portfolio
14,977
Q1 2025 Added 1,333.21%
$3.31B
$1.37 Million 0.0% of portfolio
26,969
Q1 2025 Added 41.82%
$23.7B
$1.31 Million 0.0% of portfolio
8,465
Q1 2025 Added 31.12%
$0
$280,000 0.0% of portfolio
7,479
Q1 2025 Added 25.53%
$0
$2.08 Million 0.0% of portfolio
37,957
Q1 2025 Added 33.02%
$346M
$59,000 0.0% of portfolio
50,797
Q1 2025 Reduced 47.53%
$3.2B
$205,000 0.0% of portfolio
11,428
Q1 2025 Added 2.15%
$1.31B
$403,000 0.0% of portfolio
22,091
Q1 2025 Added 7,733.69%
Palmer Square Capital Bdc In
-
$0 0.0% of portfolio
-
Q1 2025 Added 46.16%
$3.33B
$1.03 Million 0.0% of portfolio
7,486
Q1 2025 Added 84.93%
$1.89B
$500,000 0.0% of portfolio
35,076
Q1 2025 Reduced 33.45%
$1B
$373,000 0.0% of portfolio
28,625
Q1 2025 Added 21.17%
$1.39B
$118,000 0.0% of portfolio
27,530
Q1 2025 Reduced 44.83%
$7.82B
$549,000 0.0% of portfolio
9,286
Q1 2025 Reduced 15.83%
$14.3B
$2 Million 0.0% of portfolio
9,167
Q1 2025 Added 18.5%
$3.95B
$598,000 0.0% of portfolio
26,688
Q1 2025 Added 2.36%
$10.5B
$512,000 0.0% of portfolio
2,736
Q1 2025 Added 57.24%
$2.01B
$212,000 0.0% of portfolio
33,694
Q1 2025 Reduced 11.78%
$4.89B
$712,000 0.0% of portfolio
7,121
Q1 2025 Added 23.39%
$12.2B
$485,000 0.0% of portfolio
3,371
Q1 2025 Added 34.89%

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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