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
$8.72B
$717,000 0.0% of portfolio
2,684
Q1 2025 Added 35.76%
$895M
$385,000 0.0% of portfolio
20,955
Q1 2025 Reduced 9.05%
$15.3B
$1.31 Million 0.0% of portfolio
16,699
Q1 2025 Added 25.16%
Perimeter Solutions Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.99%
$3.89B
$1.44 Million 0.0% of portfolio
104,214
Q1 2025 Added 44.37%
$768M
$107,000 0.0% of portfolio
32,045
Q1 2025 Reduced 25.41%
-
$299,000 0.0% of portfolio
22,787
Q1 2025 Added 4.46%
$82.5B
$2.06 Million 0.0% of portfolio
143,335
Q1 2025 Reduced 0.99%
$355M
$375,000 0.0% of portfolio
59,937
Q1 2025 Added 157.87%
$4.06B
$1.92 Million 0.0% of portfolio
52,524
Q1 2025 Reduced 9.05%
Phinia Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 76.38%
$1.42B
$236,000 0.0% of portfolio
9,262
Q1 2025 Added 12,763.89%
$11.2B
$1.15 Million 0.0% of portfolio
21,021
Q1 2025 Added 5.09%
$0
$171,000 0.0% of portfolio
12,565
Q1 2025 Reduced 1.89%
$0
$89,000 0.0% of portfolio
14,253
Q1 2025 Added 31.4%
$0
$248,000 0.0% of portfolio
17,211
Q1 2025 Reduced 8.04%
$0
$418,000 0.0% of portfolio
4,238
Q1 2025 Added 10.11%
$0
$4.69 Million 0.0% of portfolio
50,750
Q1 2025 Added 187.21%
$0
$4.2 Million 0.0% of portfolio
81,420
Q1 2025 Added 433.2%
$0
$599,000 0.0% of portfolio
30,276
Q1 2025 Added 12.93%
$7.96B
$2.34 Million 0.0% of portfolio
22,061
Q1 2025 Added 13.27%
$22.1B
$2.47 Million 0.0% of portfolio
79,568
Q1 2025 Reduced 37.52%
$3.9B
$313,000 0.0% of portfolio
14,676
Q1 2025 Added 1.66%
$9.47B
$915,000 0.0% of portfolio
9,476
Q1 2025 Added 2.62%
$1.7B
$56,000 0.0% of portfolio
16,735
Q1 2025 Added 2,634.48%
$1.72B
$59,000 0.0% of portfolio
11,543
Q1 2025 Added 3,451.69%
$1.03B
$204,000 0.0% of portfolio
151,734
Q1 2025 Added 11.96%
$12.9B
$2.03 Million 0.0% of portfolio
6,373
Q1 2025 Added 17.19%
$272M
$384,000 0.0% of portfolio
26,924
Q1 2025 Added 889.49%
$181M
$68,000 0.0% of portfolio
13,694
Q1 2025 Reduced 36.63%
$333M
$61,000 0.0% of portfolio
41,390
Q1 2025 Added 64.4%
$2.52B
$797,000 0.0% of portfolio
41,342
Q1 2025 Reduced 49.09%
$93.4M
$7,000 0.0% of portfolio
13,468
Q1 2025 Added 9.61%
$3.8B
$1.39 Million 0.0% of portfolio
16,137
Q1 2025 Added 17.14%
$24.3B
$2.11 Million 0.0% of portfolio
23,012
Q1 2025 Reduced 35.5%
$4.79B
$1.02 Million 0.0% of portfolio
17,801
Q1 2025 Added 24.15%
$9.89B
$1.71 Million 0.0% of portfolio
6,010
Q1 2025 Reduced 3.22%
$20B
$4.37 Million 0.0% of portfolio
51,775
Q1 2025 Added 7.02%
$10.2B
$737,000 0.0% of portfolio
11,165
Q1 2025 Added 134.71%
$2.61B
$852,000 0.0% of portfolio
14,629
Q1 2025 Added 55.31%
$2.19B
$1.18 Million 0.0% of portfolio
52,644
Q1 2025 Added 14.3%
$1.63B
$258,000 0.0% of portfolio
9,729
Q1 2025 Added 63.43%
$711M
$579,000 0.0% of portfolio
30,445
Q1 2025 Added 25.66%
$0
$1.92 Million 0.0% of portfolio
21,084
Q1 2025 Added 18.4%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 12.28%
$0
$326,000 0.0% of portfolio
4,044
Q1 2025 New
Proshares Tr
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$837,000 0.0% of portfolio
45,722
Q1 2025 Reduced 9.93%
$636M
$430,000 0.0% of portfolio
58,639
Q1 2025 Added 27.68%

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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email