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
$24.6B
$4.88 Million 0.0% of portfolio
224,587
Q1 2025 Added 9.8%
$442M
$60,000 0.0% of portfolio
23,117
Q1 2025 Reduced 21.72%
$2.88B
$663,000 0.0% of portfolio
31,920
Q1 2025 Added 36.21%
$1.58B
$306,000 0.0% of portfolio
11,492
Q1 2025 New
$471M
$317,000 0.0% of portfolio
56,959
Q1 2025 Added 249.01%
$153M
$231,000 0.0% of portfolio
23,715
Q1 2025 Added 2.93%
$3.54B
$1.25 Million 0.0% of portfolio
70,705
Q1 2025 Added 70.29%
$21.4B
$3.96 Million 0.0% of portfolio
59,466
Q1 2025 Reduced 2.79%
$3.26B
$1.59 Million 0.0% of portfolio
45,098
Q1 2025 Added 3.95%
$866M
$3.01 Million 0.0% of portfolio
139,915
Q1 2025 Added 5.26%
$6.9B
$2.23 Million 0.0% of portfolio
56,987
Q1 2025 Added 100.76%
$4.89B
$653,000 0.0% of portfolio
12,333
Q1 2025 Added 20.63%
$1.87B
$454,000 0.0% of portfolio
57,360
Q1 2025 Added 28.06%
$526M
$338,000 0.0% of portfolio
11,600
Q1 2025 Added 11,500.0%
$12.2B
$1.87 Million 0.0% of portfolio
150,324
Q1 2025 Added 38.76%
$2.06B
$187,000 0.0% of portfolio
15,536
Q1 2025 New
$10.9B
$1.2 Million 0.0% of portfolio
17,088
Q1 2025 Added 6.99%
$2.68B
$139,000 0.0% of portfolio
19,734
Q1 2025 Reduced 5.66%
$7.19B
$293,000 0.0% of portfolio
3,973
Q1 2025 Reduced 6.69%
$5.45B
$537,000 0.0% of portfolio
5,882
Q1 2025 Reduced 3.62%
$25.4B
$2.56 Million 0.0% of portfolio
11,657
Q1 2025 Added 14.25%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 8.16%
Sezzle Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 479.08%
$8.81B
$507,000 0.0% of portfolio
23,882
Q1 2025 Added 1,194,000.0%
$8.01B
$571,000 0.0% of portfolio
19,450
Q1 2025 Added 1.49%
$3.42B
$1.84 Million 0.0% of portfolio
61,493
Q1 2025 Added 42.75%
$4.96B
$2.22 Million 0.0% of portfolio
16,760
Q1 2025 Added 104.54%
$0
$409,000 0.0% of portfolio
7,532
Q1 2025 Added 15.26%
$0
$746,000 0.0% of portfolio
6,451
Q1 2025 Added 3.0%
$0
$369,000 0.0% of portfolio
4,941
Q1 2025 Reduced 1.57%
$0
$270,000 0.0% of portfolio
7,587
Q1 2025 Added 18.09%
$0
$864,000 0.0% of portfolio
16,237
Q1 2025 Reduced 19.13%
$0
$940,000 0.0% of portfolio
21,554
Q1 2025 Reduced 5.53%
$0
$1.15 Million 0.0% of portfolio
38,721
Q1 2025 Added 5.41%
$0
$296,000 0.0% of portfolio
1,547
Q1 2025 Added 3.06%
$0
$296,000 0.0% of portfolio
10,214
Q1 2025 Added 1.66%
$0
$4.32 Million 0.0% of portfolio
52,013
Q1 2025 Reduced 2.55%
$0
$1.56 Million 0.0% of portfolio
61,788
Q1 2025 Added 8.12%
$0
$2.55 Million 0.0% of portfolio
97,021
Q1 2025 Added 2.96%
$0
$539,000 0.0% of portfolio
26,859
Q1 2025 Added 20.68%
$0
$330,000 0.0% of portfolio
2,069
Q1 2025 Reduced 5.74%
$0
$3.59 Million 0.0% of portfolio
22,357
Q1 2025 Added 5.3%
$0
$562,000 0.0% of portfolio
21,329
Q1 2025 Reduced 4.62%
$0
$349,000 0.0% of portfolio
12,829
Q1 2025 Reduced 9.97%
$0
$779,000 0.0% of portfolio
27,270
Q1 2025 Added 55.76%
$0
$608,000 0.0% of portfolio
10,711
Q1 2025 Reduced 17.51%
$0
$294,000 0.0% of portfolio
5,553
Q1 2025 Reduced 60.79%
$0
$2.64 Million 0.0% of portfolio
33,269
Q1 2025 Added 4.78%
$0
$1.45 Million 0.0% of portfolio
18,789
Q1 2025 Added 6.83%

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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