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
$74.6B
$27.3 Million 0.03% of portfolio
178,182
Q1 2025 Added 9.65%
$0
$37 Million 0.03% of portfolio
1,229,669
Q1 2025 New
$104B
$29.1 Million 0.03% of portfolio
86,263
Q1 2025 Added 27.45%
$102B
$33.3 Million 0.03% of portfolio
545,669
Q1 2025 Added 5.39%
$121B
$27.3 Million 0.03% of portfolio
135,308
Q1 2025 Added 12.89%
$161B
$32.7 Million 0.03% of portfolio
225,128
Q1 2025 Added 9.18%
$56.6B
$32.6 Million 0.03% of portfolio
298,041
Q1 2025 Added 3.95%
$60.5B
$34 Million 0.03% of portfolio
518,864
Q1 2025 Added 8.58%
$1.45B
$20.5 Million 0.02% of portfolio
408,378
Q1 2025 Added 0.74%
$22.3B
$21.5 Million 0.02% of portfolio
104,727
Q1 2025 Added 12.92%
$74B
$23.7 Million 0.02% of portfolio
253,181
Q1 2025 Added 14.04%
$7.67B
$16.1 Million 0.02% of portfolio
259,037
Q1 2025 Added 2.74%
$50.4B
$21.1 Million 0.02% of portfolio
67,459
Q1 2025 Added 6.37%
$51.6B
$22.6 Million 0.02% of portfolio
157,481
Q1 2025 Added 0.6%
$85.3B
$22.8 Million 0.02% of portfolio
208,392
Q1 2025 Added 5.2%
$65.7B
$24.3 Million 0.02% of portfolio
70,248
Q1 2025 Added 9.05%
$256B
$17.2 Million 0.02% of portfolio
298,706
Q1 2025 Added 11.38%
$79.9B
$22.3 Million 0.02% of portfolio
89,722
Q1 2025 Added 11.36%
$0
$20.6 Million 0.02% of portfolio
334,848
Q1 2025 Reduced 3.49%
$0
$16.4 Million 0.02% of portfolio
196,434
Q1 2025 Added 2.8%
$0
$23.7 Million 0.02% of portfolio
169,052
Q1 2025 Added 36.54%
$0
$18.7 Million 0.02% of portfolio
183,084
Q1 2025 Reduced 0.41%
$0
$17.2 Million 0.02% of portfolio
327,735
Q1 2025 Added 0.47%
$88.6B
$22.2 Million 0.02% of portfolio
93,103
Q1 2025 Added 1.3%
$119B
$15.9 Million 0.02% of portfolio
183,531
Q1 2025 Added 11.18%
$70.3B
$19 Million 0.02% of portfolio
43,345
Q1 2025 Added 45.29%
$64.9B
$16.7 Million 0.02% of portfolio
70,708
Q1 2025 Reduced 14.69%
$86.8B
$25.9 Million 0.02% of portfolio
50,570
Q1 2025 Added 17.5%
$151B
$20.9 Million 0.02% of portfolio
300,345
Q1 2025 Reduced 2.68%
$36.9B
$16 Million 0.02% of portfolio
132,594
Q1 2025 Added 11.56%
$92.6B
$22.5 Million 0.02% of portfolio
37,028
Q1 2025 Added 25.28%
$52.1B
$19.2 Million 0.02% of portfolio
124,228
Q1 2025 Added 4.84%
$145B
$24.9 Million 0.02% of portfolio
88,115
Q1 2025 Added 15.64%
$35.7B
$16.3 Million 0.02% of portfolio
280,550
Q1 2025 Added 0.85%
$20.1B
$19.4 Million 0.02% of portfolio
67,120
Q1 2025 Added 0.21%
$185B
$25.2 Million 0.02% of portfolio
223,960
Q1 2025 Added 0.81%
$253B
$25.1 Million 0.02% of portfolio
342,767
Q1 2025 Added 12.12%
$0
$20.2 Million 0.02% of portfolio
760,669
Q1 2025 Added 0.99%
$0
$23 Million 0.02% of portfolio
854,195
Q1 2025 Added 657.69%
$0
$18.2 Million 0.02% of portfolio
675,267
Q1 2025 Reduced 7.37%
$88.1B
$19.2 Million 0.02% of portfolio
54,880
Q1 2025 Added 12.21%
$67.9B
$22 Million 0.02% of portfolio
150,366
Q1 2025 Added 1.67%
$22.1B
$17 Million 0.02% of portfolio
506,662
Q1 2025 Added 86.29%
$233B
$18.5 Million 0.02% of portfolio
104,673
Q1 2025 Added 13.66%
$153B
$24.6 Million 0.02% of portfolio
412,930
Q1 2025 Added 32.06%
$73.8B
$25.6 Million 0.02% of portfolio
232,725
Q1 2025 Reduced 5.92%
$0
$16 Million 0.02% of portfolio
79,370
Q1 2025 Added 10.06%
$0
$26 Million 0.02% of portfolio
269,795
Q1 2025 Added 729.55%
$0
$18.5 Million 0.02% of portfolio
370,224
Q1 2025 Reduced 0.65%

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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