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
$37.9 Million 0.03% of portfolio
543,212
Q2 2025 Reduced 2.07%
$0
$19.1 Million 0.02% of portfolio
380,854
Q2 2025 Added 2.87%
$0
$24.7 Million 0.02% of portfolio
594,938
Q2 2025 Reduced 2.22%
$0
$18.4 Million 0.02% of portfolio
100,821
Q2 2025 Reduced 1.76%
$0
$23 Million 0.02% of portfolio
534,206
Q2 2025 Reduced 4.17%
$435B
$23.2 Million 0.02% of portfolio
204,643
Q2 2025 Added 25.78%
$0
$27.8 Million 0.02% of portfolio
224,837
Q2 2025 Reduced 4.32%
$95.6B
$20.8 Million 0.02% of portfolio
450,193
Q2 2025 Reduced 17.5%
$78.5B
$28.2 Million 0.02% of portfolio
211,493
Q2 2025 Added 1.49%
$32B
$22 Million 0.02% of portfolio
269,655
Q2 2025 Added 0.96%
$59.9B
$18.8 Million 0.02% of portfolio
82,518
Q2 2025 Added 6.83%
$118B
$27.1 Million 0.02% of portfolio
1,208,087
Q2 2025 Reduced 4.72%
$80.1B
$20.5 Million 0.02% of portfolio
82,919
Q2 2025 Reduced 7.58%
$89.8B
$20.7 Million 0.02% of portfolio
60,339
Q2 2025 Added 9.95%
$41.2B
$18.6 Million 0.02% of portfolio
245,093
Q2 2025 Added 40.16%
$73.5B
$28.2 Million 0.02% of portfolio
622,913
Q2 2025 Reduced 21.56%
$61.4B
$25.7 Million 0.02% of portfolio
254,190
Q2 2025 Added 9.22%
$0
$19.4 Million 0.02% of portfolio
317,412
Q2 2025 Reduced 5.21%
$0
$27.7 Million 0.02% of portfolio
159,756
Q2 2025 Reduced 5.5%
$0
$27.1 Million 0.02% of portfolio
518,404
Q2 2025 Added 14.01%
$0
$18.5 Million 0.02% of portfolio
125,389
Q2 2025 Added 7.56%
$67.9B
$23.4 Million 0.02% of portfolio
222,158
Q2 2025 Reduced 2.44%
$153B
$28.3 Million 0.02% of portfolio
463,154
Q2 2025 Added 12.16%
$240B
$18.6 Million 0.02% of portfolio
265,989
Q2 2025 Reduced 8.81%
$66.2B
$24.4 Million 0.02% of portfolio
268,919
Q2 2025 Added 6.22%
$139B
$28.7 Million 0.02% of portfolio
145,343
Q2 2025 Added 10.1%
$179B
$22.1 Million 0.02% of portfolio
179,553
Q2 2025 Reduced 2.17%
$279B
$19 Million 0.02% of portfolio
313,074
Q2 2025 Added 4.81%
$73.3B
$17.8 Million 0.02% of portfolio
284,057
Q2 2025 Added 13.15%
$0
$27.6 Million 0.02% of portfolio
287,839
Q2 2025 Reduced 2.46%
$141B
$23.7 Million 0.02% of portfolio
88,878
Q2 2025 Added 0.87%
$39.6B
$20.5 Million 0.02% of portfolio
301,159
Q2 2025 Reduced 2.09%
$90B
$20.4 Million 0.02% of portfolio
92,199
Q2 2025 Added 10.76%
$97.7B
$24 Million 0.02% of portfolio
109,729
Q2 2025 Reduced 0.08%
$85B
$27.4 Million 0.02% of portfolio
180,069
Q2 2025 Reduced 2.21%
$67.3B
$18.1 Million 0.02% of portfolio
70,690
Q2 2025 Reduced 0.03%
$77.6B
$27.7 Million 0.02% of portfolio
180,225
Q2 2025 Added 1.15%
$117B
$27.2 Million 0.02% of portfolio
303,559
Q2 2025 Reduced 3.56%
$69.8B
$26.2 Million 0.02% of portfolio
803,601
Q2 2025 Added 16.53%
$55.8B
$18.2 Million 0.02% of portfolio
90,651
Q2 2025 Added 7.1%
$78.3B
$23 Million 0.02% of portfolio
309,022
Q2 2025 Added 5.69%
$0
$27.2 Million 0.02% of portfolio
251,328
Q2 2025 Reduced 1.17%
$14B
$20.7 Million 0.02% of portfolio
207,328
Q2 2025 Added 136.28%
$0
$26.9 Million 0.02% of portfolio
1,159,353
Q2 2025 Added 3.6%
$0
$19.3 Million 0.02% of portfolio
1,027,036
Q2 2025 Reduced 0.41%
$88.6B
$21.7 Million 0.02% of portfolio
74,243
Q2 2025 Added 12.13%
$67.6B
$23.7 Million 0.02% of portfolio
198,250
Q2 2025 Added 0.92%
$47B
$19.2 Million 0.02% of portfolio
131,741
Q2 2025 Added 6.05%
$88.7B
$28.7 Million 0.02% of portfolio
57,358
Q2 2025 Added 13.42%

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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