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
$12.2B
$3.04 Million 0.0% of portfolio
9,975
Q1 2025 Added 17.64%
$288M
$140,000 0.0% of portfolio
25,650
Q1 2025 Added 110.16%
$2.6B
$693,000 0.0% of portfolio
20,297
Q1 2025 Added 1.09%
$3.33B
$448,000 0.0% of portfolio
48,014
Q1 2025 Reduced 14.43%
$3.36B
$780,000 0.0% of portfolio
11,598
Q1 2025 Added 59.14%
$17.8B
$1.38 Million 0.0% of portfolio
16,665
Q1 2025 Added 60.49%
$93.6M
$149,000 0.0% of portfolio
20,000
Q3 2024 Reduced 0.5%
$1B
$449,000 0.0% of portfolio
25,103
Q1 2025 Reduced 1.4%
$326M
$326,000 0.0% of portfolio
38,941
Q1 2025 Added 21.93%
$7.3B
$3.56 Million 0.0% of portfolio
61,305
Q1 2025 Added 2.58%
$396M
$108,000 0.0% of portfolio
17,231
Q1 2025 New
$40.6B
$1.68 Million 0.0% of portfolio
26,367
Q1 2025 Reduced 4.56%
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 14.01%
$1.2B
$109,000 0.0% of portfolio
13,376
Q1 2025 Added 0.01%
$22.7B
$4.76 Million 0.0% of portfolio
48,638
Q1 2025 Added 39.28%
2023 ETF Series Trust Ii
-
$0 0.0% of portfolio
-
Q1 2025 New
Two Harbors Inventment Corpo
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 54.55%
$0
$242,000 0.0% of portfolio
8,747
Q1 2025 Added 244.78%
$6.43B
$3.31 Million 0.0% of portfolio
30,891
Q1 2025 Added 23.29%
$605M
$524,000 0.0% of portfolio
19,438
Q1 2025 Added 59.97%
$976M
$344,000 0.0% of portfolio
4,758
Q1 2025 Reduced 66.23%
$26.6B
$1.41 Million 0.0% of portfolio
4,556
Q1 2025 Added 45.37%
$5.88B
$743,000 0.0% of portfolio
72,163
Q1 2025 Added 74.6%
$1.09B
$474,000 0.0% of portfolio
22,179
Q1 2025 Added 45.15%
$3.09B
$534,000 0.0% of portfolio
173,443
Q1 2025 Reduced 2.98%
$67.3M
$14,000 0.0% of portfolio
25,910
Q1 2025 Added 14.27%
$5.37B
$738,000 0.0% of portfolio
9,551
Q1 2025 Added 12.76%
$13.6B
$1.2 Million 0.0% of portfolio
3,878
Q1 2025 Reduced 21.35%
$1.29B
$256,000 0.0% of portfolio
50,944
Q1 2025 Reduced 3.57%
$10.3B
$2.4 Million 0.0% of portfolio
122,384
Q1 2025 Added 3.0%
$7.17B
$2.46 Million 0.0% of portfolio
17,608
Q1 2025 Added 29.43%
$688M
$230,000 0.0% of portfolio
8,775
Q1 2025 New
$6.51B
$1.44 Million 0.0% of portfolio
31,248
Q1 2025 Added 74.26%
$1.8B
$326,000 0.0% of portfolio
25,009
Q1 2025 Reduced 12.74%
$479M
$185,000 0.0% of portfolio
33,933
Q1 2025 Added 40.89%
$395M
$222,000 0.0% of portfolio
59,215
Q1 2025 Added 153.32%
$6.64B
$403,000 0.0% of portfolio
2,524
Q1 2025 Reduced 8.18%
$6.65B
$204,000 0.0% of portfolio
5,872
Q1 2025 Added 1,281.65%
$0
$3.37 Million 0.0% of portfolio
73,303
Q1 2025 Added 2.49%
$0
$328,000 0.0% of portfolio
13,656
Q1 2025 Added 15.69%
$0
$1.73 Million 0.0% of portfolio
103,412
Q1 2025 Reduced 5.91%
$0
$241,000 0.0% of portfolio
14,422
Q1 2025 Reduced 11.29%
$0
$238,000 0.0% of portfolio
3,256
Q1 2025 New
$0
$1.8 Million 0.0% of portfolio
7,953
Q1 2025 Added 23.19%
$0
$274,000 0.0% of portfolio
1,743
Q1 2025 Reduced 17.35%
$0
$774,000 0.0% of portfolio
13,546
Q1 2025 Added 152.58%
$0
$434,000 0.0% of portfolio
8,733
Q1 2025 Added 30.67%
$0
$308,000 0.0% of portfolio
6,788
Q1 2025 Added 1.24%
$0
$640,000 0.0% of portfolio
26,864
Q1 2025 Added 47.58%

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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