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
$18.9B
$3.16 Million 0.0% of portfolio
42,836
Q1 2025 Added 8.77%
$6.54B
$1.39 Million 0.0% of portfolio
42,042
Q1 2025 Added 2.07%
Zymeworks Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 20,640.35%
$62B
$4.43 Million 0.0% of portfolio
185,955
Q1 2025 Added 12.56%
$2.06B
$2.09 Million 0.0% of portfolio
207,297
Q1 2025 Added 40.78%
$4.44B
$2.82 Million 0.0% of portfolio
85,462
Q1 2025 Added 19.61%
$13.4B
$1.77 Million 0.0% of portfolio
13,572
Q1 2025 Added 10.51%
$14.4B
$1.19 Million 0.0% of portfolio
122,834
Q1 2025 Reduced 1.59%
$10.9B
$1.99 Million 0.0% of portfolio
21,769
Q1 2025 Added 28.99%
Amer Sports Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.15%
Anglogold Ashanti PLC
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.05%
$2.62B
$829,000 0.0% of portfolio
16,484
Q1 2025 Added 2.86%
$32.9B
$3.62 Million 0.0% of portfolio
37,687
Q1 2025 Reduced 7.17%
$5.21B
$1.06 Million 0.0% of portfolio
12,018
Q1 2025 Reduced 1.57%
$8.21B
$1.31 Million 0.0% of portfolio
13,077
Q1 2025 Added 60.59%
$6.61B
$471,000 0.0% of portfolio
14,212
Q1 2025 Added 45.33%
Biohaven LTD
-
$0 0.0% of portfolio
-
Q1 2025 Added 9.35%
$279M
$426,000 0.0% of portfolio
211,158
Q1 2025 Added 75.68%
$458M
$445,000 0.0% of portfolio
203,245
Q1 2025 Reduced 29.52%
$14.8B
$1.93 Million 0.0% of portfolio
64,888
Q1 2025 Reduced 7.75%
$3.06B
$223,000 0.0% of portfolio
16,889
Q1 2025 New
$2.7B
$239,000 0.0% of portfolio
12,148
Q1 2025 Reduced 44.61%
China Yuchai Intl LTD
-
$0 0.0% of portfolio
-
Q1 2025 Added 35.34%
$1.24B
$824,000 0.0% of portfolio
18,221
Q1 2025 Added 195.94%
$2.95B
$44,000 0.0% of portfolio
11,308
Q1 2025 Reduced 14.5%
$18.3B
$933,000 0.0% of portfolio
5,013
Q1 2025 Added 5.67%
$13.5B
$1.12 Million 0.0% of portfolio
27,947
Q1 2025 Added 5.59%
$23.9B
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.16%
$45.3B
$3.64 Million 0.0% of portfolio
41,804
Q1 2025 Added 7.05%
$1.35B
$427,000 0.0% of portfolio
29,558
Q1 2025 Added 114.02%
Diversified Energy Company P
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 56.69%
Avadel Pharmaceuticals PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 11,644.67%
$5.4B
$1.13 Million 0.0% of portfolio
3,409
Q1 2025 Added 20.84%
$6.12B
$964,000 0.0% of portfolio
16,713
Q1 2025 Added 62.66%
$14.5B
$1.52 Million 0.0% of portfolio
4,095
Q1 2025 Added 19.77%
Aptiv PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 62.32%
$11B
$3.24 Million 0.0% of portfolio
16,382
Q1 2025 Added 11.65%
$888M
$39,000 0.0% of portfolio
10,522
Q1 2025 New
Fidelis Insurance Holdings L
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 32.7%
$1.22B
$593,000 0.0% of portfolio
25,816
Q1 2025 Reduced 35.32%
$1.7B
$424,000 0.0% of portfolio
13,766
Q1 2025 Added 35.55%
Ftai Aviation LTD
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.3%
$6.91B
$184,000 0.0% of portfolio
10,031
Q1 2025 Added 5,766.08%
$8.4B
$1.76 Million 0.0% of portfolio
34,896
Q1 2025 Added 3.7%
$21.8B
$762,000 0.0% of portfolio
20,652
Q1 2025 Added 54.63%
$400M
$450,000 0.0% of portfolio
35,665
Q1 2025 Reduced 0.53%
$20.4B
$137,000 0.0% of portfolio
30,342
Q1 2025 Added 6.33%
$568M
$220,000 0.0% of portfolio
4,118
Q1 2025 Reduced 22.33%
$939M
$202,000 0.0% of portfolio
23,446
Q1 2025 Added 14,553.75%

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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