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
$0
$274,000 0.0% of portfolio
8,002
Q4 2024 New
$4.47B
$2.15 Million 0.0% of portfolio
319,699
Q1 2025 Added 66.37%
$77.5B
$4.71 Million 0.0% of portfolio
49,304
Q1 2025 Added 7.18%
$0
$287,000 0.0% of portfolio
21,302
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 New
$4.04B
$1.68 Million 0.0% of portfolio
21,554
Q1 2025 Added 1.5%
$2.8B
$279,000 0.0% of portfolio
4,996
Q1 2025 New
$3.35B
$1.66 Million 0.0% of portfolio
83,657
Q1 2025 Added 77.25%
$3.17B
$1.55 Million 0.0% of portfolio
32,625
Q1 2025 Added 11.51%
$8.17B
$786,000 0.0% of portfolio
8,495
Q1 2025 Reduced 15.2%
$862M
$400,000 0.0% of portfolio
16,364
Q1 2025 Added 31.29%
$1.37B
$258,000 0.0% of portfolio
15,822
Q1 2025 Added 33.4%
$2.75B
$838,000 0.0% of portfolio
10,030
Q1 2025 Added 12.9%
$4.73B
$1.39 Million 0.0% of portfolio
18,198
Q1 2025 Reduced 43.27%
Abrdn Asia Pacific Income Fu
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 9.25%
$0
$992,000 0.0% of portfolio
46,227
Q1 2025 Reduced 0.44%
$1.83B
$403,000 0.0% of portfolio
12,409
Q1 2025 Added 22.32%
$3.65B
$675,000 0.0% of portfolio
40,644
Q1 2025 Reduced 9.59%
$5.19B
$2.78 Million 0.0% of portfolio
50,758
Q1 2025 Added 36.26%
$5.87B
$498,000 0.0% of portfolio
7,264
Q1 2025 Reduced 6.69%
$2.58B
$242,000 0.0% of portfolio
12,774
Q1 2025 Added 0.1%
$1.75B
$276,000 0.0% of portfolio
2,800
Q1 2025 Reduced 62.41%
$5.26B
$2.31 Million 0.0% of portfolio
24,197
Q1 2025 Added 3.54%
$6.56B
$358,000 0.0% of portfolio
3,006
Q1 2025 Reduced 7.08%
$7.98B
$1.02 Million 0.0% of portfolio
6,072
Q1 2025 Reduced 4.53%
Airship Ai Hldgs Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Airship Ai Hldgs Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$351M
$23,000 0.0% of portfolio
10,001
Q1 2025 Added 0.01%
$2.59B
$857,000 0.0% of portfolio
4,814
Q1 2025 Added 110.03%
$10.4B
$782,000 0.0% of portfolio
29,266
Q1 2025 Reduced 4.22%
$2.77B
$1.14 Million 0.0% of portfolio
20,498
Q1 2025 Reduced 8.35%
$6.73B
$4.92 Million 0.0% of portfolio
99,979
Q1 2025 Added 58.76%
$2.22B
$411,000 0.0% of portfolio
5,958
Q1 2025 Added 8.78%
$9.75B
$1.18 Million 0.0% of portfolio
16,428
Q1 2025 Reduced 20.29%
$11B
$895,000 0.0% of portfolio
40,705
Q1 2025 Added 38.85%
$5.75B
$890,000 0.0% of portfolio
29,206
Q1 2025 Reduced 20.87%
$1.3B
$214,000 0.0% of portfolio
1,024
Q1 2025 Reduced 5.01%
$13.2B
$1.57 Million 0.0% of portfolio
17,011
Q1 2025 Added 5.44%
$4.14B
$405,000 0.0% of portfolio
78,946
Q1 2025 Added 22.66%
$15.2B
$1.87 Million 0.0% of portfolio
11,794
Q1 2025 Added 34.85%
$3.78B
$1.34 Million 0.0% of portfolio
20,374
Q1 2025 Reduced 4.54%
$446M
$268,000 0.0% of portfolio
9,625
Q1 2025 New
$204M
$141,000 0.0% of portfolio
97,056
Q1 2025 Added 81.26%
$2.45B
$379,000 0.0% of portfolio
3,027
Q1 2025 Added 81.47%
Amalgamated Financial Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 61.97%
$6.14B
$256,000 0.0% of portfolio
28,616
Q1 2025 Reduced 48.38%
$3.18B
$1.23 Million 0.0% of portfolio
13,269
Q1 2025 Added 45.13%
$674M
$837,000 0.0% of portfolio
40,561
Q1 2025 Added 242.17%
-
$0 0.0% of portfolio
-
Q1 2025 Added 13.0%

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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