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
$21.7 Million 0.02% of portfolio
536,177
Q1 2025 Added 1.85%
$42.3B
$16.8 Million 0.02% of portfolio
106,472
Q1 2025 Added 8.92%
$62.5B
$25.1 Million 0.02% of portfolio
94,948
Q1 2025 Added 8.52%
$320B
$21.5 Million 0.02% of portfolio
162,704
Q1 2025 Added 20.08%
$108B
$18.1 Million 0.02% of portfolio
83,240
Q1 2025 Added 20.87%
$102B
$20.4 Million 0.02% of portfolio
76,805
Q1 2025 Reduced 23.73%
$229B
$20.4 Million 0.02% of portfolio
4,435
Q1 2025 Reduced 4.13%
$98.7B
$19.7 Million 0.02% of portfolio
74,270
Q1 2025 Added 21.38%
$55.6B
$21.7 Million 0.02% of portfolio
93,881
Q1 2025 Added 157.25%
$104B
$16.7 Million 0.02% of portfolio
82,972
Q1 2025 Reduced 14.08%
$0
$25.9 Million 0.02% of portfolio
674,737
Q1 2025 Reduced 2.89%
$0
$21.3 Million 0.02% of portfolio
681,252
Q1 2025 Reduced 5.98%
$0
$17.3 Million 0.02% of portfolio
593,381
Q1 2025 Reduced 3.27%
$0
$21.1 Million 0.02% of portfolio
749,852
Q1 2025 Added 46.48%
$85.8B
$19.6 Million 0.02% of portfolio
107,454
Q1 2025 Added 45.95%
$69.1B
$25.2 Million 0.02% of portfolio
196,436
Q1 2025 Reduced 4.95%
$60.3B
$18.8 Million 0.02% of portfolio
77,240
Q1 2025 Reduced 8.51%
$0
$20.6 Million 0.02% of portfolio
279,905
Q1 2025 Added 0.74%
$0
$19.5 Million 0.02% of portfolio
386,786
Q1 2025 Added 7,884.85%
$0
$19.6 Million 0.02% of portfolio
1,031,298
Q1 2025 Added 2.6%
$101B
$18.6 Million 0.02% of portfolio
53,881
Q1 2025 Added 13.43%
$0
$20 Million 0.02% of portfolio
200,730
Q1 2025 Added 2.58%
$0
$24.5 Million 0.02% of portfolio
202,010
Q1 2025 Added 2.44%
$0
$24 Million 0.02% of portfolio
255,713
Q1 2025 Added 22.72%
$0
$18.8 Million 0.02% of portfolio
181,608
Q1 2025 Reduced 1.62%
$0
$17.5 Million 0.02% of portfolio
102,624
Q1 2025 Added 53.67%
$0
$23.7 Million 0.02% of portfolio
557,443
Q1 2025 Added 4.13%
$0
$23.1 Million 0.02% of portfolio
373,474
Q1 2025 Added 64.36%
$0
$25.8 Million 0.02% of portfolio
1,119,023
Q1 2025 Added 3.43%
$0
$21.6 Million 0.02% of portfolio
225,355
Q1 2025 Added 6.42%
$0
$20.2 Million 0.02% of portfolio
447,623
Q1 2025 Added 4.74%
$87.4B
$25.6 Million 0.02% of portfolio
175,488
Q1 2025 Added 9.44%
$42.1B
$17.3 Million 0.02% of portfolio
167,364
Q1 2025 Added 7.95%
$5.27B
$19.2 Million 0.02% of portfolio
1,433,303
Q1 2025 Added 740.34%
$87.9B
$19.1 Million 0.02% of portfolio
292,378
Q1 2025 Reduced 1.39%
$0
$24.7 Million 0.02% of portfolio
245,934
Q1 2025 Reduced 3.42%
$0
$21.8 Million 0.02% of portfolio
997,584
Q1 2025 Added 5.72%
$0
$19.5 Million 0.02% of portfolio
764,527
Q1 2025 Added 11.49%
$0
$25 Million 0.02% of portfolio
608,476
Q1 2025 Added 4.16%
$0
$17.7 Million 0.02% of portfolio
120,914
Q1 2025 Added 20.54%
$0
$20.5 Million 0.02% of portfolio
219,182
Q1 2025 Added 8.46%
$0
$22.6 Million 0.02% of portfolio
454,686
Q1 2025 Added 11.24%
$4.53B
$20.1 Million 0.02% of portfolio
243,138
Q1 2025 Added 287.88%
$182B
$26 Million 0.02% of portfolio
357,461
Q1 2025 Added 78.24%
$0
$25.5 Million 0.02% of portfolio
997,338
Q1 2025 Reduced 4.14%
$0
$21.1 Million 0.02% of portfolio
245,555
Q1 2025 Added 5.07%
$0
$19.6 Million 0.02% of portfolio
73,896
Q1 2025 Added 10.17%
$34.7B
$16.7 Million 0.02% of portfolio
153,194
Q1 2025 Added 133.45%
$0
$19.6 Million 0.02% of portfolio
244,916
Q1 2025 Added 121.25%

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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