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
$88.1B
$25.9 Million 0.02% of portfolio
78,426
Q2 2025 Added 3.27%
$93.8B
$21.4 Million 0.02% of portfolio
77,734
Q2 2025 Added 4.66%
$102B
$23.6 Million 0.02% of portfolio
76,510
Q2 2025 Added 53.09%
$63.8B
$23.9 Million 0.02% of portfolio
84,755
Q2 2025 Added 0.77%
$64.7B
$26.5 Million 0.02% of portfolio
98,888
Q2 2025 Added 4.15%
$16.8B
$21.3 Million 0.02% of portfolio
67,838
Q2 2025 Added 1.07%
$63.1B
$22.2 Million 0.02% of portfolio
69,240
Q2 2025 Reduced 1.43%
$41.7B
$28 Million 0.02% of portfolio
89,314
Q2 2025 Reduced 17.28%
$143B
$20.3 Million 0.02% of portfolio
26,479
Q2 2025 Added 22.91%
$0
$21.8 Million 0.02% of portfolio
442,378
Q2 2025 Reduced 1.17%
$35.2B
$19.3 Million 0.02% of portfolio
157,295
Q2 2025 Added 7.29%
$0
$23.6 Million 0.02% of portfolio
217,973
Q2 2025 Reduced 3.28%
$55.2B
$17.8 Million 0.02% of portfolio
21,549
Q2 2025 Added 7.87%
$137B
$25.7 Million 0.02% of portfolio
372,131
Q2 2025 Added 23.9%
$59.9B
$22.2 Million 0.02% of portfolio
67,816
Q2 2025 Added 0.53%
$68.2B
$26.4 Million 0.02% of portfolio
850,162
Q2 2025 Added 4.56%
$20.6B
$25.4 Million 0.02% of portfolio
113,851
Q2 2025 Added 8.71%
$0
$19.1 Million 0.02% of portfolio
76,878
Q2 2025 Added 4.04%
$57.6B
$23.5 Million 0.02% of portfolio
96,310
Q2 2025 Added 2.59%
$258B
$24.9 Million 0.02% of portfolio
353,650
Q2 2025 Added 3.18%
$97.6B
$25.1 Million 0.02% of portfolio
35,971
Q2 2025 Reduced 2.85%
$37.2B
$18.1 Million 0.02% of portfolio
182,587
Q2 2025 Added 9.1%
$0
$23.1 Million 0.02% of portfolio
668,755
Q2 2025 Reduced 1.83%
$94.1B
$20.8 Million 0.02% of portfolio
84,353
Q2 2025 Reduced 21.5%
$74.6B
$19.6 Million 0.02% of portfolio
186,162
Q2 2025 Added 3.49%
$47.1B
$17.5 Million 0.02% of portfolio
49,891
Q2 2025 Reduced 5.85%
$188B
$28.7 Million 0.02% of portfolio
82,037
Q2 2025 Added 6.81%
$380B
$28.6 Million 0.02% of portfolio
35,657
Q2 2025 Reduced 2.35%
$40.2B
$24.2 Million 0.02% of portfolio
150,554
Q2 2025 Added 3.3%
$1.11B
$20.4 Million 0.02% of portfolio
362,484
Q2 2025 Reduced 11.24%
$0
$19.8 Million 0.02% of portfolio
601,117
Q2 2025 Added 1.3%
$50.2B
$28.9 Million 0.02% of portfolio
165,871
Q2 2025 Added 5.33%
$52.9B
$19.9 Million 0.02% of portfolio
1,095,122
Q2 2025 Added 6.02%
$0
$21.2 Million 0.02% of portfolio
182,760
Q2 2025 Reduced 0.18%
$0
$18.9 Million 0.02% of portfolio
806,718
Q2 2025 Reduced 19.13%
$0
$19 Million 0.02% of portfolio
741,627
Q2 2025 Reduced 3.0%
$0
$17.8 Million 0.02% of portfolio
668,954
Q2 2025 Reduced 0.93%
$0
$27.8 Million 0.02% of portfolio
274,709
Q2 2025 Added 1.82%
$0
$17.6 Million 0.02% of portfolio
171,123
Q2 2025 Reduced 5.77%
$117B
$23 Million 0.02% of portfolio
60,003
Q2 2025 Added 11.36%
$0
$25 Million 0.02% of portfolio
266,538
Q2 2025 Added 4.23%
$62.3B
$27.9 Million 0.02% of portfolio
233,972
Q2 2025 Reduced 1.56%
$0
$19.7 Million 0.02% of portfolio
229,821
Q2 2025 Reduced 6.41%
$0
$18.8 Million 0.02% of portfolio
224,536
Q2 2025 Reduced 8.32%
$0
$25.7 Million 0.02% of portfolio
402,701
Q2 2025 Added 7.83%
$0
$23.2 Million 0.02% of portfolio
206,981
Q2 2025 Reduced 76.82%
$0
$19.1 Million 0.02% of portfolio
460,006
Q2 2025 Added 2.6%
$0
$28.6 Million 0.02% of portfolio
674,545
Q2 2025 Reduced 0.03%
$0
$17.9 Million 0.02% of portfolio
427,638
Q2 2025 Reduced 72.56%

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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