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
$1.85B
$516,000 0.0% of portfolio
11,705
Q2 2025 Reduced 0.27%
$238M
$1.88 Million 0.0% of portfolio
40,798
Q2 2025 Reduced 0.02%
$213M
$1.69 Million 0.0% of portfolio
62,851
Q2 2025 New
$0
$352,000 0.0% of portfolio
6,890
Q2 2025 Added 0.23%
$0
$599,000 0.0% of portfolio
11,485
Q2 2025 Added 1.19%
$728M
$212,000 0.0% of portfolio
5,740
Q2 2025 Reduced 9.28%
$0
$254,000 0.0% of portfolio
2,571
Q2 2025 Reduced 30.33%
$246M
$33,000 0.0% of portfolio
24,900
Q4 2024 Reduced 3.86%
$0
$285,000 0.0% of portfolio
6,202
Q2 2025 Added 25.44%
$0
$453,000 0.0% of portfolio
8,733
Q1 2025 Added 30.67%
$2.58B
$265,000 0.0% of portfolio
25,067
Q2 2025 Added 5.42%
$0
$676,000 0.0% of portfolio
3,899
Q2 2025 Reduced 61.2%
$0
$2.73 Million 0.0% of portfolio
44,263
Q2 2025 Added 46.17%
$0
$211,000 0.0% of portfolio
3,146
Q2 2025 New
$6.17B
$1.13 Million 0.0% of portfolio
6,005
Q2 2025 Added 7.81%
$0
$1.57 Million 0.0% of portfolio
18,798
Q2 2025 Added 39.14%
$0
$3.02 Million 0.0% of portfolio
107,624
Q2 2025 Added 10.93%
Hive Digital Technologies Lt
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.39%
$1.13B
$290,000 0.0% of portfolio
11,049
Q2 2025 Reduced 41.66%
$0
$1.97 Million 0.0% of portfolio
95,180
Q2 2025 Reduced 5.83%
$0
$192,000 0.0% of portfolio
11,882
Q2 2023 Added 4.39%
$0
$3.34 Million 0.0% of portfolio
36,494
Q2 2025 Added 14.47%
Marker Therapeutics Inc
-
$0 0.0% of portfolio
-
Q2 2023 Reduced 1.42%
Tortoise Capital Series Trus
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.81%
$0
$252,000 0.0% of portfolio
8,628
Q2 2025 Reduced 3.49%
$1.79B
$566,000 0.0% of portfolio
16,462
Q2 2025 Added 32.66%
$4.64B
$2.03 Million 0.0% of portfolio
64,456
Q2 2025 Added 4.94%
$1.56B
$199,000 0.0% of portfolio
13,152
Q2 2025 Added 3.61%
Mesoblast LTD
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$332,000 0.0% of portfolio
4,913
Q2 2025 Reduced 63.73%
$0
$295,000 0.0% of portfolio
2,128
Q2 2025 Added 4.26%
$0
$1.35 Million 0.0% of portfolio
24,888
Q2 2025 Added 1.06%
$0
$2.84 Million 0.0% of portfolio
11,533
Q2 2025 Reduced 15.41%
$0
$2.02 Million 0.0% of portfolio
39,379
Q2 2025 Reduced 51.63%
$0
$596,000 0.0% of portfolio
7,854
Q2 2025 Added 1.21%
$0
$4.01 Million 0.0% of portfolio
86,584
Q2 2025 Reduced 49.71%
$1.53B
$164,000 0.0% of portfolio
12,905
Q2 2025 Added 5.0%
Jbs N.V.
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$815,000 0.0% of portfolio
14,538
Q2 2025 Added 8.61%
$150M
$67,000 0.0% of portfolio
93,680
Q2 2025 Added 10.69%
$4.08B
$274,000 0.0% of portfolio
4,892
Q2 2025 Reduced 45.09%
$0
$1.18 Million 0.0% of portfolio
60,205
Q2 2025 Reduced 14.32%
$0
$5.22 Million 0.0% of portfolio
205,995
Q2 2025 Reduced 27.85%
$105M
$107,000 0.0% of portfolio
34,050
Q2 2025 Reduced 48.7%
Proshares Tr
-
$0 0.0% of portfolio
-
Q2 2025 New
Niocorp Devs LTD
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$214,000 0.0% of portfolio
8,093
Q2 2025 New
$17.6B
$371,000 0.0% of portfolio
41,975
Q2 2025 Reduced 29.19%
$220M
$11,000 0.0% of portfolio
10,300
Q2 2025 Added 2.18%

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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