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
$40B
$21.8 Million 0.02% of portfolio
307,601
Q1 2025 Added 3.07%
$40.9B
$21.4 Million 0.02% of portfolio
107,974
Q1 2025 Reduced 8.57%
$122B
$23.5 Million 0.02% of portfolio
261,476
Q1 2025 Added 21.27%
$280B
$24.2 Million 0.02% of portfolio
36,515
Q1 2025 Reduced 19.39%
$64.9B
$25.3 Million 0.02% of portfolio
227,717
Q1 2025 Added 2.99%
$218B
$21.4 Million 0.02% of portfolio
291,687
Q1 2025 Added 19.17%
$74.1B
$20.3 Million 0.02% of portfolio
689,635
Q1 2025 Reduced 1.95%
$53.4B
$17.5 Million 0.02% of portfolio
84,639
Q1 2025 Added 18.49%
$91.6B
$25 Million 0.02% of portfolio
75,942
Q1 2025 Added 29.49%
$148B
$26 Million 0.02% of portfolio
258,011
Q1 2025 Added 16.94%
$66.1B
$24.8 Million 0.02% of portfolio
84,105
Q1 2025 Added 13.95%
$0
$18.6 Million 0.02% of portfolio
448,345
Q1 2025 Added 7.94%
$0
$16.5 Million 0.02% of portfolio
352,546
Q1 2025 Added 2.86%
$68B
$6.1 Million 0.01% of portfolio
62,572
Q1 2025 Reduced 7.24%
$33.3B
$8.64 Million 0.01% of portfolio
442,366
Q1 2025 Added 7.88%
$23.8B
$6.53 Million 0.01% of portfolio
59,346
Q1 2025 Added 1.58%
$24.4B
$8.75 Million 0.01% of portfolio
213,655
Q1 2025 Added 5.81%
$39.8B
$5.33 Million 0.01% of portfolio
69,635
Q1 2025 Added 32.28%
$36.7B
$12 Million 0.01% of portfolio
108,220
Q1 2025 Added 7.19%
$11B
$10 Million 0.01% of portfolio
176,888
Q1 2025 Added 14.85%
$45.7B
$9.47 Million 0.01% of portfolio
206,913
Q1 2025 Added 1.95%
$27B
$9.8 Million 0.01% of portfolio
70,878
Q1 2025 Added 0.47%
$25.6B
$6.31 Million 0.01% of portfolio
30,360
Q1 2025 Added 51.55%
$35.7B
$8.44 Million 0.01% of portfolio
193,480
Q1 2025 Added 35.23%
$54.7B
$12.3 Million 0.01% of portfolio
71,965
Q1 2025 Added 6.13%
$2.39B
$7.04 Million 0.01% of portfolio
534,109
Q1 2025 Reduced 16.01%
$20.9B
$6.19 Million 0.01% of portfolio
177,396
Q1 2025 Added 1.44%
$44.9B
$6.04 Million 0.01% of portfolio
89,139
Q1 2025 Added 17.56%
$77.1B
$11.9 Million 0.01% of portfolio
46,840
Q1 2025 Added 10.9%
$29.2B
$8.54 Million 0.01% of portfolio
35,043
Q1 2025 Reduced 0.22%
$38.7B
$9.5 Million 0.01% of portfolio
5,153
Q1 2025 Added 12.71%
$27B
$12.3 Million 0.01% of portfolio
158,954
Q1 2025 Added 9.37%
$0
$6.49 Million 0.01% of portfolio
95,057
Q1 2025 Added 200.97%
$0
$6.74 Million 0.01% of portfolio
113,056
Q1 2025 Reduced 2.24%
$0
$6.84 Million 0.01% of portfolio
249,070
Q1 2025 Reduced 3.07%
$29.3B
$12.1 Million 0.01% of portfolio
309,354
Q1 2025 Added 27.99%
$794M
$7.6 Million 0.01% of portfolio
217,766
Q1 2025 Added 161.55%
$3.4B
$11.3 Million 0.01% of portfolio
593,295
Q1 2025 Added 44.13%
$44.2B
$10.4 Million 0.01% of portfolio
1,038,860
Q1 2025 Added 20.51%
$30.2B
$9.5 Million 0.01% of portfolio
158,957
Q1 2025 Reduced 23.73%
$0
$6.22 Million 0.01% of portfolio
78,176
Q1 2025 Reduced 3.58%
$0
$7.69 Million 0.01% of portfolio
101,183
Q1 2025 Added 14.85%
$0
$7.22 Million 0.01% of portfolio
65,550
Q1 2025 Added 14.8%
$14.7B
$7.81 Million 0.01% of portfolio
93,527
Q1 2025 Added 25.36%
$52.3B
$13.2 Million 0.01% of portfolio
13,332
Q1 2025 Added 1.56%
$65.2B
$5.76 Million 0.01% of portfolio
88,403
Q1 2025 Added 12.1%
$39.2B
$11.6 Million 0.01% of portfolio
93,596
Q1 2025 Added 14.72%
$10.7B
$14.9 Million 0.01% of portfolio
242,983
Q1 2025 Added 1.38%
$26.7B
$13.2 Million 0.01% of portfolio
76,949
Q1 2025 Reduced 22.11%

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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