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
$0
$20.9 Million 0.02% of portfolio
98,342
Q2 2025 Reduced 71.13%
$0
$23.1 Million 0.02% of portfolio
229,419
Q2 2025 Reduced 6.72%
$0
$21.4 Million 0.02% of portfolio
772,113
Q2 2025 Added 1.5%
$0
$26.5 Million 0.02% of portfolio
1,059,114
Q2 2025 Reduced 5.95%
$0
$21.3 Million 0.02% of portfolio
181,909
Q2 2025 Reduced 9.95%
$0
$24.4 Million 0.02% of portfolio
956,657
Q2 2025 Reduced 4.08%
$0
$20.1 Million 0.02% of portfolio
186,454
Q2 2025 Reduced 7.11%
$4.53B
$18.8 Million 0.02% of portfolio
243,047
Q2 2025 Reduced 0.04%
$0
$25.1 Million 0.02% of portfolio
278,181
Q2 2025 Reduced 0.62%
$24.7B
$7.34 Million 0.01% of portfolio
53,454
Q2 2025 Added 9.17%
$48.8B
$8.22 Million 0.01% of portfolio
34,252
Q2 2025 Reduced 14.93%
$0
$10.4 Million 0.01% of portfolio
214,769
Q2 2025 Reduced 8.45%
$0
$9.26 Million 0.01% of portfolio
119,802
Q2 2025 Added 1.51%
$10.7B
$7.04 Million 0.01% of portfolio
346,938
Q2 2025 Reduced 3.52%
$67.7B
$13.9 Million 0.01% of portfolio
89,416
Q2 2025 Added 0.63%
$34.9B
$6.17 Million 0.01% of portfolio
39,151
Q2 2025 Added 25.89%
$13.3B
$9.92 Million 0.01% of portfolio
60,232
Q2 2025 Added 14.39%
$0
$6.68 Million 0.01% of portfolio
158,829
Q2 2025 Reduced 0.34%
$0
$8.64 Million 0.01% of portfolio
301,628
Q2 2025 Added 0.02%
$0
$16.9 Million 0.01% of portfolio
421,232
Q2 2025 Added 1.18%
$39.5B
$11.9 Million 0.01% of portfolio
41,284
Q2 2025 Added 15.1%
$0
$12.7 Million 0.01% of portfolio
125,752
Q2 2025 Added 35.15%
$0
$6.65 Million 0.01% of portfolio
33,705
Q2 2025 Added 9.2%
$72.1B
$11.3 Million 0.01% of portfolio
42,322
Q2 2025 Added 4.92%
$53B
$12.3 Million 0.01% of portfolio
378,068
Q2 2025 Added 120.99%
$26.1B
$10 Million 0.01% of portfolio
224,490
Q2 2025 Added 5.07%
$19.5B
$6.92 Million 0.01% of portfolio
17,013
Q2 2025 Added 12.37%
$31.8B
$5.94 Million 0.01% of portfolio
36,269
Q2 2025 Added 33.2%
$31.3B
$5.9 Million 0.01% of portfolio
34,036
Q2 2025 Added 29.61%
$135B
$8.76 Million 0.01% of portfolio
259,110
Q2 2025 Reduced 13.17%
$0
$17.2 Million 0.01% of portfolio
189,002
Q2 2025 Reduced 3.78%
$0
$15.1 Million 0.01% of portfolio
151,569
Q2 2025 Reduced 5.8%
$0
$13.3 Million 0.01% of portfolio
99,920
Q2 2025 Reduced 1.24%
$0
$13.2 Million 0.01% of portfolio
83,865
Q2 2025 Added 11.21%
$0
$12.8 Million 0.01% of portfolio
36,493
Q2 2025 Added 0.45%
$0
$13.1 Million 0.01% of portfolio
138,741
Q2 2025 Reduced 7.93%
$0
$8.22 Million 0.01% of portfolio
100,719
Q2 2025 Added 4.17%
$37.4B
$10.8 Million 0.01% of portfolio
91,846
Q2 2025 Added 112.05%
$53.1B
$11 Million 0.01% of portfolio
44,743
Q2 2025 Reduced 7.17%
$58.2B
$7.66 Million 0.01% of portfolio
89,516
Q2 2025 Added 15.16%
$79.8B
$14.8 Million 0.01% of portfolio
79,668
Q2 2025 Added 12.08%
$18.3B
$7.89 Million 0.01% of portfolio
135,288
Q2 2025 Added 1.39%
$28.2B
$13.6 Million 0.01% of portfolio
82,080
Q2 2025 Added 6.67%
$30.4B
$11.8 Million 0.01% of portfolio
114,587
Q2 2025 Added 7.43%
$23.4B
$5.94 Million 0.01% of portfolio
93,419
Q2 2025 Reduced 1.78%
$36.5B
$16.8 Million 0.01% of portfolio
292,350
Q2 2025 Added 4.21%
$78.7B
$17.2 Million 0.01% of portfolio
33,477
Q2 2025 Added 38.74%
$105B
$7.9 Million 0.01% of portfolio
264,026
Q2 2025 Reduced 6.24%
$49.8B
$7.61 Million 0.01% of portfolio
102,138
Q2 2025 Added 14.58%

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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