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
$49.5B
$14.4 Million 0.01% of portfolio
13,862
Q2 2025 Added 3.98%
$25.9B
$8.7 Million 0.01% of portfolio
114,774
Q2 2025 Added 34.35%
$43.1B
$15.2 Million 0.01% of portfolio
350,450
Q2 2025 Added 59.25%
$46.2B
$13.9 Million 0.01% of portfolio
193,216
Q2 2025 Added 9.71%
$38.4B
$12.6 Million 0.01% of portfolio
68,069
Q2 2025 Added 93.99%
$78.7B
$17 Million 0.01% of portfolio
40,516
Q2 2025 Reduced 6.53%
$38.3B
$7.38 Million 0.01% of portfolio
68,648
Q2 2025 Reduced 12.97%
$60.2B
$16.7 Million 0.01% of portfolio
388,648
Q2 2025 Added 39.07%
$25.7B
$8.68 Million 0.01% of portfolio
76,347
Q2 2025 Added 25.57%
$75.3B
$13.2 Million 0.01% of portfolio
125,141
Q2 2025 Added 5.74%
$0
$16.6 Million 0.01% of portfolio
125,913
Q2 2025 Added 14.05%
$0
$9.93 Million 0.01% of portfolio
102,979
Q2 2025 Reduced 5.0%
$0
$16.7 Million 0.01% of portfolio
196,866
Q2 2025 Reduced 10.18%
$0
$13.1 Million 0.01% of portfolio
172,753
Q2 2025 Added 2.4%
$0
$14.9 Million 0.01% of portfolio
110,636
Q2 2025 Reduced 8.5%
$0
$11.6 Million 0.01% of portfolio
53,245
Q2 2025 Added 17.01%
$43.3B
$6.34 Million 0.01% of portfolio
35,022
Q2 2025 Added 19.95%
$18.7B
$11.4 Million 0.01% of portfolio
52,261
Q2 2025 Added 3.39%
$74.4B
$9.51 Million 0.01% of portfolio
24,438
Q2 2025 Reduced 20.95%
$82.9B
$8.44 Million 0.01% of portfolio
453,809
Q2 2025 Added 8.68%
$118B
$7.43 Million 0.01% of portfolio
108,066
Q2 2025 Added 25.64%
$38.6B
$12.6 Million 0.01% of portfolio
75,290
Q2 2025 Added 50.17%
$173B
$12.7 Million 0.01% of portfolio
185,658
Q2 2025 Reduced 1.0%
$7.02B
$16.1 Million 0.01% of portfolio
258,586
Q2 2025 Reduced 0.17%
$98.6B
$13 Million 0.01% of portfolio
187,837
Q2 2025 Reduced 19.35%
$49.8B
$16.1 Million 0.01% of portfolio
285,415
Q2 2025 Added 3.1%
$74.2B
$6.56 Million 0.01% of portfolio
223,950
Q2 2025 Added 20.43%
$48.1B
$8.59 Million 0.01% of portfolio
254,211
Q2 2025 Added 19.0%
$18.2B
$6.99 Million 0.01% of portfolio
84,040
Q2 2025 Reduced 2.18%
$37.7B
$6.81 Million 0.01% of portfolio
44,412
Q2 2025 Added 8.94%
$30.9B
$13.2 Million 0.01% of portfolio
321,583
Q2 2025 Added 3.95%
$2.78B
$11.7 Million 0.01% of portfolio
730,426
Q2 2025 Added 23.11%
$41.9B
$12.3 Million 0.01% of portfolio
95,364
Q2 2025 Reduced 0.57%
$95.8B
$6.65 Million 0.01% of portfolio
303,886
Q2 2025 Added 17.99%
$31.4B
$9.28 Million 0.01% of portfolio
42,560
Q2 2025 Reduced 4.2%
$26.7B
$8.02 Million 0.01% of portfolio
160,619
Q2 2025 Added 10.5%
$29.2B
$6.93 Million 0.01% of portfolio
283,181
Q2 2025 Added 6.72%
$0
$13.7 Million 0.01% of portfolio
165,855
Q2 2025 Reduced 4.58%
$0
$7.35 Million 0.01% of portfolio
83,320
Q2 2025 Reduced 17.65%
$67B
$12.4 Million 0.01% of portfolio
236,045
Q2 2025 Added 14.08%
$46B
$11.5 Million 0.01% of portfolio
1,056,326
Q2 2025 Added 1.68%
$19.2B
$14.4 Million 0.01% of portfolio
442,521
Q2 2025 Reduced 12.66%
$40.8B
$7 Million 0.01% of portfolio
68,144
Q2 2025 Added 8.04%
$15.9B
$6.28 Million 0.01% of portfolio
85,345
Q2 2025 Added 347.49%
$25B
$5.99 Million 0.01% of portfolio
357,594
Q2 2025 Added 11.82%
$21.5B
$10.1 Million 0.01% of portfolio
61,844
Q2 2025 Added 99.25%
$27.3B
$9.34 Million 0.01% of portfolio
17,422
Q2 2025 Added 15.71%
$24.6B
$7.24 Million 0.01% of portfolio
52,053
Q2 2025 Added 19.56%
$63.5B
$8.16 Million 0.01% of portfolio
96,247
Q2 2025 Added 8.87%

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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