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
$76.2B
$9.22 Million 0.01% of portfolio
71,083
Q1 2025 Added 20.33%
$29.2B
$6.85 Million 0.01% of portfolio
25,878
Q1 2025 Added 14.21%
$76.6B
$9.2 Million 0.01% of portfolio
503,961
Q1 2025 Added 8.07%
$13.9B
$5.47 Million 0.01% of portfolio
71,744
Q1 2025 Added 26.51%
$0
$9.92 Million 0.01% of portfolio
169,984
Q1 2025 Reduced 0.22%
$0
$11.8 Million 0.01% of portfolio
44,226
Q1 2025 Added 14.58%
$0
$11.3 Million 0.01% of portfolio
102,029
Q1 2025 Added 0.79%
$0
$9.21 Million 0.01% of portfolio
101,184
Q1 2025 Added 0.68%
$0
$14.4 Million 0.01% of portfolio
173,824
Q1 2025 Reduced 1.73%
$0
$13.9 Million 0.01% of portfolio
110,403
Q1 2025 Reduced 1.55%
$0
$8.65 Million 0.01% of portfolio
67,626
Q1 2025 Added 1.75%
$0
$11.4 Million 0.01% of portfolio
75,411
Q1 2025 Added 0.85%
$0
$13.9 Million 0.01% of portfolio
150,688
Q1 2025 Added 13.28%
$0
$9.96 Million 0.01% of portfolio
78,381
Q1 2025 Added 13.55%
$0
$11.5 Million 0.01% of portfolio
36,330
Q1 2025 Added 0.33%
$0
$5.36 Million 0.01% of portfolio
39,360
Q1 2025 Added 1.81%
$0
$12.6 Million 0.01% of portfolio
101,179
Q1 2025 Reduced 1.85%
$0
$7.38 Million 0.01% of portfolio
133,022
Q1 2025 Reduced 5.97%
$0
$5.81 Million 0.01% of portfolio
49,959
Q1 2025 Added 10.22%
$0
$13.7 Million 0.01% of portfolio
242,713
Q1 2025 Added 34.65%
$0
$6.45 Million 0.01% of portfolio
326,917
Q1 2025 Added 6.57%
$0
$8.32 Million 0.01% of portfolio
144,456
Q1 2025 Added 59.65%
$0
$14.6 Million 0.01% of portfolio
155,362
Q1 2025 Reduced 5.17%
$0
$6.93 Million 0.01% of portfolio
131,873
Q1 2025 Reduced 4.55%
$0
$12.4 Million 0.01% of portfolio
112,565
Q1 2025 Reduced 7.9%
$0
$8.73 Million 0.01% of portfolio
284,246
Q1 2025 Added 34.11%
$0
$5.63 Million 0.01% of portfolio
49,054
Q1 2025 Reduced 5.21%
$0
$6.71 Million 0.01% of portfolio
60,480
Q1 2025 Reduced 3.07%
$0
$12.5 Million 0.01% of portfolio
212,808
Q1 2025 Added 24.95%
$0
$15 Million 0.01% of portfolio
149,524
Q1 2025 Added 110.27%
$29.7B
$6.05 Million 0.01% of portfolio
44,427
Q1 2025 Added 9.71%
$43.5B
$13.6 Million 0.01% of portfolio
95,912
Q1 2025 Added 17.74%
$52B
$11.9 Million 0.01% of portfolio
176,116
Q1 2025 Added 10.67%
$50.6B
$10.9 Million 0.01% of portfolio
51,846
Q1 2025 Added 26.3%
$22B
$9.78 Million 0.01% of portfolio
72,491
Q1 2025 Reduced 0.54%
$27.4B
$7.5 Million 0.01% of portfolio
26,487
Q1 2025 Added 39.17%
$3.62B
$5.84 Million 0.01% of portfolio
340,050
Q1 2025 Added 9.03%
$27.4B
$10.5 Million 0.01% of portfolio
5,601
Q1 2025 Added 7.71%
$35.6B
$8.48 Million 0.01% of portfolio
17,733
Q1 2025 Added 8.17%
$61.4B
$8.95 Million 0.01% of portfolio
145,408
Q1 2025 Added 41.69%
$18.2B
$6.03 Million 0.01% of portfolio
73,272
Q1 2025 Reduced 42.46%
$41.6B
$7.27 Million 0.01% of portfolio
150,122
Q1 2025 Added 20.31%
$169B
$12.8 Million 0.01% of portfolio
942,646
Q1 2025 Added 24.13%
$33.8B
$5.93 Million 0.01% of portfolio
10,216
Q1 2025 Added 19.92%
$91.4B
$13.1 Million 0.01% of portfolio
28,188
Q1 2025 Added 17.33%
$36.2B
$13.9 Million 0.01% of portfolio
145,740
Q1 2025 Added 2.31%
$49B
$6.48 Million 0.01% of portfolio
134,129
Q1 2025 Added 19.44%
$9.16B
$5.49 Million 0.01% of portfolio
119,400
Q1 2025 Reduced 1.3%
$40.6B
$7.86 Million 0.01% of portfolio
159,252
Q1 2025 Reduced 20.84%

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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