How many stocks does Creative Planning own?

As of Q2 2025, Creative Planning holds 3,678 positions in their 13F portfolio.

What is Creative Planning's largest holding?

IVV at 11.8% of portfolio, worth $13.8B.

What is Creative Planning's total portfolio value?

$117.1B as of Q2 2025, tracked across 3,678 holdings.

Is Creative Planning a hedge fund?

Creative Planning is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Creative Planning report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Creative Planning's portfolio changed in Q2 2025?

View Creative Planning's latest portfolio changes, new positions, and exits for Q2 2025 on HoldingsIntel.

What is Creative Planning's investment strategy?

Creative Planning is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Creative Planning Q2 2025 13F Filing - 3592 Positions, $117.1B AUM

Q2 2025 Summary

Active quarter - 320 new positions, 150 exits, 1942 increased. Top move: SPDW (INCREASED, conviction 67). Portfolio: $117.1B across 3678 positions.

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

SEZL4Q held

SEZZLE INC

Avg $34.52 · $2.1M est. P&L

Est. P&L

+379.12%

—27Q held

FLEXTRONICS INTL LTD

Avg $11.61 · $6.1M est. P&L

Est. P&L

+329.88%

RS27Q held

RELIANCE INC

Avg $85.01 · $15.5M est. P&L

Est. P&L

+269.48%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Holdings3,678 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES TR	22.2M	$13.8B	11.8%	—	$333.15	+84.13%	27 qtrssince 2018-Q4	Increased 63
BND ETF VANGUARD BD INDEX FDS	114.9M	$8.5B	7.2%	—	$69.66	+2.57%	27 qtrssince 2018-Q4	Increased 66
VEA ETF VANGUARD TAX-MANAGED FDS	132.1M	$7.5B	6.4%	—	$36.68	+51.63%	27 qtrssince 2018-Q4	Decreased 0
SPMD ETF SPDR SERIES TRUST	83.1M	$4.5B	3.9%	—	$40.85	+32.15%	27 qtrssince 2018-Q4	Increased 61
IEMG ETF ISHARES INC	73.2M	$4.4B	3.8%	—	$43.84	+33.95%	27 qtrssince 2018-Q4	Increased 59
SPDW ETF SPDR INDEX SHS FDS	99.6M	$4B	3.4%	—	$29.54	+34.25%	27 qtrssince 2018-Q4	Increased 67
VV ETF VANGUARD INDEX FDS	12.6M	$3.6B	3.1%	—	$143.54	+96.59%	27 qtrssince 2018-Q4	Decreased 0
VO ETF VANGUARD INDEX FDS	8.4M	$2.4B	2.0%	—	$144.23	+91.30%	27 qtrssince 2018-Q4	Increased 56
SPYM ETF SPDR SERIES TRUST	31.1M	$2.3B	1.9%	—	$44.25	+62.45%	27 qtrssince 2018-Q4	Increased 51
VCIT ETF VANGUARD SCOTTSDALE FDS	25.5M	$2.1B	1.8%	—	$67.50	+18.55%	27 qtrssince 2018-Q4	Increased 51
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