Creative Planning

Q1 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
3,453
Total value ($000)
$106,354,836
Net value change ($000)
+3,521,379 (3.4%)
New positions
207
Sold out positions
343
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/14/2025 Next filing: 8/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPDW 808,821 34.5%
BND 742,163 10.3%
AVDV 381,285 60.9%
BRK-B 246,403 20.1%
IEMG 221,185 6.0%
AVUV 208,412 27.0%
VEA 180,442 2.6%
FBND 175,759 476.5%
BRK-B 152,933 2041.8%
XLRE 145,633 11.2%
Top Reduces (Value $000, Stocks/ETFs)
IVV -479,702 -3.8%
AAPL -317,865 -12.3%
VV -175,055 -5.1%
NVDA -170,864 -14.4%
VTI -121,180 -6.3%
TSLA -120,930 -34.7%
SPMD -109,269 -2.6%
DGS -96,544 -22.1%
SCHX -86,432 -4.5%
MSFT -74,065 -6.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 16,957 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type