— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Creative Planning

Q2 2025 · Filed 2025-08-08
Market Value
$116.9B
+10.1%
Holdings
3,606
-37
New Purchases
287
Added To
1,890
Closed
132
Reduced
1,194
Top 10 Concentration
45.4%
Turnover
11.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPDW 3.45% 2.97% +0.48% $4.0B
AVDV 1.25% 0.95% +0.30% $1.5B
NVDA 1.24% 0.95% +0.28% $1.4B
MSFT 1.24% 0.98% +0.26% $1.5B
IVV 11.80% 11.55% +0.25% $13.8B
AVUV 1.14% 0.92% +0.21% $1.3B
DFAS 1.10% 0.95% +0.16% $1.3B
META 0.56% 0.42% +0.14% $655M
AVGO 0.25% 0.15% +0.10% $298M
IEMG 3.76% 3.68% +0.08% $4.4B
SPTM 0.19% 0.12% +0.07% $222M
SCHK 0.08% 0.02% +0.06% $92M
AMZN 0.66% 0.61% +0.05% $770M
ORCL 0.16% 0.11% +0.05% $183M
NFLX 0.15% 0.11% +0.04% $177M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 1.79% 2.13% -0.34% $2.1B
BND 7.23% 7.51% -0.27% $8.5B
BRK-B 1.15% 1.38% -0.24% $1.3B
MUB 1.10% 1.30% -0.20% $1.3B
VEA 6.44% 6.62% -0.18% $7.5B
VNQ 1.04% 1.21% -0.17% $1.2B
FBND 0.07% 0.20% -0.13% $77M
AGG 1.05% 1.18% -0.13% $1.2B
VCIT 1.81% 1.92% -0.12% $2.1B
VTEB 1.13% 1.22% -0.10% $1.3B
BBUS 0.02% 0.08% -0.07% $23M
SCHH 0.41% 0.47% -0.06% $479M
DGS 0.26% 0.32% -0.06% $300M
SPSB 1.17% 1.22% -0.05% $1.4B
FDL 0.02% 0.06% -0.05% $18M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $51.7B 44.2%
Large Cap 1,057 $58.0B 49.6%
Mid Cap 1,193 $5.4B 4.6%
Small Cap 1,055 $1.8B 1.5%
Micro Cap 219 $79M 0.1%

Portfolio Analytics

Avg Market Cap
$31.8B
Median Market Cap
$4.0B
Avg P/E
32.9
Median P/E
20.5
Avg Dividend Yield
0.03%
Avg Beta
1.03
# Stocks
2,651
# ETFs / Funds
955

Top Holdings (3,606 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 11.80% 22,229,974 $13.8B $620.90 $1.5B +398,230 +1.8%
2 BND 7.23% 114,896,140 $8.5B $73.63 $486M +6,332,554 +5.8%
3 VEA 6.44% 132,070,439 $7.5B $57.01 $497M -6,275,864 -4.5%
4 SPMD 3.86% 83,062,157 $4.5B $54.38 $415M +2,922,150 +3.6%
5 IEMG 3.76% 73,244,097 $4.4B $60.03 $486M +773,457 +1.1%
6 SPDW 3.45% 99,636,348 $4.0B $40.49 $880M +13,016,546 +15.0%
7 VV 3.07% 12,591,614 $3.6B $285.30 $334M -86,346 -0.7%
8 VO 2.01% 8,406,520 $2.4B $279.83 $229M +194,518 +2.4%
9 SPLG 1.94% 31,140,324 $2.3B $72.69 $237M +319,951 +1.0%
10 VCIT 1.81% 25,511,256 $2.1B $82.92 $71M +505,937 +2.0%
11 AAPL 1.79% 10,174,834 $2.1B $205.17 -$173M -904 -0.0%
12 SCHX 1.70% 81,577,917 $2.0B $24.44 $169M -1,083,411 -1.3%
13 VTI 1.65% 6,351,163 $1.9B $303.93 $133M -188,609 -2.9%
14 SPY 1.55% 2,931,720 $1.8B $617.85 $139M -57,473 -1.9%
15 XLRE 1.32% 37,386,268 $1.5B $41.42 $104M +2,878,966 +8.3%
16 AVDV 1.25% 18,388,604 $1.5B $79.28 $451M +3,945,122 +27.3%
17 MSFT 1.24% 2,915,631 $1.5B $497.41 $405M +130,950 +4.7%
18 NVDA 1.24% 9,143,670 $1.4B $157.99 $431M -191,339 -2.0%
19 SPSB 1.17% 45,354,564 $1.4B $30.19 $69M +2,140,455 +5.0%
20 IDEV 1.17% 17,982,959 $1.4B $76.04 $148M +283,144 +1.6%
21 BRK-B 1.15% 2,764,486 $1.3B $485.77 -$128M +2,839 +0.1%
22 AVUV 1.14% 14,595,072 $1.3B $91.10 $350M +3,354,593 +29.8%
23 VTEB 1.13% 26,851,781 $1.3B $49.03 $19M +702,763 +2.7%
24 MUB 1.10% 12,339,988 $1.3B $104.48 -$94M -781,159 -6.0%
25 DFAS 1.10% 20,228,460 $1.3B $63.71 $284M +3,407,436 +20.3%
26 AGG 1.05% 12,373,724 $1.2B $99.20 -$29M -330,301 -2.6%
27 VNQ 1.04% 13,676,143 $1.2B $89.06 -$69M -535,948 -3.8%
28 SPEM 0.84% 22,882,892 $978M $42.74 $85M +208,911 +0.9%
29 VWO 0.80% 18,875,383 $934M $49.46 $73M -132,718 -0.7%
30 SCHF 0.78% 41,355,792 $914M $22.10 $98M +98,651 +0.2%
31 VGIT 0.77% 15,055,511 $900M $59.81 $83M +1,293,010 +9.4%
32 SCHM 0.71% 29,603,590 $830M $28.05 $73M +684,597 +2.4%
33 AMZN 0.66% 3,510,082 $770M $219.39 $123M +108,096 +3.2%
34 VOO 0.65% 1,343,735 $763M $568.03 $84M +22,428 +1.7%
35 DFAT 0.65% 14,095,721 $761M $53.96 $43M +150,227 +1.1%
36 META 0.56% 887,651 $655M $738.09 $206M +107,876 +13.8%
37 SCHE 0.50% 19,526,618 $589M $30.14 $35M -551,684 -2.8%
38 VYM 0.41% 3,603,154 $480M $133.31 $14M -16,695 -0.5%
39 SCHH 0.41% 22,634,627 $479M $21.16 -$24M -765,205 -3.3%
40 VB 0.40% 1,965,440 $466M $236.98 $23M -33,107 -1.7%
41 GOOGL 0.35% 2,297,999 $405M $176.23 $69M +128,137 +5.9%
42 JPM 0.34% 1,364,887 $396M $289.91 $68M +29,844 +2.2%
43 QQQ 0.31% 655,810 $362M $551.64 $56M +4,524 +0.7%
44 SCZ 0.27% 4,279,272 $311M $72.68 $25M -219,756 -4.9%
45 DGS 0.26% 5,425,374 $300M $55.24 -$40M -1,612,214 -22.9%
46 AVGO 0.25% 1,081,125 $298M $275.65 $137M +119,266 +12.4%
47 IJH 0.25% 4,800,760 $298M $62.02 $6M -202,233 -4.0%
48 GOOG 0.25% 1,678,127 $298M $177.39 $48M +81,867 +5.1%
49 ITOT 0.24% 2,117,760 $286M $135.04 $24M -25,684 -1.2%
50 SUB 0.24% 2,636,435 $280M $106.34 $9M +70,762 +2.8%
51 TSLA 0.23% 858,358 $273M $317.66 $45M -20,432 -2.3%
52 COST 0.21% 244,564 $242M $989.94 $17M +6,178 +2.6%
53 DFUS 0.20% 3,530,566 $237M $67.02 $21M -29,174 -0.8%
54 V 0.20% 654,325 $232M $355.05 $9M +17,096 +2.7%
55 SPIB 0.20% 6,915,048 $232M $33.58 $641K -51,448 -0.7%
56 PG 0.20% 1,441,987 $230M $159.32 -$13M +14,882 +1.0%
57 IEFA 0.20% 2,744,172 $229M $83.48 $9M -166,827 -5.7%
58 VIG 0.19% 1,092,441 $224M $204.67 $9M -15,711 -1.4%
59 IWB 0.19% 657,797 $223M $339.57 $19M -9,328 -1.4%
60 SPTM 0.19% 2,970,972 $222M $74.89 $99M +1,158,184 +63.9%
61 DFUV 0.19% 5,251,545 $222M $42.28 $4M -44,266 -0.8%
62 LLY 0.18% 266,992 $208M $779.53 -$5M +9,016 +3.5%
63 WMT 0.18% 2,099,675 $205M $97.78 $28M +76,190 +3.8%
64 HD 0.17% 542,737 $199M $366.64 $4M +9,833 +1.9%
65 IWF 0.17% 467,125 $198M $424.58 $31M +4,497 +1.0%
66 XOM 0.16% 1,766,032 $190M $107.80 -$21M -13,436 -0.8%
67 EFA 0.16% 2,085,026 $186M $89.39 $14M -25,603 -1.2%
68 ORCL 0.16% 835,615 $183M $218.63 $67M +9,423 +1.1%
69 NFLX 0.15% 132,313 $177M $1,339.13 $61M +8,044 +6.5%
70 IEI 0.15% 1,438,272 $171M $119.09 -$11M -105,391 -6.8%
71 JNJ 0.14% 1,055,881 $161M $152.75 -$18M -26,996 -2.5%
72 DOL 0.14% 2,674,042 $159M $59.57 $11M -20,126 -0.8%
73 ABBV 0.13% 839,083 $156M $185.62 -$21M -3,943 -0.5%
74 DFIV 0.13% 3,497,364 $150M $42.83 $11M -21,829 -0.6%
75 MDY 0.13% 263,805 $149M $566.48 -$23M -59,832 -18.5%
76 BRK-A 0.12% 199 $145M $728,507.02 -$15M -2 -1.0%
77 BAC 0.12% 3,053,878 $145M $47.32 $20M +65,957 +2.2%
78 IJR 0.12% 1,283,517 $140M $109.29 -$3M -85,325 -6.2%
79 ESGV 0.12% 1,276,648 $140M $109.64 $17M +22,736 +1.8%
80 KO 0.12% 1,955,851 $138M $70.75 $227K +26,923 +1.4%
81 MA 0.12% 243,590 $137M $561.94 $8M +8,028 +3.4%
82 VUG 0.11% 296,917 $130M $438.40 $20M -461 -0.2%
83 BIL 0.11% 1,418,730 $130M $91.73 -$521K -5,677 -0.4%
84 EWX 0.11% 2,008,095 $125M $62.03 -$1M -211,179 -9.5%
85 ABT 0.11% 911,236 $124M $136.01 $6M +19,722 +2.2%
86 VTV 0.11% 699,001 $124M $176.74 $5M +10,338 +1.5%
87 IWM 0.10% 567,965 $123M $215.79 $2M -35,781 -5.9%
88 SPSM 0.10% 2,858,713 $122M $42.60 -$1M -157,697 -5.2%
89 TSM 0.10% 532,247 $121M $226.49 $38M +33,963 +6.8%
90 SCHA 0.10% 4,689,773 $119M $25.30 $12M +140,068 +3.1%
91 DLN 0.10% 1,412,192 $116M $82.14 $6M +27,895 +2.0%
92 SCHD 0.10% 4,376,728 $116M $26.50 -$9M -107,254 -2.4%
93 AMLP 0.09% 2,260,339 $110M $48.86 -$7M -8,863 -0.4%
94 AVUS 0.09% 1,078,562 $109M $100.82 $2M -77,147 -6.7%
95 CAT 0.09% 275,950 $107M $388.21 $21M +13,485 +5.1%
96 IBM 0.09% 362,828 $107M $294.78 $20M +11,866 +3.4%
97 MCD 0.09% 360,264 $105M $292.17 -$10M -7,383 -2.0%
98 IWD 0.09% 540,460 $105M $194.23 $4M +4,125 +0.8%
99 CSCO 0.09% 1,439,591 $100M $69.38 $14M +50,602 +3.6%
100 DEM 0.08% 2,161,189 $98M $45.29 $6M -21,662 -1.0%

Options Breakdown

40 Calls $19M Call Value 50 Puts $4M Put Value 0.19 P/C Ratio

Top Calls

SymbolSharesValueStatus
PLTR 91,600 $6M
NVDA 277,600 $5M
WFC 120,000 $4M
META 15,000 $2M NEW
MSFT 5,000 $548K NEW
AMZN 10,000 $408K NEW
UBER 7,000 $259K
AAPL 20,000 $220K
TGT 50,000 $196K
MSTR 58,300 $175K

Top Puts

SymbolSharesValueStatus
NVDA 582,000 $1M
AAPL 110,200 $626K
UNH 4,200 $435K NEW
HD 28,600 $175K
ISRG 9,500 $158K
DOCN 20,000 $109K
CINF 45,000 $102K
COST 8,600 $100K NEW
MSFT 10,900 $51K NEW
AIZ 4,900 $46K NEW

New Positions

SymbolValue% Port
CRWV $23M 0.02%
TPYP $9M 0.01%
RKLB $8M 0.01%
ADNT $5M —%
RNST $3M —%
B $3M —%
PREF $3M —%
JBSS $2M —%
INBK $2M —%
FRPH $2M —%
REYN $1M —%
ASPI $1M —%
VEL $1M —%
LOAR $1M —%
LIVN $1M —%

Sold Out Positions

SymbolValue% Port
DDD —%
RYAM —%
ASC —%
CPRI —%
BF-A —%
HLLY —%
PHR —%
MTW —%
NGVT —%
HVT —%
PDT —%
ASAN —%
JBGS —%
NMG —%
LZB —%
View SEC EDGAR Filings for Creative Planning →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms