Creative Planning

CIK

1540235

Location

OVERLAND PARK, KS

Portfolio Value

Large $37,967,089,699

Diversification

Diversified

Filing Date

Global Rank

#177 / 8,623 ▲ 15 · as of Mar 2026

Top Industry

Semiconductors 11.1%

3Y Alpha vs SPY

-2.2%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+63.4%

SPY

+65.3%

Annualised alpha

-0.5%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

3,008 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.1%

−0.6 pts

Top 5

26.8%

−3.2 pts

Top 10

35.5%

−4.3 pts

HHI

190

Diversified−40

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.1%	$11,820,398,801	411
Financial Services	14.1%	$5,359,579,711	575
Industrials	8.6%	$3,275,435,808	390
Healthcare	8.4%	$3,203,821,102	460
Consumer Cyclical	8.3%	$3,132,920,023	313
Unclassified	7.6%	$2,872,357,040	42
Communication Services	6.0%	$2,263,836,943	124
Consumer Defensive	5.1%	$1,930,142,995	127
Energy	4.5%	$1,711,410,137	157
Utilities	2.3%	$874,492,715	81
Basic Materials	2.2%	$828,185,428	159
Real Estate	1.8%	$694,508,996	169

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	+988,350	7,047,600	$14,940,911
LPL	LG Display Co., Ltd.	+890,812	909,221	$3,527,777
NVDA	Nvidia Corp	+881,294	13,627,413	$2,376,620,826
AAPL	Apple Inc.	+804,917	12,170,899	$3,088,852,456
HTZ	Hertz Global Holdings, Inc	+640,108	1,214,852	$5,600,467
HBAN	Huntington Bancshares Inc /Md/	+551,308	936,625	$14,658,180
ASX	ASE Technology Holding Co., Ltd.	+526,360	1,896,278	$41,111,306
CLVT	Clarivate PLC	+517,616	639,604	$1,618,198
VICI	Vici Properties Inc.	+511,934	745,328	$20,362,360
SKM	Sk Telecom Co Ltd	+432,390	1,017,617	$29,806,001
SLQT	SelectQuote, Inc.	+421,470	591,589	$372,701
PCG	PG&E Corp	+403,192	1,309,276	$23,003,979
GTM	ZoomInfo Technologies Inc.	+400,694	473,998	$2,834,508
COTY	Coty Inc.	+400,021	479,255	$963,301
BGC	BGC Group, Inc.	+389,973	553,167	$5,409,973
CXM	Sprinklr, Inc.	+354,740	386,249	$2,317,494
MSFT	Microsoft Corp	+352,849	3,870,580	$1,432,772,598
PD	PagerDuty, Inc.	+349,385	364,655	$2,264,507
GGB	Gerdau S.A.	+342,812	605,923	$2,187,382
CMCSA	Comcast Corp	+338,018	1,947,997	$55,926,993
SAN	Banco Santander, S.A.	+319,091	2,285,033	$25,775,171
PTEN	Patterson Uti Energy Inc	+294,172	570,498	$6,178,492
ABEV	Ambev S.A.	+293,002	833,515	$2,433,863
YELP	Yelp Inc	+286,488	361,294	$8,938,413
OWL	Blue Owl Capital Inc.	+283,137	434,693	$3,968,747
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INFY	Infosys Ltd	−454,511	827,080	$11,173,850
FLO	Flowers Foods Inc	−267,072	968,324	$7,891,839
OBDC	Blue Owl Capital Corp	−237,545	583,967	$6,458,675
CGBD	Carlyle Secured Lending, Inc.	−234,044	3,231,986	$35,357,926
PACB	Pacific Biosciences Of California, Inc.	−192,366	327,360	$432,115
NU	Nu Holdings Ltd.	−183,462	575,988	$8,276,947
LYFT	Lyft, Inc.	−163,548	51,193	$680,866
ALIT	Alight, Inc. / Delaware	−150,385	233,295	$135,940
SFBS	ServisFirst Bancshares, Inc.	−149,802	82,405	$6,001,556
ULCC	Frontier Group Holdings, Inc.	−148,888	465,463	$1,643,084
IQ	iQIYI, Inc.	−127,841	26,426	$35,675
KFRC	Kforce Inc	−126,934	57,920	$1,693,580
PLTK	Playtika Holding Corp.	−122,787	80,062	$222,572
IOT	Samsara Inc.	−118,296	111,593	$3,536,382
CXDO	Crexendo, Inc.	−106,760	424,084	$2,616,598
NXDR	Nextdoor Holdings, Inc.	−106,500	171,982	$240,774
UWMC	UWM Holdings Corp	−102,159	220,151	$796,946
REYN	Reynolds Consumer Products Inc.	−98,697	107,228	$2,271,089
AGL	agilon health, inc.	−97,838	10,156	$80,333
JBLU	Jetblue Airways Corp	−93,673	385,743	$1,704,984
COLD	Americold Realty Trust	−84,823	147,966	$1,695,690
MAC	Macerich Co	−83,272	62,593	$1,183,007
CNDT	CONDUENT Inc	−80,172	29,925	$38,304
OKTA	Okta, Inc.	−77,366	35,599	$2,801,997
KDP	Keurig Dr Pepper Inc.	−76,221	300,333	$7,907,767
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	233,193	$45,990,323
PNFP	Pinnacle Financial Partners, Inc.	104,049	$8,962,780
AMCR	Amcor plc	188,013	$7,473,516
NWPX	NWPX Infrastructure, Inc.	82,087	$6,391,293
VSNT	Versant Media Group, Inc.	93,919	$3,476,880
SUNB	Sunbelt Rentals Holdings, Inc.	48,574	$3,161,681
PPHC	Public Policy Holding Company, Inc.	223,655	$2,925,407
QGEN	Qiagen N.V.	53,141	$2,127,765
VMD	Viemed Healthcare, Inc.	220,402	$2,029,902
ENOV	Enovis CORP	63,952	$1,454,908
EMA	Emera Inc	23,381	$1,212,772
MOV	Movado Group Inc	47,301	$1,155,090
FRHC	Freedom Holding Corp.	7,601	$1,101,232
LEGH	Legacy Housing Corp	49,748	$1,016,351
CWBC	Community West Bancshares	39,154	$912,288
DFH	Dream Finders Homes, Inc.	64,335	$895,543
SNDA	Sonida Senior Living, Inc.	25,118	$810,055
PHR	Phreesia, Inc.	95,227	$798,002
SYRE	Spyre Therapeutics, Inc.	15,486	$781,113
HZO	Marinemax Inc	28,110	$760,656
ICHR	Ichor Holdings, Ltd.	15,705	$732,010
TBRG	TruBridge, Inc.	49,789	$728,910
HFWA	Heritage Financial Corp /Wa/	22,838	$593,788
GRND	Grindr Inc.	48,958	$591,902
PGY	Pagaya Technologies Ltd.	50,492	$588,231
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	52,872	$5,369,680
AMRZ	Amrize Ltd	80,962	$4,378,424
TGNA	TEGNA INC	97,043	$1,883,604
WPP	WPP plc	77,400	$1,738,404
OSG	Octave Specialty Group Inc	68,537	$533,217
WGS	GeneDx Holdings Corp.	4,028	$523,881
PPTA	Perpetua Resources Corp.	16,519	$399,924
SLP	Simulations Plus, Inc.	21,760	$396,684
DERM	Journey Medical Corp	50,510	$389,432
PLAY	Dave & Buster's Entertainment, Inc.	20,232	$327,960
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc.	26,353	$313,600
UDN	Invesco Db US Dollar Index Bearish Fund	16,166	$294,867
NNE	Nano Nuclear Energy Inc.	11,345	$272,393
PBT	Permian Basin Royalty Trust	14,208	$241,251
CSR	Centerspace	3,463	$231,051
BXMX	Nuveen S&P 500 BuyWrite Income Fund	15,633	$229,805
CLMB	Climb Global Solutions, Inc.	2,196	$225,726
NGD	New Gold Inc. /FI	25,900	$225,589
SLNO	Soleno Therapeutics Inc	4,789	$221,730
TNDM	Tandem Diabetes Care Inc	9,478	$208,326
LARK	Landmark Bancorp Inc	7,925	$207,555
CTGO	Contango Silver & Gold Inc.	7,713	$203,700
DEI	Douglas Emmett Inc	18,219	$200,226
BOC	BOSTON OMAHA Corp	14,221	$175,913
WOLF	Wolfspeed, Inc.	10,056	$175,074
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3,008 tracked positions · $37,967,089,699 total · filing declares 4,753 positions · $147,424,828,352 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 3,008 positions by value · page 1 of 61

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. PUT + SHARES Technology	Added	12,170,899	+804,917	$3,088,852,456	−0.0%	8.14%
NVDA	Nvidia Corp PUT CALL + SHARES Technology	Added	13,627,413	+881,294	$2,376,620,826	−0.0%	6.26%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,956,006	-58,746	$1,922,408,941	−6.5%	5.06%
MSFT	Microsoft Corp Technology	Added	3,870,580	+352,849	$1,432,772,598	−15.8%	3.77%
BRK-B	Berkshire Hathaway Inc PUT + SHARES Financial Services	Reduced	2,849,844	-17,229	$1,365,645,244	−5.2%	3.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,314,124	+248,730	$898,502,605	−4.2%	2.37%
GOOGL	Alphabet Inc. Communication Services	Added	2,951,228	+238,724	$848,655,123	−0.0%	2.24%
AVGO	Broadcom Inc. Technology	Added	1,801,894	+100,698	$557,704,211	−5.3%	1.47%
META	Meta Platforms, Inc. Communication Services	Added	947,746	+57,452	$542,233,918	−7.7%	1.43%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,543,468	+44,216	$454,026,546	−6.0%	1.20%
QQQ	Invesco Qqq Trust, Series 1	Added	718,318	+11,294	$414,598,782	−4.5%	1.09%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,054,828	+66,327	$392,132,308	−11.8%	1.03%
LLY	ELI LILLY & Co Healthcare	Added	420,635	+37,789	$386,887,453	−6.0%	1.02%
XOM	ExxonMobil Holdings Corp Energy	Added	2,234,969	+210,847	$379,184,840	+55.7%	1.00%
JNJ	Johnson & Johnson Healthcare	Added	1,341,281	+94,624	$327,862,726	+27.1%	0.86%
WMT	Walmart Inc. Consumer Defensive	Added	2,551,572	+124,930	$317,109,367	+17.3%	0.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	301,233	+35,037	$300,157,597	+30.8%	0.79%
CAT	Caterpillar Inc Industrials	Added	365,769	+9,750	$259,132,705	+27.1%	0.68%
V	Visa Inc. Financial Services	Added	811,682	+45,392	$245,322,766	−8.7%	0.65%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,693,989	+151,879	$244,679,770	+10.7%	0.64%
ABBV	AbbVie Inc. Healthcare	Added	1,103,490	+59,677	$239,998,039	+0.6%	0.63%
AMAT	Applied Materials Inc /De Technology	Added	634,638	+28,503	$216,912,921	+39.3%	0.57%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	638,516	+32,863	$215,786,481	+17.2%	0.57%
HD	Home Depot, Inc. Consumer Cyclical	Added	621,036	+22,780	$204,252,529	−0.8%	0.54%
CVX	Chevron Corp Energy	Added	900,524	+167,084	$186,318,415	+66.7%	0.49%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	3,662,719	-36,354	$178,557,551	−12.2%	0.47%
KO	Coca Cola Co Consumer Defensive	Added	2,321,669	+223,523	$176,562,927	+20.4%	0.47%
NFLX	Netflix Inc Communication Services	Added	1,687,485	+73,821	$162,251,682	+7.2%	0.43%
MRK	Merck & Co., Inc. Healthcare	Added	1,308,297	+61,646	$157,375,046	+19.9%	0.41%
ORCL	Oracle Corp Technology	Reduced	1,066,125	-21,699	$156,837,648	−26.0%	0.41%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	248,681	-27,883	$153,376,492	−8.1%	0.40%
LRCX	Lam Research Corp Technology	Added	714,502	+42,546	$152,660,496	+32.7%	0.40%
AMD	Advanced Micro Devices Inc Technology	Added	731,233	+59,828	$148,754,728	+3.5%	0.39%
CSCO	Cisco Systems, Inc. Technology	Added	1,907,189	+255,943	$147,978,793	+16.3%	0.39%
MA	Mastercard Inc Financial Services	Added	282,263	+14,946	$141,035,530	−7.6%	0.37%
MCD	Mcdonalds Corp Consumer Cyclical	Added	445,841	+49,361	$138,562,923	+14.3%	0.36%
PEP	Pepsico Inc Consumer Defensive	Added	885,786	+77,421	$137,553,707	+18.6%	0.36%
MU	Micron Technology Inc Technology	Added	403,307	+91,586	$136,253,236	+53.1%	0.36%
RTX	RTX Corp Industrials	Added	644,643	+27,974	$124,351,634	+10.0%	0.33%
IBM	International Business Machines Corp Technology	Added	497,961	+14,934	$120,700,766	−15.6%	0.32%
ABT	Abbott Laboratories Healthcare	Added	1,151,073	+48,917	$118,180,664	−14.4%	0.31%
GS	Goldman Sachs Group Inc Financial Services	Added	138,077	+10,753	$116,811,760	+4.4%	0.31%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	1,321,100	-61,113	$105,172,770	−18.4%	0.28%
PLTR	Palantir Technologies Inc. Technology	Added	714,374	+76,197	$104,498,628	−7.9%	0.28%
LMT	Lockheed Martin Corp Industrials	Added	169,323	+10,568	$102,337,127	+33.3%	0.27%
ANET	Arista Networks, Inc. Technology	Reduced	828,109	-61,875	$101,675,222	−12.8%	0.27%
UNP	Union Pacific Corp Industrials	Added	410,654	+12,160	$99,632,873	+8.1%	0.26%
NEE	Nextera Energy Inc Utilities	Added	1,047,897	+66,350	$97,328,672	+23.5%	0.26%
GE	General Electric Co Industrials	Added	336,002	+38,353	$95,347,287	+4.0%	0.25%
PM	Philip Morris International Inc. Consumer Defensive	Added	570,697	+84,879	$94,359,041	+21.1%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.