Creative Planning

CIK

1540235

Location

OVERLAND PARK, KS

Portfolio Value

Large $37,791,289,859

Diversification

Diversified

Filing Date

Global Rank

#177 / 8,605 ▲ 15 · as of Mar 2026

Top Industry

Semiconductors 11.2%

3Y Alpha vs SPY

-2.3%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.8%

SPY

+76.0%

Annualised alpha

-2.4%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.2%

−0.6 pts

Top 5

27.0%

−3.3 pts

Top 10

35.7%

−4.3 pts

HHI

192

Diversified−40

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.0%	$11,700,390,519	411
Financial Services	14.2%	$5,357,794,097	575
Industrials	8.6%	$3,259,204,217	390
Healthcare	8.5%	$3,204,845,627	460
Consumer Cyclical	8.1%	$3,077,854,085	313
Unclassified	7.6%	$2,872,357,040	42
Communication Services	6.0%	$2,264,011,910	124
Consumer Defensive	5.1%	$1,926,670,212	126
Energy	4.5%	$1,712,250,569	158
Utilities	2.3%	$873,391,084	81
Basic Materials	2.2%	$846,988,759	159
Real Estate	1.8%	$695,531,740	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	$2,718,819
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
YYAI	Airwa Inc.	11,001	$343,231
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
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
RVPH	Reviva Pharmaceuticals Holdings, Inc.	32,107	$179,157
BOC	BOSTON OMAHA Corp	14,221	$175,913
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3,008 positions · $37,791,289,859 total · 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. Technology	Added	12,170,899	+804,917	$3,088,852,456	−0.0%	8.17%
NVDA	Nvidia Corp Technology	Added	13,627,413	+881,294	$2,376,620,826	−0.0%	6.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,956,006	-58,746	$1,922,408,941	−6.5%	5.09%
MSFT	Microsoft Corp Technology	Added	3,870,580	+352,849	$1,432,772,598	−15.8%	3.79%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,849,844	-17,229	$1,365,645,244	−5.2%	3.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,314,124	+248,730	$898,502,605	−4.2%	2.38%
GOOGL	Alphabet Inc. Communication Services	Added	2,951,228	+238,724	$848,655,123	−0.0%	2.25%
AVGO	Broadcom Inc. Technology	Added	1,801,894	+100,698	$557,704,211	−5.3%	1.48%
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%	1.10%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,054,828	+66,327	$392,132,308	−11.8%	1.04%
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%	0.87%
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%	0.69%
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%	0.65%
ABBV	AbbVie Inc. Healthcare	Added	1,103,490	+59,677	$239,998,039	+0.6%	0.64%
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%	0.42%
ORCL	Oracle Corp Technology	Reduced	1,066,125	-21,699	$156,837,648	−26.0%	0.42%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	248,681	-27,883	$153,376,492	−8.1%	0.41%
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%	0.37%
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%