Creative Planning

Position in AAPL — Apple Inc.

CIK 1540235 OVERLAND PARK, KS

Back to AAPL Full portfolio

Position in AAPL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,590,212,786

+$511,892,615 QoQ

Shares Held

12,407,426

+2.3% QoQ

Ownership

0.085%

of shares outstanding

% of Portfolio

6.16%

of 13F equity value

Holder Rank

#88

of 6,095 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AAPL Over Time

Shares Held

Position Value (USD)

Derivatives in AAPL

reported options exposure · as of Jun 30, 2026

CallValue

$94,500

CallShares

10,000

PutValue

$94,467

PutShares

67,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Consumer Electronics

Technology · as of Jun 30, 2026

Creative Planning holds $3,640,853,667 across 4 Consumer Electronics names. AAPL ranks #1 (98.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	12,407,426	$3,590,212,786
2	SONY	Sony Group Corp	1,835,524	$36,820,611
3	LPL	LG Display Co., Ltd.	3,274,872	$12,739,251
4	SONO	Sonos Inc	79,898	$1,081,019

All Filings in AAPL

Export CSV

50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,590,212,786	12,407,426	+2.3%	Shares	Defined	2026-08-13
2026-06-30	$94,467	67,700	+63.1%	Put	Sole	2026-08-13
2026-06-30	$94,500	10,000	+9900.0%	Call	Sole	2026-08-13
2026-03-31	$3,078,320,171	12,129,399	+7.2%	Shares	Defined	2026-05-12
2026-03-31	$50,630	41,500	-25.1%	Put	Sole	2026-05-12
2025-12-31	$3,321	55,400	-50.0%	Put	Sole	2026-02-17
2025-12-31	$3,074,894,822	11,310,582	+3.9%	Shares	Sole	2026-02-17
2025-09-30	$3,015	100	-99.5%	Call	Sole	2025-11-14
2025-09-30	$2,771,524,053	10,884,515	+7.0%	Shares	Defined	2025-11-14
2025-09-30	$52,208	110,800	+0.5%	Put	Sole	2025-11-14
2025-06-30	$2,087,570,691	10,174,834	-0.0%	Shares	Defined	2025-08-08
2025-06-30	$219,750	20,000	0.0%	Call	Sole	2025-08-08
2025-06-30	$626,344	110,200	+215.8%	Put	Sole	2025-08-08
2025-03-31	$450,750	20,000	0.0%	Call	Sole	2025-05-15
2025-03-31	$2,260,336,681	10,175,738	-1.2%	Shares	Sole	2025-05-15
2025-03-31	$142,080	34,900	-1.1%	Put	Sole	2025-05-15
2024-12-31	$843,500	20,000	+98.0%	Call	Sole	2025-02-14
2024-12-31	$3,746	35,300	-75.5%	Put	Sole	2025-02-14
2024-12-31	$2,578,201,614	10,295,510	+7.1%	Shares	Defined	2025-02-14
2024-09-30	$2,212,470,333	9,615,504	+3.9%	Shares	Defined	2024-10-11
2024-06-30	$93,722	144,100	+10.6%	Put	Sole	2024-08-15
2024-06-30	$1,949,395,255	9,255,509	+1.6%	Shares	Defined	2024-08-15
2024-06-30	$238,222	10,100	+10000.0%	Call	Sole	2024-08-15
2024-03-31	$1,562,072,537	9,109,357	+1.8%	Shares	Defined	2024-05-13
2024-03-31	$366,811	130,300	-3.5%	Put	Sole	2024-05-13
2024-03-31	$628	100	-91.7%	Call	Sole	2024-05-13
2023-12-31	$97,232	135,000	-8.7%	Put	Sole	2024-02-14
2023-12-31	$1,722,774,611	8,948,084	+0.3%	Shares	Defined	2024-02-14
2023-09-30	$2,360	1,200	-89.2%	Call	Sole	2023-11-16
2023-09-30	$327,246	147,800	-26.6%	Put	Sole	2023-11-16
2023-09-30	$1,527,459,259	8,921,554	+2.4%	Shares	Defined	2023-11-16
2023-06-30	$1,689,639,501	8,710,829	-1.2%	Shares	Sole	2023-07-21
2023-06-30	$393,638	201,300	-24.4%	Put	Sole	2023-07-21
2023-06-30	$2,136,889	11,100	0.0%	Call	Defined	2023-07-21
2023-03-31	$1,453,705,466	8,815,679	+0.6%	Shares	Sole	2023-05-15
2023-03-31	$313,628	266,400	-17.8%	Put	Sole	2023-05-15
2023-03-31	$1,815,488	11,100	+208.3%	Call	Defined	2023-05-15
2022-12-31	$90,365	3,600	+300.0%	Call	Sole	2023-02-10
2022-12-31	$1,138,745,109	8,764,297	+4.8%	Shares	Sole	2023-02-10
2022-12-31	$3,489,531	324,000	+12.3%	Put	Sole	2023-02-10
2022-09-30	$2,764,000	288,500	+2.7%	Put	Sole	2022-11-03
2022-09-30	$1,155,783,875	8,363,125	-4.2%	Shares	Sole	2022-11-03
2022-09-30	$88,920	900	-43.8%	Call	Sole	2022-11-03
2022-06-30	$2,107,080	281,000	-1.2%	Put	Sole	2022-08-15
2022-06-30	$1,194,052,459	8,733,561	+13.2%	Shares	Sole	2022-08-15
2022-06-30	$148,720	1,600	+1500.0%	Call	Sole	2022-08-15
2022-03-31	$1,612,724	284,400	—	Put	Sole	2022-05-16
2022-03-31	$1,346,951,318	7,714,056	+6.6%	Shares	Sole	2022-05-16
2022-03-31	$3,000	100	—	Call	Sole	2022-05-16
2021-12-31	$1,285,153,286	7,237,446	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.