Creative Planning

Position in AAPL — Apple Inc.

CIK 1540235 OVERLAND PARK, KS

Back to AAPL Full portfolio

Position in AAPL

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,078,320,171

+$3,425,349 QoQ

Shares Held

12,129,399

+7.2% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

8.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.40714304205369467.ToString("F0")% Shared 0.ToString("F0")% None 99.59285695794631.ToString("F0")%

Common Shares in AAPL Over Time

Shares Held

Position Value (USD)

Derivatives in AAPL

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$10,532,285

PutShares

41,500

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 Mar 31, 2026

Creative Planning holds $3,121,619,222 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	12,129,399	$3,078,320,171
2	SONY	Sony Group Corp	1,872,866	$38,768,325
3	LPL	LG Display Co., Ltd.	909,221	$3,527,777
4	SONO	Sonos Inc	74,847	$1,002,949

All Filings in AAPL

Export CSV

50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,078,320,171	12,129,399	+29127.5%	Shares	Defined	2026-05-12
2026-03-31	$10,532,285	41,500	-25.1%	Put	Sole	2026-05-12
2025-12-31	$15,061,044	55,400	-99.5%	Put	Sole	2026-02-17
2025-12-31	$3,074,894,822	11,310,582	+11310482.0%	Shares	Sole	2026-02-17
2025-09-30	$25,463	100	-100.0%	Call	Sole	2025-11-14
2025-09-30	$2,771,524,053	10,884,515	+9723.6%	Shares	Defined	2025-11-14
2025-09-30	$28,213,004	110,800	-98.9%	Put	Sole	2025-11-14
2025-06-30	$2,087,570,691	10,174,834	+50774.2%	Shares	Defined	2025-08-08
2025-06-30	$4,103,400	20,000	-81.9%	Call	Sole	2025-08-08
2025-06-30	$22,609,734	110,200	+451.0%	Put	Sole	2025-08-08
2025-03-31	$4,442,600	20,000	-99.8%	Call	Sole	2025-05-15
2025-03-31	$2,260,336,681	10,175,738	+29056.8%	Shares	Sole	2025-05-15
2025-03-31	$7,752,337	34,900	+74.5%	Put	Sole	2025-05-15
2024-12-31	$5,008,400	20,000	-43.3%	Call	Sole	2025-02-14
2024-12-31	$8,839,826	35,300	-99.7%	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	$2,240,412,432	9,615,504	+6572.8%	Shares	Defined	2024-10-11
2024-06-30	$30,350,342	144,100	-98.4%	Put	Sole	2024-08-15
2024-06-30	$1,949,395,255	9,255,509	+91538.7%	Shares	Defined	2024-08-15
2024-06-30	$2,127,262	10,100	-99.9%	Call	Sole	2024-08-15
2024-03-31	$1,562,072,537	9,109,357	+6891.1%	Shares	Defined	2024-05-13
2024-03-31	$22,343,844	130,300	+130200.0%	Put	Sole	2024-05-13
2024-03-31	$17,148	100	-99.9%	Call	Sole	2024-05-13
2023-12-31	$25,991,550	135,000	-98.5%	Put	Sole	2024-02-14
2023-12-31	$1,722,774,611	8,948,084	+745573.7%	Shares	Defined	2024-02-14
2023-09-30	$205,452	1,200	-99.2%	Call	Sole	2023-11-16
2023-09-30	$25,304,838	147,800	-98.3%	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	+4227.3%	Shares	Sole	2023-07-21
2023-06-30	$39,046,161	201,300	+1713.5%	Put	Sole	2023-07-21
2023-06-30	$2,153,067	11,100	-99.9%	Call	Defined	2023-07-21
2023-03-31	$1,453,705,466	8,815,679	+3209.2%	Shares	Sole	2023-05-15
2023-03-31	$43,929,360	266,400	+2300.0%	Put	Sole	2023-05-15
2023-03-31	$1,830,390	11,100	+208.3%	Call	Defined	2023-05-15
2022-12-31	$467,748	3,600	-100.0%	Call	Sole	2023-02-10
2022-12-31	$1,138,745,109	8,764,297	+2605.0%	Shares	Sole	2023-02-10
2022-12-31	$42,097,320	324,000	+12.3%	Put	Sole	2023-02-10
2022-09-30	$39,870,700	288,500	-96.6%	Put	Sole	2022-11-03
2022-09-30	$1,155,783,875	8,363,125	+929136.1%	Shares	Sole	2022-11-03
2022-09-30	$124,380	900	-99.7%	Call	Sole	2022-11-03
2022-06-30	$38,418,320	281,000	-96.8%	Put	Sole	2022-08-15
2022-06-30	$1,194,052,459	8,733,561	+545747.6%	Shares	Sole	2022-08-15
2022-06-30	$218,752	1,600	-99.4%	Call	Sole	2022-08-15
2022-03-31	$49,659,084	284,400	-96.3%	Put	Sole	2022-05-16
2022-03-31	$1,346,951,318	7,714,056	+7713956.0%	Shares	Sole	2022-05-16
2022-03-31	$17,461	100	-100.0%	Call	Sole	2022-05-16
2021-12-31	$1,285,153,286	7,237,446	+1447389.2%	Shares	Sole	2022-02-11
2021-09-30	$70,750	500	-99.3%	Call	Sole	2021-11-10
2021-09-30	$10,131,400	71,600	-99.0%	Put	Sole	2021-11-10
2021-09-30	$1,023,798,063	7,235,322	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.