Creative Planning
Top Portfolio Positions
2,988 positions ·
$36,562,557,958 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,170,899 | $3,088,852,456 | 8.45% |
| NVDA |
Nvidia Corp
Technology
|
13,627,413 | $2,376,620,826 | 6.50% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,956,006 | $1,922,408,941 | 5.26% |
| MSFT |
Microsoft Corp
Technology
|
3,870,580 | $1,432,772,598 | 3.92% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,314,124 | $898,502,605 | 2.46% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,951,228 | $848,655,123 | 2.32% |
| AVGO |
Broadcom Inc.
Technology
|
1,801,894 | $557,704,211 | 1.53% |
| META |
Meta Platforms, Inc.
Communication Services
|
947,746 | $542,233,918 | 1.48% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,543,468 | $454,026,546 | 1.24% |
| QQQ |
Invesco Qqq Trust, Series 1
|
718,318 | $414,598,782 | 1.13% |
Portfolio Trend
Holdings in AEE
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,598,898 | 187,399 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,357,275 | 123,746 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,172,482 | 116,617 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,859,401 | 92,247 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,659,684 | 96,212 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,815,410 | 98,894 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,482,271 | 74,117 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $27,875 | 392 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $66,490 | 899 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,438,565 | 61,357 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,721 | 23 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $5,545,801 | 67,905 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,830,547 | 67,491 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,880,990 | 66,138 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,990,527 | 49,541 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,423,664 | 48,956 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,071,246 | 43,422 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,180,238 | 35,729 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,968,974 | 36,654 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,893,686 | 36,153 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,534,852 | 31,156 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,308,858 | 29,578 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,235,828 | 28,273 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,098,698 | 29,828 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,295,091 | 31,513 | Shares | Sole | 2020-05-05 | |
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