Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

KS

Stock

AGNT — AGNT, Inc.

Top Portfolio Positions

3,003 positions · $37,951,846,565 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.14%
NVDA	Nvidia Corp Technology	13,627,413	$2,376,620,826	6.26%
SPY	Spdr S&P 500 ETF Trust	2,956,006	$1,922,408,941	5.07%
MSFT	Microsoft Corp Technology	3,870,580	$1,432,772,598	3.78%
BRK-B	Berkshire Hathaway Inc Financial Services	2,849,844	$1,365,645,244	3.60%
AMZN	Amazon Com Inc Consumer Cyclical	4,314,124	$898,502,605	2.37%
GOOGL	Alphabet Inc. Communication Services	2,951,228	$848,655,123	2.24%
AVGO	Broadcom Inc. Technology	1,801,894	$557,704,211	1.47%
META	Meta Platforms, Inc. Communication Services	947,746	$542,233,918	1.43%
JPM	Jpmorgan Chase & Co Financial Services	1,543,468	$454,026,546	1.20%

Portfolio Trend

25 quarters · across all stocks

Holdings in AGNT

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$502,776	83,936	+571.8%	Shares	Sole	2026-05-12
2025-12-31	$113,079	12,495	+15.7%	Shares	Sole	2026-02-17
2025-09-30	$115,137	10,801	-71.6%	Shares	Sole	2025-11-14
2023-09-30	$617,574	38,028	-38.5%	Shares	Sole	2023-11-16
2023-06-30	$1,253,952	61,832	+0.1%	Shares	Sole	2023-07-21
2023-03-31	$783,709	61,758	+8.0%	Shares	Sole	2023-05-15
2022-12-31	$633,643	57,188	+2.3%	Shares	Sole	2023-02-10
2022-09-30	$626,762	55,911	-9.7%	Shares	Sole	2022-11-03
2022-06-30	$728,421	61,888	-42.2%	Shares	Sole	2022-08-15
2022-03-31	$2,267,116	107,091	+939.0%	Shares	Sole	2022-05-16
2021-12-31	$347,242	10,307	+29.8%	Shares	Sole	2022-02-11
2021-09-30	$315,853	7,942	+23.3%	Shares	Sole	2021-11-10
2021-06-30	$249,717	6,441	-11.5%	Shares	Sole	2021-08-04
2021-03-31	$331,330	7,274	+93.2%	Shares	Sole	2021-04-30
2020-12-31	$118,823	3,765	—	Shares	Sole	2021-01-29
No 13F history on record for this holder in this stock.