Creative Planning
Top Portfolio Positions
2,493 positions ·
$28,223,844,589 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
11,107,125 | $3,019,583,002 | 10.70% |
| NVDA |
Nvidia Corp
Technology
|
12,269,392 | $2,288,241,608 | 8.11% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,987,558 | $2,037,275,551 | 7.22% |
| MSFT |
Microsoft Corp
|
3,429,011 | $1,658,338,299 | 5.88% |
| GOOGL |
Alphabet Inc.
|
2,712,504 | $849,013,752 | 3.01% |
| META |
Meta Platforms, Inc.
|
877,870 | $579,473,208 | 2.05% |
| AVGO |
Broadcom Inc.
Technology
|
1,670,029 | $577,997,036 | 2.05% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,438,011 | $463,355,904 | 1.64% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
971,894 | $437,080,169 | 1.55% |
| QQQ |
Invesco Qqq Trust, Series 1
|
698,249 | $428,941,343 | 1.52% |
Portfolio Trend
Holdings in AVO
Export CSVShares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $298,282 | 25,714 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,320 | 1,025 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $157,973 | 13,479 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $182,656 | 12,711 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $143,917 | 11,226 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $102,435 | 10,368 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $136,231 | 11,477 | Shares | Sole | 2024-05-13 | |
| No quarters match your search. | ||||||