Creative Planning

Position in BA — Boeing Co

CIK 1540235 OVERLAND PARK, KS

Back to BA Full portfolio

Position in BA

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

Position Value

$93,014,127

+$15,044,524 QoQ

Shares Held

429,686

+9.7% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#115

of 2,613 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BA Over Time

Shares Held

Position Value (USD)

Derivatives in BA

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$491

PutShares

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 Aerospace & Defense

Industrials · as of Jun 30, 2026

Creative Planning holds $889,929,260 across 54 Aerospace & Defense names. BA ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	360,728	$134,814,874
2	RTX	RTX Corp	691,086	$131,119,746
3	LMT	Lockheed Martin Corp	187,302	$95,422,876
4	BA	Boeing Co This page	429,686	$93,014,127
5	NOC	Northrop Grumman Corp /De/	103,891	$52,912,724
6	GD	General Dynamics Corp	118,949	$42,136,493
7	HONA	Honeywell Aerospace Inc.	169,880	$37,557,069
8	LHX	L3harris Technologies, Inc. /De/	117,985	$34,285,260

All Filings in BA

Export CSV

41 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,014,127	429,686	+9.7%	Shares	Defined	2026-08-13
2026-03-31	$77,969,603	391,748	+10.3%	Shares	Defined	2026-05-12
2025-12-31	$77,147,728	355,323	-4.5%	Shares	Defined	2026-02-17
2025-09-30	$80,331,925	372,200	+13.6%	Shares	Sole	2025-11-14
2025-09-30	$491	500	0.0%	Put	Sole	2025-11-14
2025-06-30	$68,662,980	327,700	+8.0%	Shares	Sole	2025-08-08
2025-06-30	$1,563	500	0.0%	Put	Sole	2025-08-08
2025-03-31	$51,732,419	303,327	+0.3%	Shares	Defined	2025-05-15
2024-12-31	$53,505,153	302,289	+16.8%	Shares	Defined	2025-02-14
2024-09-30	$39,250,196	258,806	-16.6%	Shares	Sole	2024-10-11
2024-06-30	$56,502,083	310,434	+15.5%	Shares	Defined	2024-08-15
2024-06-30	$2,600	500	0.0%	Put	Sole	2024-08-15
2024-03-31	$7,222	500	0.0%	Put	Sole	2024-05-13
2024-03-31	$51,877,834	268,811	-0.6%	Shares	Defined	2024-05-13
2023-12-31	$70,473,601	270,366	+1.2%	Shares	Defined	2024-02-14
2023-09-30	$51,201,177	267,118	+3.0%	Shares	Defined	2023-11-16
2023-09-30	$3,675	500	+66.7%	Put	Sole	2023-11-16
2023-06-30	$54,753,998	259,301	-1.0%	Shares	Sole	2023-07-21
2023-03-31	$55,649,224	261,965	+13.0%	Shares	Sole	2023-05-15
2022-12-31	$44,174,440	231,899	+7.0%	Shares	Sole	2023-02-10
2022-09-30	$26,238,036	216,700	+1.1%	Shares	Sole	2022-11-03
2022-06-30	$29,317,143	214,432	-8.0%	Shares	Sole	2022-08-15
2022-03-31	$44,617,968	232,992	+24.4%	Shares	Sole	2022-05-16
2022-03-31	$17,000	800	-72.4%	Call	Sole	2022-05-16
2021-12-31	$37,715,691	187,342	-18.2%	Shares	Sole	2022-02-11
2021-09-30	$50,390,893	229,112	+9.6%	Shares	Sole	2021-11-10
2021-06-30	$50,094,870	209,112	-11.0%	Shares	Sole	2021-08-04
2021-03-31	$59,878,049	235,074	+6.3%	Shares	Sole	2021-04-30
2021-03-31	$390,608	2,900	+141.7%	Call	Sole	2021-04-30
2020-12-31	$133,436	1,200	-66.7%	Call	Sole	2021-01-29
2020-12-31	$47,328,022	221,097	+3.9%	Shares	Sole	2021-01-29
2020-12-31	$10,000	300	-89.3%	Put	Sole	2021-01-29
2020-09-30	$170,260	3,600	0.0%	Call	Sole	2020-11-05
2020-09-30	$133,208	2,800	+180.0%	Put	Sole	2020-11-05
2020-09-30	$35,150,471	212,698	+7.3%	Shares	Sole	2020-11-05
2020-06-30	$1,000	1,000	+233.3%	Put	Sole	2020-07-23
2020-06-30	$163,640	3,600	+38.5%	Call	Sole	2020-07-23
2020-06-30	$36,339,958	198,254	-5.7%	Shares	Sole	2020-07-23
2020-03-31	$31,370,256	210,341	—	Shares	Sole	2020-05-05
2020-03-31	$46,742	2,600	—	Call	Sole	2020-05-05
2020-03-31	$3,000	300	—	Put	Sole	2020-05-05
No filing history on record for this holder in this stock.