Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

BCE — Bce Inc

Top Portfolio Positions

3,003 positions · $37,906,316,210 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.15%
NVDA	Nvidia Corp Technology	13,627,413	$2,376,620,826	6.27%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,906,438	352,870	+30.0%	Shares	Sole	2026-05-12
2025-12-31	$6,468,130	271,542	+133.8%	Shares	Sole	2026-02-17
2025-09-30	$2,716,560	116,142	+34.9%	Shares	Defined	2025-11-14
2025-06-30	$1,908,792	86,098	-27.3%	Shares	Defined	2025-08-08
2025-03-31	$2,719,175	118,431	-11.3%	Shares	Sole	2025-05-15
2024-12-31	$3,095,387	133,537	+124.5%	Shares	Defined	2025-02-14
2024-09-30	$2,069,590	59,471	+6.0%	Shares	Defined	2024-10-11
2024-06-30	$1,815,922	56,099	+116.0%	Shares	Defined	2024-08-15
2024-03-31	$882,595	25,974	-30.1%	Shares	Defined	2024-05-13
2023-12-31	$1,462,769	37,145	+37.8%	Shares	Defined	2024-02-14
2023-09-30	$1,028,986	26,958	-22.0%	Shares	Defined	2023-11-16
2023-06-30	$1,575,133	34,550	+45.8%	Shares	Sole	2023-07-21
2023-03-31	$1,061,567	23,701	-0.1%	Shares	Sole	2023-05-15
2022-12-31	$1,043,153	23,735	-14.1%	Shares	Sole	2023-02-10
2022-09-30	$1,159,305	27,642	+21.3%	Shares	Sole	2022-11-03
2022-06-30	$1,120,861	22,791	+0.1%	Shares	Sole	2022-08-15
2022-03-31	$1,262,768	22,769	+47.7%	Shares	Sole	2022-05-16
2021-12-31	$802,352	15,418	+5.7%	Shares	Sole	2022-02-11
2021-09-30	$730,425	14,591	+39.0%	Shares	Sole	2021-11-10
2021-06-30	$517,810	10,499	-21.1%	Shares	Sole	2021-08-04
2021-03-31	$600,497	13,303	-10.2%	Shares	Sole	2021-04-30
2020-12-31	$633,825	14,809	+36.5%	Shares	Sole	2021-01-29
2020-09-30	$449,783	10,846	-8.3%	Shares	Sole	2020-11-05
2020-06-30	$494,097	11,829	-1.5%	Shares	Sole	2020-07-23
2020-03-31	$490,892	12,014	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.