Creative Planning
Top Portfolio Positions
3,000 positions ·
$37,935,647,064 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 BIDU
Shares Held
Position Value (USD)
29 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,907,121 | 106,867 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,239,967 | 93,678 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,618,286 | 72,993 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,794,249 | 79,224 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $12,576,818 | 136,660 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,736,704 | 56,182 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,205,536 | 49,440 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,157,783 | 48,078 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,743,385 | 26,058 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,509,820 | 21,075 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,800,256 | 20,843 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,301,310 | 24,113 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,488,670 | 16,490 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,558,794 | 22,371 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,304,566 | 19,615 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,971,922 | 19,982 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,484,782 | 26,340 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,936,554 | 33,178 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $15,375 | 100 | Call | Sole | 2021-11-10 | |
| 2021-09-30 | $9,244,526 | 60,127 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,173,256 | 44,989 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $19,217,279 | 88,335 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $282,815 | 1,300 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $43,248 | 200 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $7,858,161 | 36,340 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,716,490 | 37,258 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,311,484 | 35,962 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $30,237 | 300 | Call | Sole | 2020-05-05 | |
| 2020-03-31 | $4,032,910 | 40,013 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||