Creative Planning
Top Portfolio Positions
2,988 positions ·
$36,562,557,958 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,170,899 | $3,088,852,456 | 8.45% |
| NVDA |
Nvidia Corp
Technology
|
13,627,413 | $2,376,620,826 | 6.50% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,956,006 | $1,922,408,941 | 5.26% |
| MSFT |
Microsoft Corp
Technology
|
3,870,580 | $1,432,772,598 | 3.92% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,314,124 | $898,502,605 | 2.46% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,951,228 | $848,655,123 | 2.32% |
| AVGO |
Broadcom Inc.
Technology
|
1,801,894 | $557,704,211 | 1.53% |
| META |
Meta Platforms, Inc.
Communication Services
|
947,746 | $542,233,918 | 1.48% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,543,468 | $454,026,546 | 1.24% |
| QQQ |
Invesco Qqq Trust, Series 1
|
718,318 | $414,598,782 | 1.13% |
Portfolio Trend
Holdings in CAKE
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,272,571 | 59,773 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,090,418 | 21,601 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $961,226 | 17,592 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $847,413 | 13,524 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $511,951 | 10,521 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $477,910 | 10,074 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $368,599 | 9,090 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $398,203 | 10,135 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $261,833 | 7,243 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $210,619 | 6,016 | Shares | Defined | 2024-02-14 | |
| 2020-09-30 | $472,883 | 17,047 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $16,044 | 700 | Put | Sole | 2020-07-23 | |
| 2020-06-30 | $501,077 | 21,862 | Shares | Sole | 2020-07-23 | |
| No quarters match your search. | ||||||