Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

KS

Stock

CAL — Caleres Inc

Top Portfolio Positions

2,999 positions · $36,570,001,820 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	8.45%
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

25 quarters · across all stocks

Holdings in CAL

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,397,466	132,587	+27.3%	Shares	Sole	2026-05-12
2025-12-31	$1,267,602	104,158	+91.5%	Shares	Sole	2026-02-17
2025-09-30	$709,310	54,395	+40.2%	Shares	Sole	2025-11-14
2025-06-30	$474,135	38,800	-1.3%	Shares	Sole	2025-08-08
2025-03-31	$677,345	39,312	+538.0%	Shares	Sole	2025-05-15
2024-09-30	$203,654	6,162	-53.0%	Shares	Defined	2024-10-11
2021-09-30	$291,215	13,106	+0.8%	Shares	Sole	2021-11-10
2021-06-30	$354,770	13,000	-35.0%	Shares	Sole	2021-08-04
2021-03-31	$436,000	20,000	-23.1%	Shares	Sole	2021-04-30
2020-12-31	$406,900	26,000	+30.0%	Shares	Sole	2021-01-29
2020-09-30	$191,200	20,000	+100.0%	Shares	Sole	2020-11-05
2020-06-30	$83,400	10,000	-33.3%	Shares	Sole	2020-07-23
2020-03-31	$78,000	15,000	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.