Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

Top Portfolio Positions

3,003 positions · $37,951,846,565 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.14%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,886,754	264,622	-2.4%	Shares	Sole	2026-05-12
2025-12-31	$1,845,659	271,022	+110.9%	Shares	Sole	2026-02-17
2025-09-30	$815,911	128,490	+37.7%	Shares	Sole	2025-11-14
2025-06-30	$569,397	93,344	+20.1%	Shares	Sole	2025-08-08
2025-03-31	$435,092	77,695	+0.8%	Shares	Sole	2025-05-15
2024-12-31	$455,430	77,061	+35.7%	Shares	Defined	2025-02-14
2024-09-30	$331,542	56,771	+1.6%	Shares	Defined	2024-10-11
2024-06-30	$306,792	55,882	+1.5%	Shares	Defined	2024-08-15
2024-03-31	$328,145	55,058	-28.5%	Shares	Defined	2024-05-13
2023-12-31	$496,598	76,992	-21.2%	Shares	Defined	2024-02-14
2023-09-30	$465,881	97,669	+3.4%	Shares	Defined	2023-11-16
2023-06-30	$582,645	94,432	+26.9%	Shares	Sole	2023-07-21
2023-03-31	$500,712	74,400	-9.7%	Shares	Sole	2023-05-15
2022-12-31	$712,517	82,372	-8.4%	Shares	Sole	2023-02-10
2022-09-30	$746,128	89,895	-0.1%	Shares	Sole	2022-11-03
2022-06-30	$825,731	89,949	+0.4%	Shares	Sole	2022-08-15
2022-03-31	$974,902	89,605	-1.8%	Shares	Sole	2022-05-16
2021-12-31	$1,034,247	91,284	+0.1%	Shares	Sole	2022-02-11
2021-09-30	$1,048,152	91,223	+2.1%	Shares	Sole	2021-11-10
2021-06-30	$1,052,649	89,359	-2.1%	Shares	Sole	2021-08-04
2021-03-31	$1,209,367	91,273	+0.0%	Shares	Sole	2021-04-30
2020-12-31	$1,140,750	91,260	+3.3%	Shares	Sole	2021-01-29
2020-09-30	$819,208	88,372	-11.1%	Shares	Sole	2020-11-05
2020-06-30	$1,094,471	99,407	-0.5%	Shares	Sole	2020-07-23
2020-03-31	$1,160,361	99,945	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.