Creative Planning
Top Portfolio Positions
2,999 positions ·
$36,571,560,216 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 | 1.52% | |
| 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 CLVT
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,618,198 | 639,604 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $407,439 | 121,988 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $265,962 | 69,442 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $271,449 | 63,128 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $44,440 | 11,308 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $67,182 | 13,225 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $141,992 | 19,999 | Shares | Defined | 2024-10-11 | |
| 2023-09-30 | $75,809 | 11,298 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $101,770 | 10,679 | Shares | Sole | 2023-07-21 | |
| No 13F history on record for this holder in this stock. | ||||||