Creative Planning
Top Portfolio Positions
2,493 positions ·
$28,223,844,589 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
11,107,125 | $3,019,583,002 | 10.70% |
| NVDA |
Nvidia Corp
Technology
|
12,269,392 | $2,288,241,608 | 8.11% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,987,558 | $2,037,275,551 | 7.22% |
| MSFT |
Microsoft Corp
Technology
|
3,429,011 | $1,658,338,299 | 5.88% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,712,504 | $849,013,752 | 3.01% |
| META |
Meta Platforms, Inc.
Communication Services
|
877,870 | $579,473,208 | 2.05% |
| AVGO |
Broadcom Inc.
Technology
|
1,670,029 | $577,997,036 | 2.05% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,438,011 | $463,355,904 | 1.64% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
971,894 | $437,080,169 | 1.55% |
| QQQ |
Invesco Qqq Trust, Series 1
|
698,249 | $428,941,343 | 1.52% |
Portfolio Trend
Holdings in CMP
Export CSVShares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $580,381 | 29,551 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $477,426 | 24,866 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,761 | 237 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $207,575 | 22,344 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $234,213 | 20,819 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $248,441 | 20,669 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,282 | 221 | Shares | Defined | 2024-08-15 | |
| 2023-09-30 | $5,981 | 214 | Shares | Sole | 2023-11-16 | |
| 2022-09-30 | $617,366 | 16,023 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $568,965 | 16,077 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $1,064,274 | 16,526 | Shares | Sole | 2021-11-10 | |
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