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 | 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
Holdings in CMRC
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,014 | 41,204 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $380,329 | 92,313 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $314,000 | 62,926 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $118,295 | 23,659 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $145,134 | 25,197 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $125,845 | 20,563 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $141,131 | 24,125 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $191,376 | 23,744 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $141,072 | 20,475 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $175,597 | 18,047 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $173,939 | 17,623 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $164,980 | 16,581 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $148,421 | 16,602 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $158,989 | 18,191 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $268,901 | 18,169 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $313,761 | 19,368 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $455,421 | 20,786 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $816,551 | 23,086 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,192,318 | 23,545 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,509,065 | 23,245 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,603,314 | 27,739 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,714,344 | 26,724 | Shares | Sole | 2021-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||