Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

CX — Cemex Sab De CV

Top Portfolio Positions

2,988 positions · $36,562,557,958 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.45%
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%

41 quarters · across all stocks

Compact Export CSV

27 of 27 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,103,271	271,265	+42.0%	Shares	Sole	2026-05-12
2025-12-31	$2,194,440	190,987	+139306.6%	Shares	Sole	2026-02-17
2025-09-30	$1,231	137	-99.9%	Shares	Defined	2025-11-14
2025-06-30	$797,996	115,151	-44.2%	Shares	Sole	2025-08-08
2025-03-31	$1,157,157	206,267	+4.1%	Shares	Sole	2025-05-15
2024-12-31	$1,117,446	198,129	+0.1%	Shares	Defined	2025-02-14
2024-09-30	$1,207,751	197,992	+14.1%	Shares	Defined	2024-10-11
2024-06-30	$1,109,240	173,590	+19.3%	Shares	Sole	2024-08-15
2024-03-31	$1,310,548	145,455	+8.3%	Shares	Defined	2024-05-13
2023-12-31	$1,040,460	134,253	+37.2%	Shares	Sole	2024-02-14
2023-09-30	$635,901	97,831	-9.9%	Shares	Sole	2023-11-16
2023-06-30	$769,015	108,618	+14.0%	Shares	Sole	2023-07-21
2023-03-31	$526,964	95,292	+13.0%	Shares	Sole	2023-05-15
2022-12-31	$341,585	84,342	+83.1%	Shares	Sole	2023-02-10
2022-09-30	$157,992	46,062	+69.9%	Shares	Sole	2022-11-03
2022-06-30	$106,282	27,113	+160.4%	Shares	Sole	2022-08-15
2022-03-31	$55,074	10,411	-10.1%	Shares	Sole	2022-05-16
2021-12-31	$78,498	11,578	-28.0%	Shares	Sole	2022-02-11
2021-09-30	$115,279	16,078	+6.3%	Shares	Sole	2021-11-10
2021-06-30	$127,066	15,127	+481.8%	Shares	Sole	2021-08-04
2021-03-31	$18,122	2,600	-88.0%	Call	Sole	2021-04-30
2021-03-31	$150,545	21,599	+26.6%	Shares	Sole	2021-04-30
2020-12-31	$88,236	17,067	+3313.4%	Shares	Sole	2021-01-29
2020-12-31	$2,585	500	-97.7%	Call	Sole	2021-01-29
2020-09-30	$83,881	22,074	+12.0%	Shares	Sole	2020-11-05
2020-06-30	$56,770	19,712	+29.6%	Shares	Sole	2020-07-23
2020-03-31	$32,249	15,212	—	Shares	Sole	2020-05-05
No quarters match your search.