Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

D — Dominion Energy, Inc

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

26 of 26 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,715,636	448,328	+4.7%	Shares	Defined	2026-05-12
2025-12-31	$25,077,983	428,025	+3.3%	Shares	Sole	2026-02-17
2025-09-30	$25,342,547	414,297	+45.2%	Shares	Sole	2025-11-14
2025-06-30	$16,131,654	285,415	+5.6%	Shares	Defined	2025-08-08
2025-03-31	$15,156,001	270,305	+1.2%	Shares	Sole	2025-05-15
2024-12-31	$14,384,982	267,081	+10.8%	Shares	Defined	2025-02-14
2024-09-30	$13,926,175	240,979	+602347.5%	Shares	Defined	2024-10-11
2024-06-30	$1,960	40	-99.2%	Shares	Defined	2024-08-15
2024-03-31	$236,308	4,804	-97.6%	Shares	Defined	2024-05-13
2023-12-31	$9,231,458	196,414	+4683.6%	Shares	Defined	2024-02-14
2023-09-30	$183,415	4,106	-97.7%	Shares	Defined	2023-11-16
2023-06-30	$9,368,137	180,887	-4.2%	Shares	Sole	2023-07-21
2023-03-31	$10,556,981	188,821	+0.1%	Shares	Sole	2023-05-15
2022-12-31	$11,569,918	188,681	+4.9%	Shares	Sole	2023-02-10
2022-09-30	$12,435,929	179,944	+6.2%	Shares	Sole	2022-11-03
2022-06-30	$13,526,118	169,479	-0.5%	Shares	Sole	2022-08-15
2022-03-31	$14,477,443	170,383	+23.8%	Shares	Sole	2022-05-16
2021-12-31	$10,816,219	137,681	-0.0%	Shares	Sole	2022-02-11
2021-09-30	$10,053,758	137,685	+222.1%	Shares	Sole	2021-11-10
2021-06-30	$3,144,676	42,744	-59.7%	Shares	Sole	2021-08-04
2021-03-31	$8,061,027	106,122	-1.8%	Shares	Sole	2021-04-30
2020-12-31	$8,128,142	108,087	-0.3%	Shares	Sole	2021-01-29
2020-09-30	$8,560,274	108,454	+21590.8%	Shares	Sole	2020-11-05
2020-09-30	$39,465	500	-99.6%	Put	Sole	2020-11-05
2020-06-30	$9,091,754	111,995	-2.4%	Shares	Sole	2020-07-23
2020-03-31	$8,285,174	114,769	—	Shares	Sole	2020-05-05
No quarters match your search.