Creative Planning
CIK
1540235
City
OVERLAND PARK
State / Country
KS
Top Portfolio Positions
3,003 positions ·
$37,906,316,210 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 | 8.15% | |
| NVDA |
Nvidia Corp
Technology
|
13,627,413 | $2,376,620,826 | 6.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,956,006 | $1,922,408,941 | 5.07% | |
| MSFT |
Microsoft Corp
Technology
|
3,870,580 | $1,432,772,598 | 3.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,849,844 | $1,365,645,244 | 3.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,314,124 | $898,502,605 | 2.37% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,951,228 | $848,655,123 | 2.24% | |
| AVGO |
Broadcom Inc.
Technology
|
1,801,894 | $557,704,211 | 1.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
947,746 | $542,233,918 | 1.43% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,543,468 | $454,026,546 | 1.20% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DIA
Shares Held
Position Value (USD)
29 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,067,160 | 110,251 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $52,668,549 | 109,596 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $50,345,932 | 108,565 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $47,297,608 | 107,336 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $43,900,972 | 104,556 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $41,838,563 | 98,328 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $37,210,018 | 87,942 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $33,767,424 | 86,333 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $33,578,103 | 84,418 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $30,564,910 | 81,102 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $19,243,881 | 57,453 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $19,720,828 | 57,353 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $28,993,819 | 87,168 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $19,868,866 | 59,967 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $17,237,425 | 59,998 | Shares | Sole | 2022-11-03 | |
| 2022-09-30 | $2,873,000 | 10,000 | Put | Sole | 2022-11-03 | |
| 2022-06-30 | $19,296,312 | 62,687 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,429,158 | 53,136 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,856,891 | 54,654 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,836,325 | 55,681 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $20,826,355 | 60,375 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $20,827,094 | 63,078 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $66,036 | 200 | Put | Sole | 2021-04-30 | |
| 2020-12-31 | $61,158 | 200 | Put | Sole | 2021-01-29 | |
| 2020-12-31 | $18,561,147 | 60,699 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $16,602,270 | 59,828 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,917,660 | 34,582 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,636,219 | 34,832 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $65,769 | 300 | Call | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||