Creative Planning
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 EGHT
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $194,590 | 117,223 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $94,711 | 48,077 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $88,017 | 41,518 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $58,098 | 29,642 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $62,294 | 31,147 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $113,517 | 42,516 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $78,019 | 38,245 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $72,798 | 32,792 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $99,658 | 36,911 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $117,614 | 31,115 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $79,818 | 31,674 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $240,149 | 56,773 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $240,504 | 57,675 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $312,672 | 72,378 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $231,412 | 67,076 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $434,716 | 84,411 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,430,482 | 85,351 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,128,139 | 90,985 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,908,163 | 140,784 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,491,707 | 138,462 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,668,513 | 135,437 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,964,866 | 126,358 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,407,328 | 150,458 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,107,675 | 224,219 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||