Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

EPR — Epr Properties

Top Portfolio Positions

3,003 positions · $37,951,846,565 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.14%
NVDA	Nvidia Corp Technology	13,627,413	$2,376,620,826	6.26%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,795,760	75,976	+69.6%	Shares	Sole	2026-05-12
2025-12-31	$2,235,370	44,797	+10.4%	Shares	Sole	2026-02-17
2025-09-30	$2,353,639	40,573	+3.2%	Shares	Defined	2025-11-14
2025-06-30	$2,291,132	39,326	-4.1%	Shares	Sole	2025-08-08
2025-03-31	$2,156,799	40,996	+39.5%	Shares	Sole	2025-05-15
2024-12-31	$1,301,610	29,395	+30.3%	Shares	Defined	2025-02-14
2024-09-30	$1,105,949	22,552	+37.9%	Shares	Defined	2024-10-11
2024-06-30	$686,498	16,353	+20.1%	Shares	Sole	2024-08-15
2024-03-31	$578,168	13,620	+11.3%	Shares	Defined	2024-05-13
2023-12-31	$592,881	12,237	+8.9%	Shares	Defined	2024-02-14
2023-09-30	$466,950	11,241	-10.8%	Shares	Defined	2023-11-16
2023-06-30	$589,539	12,597	+38.9%	Shares	Sole	2023-07-21
2023-03-31	$345,490	9,068	+9.9%	Shares	Sole	2023-05-15
2022-12-31	$311,265	8,252	+44.9%	Shares	Sole	2023-02-10
2022-09-30	$204,150	5,693	+4.8%	Shares	Sole	2022-11-03
2022-06-30	$254,923	5,432	-75.7%	Shares	Sole	2022-08-15
2022-03-31	$1,224,956	22,390	+21.5%	Shares	Sole	2022-05-16
2021-12-31	$874,955	18,424	+0.7%	Shares	Sole	2022-02-11
2021-09-30	$903,407	18,295	-27.8%	Shares	Sole	2021-11-10
2021-06-30	$1,334,068	25,324	-26.6%	Shares	Sole	2021-08-04
2021-03-31	$1,607,727	34,508	+20.6%	Shares	Sole	2021-04-30
2020-12-31	$930,280	28,624	-5.8%	Shares	Sole	2021-01-29
2020-09-30	$835,752	30,391	+1.2%	Shares	Sole	2020-11-05
2020-06-30	$994,761	30,026	-7.5%	Shares	Sole	2020-07-23
2020-03-31	$786,132	32,458	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.