Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

Top Portfolio Positions

3,000 positions · $37,935,647,064 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	$655,285	47,936	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$686,278	47,791	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$680,024	47,721	+9.9%	Shares	Sole	2025-11-14
2025-06-30	$602,207	43,418	-1.3%	Shares	Sole	2025-08-08
2025-03-31	$580,936	43,977	-0.4%	Shares	Sole	2025-05-15
2024-12-31	$636,273	44,155	-3.2%	Shares	Sole	2025-02-14
2024-09-30	$629,183	45,593	+0.3%	Shares	Sole	2024-10-11
2024-06-30	$621,383	45,456	-2.1%	Shares	Sole	2024-08-15
2024-03-31	$600,495	46,442	+1.3%	Shares	Sole	2024-05-13
2023-12-31	$565,071	45,829	+48.1%	Shares	Sole	2024-02-14
2023-09-30	$370,399	30,944	-0.5%	Shares	Sole	2023-11-16
2023-06-30	$397,330	31,090	+167.0%	Shares	Sole	2023-07-21
2023-03-31	$147,076	11,645	-3.9%	Shares	Sole	2023-05-15
2022-12-31	$148,870	12,123	-2.4%	Shares	Sole	2023-02-10
2022-09-30	$163,362	12,423	0.0%	Shares	Sole	2022-11-03
2022-06-30	$167,834	12,423	-73.3%	Shares	Sole	2022-08-15
2022-03-31	$727,314	46,563	+5.3%	Shares	Sole	2022-05-16
2021-12-31	$740,477	44,234	+16.2%	Shares	Sole	2022-02-11
2021-09-30	$608,835	38,076	+11.1%	Shares	Sole	2021-11-10
2021-06-30	$558,159	34,285	-10.1%	Shares	Sole	2021-08-04
2021-03-31	$591,020	38,155	+22.4%	Shares	Sole	2021-04-30
2020-12-31	$478,659	31,183	-2.5%	Shares	Sole	2021-01-29
2020-09-30	$442,504	31,996	+20.8%	Shares	Sole	2020-11-05
2020-06-30	$373,996	26,487	-28.5%	Shares	Sole	2020-07-23
2020-03-31	$446,473	37,021	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.