Creative Planning
CIK
1540235
City
OVERLAND PARK
State / Country
KS
Top Portfolio Positions
3,000 positions ·
$37,935,647,064 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 | 8.14% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EVT
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $663,807 | 27,039 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $667,244 | 26,499 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $564,721 | 23,097 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $596,137 | 24,736 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $505,982 | 21,744 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $469,095 | 19,505 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $462,937 | 18,750 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $446,772 | 19,183 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $431,903 | 18,301 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $400,233 | 17,988 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $492,355 | 21,776 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $528,412 | 23,176 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $602,670 | 27,709 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $677,454 | 28,381 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,002,794 | 34,603 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,068,150 | 35,856 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $986,800 | 35,949 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $917,095 | 33,180 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $877,207 | 33,392 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $741,593 | 31,357 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $327,906 | 16,645 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $284,155 | 14,769 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $249,925 | 14,850 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||