Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

Top Portfolio Positions

3,003 positions · $37,906,316,210 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.15%
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%

25 quarters · across all stocks

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$499,093	57,632	+1.5%	Shares	Sole	2026-05-12
2025-12-31	$540,856	56,753	+39.2%	Shares	Sole	2026-02-17
2025-09-30	$370,952	40,764	+7.3%	Shares	Sole	2025-11-14
2025-06-30	$332,307	37,978	-2.7%	Shares	Sole	2025-08-08
2025-03-31	$317,744	39,035	+3.1%	Shares	Sole	2025-05-15
2024-12-31	$309,193	37,845	+7.0%	Shares	Sole	2025-02-14
2024-09-30	$308,487	35,377	-1.5%	Shares	Sole	2024-10-11
2024-06-30	$303,583	35,927	+21.7%	Shares	Sole	2024-08-15
2024-03-31	$240,899	29,522	+0.0%	Shares	Sole	2024-05-13
2023-12-31	$227,824	29,511	+80.1%	Shares	Sole	2024-02-14
2023-09-30	$120,764	16,386	-1.7%	Shares	Sole	2023-11-16
2023-06-30	$131,955	16,661	+12.7%	Shares	Sole	2023-07-21
2023-03-31	$115,455	14,783	+30.6%	Shares	Sole	2023-05-15
2022-12-31	$85,435	11,316	-64.3%	Shares	Sole	2023-02-10
2022-06-30	$244,422	31,702	+17.8%	Shares	Sole	2022-08-15
2022-03-31	$261,257	26,906	-0.4%	Shares	Sole	2022-05-16
2021-12-31	$288,132	27,004	+7.5%	Shares	Sole	2022-02-11
2021-09-30	$250,938	25,119	0.0%	Shares	Sole	2021-11-10
2021-06-30	$256,213	25,119	-40.7%	Shares	Sole	2021-08-04
2021-03-31	$393,641	42,327	-8.5%	Shares	Sole	2021-04-30
2020-12-31	$405,708	46,261	+11.7%	Shares	Sole	2021-01-29
2020-09-30	$304,843	41,419	-0.5%	Shares	Sole	2020-11-05
2020-06-30	$307,148	41,619	+2.4%	Shares	Sole	2020-07-23
2020-03-31	$259,181	40,624	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.