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 FFBC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,595,404 | 128,960 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,381,278 | 95,175 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,058,733 | 81,534 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,418,576 | 99,694 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,467,899 | 98,795 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,118,144 | 78,800 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,983,834 | 78,630 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,745,803 | 78,569 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,758,938 | 78,454 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,863,258 | 78,453 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,533,366 | 78,233 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,594,892 | 78,028 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,686,042 | 77,448 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,876,904 | 77,462 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,193,633 | 56,624 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,483,867 | 76,488 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,303,154 | 56,536 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,377,177 | 56,488 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,335,259 | 57,038 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,355,393 | 57,359 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,230,168 | 51,257 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $898,535 | 51,257 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,598,627 | 216,372 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,988,072 | 215,124 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,263,485 | 218,879 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||