Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

FISV — Fiserv Inc

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%

Portfolio Trend

25 quarters · across all stocks

Holdings in FISV

Compact Export CSV

Shares Held

Position Value (USD)

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,307,516	363,934	+66.1%	Shares	Defined	2026-05-12
2025-12-31	$14,714,193	219,059	+2090.6%	Shares	Sole	2026-02-17
2025-12-31	$671,700	10,000	-95.8%	Call	Sole	2026-02-17
2025-09-30	$30,578,585	237,172	+2.0%	Shares	Sole	2025-11-14
2025-06-30	$40,089,634	232,525	-5.7%	Shares	Sole	2025-08-08
2025-03-31	$54,438,127	246,516	+18.3%	Shares	Sole	2025-05-15
2024-12-31	$42,792,067	208,315	+40.4%	Shares	Defined	2025-02-14
2024-09-30	$26,660,958	148,405	+4.7%	Shares	Defined	2024-10-11
2024-06-30	$21,127,305	141,756	+1.8%	Shares	Defined	2024-08-15
2024-03-31	$22,248,222	139,208	+4.9%	Shares	Defined	2024-05-13
2023-12-31	$17,625,078	132,679	+3.2%	Shares	Defined	2024-02-14
2023-09-30	$14,524,283	128,579	+6.2%	Shares	Defined	2023-11-16
2023-06-30	$15,277,900	121,109	+3.6%	Shares	Sole	2023-07-21
2023-03-31	$13,218,180	116,944	-0.6%	Shares	Sole	2023-05-15
2022-12-31	$11,887,348	117,615	+6.6%	Shares	Sole	2023-02-10
2022-09-30	$10,324,233	110,337	-0.3%	Shares	Sole	2022-11-03
2022-06-30	$9,844,530	110,650	-1.7%	Shares	Sole	2022-08-15
2022-03-31	$11,413,381	112,558	+23.8%	Shares	Sole	2022-05-16
2021-12-31	$9,439,804	90,951	+1.0%	Shares	Sole	2022-02-11
2021-09-30	$9,767,821	90,026	-2.1%	Shares	Sole	2021-11-10
2021-06-30	$9,832,383	91,986	-15.8%	Shares	Sole	2021-08-04
2021-03-31	$13,002,144	109,225	+5.6%	Shares	Sole	2021-04-30
2020-12-31	$11,780,752	103,467	-2.1%	Shares	Sole	2021-01-29
2020-09-30	$10,887,850	105,656	+5.5%	Shares	Sole	2020-11-05
2020-06-30	$9,780,254	100,187	-7.8%	Shares	Sole	2020-07-23
2020-03-31	$10,318,953	108,632	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.