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 FLO
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,891,839 | 968,324 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $13,441,107 | 1,235,396 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,404,560 | 720,656 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,672,206 | 730,426 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $11,278,537 | 593,295 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,504,337 | 411,633 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,899,705 | 429,116 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $9,414,596 | 424,081 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $10,013,712 | 421,630 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,245,644 | 410,735 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,656,475 | 390,283 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $9,660,406 | 388,280 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $10,726,985 | 391,353 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,599,751 | 403,610 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,530,828 | 426,522 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,692,210 | 406,239 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,405,145 | 404,712 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,106,890 | 404,328 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,411,746 | 144,382 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,479,330 | 143,774 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,536,370 | 148,587 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,388,593 | 149,739 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,605,243 | 148,181 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,241,305 | 144,960 | Shares | Sole | 2020-07-23 | |
| No 13F history on record for this holder in this stock. | ||||||