Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

FMC — Fmc Corp

Top Portfolio Positions

2,988 positions · $36,562,557,958 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.45%
NVDA	Nvidia Corp Technology	13,627,413	$2,376,620,826	6.50%
SPY	Spdr S&P 500 Etf Trust	2,956,006	$1,922,408,941	5.26%
MSFT	Microsoft Corp Technology	3,870,580	$1,432,772,598	3.92%
AMZN	Amazon Com Inc Consumer Cyclical	4,314,124	$898,502,605	2.46%
GOOGL	Alphabet Inc. Communication Services	2,951,228	$848,655,123	2.32%
AVGO	Broadcom Inc. Technology	1,801,894	$557,704,211	1.53%
META	Meta Platforms, Inc. Communication Services	947,746	$542,233,918	1.48%
JPM	Jpmorgan Chase & Co Financial Services	1,543,468	$454,026,546	1.24%
QQQ	Invesco Qqq Trust, Series 1	718,318	$414,598,782	1.13%

41 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,737,790	158,989	+118.3%	Shares	Sole	2026-05-12
2025-12-31	$1,010,124	72,828	+180.4%	Shares	Sole	2026-02-17
2025-09-30	$873,606	25,977	+16135.6%	Shares	Sole	2025-11-14
2025-06-30	$6,680	160	-99.3%	Shares	Defined	2025-08-08
2025-03-31	$994,502	23,572	+17.5%	Shares	Sole	2025-05-15
2024-12-31	$974,824	20,054	-31.9%	Shares	Defined	2025-02-14
2024-09-30	$1,941,075	29,437	+89103.0%	Shares	Defined	2024-10-11
2024-06-30	$1,899	33	-99.9%	Shares	Defined	2024-08-15
2024-03-31	$1,749,583	27,466	-6.0%	Shares	Defined	2024-05-13
2023-12-31	$1,841,689	29,210	+95.2%	Shares	Defined	2024-02-14
2023-09-30	$1,002,004	14,962	+8.9%	Shares	Defined	2023-11-16
2023-06-30	$1,433,839	13,742	+6.5%	Shares	Sole	2023-07-21
2023-03-31	$1,576,576	12,909	+3.8%	Shares	Sole	2023-05-15
2022-12-31	$1,551,388	12,431	+12.8%	Shares	Sole	2023-02-10
2022-09-30	$1,164,602	11,018	+6.0%	Shares	Sole	2022-11-03
2022-06-30	$1,112,475	10,396	+6.7%	Shares	Sole	2022-08-15
2022-03-31	$1,282,412	9,747	+2.3%	Shares	Sole	2022-05-16
2021-12-31	$1,046,592	9,524	+1.2%	Shares	Sole	2022-02-11
2021-09-30	$861,579	9,410	-18.9%	Shares	Sole	2021-11-10
2021-06-30	$1,254,903	11,598	+29.1%	Shares	Sole	2021-08-04
2021-03-31	$994,052	8,987	-0.8%	Shares	Sole	2021-04-30
2020-12-31	$1,041,035	9,058	-8.6%	Shares	Sole	2021-01-29
2020-09-30	$1,049,885	9,913	+15.7%	Shares	Sole	2020-11-05
2020-06-30	$853,544	8,568	+1.5%	Shares	Sole	2020-07-23
2020-03-31	$689,626	8,442	—	Shares	Sole	2020-05-05
No quarters match your search.