Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

FSLY — Fastly, Inc.

Top Portfolio Positions

3,000 positions · $37,935,647,064 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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,388,670	151,021	+138.6%	Shares	Sole	2026-05-12
2025-12-31	$644,210	63,282	+26.3%	Shares	Sole	2026-02-17
2025-09-30	$428,268	50,090	+48.7%	Shares	Sole	2025-11-14
2025-06-30	$237,765	33,678	+30.9%	Shares	Defined	2025-08-08
2025-03-31	$162,801	25,719	+28.1%	Shares	Sole	2025-05-15
2024-12-31	$189,469	20,071	+3.4%	Shares	Defined	2025-02-14
2024-09-30	$146,933	19,410	-34.8%	Shares	Defined	2024-10-11
2024-06-30	$219,441	29,775	+48.2%	Shares	Sole	2024-08-15
2024-03-31	$260,554	20,089	+86.1%	Shares	Sole	2024-05-13
2023-09-30	$206,882	10,792	+67.5%	Shares	Sole	2023-11-16
2023-03-31	$114,445	6,444	-35.6%	Shares	Sole	2023-05-15
2023-03-31	$177,600	10,000	-7.5%	Call	Sole	2023-05-15
2022-03-31	$187,825	10,807	+26.0%	Shares	Sole	2022-05-16
2021-12-31	$304,161	8,580	-57.7%	Shares	Sole	2022-02-11
2021-09-30	$821,174	20,306	-0.6%	Shares	Sole	2021-11-10
2021-06-30	$1,217,985	20,436	+788.5%	Shares	Sole	2021-08-04
2021-03-31	$154,744	2,300	-96.6%	Call	Sole	2021-04-30
2021-03-31	$4,508,029	67,004	+26.5%	Shares	Sole	2021-04-30
2020-12-31	$4,627,988	52,970	+2107.1%	Shares	Sole	2021-01-29
2020-12-31	$209,688	2,400	-71.3%	Call	Sole	2021-01-29
2020-09-30	$783,071	8,359	+735.9%	Shares	Sole	2020-11-05
2020-09-30	$93,680	1,000	+233.3%	Call	Sole	2020-11-05
2020-06-30	$25,539	300	-98.3%	Call	Sole	2020-07-23
2020-06-30	$1,519,059	17,844	-84.9%	Shares	Sole	2020-07-23
2020-03-31	$2,235,768	117,796	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.