Creative Planning
CIK
1540235
City
OVERLAND PARK
State / Country
KS
Top Portfolio Positions
3,000 positions ·
$37,935,647,064 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 | 8.14% | |
| 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 GLTR
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,211,247 | 14,682 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,994,152 | 14,563 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,558,704 | 9,421 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,231,745 | 8,916 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,123,152 | 8,675 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $956,467 | 8,711 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $849,108 | 7,495 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $962,965 | 9,351 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $764,859 | 8,009 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $619,573 | 6,807 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $603,103 | 7,167 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $547,368 | 6,309 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $673,950 | 7,389 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $674,668 | 7,561 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $516,311 | 6,364 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $620,605 | 7,273 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $660,261 | 6,872 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $650,659 | 7,274 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $734,996 | 8,501 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $798,509 | 8,279 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $713,188 | 7,696 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $775,372 | 7,836 | Shares | Sole | 2021-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||