Creative Planning
Top Portfolio Positions
3,003 positions ·
$37,951,846,565 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 HE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $989,486 | 66,677 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $806,867 | 65,599 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $509,561 | 46,156 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $375,185 | 35,295 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $337,960 | 30,864 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $445,604 | 45,797 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $567,499 | 58,626 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $637,557 | 70,683 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $262,714 | 23,311 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $174,295 | 12,283 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $195,999 | 15,922 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $754,733 | 20,849 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $825,600 | 21,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,241,605 | 29,668 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $826,641 | 23,850 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,315,303 | 32,159 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,271,669 | 30,056 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,205,077 | 29,038 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,174,270 | 28,760 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,234,871 | 29,207 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,136,416 | 48,085 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,789,176 | 50,556 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,620,383 | 48,748 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,704,087 | 47,257 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,000,103 | 46,460 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||