Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

HL — Hecla Mining Co/De/

Top Portfolio Positions

3,003 positions · $37,951,846,565 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

27 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,952,436	373,185	+18.4%	Shares	Sole	2026-05-12
2025-12-31	$6,046,078	315,064	+89.1%	Shares	Sole	2026-02-17
2025-09-30	$2,015,605	166,579	+79.1%	Shares	Sole	2025-11-14
2025-06-30	$556,973	92,984	-25.9%	Shares	Defined	2025-08-08
2025-03-31	$697,279	125,410	+28.5%	Shares	Sole	2025-05-15
2024-12-31	$479,186	97,594	-14.9%	Shares	Defined	2025-02-14
2024-09-30	$765,188	114,721	+10.0%	Shares	Defined	2024-10-11
2024-06-30	$505,936	104,317	+254.8%	Shares	Defined	2024-08-15
2024-03-31	$141,423	29,402	-52.8%	Shares	Defined	2024-05-13
2023-12-31	$299,618	62,291	+134.9%	Shares	Defined	2024-02-14
2023-09-30	$103,685	26,518	+54.4%	Shares	Sole	2023-11-16
2023-06-30	$88,424	17,170	-98.9%	Shares	Defined	2023-07-21
2023-03-31	$9,906,513	1,565,010	+9355.7%	Shares	Sole	2023-05-15
2022-12-31	$92,023	16,551	+13.2%	Shares	Sole	2023-02-10
2022-06-30	$57,322	14,623	-22.3%	Shares	Sole	2022-08-15
2022-03-31	$123,640	18,819	0.0%	Shares	Sole	2022-05-16
2021-12-31	$98,235	18,819	+0.2%	Shares	Sole	2022-02-11
2021-09-30	$103,284	18,779	-21.4%	Shares	Sole	2021-11-10
2021-06-30	$177,652	23,878	+695.9%	Shares	Sole	2021-08-04
2021-03-31	$17,070	3,000	-92.1%	Call	Sole	2021-04-30
2021-03-31	$215,747	37,917	+142.3%	Shares	Sole	2021-04-30
2020-12-31	$101,424	15,652	+421.7%	Shares	Sole	2021-01-29
2020-12-31	$19,440	3,000	-95.1%	Call	Sole	2021-01-29
2020-09-30	$313,070	61,628	+1660.8%	Shares	Sole	2020-11-05
2020-09-30	$17,780	3,500	-94.3%	Put	Sole	2020-11-05
2020-06-30	$199,888	61,128	+5.6%	Shares	Sole	2020-07-23
2020-03-31	$105,337	57,878	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.