Creative Planning
Top Portfolio Positions
3,003 positions ·
$37,906,316,210 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 | 8.15% | |
| NVDA |
Nvidia Corp
Technology
|
13,627,413 | $2,376,620,826 | 6.27% | |
| 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 HMC
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,217,452 | 132,351 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,768,950 | 161,769 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,298,000 | 172,013 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,827,758 | 132,770 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,627,389 | 133,704 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,872,158 | 100,601 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,973,866 | 156,756 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,224,658 | 131,038 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,335,842 | 116,461 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,509,674 | 81,193 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,557,110 | 76,014 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,862,761 | 61,457 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,060,791 | 40,045 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $527,928 | 23,094 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $638,653 | 29,581 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $465,201 | 19,263 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $750,670 | 26,563 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,239,708 | 43,575 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $388,374 | 12,663 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $201,028 | 6,247 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $320,603 | 10,616 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $265,352 | 9,393 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $216,712 | 9,144 | Shares | Sole | 2020-11-05 | |
| No 13F history on record for this holder in this stock. | ||||||