Creative Planning
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 HMY
Shares Held
Position Value (USD)
27 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,789,685 | 181,502 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,143,025 | 157,941 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,041,638 | 112,487 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,206,672 | 86,376 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,370,153 | 92,766 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $696,191 | 84,798 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $607,005 | 59,686 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $528,420 | 57,625 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $390,248 | 47,766 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $276,171 | 44,906 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $131,915 | 35,084 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $188,655 | 44,918 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $175,823 | 42,884 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $149,844 | 44,072 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $83,774 | 34,475 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $44,564 | 14,238 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $68,679 | 13,654 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $75,640 | 18,404 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $70,572 | 22,404 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $83,566 | 22,404 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $97,681 | 22,404 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $104,850 | 22,404 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $7,956 | 1,700 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $170,769 | 32,404 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $8,959 | 1,700 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $135,124 | 32,404 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $70,640 | 32,404 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||