Creative Planning
Top Portfolio Positions
2,493 positions ·
$28,223,844,589 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
11,107,125 | $3,019,583,002 | 10.70% |
| NVDA |
Nvidia Corp
|
12,269,392 | $2,288,241,608 | 8.11% |
| SPY |
SPDR S&P 500 ETF TRUST
|
2,987,558 | $2,037,275,551 | 7.22% |
| MSFT |
Microsoft Corp
|
3,429,011 | $1,658,338,299 | 5.88% |
| GOOGL |
Alphabet Inc.
|
2,712,504 | $849,013,752 | 3.01% |
| META |
Meta Platforms, Inc.
|
877,870 | $579,473,208 | 2.05% |
| AVGO |
Broadcom Inc.
|
1,670,029 | $577,997,036 | 2.05% |
| JPM |
Jpmorgan Chase & Co
|
1,438,011 | $463,355,904 | 1.64% |
| TSLA |
Tesla, Inc.
|
971,894 | $437,080,169 | 1.55% |
| QQQ |
INVESCO QQQ TRUST, SERIES 1
|
698,249 | $428,941,343 | 1.52% |
Portfolio Trend
Holdings in HRB
Export CSVShares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $4,235,845 | 97,197 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,622,957 | 91,417 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,391 | 80 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,493,999 | 81,843 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,765,325 | 71,259 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,476,421 | 86,175 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,301 | 24 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,381,884 | 48,501 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,090,067 | 43,210 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,788,367 | 41,532 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,442,644 | 76,644 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,271,749 | 36,078 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $7,050 | 200 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $1,240,719 | 33,983 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,536,714 | 36,124 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,215,361 | 34,410 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $832,212 | 31,959 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $723,456 | 30,707 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $642,450 | 25,698 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $546,872 | 23,291 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $798,468 | 36,627 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $754,920 | 47,599 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $411,876 | 25,284 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $227,052 | 15,900 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $210,341 | 14,939 | Shares | Sole | 2020-05-05 | |
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