Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

HRB — H&R Block Inc

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

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,048,786	127,561	+31.2%	Shares	Sole	2026-05-12
2025-12-31	$4,235,845	97,197	+6.3%	Shares	Sole	2026-02-17
2025-09-30	$4,622,957	91,417	+11.8%	Shares	Defined	2025-11-14
2025-06-30	$4,490,056	81,801	-0.1%	Shares	Defined	2025-08-08
2025-03-31	$4,493,999	81,843	+14.9%	Shares	Sole	2025-05-15
2024-12-31	$3,765,325	71,259	-17.3%	Shares	Defined	2025-02-14
2024-09-30	$5,476,421	86,175	+86.6%	Shares	Defined	2024-10-11
2024-06-30	$2,504,610	46,185	-4.8%	Shares	Defined	2024-08-15
2024-03-31	$2,383,357	48,531	+12.3%	Shares	Sole	2024-05-13
2023-12-31	$2,090,067	43,210	+4.0%	Shares	Defined	2024-02-14
2023-09-30	$1,788,367	41,532	-46.2%	Shares	Defined	2023-11-16
2023-06-30	$2,461,192	77,226	+114.1%	Shares	Sole	2023-07-21
2023-03-31	$1,271,749	36,078	+17939.0%	Shares	Sole	2023-05-15
2023-03-31	$7,050	200	-99.4%	Put	Sole	2023-05-15
2022-12-31	$1,240,719	33,983	-5.9%	Shares	Sole	2023-02-10
2022-09-30	$1,536,714	36,124	+5.0%	Shares	Sole	2022-11-03
2022-06-30	$1,215,361	34,410	+7.7%	Shares	Sole	2022-08-15
2022-03-31	$832,212	31,959	+4.1%	Shares	Sole	2022-05-16
2021-12-31	$723,456	30,707	+19.5%	Shares	Sole	2022-02-11
2021-09-30	$642,450	25,698	+10.3%	Shares	Sole	2021-11-10
2021-06-30	$546,872	23,291	-36.4%	Shares	Sole	2021-08-04
2021-03-31	$798,468	36,627	-23.1%	Shares	Sole	2021-04-30
2020-12-31	$754,920	47,599	+88.3%	Shares	Sole	2021-01-29
2020-09-30	$411,876	25,284	+59.0%	Shares	Sole	2020-11-05
2020-06-30	$227,052	15,900	+6.4%	Shares	Sole	2020-07-23
2020-03-31	$210,341	14,939	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.