Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

INFY — Infosys Ltd

Top Portfolio Positions

3,003 positions · $37,906,316,210 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.15%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,173,850	827,080	-35.5%	Shares	Defined	2026-05-12
2025-12-31	$22,837,951	1,281,591	+49.2%	Shares	Defined	2026-02-17
2025-09-30	$13,972,837	858,810	+22.3%	Shares	Defined	2025-11-14
2025-06-30	$13,009,023	702,052	+39.3%	Shares	Sole	2025-08-08
2025-03-31	$9,197,287	503,961	+8.1%	Shares	Defined	2025-05-15
2024-12-31	$10,222,347	466,348	+16.3%	Shares	Defined	2025-02-14
2024-09-30	$8,927,285	400,866	+26.4%	Shares	Defined	2024-10-11
2024-06-30	$5,906,596	317,218	+40.1%	Shares	Sole	2024-08-15
2024-03-31	$4,060,014	226,437	+31.2%	Shares	Sole	2024-05-13
2023-12-31	$3,170,990	172,524	+30.3%	Shares	Defined	2024-02-14
2023-09-30	$2,264,969	132,377	+28.3%	Shares	Defined	2023-11-16
2023-06-30	$1,658,311	103,193	+12.1%	Shares	Sole	2023-07-21
2023-03-31	$1,604,985	92,029	-4.6%	Shares	Sole	2023-05-15
2022-12-31	$1,738,091	96,507	+40.1%	Shares	Sole	2023-02-10
2022-09-30	$1,168,689	68,868	+24.3%	Shares	Sole	2022-11-03
2022-06-30	$1,025,305	55,392	+24.6%	Shares	Sole	2022-08-15
2022-03-31	$1,106,186	44,443	+5.1%	Shares	Sole	2022-05-16
2021-12-31	$1,070,233	42,285	-7.1%	Shares	Sole	2022-02-11
2021-09-30	$1,013,020	45,529	-13.7%	Shares	Sole	2021-11-10
2021-06-30	$1,118,132	52,767	-51.2%	Shares	Sole	2021-08-04
2021-03-31	$2,022,359	108,032	-8.0%	Shares	Sole	2021-04-30
2020-12-31	$1,991,014	117,464	+71.0%	Shares	Sole	2021-01-29
2020-09-30	$948,470	68,680	+0.2%	Shares	Sole	2020-11-05
2020-06-30	$662,376	68,569	+7.7%	Shares	Sole	2020-07-23
2020-03-31	$522,812	63,680	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.