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Creative Planning

CIK
1540235
City
OVERLAND PARK
State / Country
KS

Top Portfolio Positions

3,003 positions · $37,951,846,565 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in INGR

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $10,658,536 94,608
2025-12-31 $6,627,948 60,112
2025-09-30 $3,675,754 30,102
2025-06-30 $1,900,713 14,015
2025-03-31 $1,642,801 12,150
2024-12-31 $2,069,864 15,047
2024-09-30 $1,539,627 11,203
2024-06-30 $1,217,993 10,619
2024-03-31 $1,202,503 10,291
2023-12-31 $1,078,896 9,941
2023-09-30 $942,671 9,580
2023-06-30 $1,095,417 10,339
2023-03-31 $1,002,040 9,850
2022-12-31 $918,779 9,382
2022-09-30 $714,534 8,874
2022-06-30 $792,734 8,992
2022-03-31 $815,375 9,356
2021-12-31 $995,392 10,300
2021-09-30 $922,499 10,364
2021-06-30 $937,399 10,358
2021-03-31 $1,994,695 22,183
2020-12-31 $1,293,020 16,436
2020-09-30 $1,128,464 14,911
2020-06-30 $712,887 8,589
2020-03-31 $675,800 8,951