Creative Planning
Top Portfolio Positions
2,999 positions ·
$36,570,001,820 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 | 8.45% | |
| NVDA |
Nvidia Corp
Technology
|
13,627,413 | $2,376,620,826 | 6.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,956,006 | $1,922,408,941 | 5.26% | |
| MSFT |
Microsoft Corp
Technology
|
3,870,580 | $1,432,772,598 | 3.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,314,124 | $898,502,605 | 2.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,951,228 | $848,655,123 | 2.32% | |
| AVGO |
Broadcom Inc.
Technology
|
1,801,894 | $557,704,211 | 1.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
947,746 | $542,233,918 | 1.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,543,468 | $454,026,546 | 1.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
718,318 | $414,598,782 | 1.13% |
Portfolio Trend
Holdings in IX
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $973,175 | 32,450 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $920,780 | 31,512 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $783,782 | 30,007 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $604,368 | 26,837 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $502,070 | 24,034 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $104,572 | 4,922 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $108,529 | 4,676 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $97,609 | 4,385 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $95,983 | 4,355 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $78,316 | 4,193 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $79,046 | 4,210 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $77,782 | 4,264 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $54,237 | 3,304 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $72,741 | 4,517 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $64,832 | 4,587 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $73,353 | 4,358 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $64,443 | 3,227 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $63,408 | 3,115 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $59,793 | 3,163 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $52,111 | 3,073 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $43,165 | 2,791 | Shares | Sole | 2021-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||