Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

LMT — Lockheed Martin Corp

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	$102,337,127	169,323	+6.7%	Shares	Defined	2026-05-12
2025-12-31	$76,785,029	158,755	+4.2%	Shares	Sole	2026-02-17
2025-09-30	$76,024,690	152,290	+27.5%	Shares	Defined	2025-11-14
2025-06-30	$55,304,936	119,413	+0.3%	Shares	Sole	2025-08-08
2025-03-31	$53,174,123	119,035	+9.9%	Shares	Sole	2025-05-15
2024-12-31	$52,652,084	108,351	+1.9%	Shares	Defined	2025-02-14
2024-09-30	$62,139,312	106,301	+3.1%	Shares	Defined	2024-10-11
2024-06-30	$48,141,649	103,065	+5.5%	Shares	Defined	2024-08-15
2024-03-31	$44,429,426	97,675	+0.1%	Shares	Defined	2024-05-13
2023-12-31	$44,232,597	97,592	-17.7%	Shares	Defined	2024-02-14
2023-09-30	$48,486,705	118,561	+49.6%	Shares	Sole	2023-11-16
2023-06-30	$36,494,321	79,270	+3.8%	Shares	Sole	2023-07-21
2023-03-31	$36,100,971	76,367	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$37,296,269	76,664	+2.6%	Shares	Sole	2023-02-10
2022-09-30	$28,850,841	74,687	-13.8%	Shares	Sole	2022-11-03
2022-06-30	$37,272,372	86,688	-0.5%	Shares	Sole	2022-08-15
2022-03-31	$38,457,416	87,126	+101.1%	Shares	Sole	2022-05-16
2021-12-31	$15,395,294	43,317	-4.6%	Shares	Sole	2022-02-11
2021-09-30	$15,676,857	45,427	-10.1%	Shares	Sole	2021-11-10
2021-06-30	$19,122,943	50,543	+6.7%	Shares	Sole	2021-08-04
2021-03-31	$17,509,127	47,386	+1.7%	Shares	Sole	2021-04-30
2020-12-31	$16,533,902	46,577	+8.6%	Shares	Sole	2021-01-29
2020-09-30	$16,441,178	42,896	+42796.0%	Shares	Sole	2020-11-05
2020-09-30	$38,328	100	-99.8%	Call	Sole	2020-11-05
2020-06-30	$14,968,288	41,018	-4.6%	Shares	Sole	2020-07-23
2020-03-31	$14,576,544	43,005	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.