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Creative Planning

CIK
1540235
City
OVERLAND PARK
State / Country
KS

Top Portfolio Positions

3,003 positions · $37,906,316,210 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in LNT

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $18,820,925 262,276
2025-12-31 $9,735,637 149,756
2025-09-30 $7,586,387 112,541
2025-06-30 $4,776,706 78,993
2025-03-31 $5,340,213 82,987
2024-12-31 $4,010,460 67,813
2024-09-30 $4,058,218 66,868
2024-06-30 $3,339,902 65,617
2024-03-31 $3,249,489 64,474
2023-12-31 $2,669,856 52,044
2023-09-30 $2,306,219 47,600
2023-06-30 $2,693,063 51,316
2023-03-31 $2,386,498 44,691
2022-12-31 $2,374,195 43,003
2022-09-30 $2,329,016 43,952
2022-06-30 $2,553,227 43,563
2022-03-31 $2,572,676 41,176
2021-12-31 $2,396,961 38,994
2021-09-30 $2,097,738 37,473
2021-06-30 $2,119,214 38,006
2021-03-31 $2,273,528 41,978
2020-12-31 $2,017,347 39,149
2020-09-30 $2,001,540 38,752
2020-06-30 $1,854,230 38,759
2020-03-31 $1,947,487 40,329