Creative Planning
Top Portfolio Positions
3,003 positions ·
$37,906,316,210 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 | 8.15% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LUV
Shares Held
Position Value (USD)
30 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,343,738 | 408,404 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,488,293 | 374,747 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,394,923 | 419,772 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,355,381 | 442,521 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,013,709 | 506,662 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,143,967 | 271,980 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,772,748 | 262,327 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $7,585,938 | 265,150 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $7,344,933 | 251,625 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,048,858 | 209,448 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,592,789 | 243,546 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $7,504,992 | 207,263 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $130,160 | 4,000 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $6,903,099 | 212,142 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,028,880 | 238,458 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,842,612 | 254,300 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,969,011 | 275,997 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,674,972 | 233,078 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $45,800 | 1,000 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $9,491,801 | 221,564 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,830,349 | 268,916 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,309 | 100 | Call | Sole | 2021-08-04 | |
| 2021-06-30 | $14,792,095 | 278,623 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $16,356,081 | 267,869 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $12,675,915 | 271,957 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $37,500 | 1,000 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $7,404,975 | 197,466 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,003,857 | 204,911 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $10,683 | 300 | Put | Sole | 2020-05-05 | |
| 2020-03-31 | $5,440,317 | 152,775 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||