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 MBWM
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,836,988 | 36,376 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,656,708 | 34,443 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,081,710 | 24,038 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $973,263 | 20,971 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,001,465 | 23,054 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $930,641 | 20,918 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $826,614 | 18,907 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $591,145 | 14,571 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $459,070 | 11,927 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $371,657 | 9,204 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $469,677 | 15,195 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $274,984 | 9,956 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $325,646 | 10,649 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $329,309 | 9,836 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $291,603 | 9,815 | Shares | Sole | 2022-11-03 | |
| No 13F history on record for this holder in this stock. | ||||||