Creative Planning

Position in META — Meta Platforms, Inc.

CIK 1540235 OVERLAND PARK, KS

Back to META Full portfolio

Position in META

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$542,233,918

-$45,440,248 QoQ

Shares Held

947,746

+6.5% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

1.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.4120302275082142.ToString("F0")% Shared 0.ToString("F0")% None 99.58796977249179.ToString("F0")%

Common Shares in META Over Time

Shares Held

Position Value (USD)

Derivatives in META

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$1,395,322

PutShares

1,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Internet Content & Information

Communication Services · as of Mar 31, 2026

Creative Planning holds $1,468,828,811 across 36 Internet Content & Information names. META ranks #2 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	2,951,228	$848,655,123
2	META	Meta Platforms, Inc. This page	947,746	$542,233,918
3	SPOT	Spotify Technology S.A.	35,331	$17,132,355
4	BIDU	Baidu, Inc.	106,867	$11,907,121
5	YELP	Yelp Inc	361,294	$8,938,413
6	RDDT	Reddit, Inc.	52,595	$7,081,916
7	PINS	Pinterest, Inc.	342,987	$6,290,381
8	MTCH	Match Group, Inc.	185,127	$5,685,250

All Filings in META

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48 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$542,233,918	947,746	+6.5%	Shares	Defined	2026-05-12
2025-12-31	$587,674,166	890,294	+4.8%	Shares	Sole	2026-02-17
2025-09-30	$623,832,309	849,468	+44608.8%	Shares	Sole	2025-11-14
2025-09-30	$1,395,322	1,900	+58.3%	Put	Sole	2025-11-14
2025-06-30	$885,708	1,200	-92.0%	Put	Sole	2025-08-08
2025-06-30	$11,071,350	15,000	-98.3%	Call	Sole	2025-08-08
2025-06-30	$655,166,326	887,651	+13.8%	Shares	Defined	2025-08-08
2025-03-31	$449,431,118	779,775	+7.0%	Shares	Sole	2025-05-15
2024-12-31	$426,834,447	728,996	+1.7%	Shares	Defined	2025-02-14
2024-09-30	$410,351,896	716,847	+716747.0%	Shares	Defined	2024-10-11
2024-06-30	$50,422	100	-100.0%	Call	Sole	2024-08-15
2024-06-30	$353,958,891	701,993	+4.9%	Shares	Defined	2024-08-15
2024-03-31	$324,855,447	669,005	+3.3%	Shares	Sole	2024-05-13
2023-12-31	$229,325,728	647,886	+7.2%	Shares	Defined	2024-02-14
2023-09-30	$181,465,536	604,462	+13957.3%	Shares	Defined	2023-11-16
2023-06-30	$1,234,014	4,300	-99.2%	Call	Sole	2023-07-21
2023-06-30	$160,904,232	560,681	+46623.4%	Shares	Sole	2023-07-21
2023-03-31	$254,328	1,200	-99.8%	Call	Sole	2023-05-15
2023-03-31	$122,777,265	579,302	+665.3%	Shares	Sole	2023-05-15
2022-12-31	$9,109,738	75,700	-87.3%	Put	Sole	2023-02-10
2022-12-31	$71,724,084	596,012	+34959.5%	Shares	Sole	2023-02-10
2022-12-31	$204,578	1,700	-26.1%	Call	Sole	2023-02-10
2022-09-30	$312,064	2,300	-98.7%	Call	Sole	2022-11-03
2022-09-30	$23,133,440	170,500	-75.0%	Put	Sole	2022-11-03
2022-09-30	$92,369,858	680,792	+23375.6%	Shares	Sole	2022-11-03
2022-06-30	$467,625	2,900	-99.6%	Call	Sole	2022-08-15
2022-06-30	$131,542,267	815,766	-10.9%	Shares	Sole	2022-08-15
2022-03-31	$203,612,383	915,688	+4388.7%	Shares	Sole	2022-05-16
2022-03-31	$4,536,144	20,400	-97.5%	Put	Sole	2022-05-16
2021-12-31	$279,621,881	831,342	+1.5%	Shares	Sole	2022-02-11
2021-09-30	$277,863,005	818,713	+409256.5%	Shares	Sole	2021-11-10
2021-06-30	$69,542	200	-83.3%	Call	Sole	2021-08-04
2021-06-30	$417,252	1,200	-99.9%	Put	Sole	2021-08-04
2021-06-30	$278,879,413	802,046	-7.3%	Shares	Sole	2021-08-04
2021-03-31	$254,885,672	865,398	+72016.5%	Shares	Sole	2021-04-30
2021-03-31	$353,436	1,200	-99.8%	Put	Sole	2021-04-30
2021-03-31	$212,267,771	720,700	+59958.3%	Call	Sole	2021-04-30
2020-12-31	$327,792	1,200	-99.8%	Put	Sole	2021-01-29
2020-12-31	$197,986,368	724,800	-16.4%	Call	Sole	2021-01-29
2020-12-31	$236,916,584	867,318	+4.3%	Shares	Sole	2021-01-29
2020-09-30	$217,807,563	831,644	+15.5%	Shares	Sole	2020-11-05
2020-09-30	$188,568,000	720,000	+59900.0%	Call	Sole	2020-11-05
2020-09-30	$314,280	1,200	-99.8%	Put	Sole	2020-11-05
2020-06-30	$132,745,122	584,600	+48616.7%	Call	Sole	2020-07-23
2020-06-30	$272,484	1,200	-99.9%	Put	Sole	2020-07-23
2020-06-30	$188,210,602	828,866	-1.1%	Shares	Sole	2020-07-23
2020-03-31	$139,792,411	838,084	+2274.2%	Shares	Sole	2020-05-05
2020-03-31	$5,888,040	35,300	—	Call	Sole	2020-05-05
No filing history on record for this holder in this stock.