Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

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

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,328,853	1,315,784	+12.6%	Shares	Defined	2026-05-12
2025-12-31	$18,530,664	1,168,390	+9.5%	Shares	Sole	2026-02-17
2025-09-30	$17,004,679	1,066,793	+19.7%	Shares	Defined	2025-11-14
2025-06-30	$12,227,510	891,218	-5.5%	Shares	Sole	2025-08-08
2025-03-31	$12,848,264	942,646	+24.1%	Shares	Sole	2025-05-15
2024-12-31	$8,900,413	759,421	+25.0%	Shares	Defined	2025-02-14
2024-09-30	$6,186,243	607,686	+8.9%	Shares	Defined	2024-10-11
2024-06-30	$6,028,091	558,157	+10.3%	Shares	Defined	2024-08-15
2024-03-31	$5,175,315	505,896	+21.0%	Shares	Defined	2024-05-13
2023-12-31	$3,598,523	417,947	+20.1%	Shares	Defined	2024-02-14
2023-09-30	$2,953,704	347,904	+14.3%	Shares	Sole	2023-11-16
2023-06-30	$2,243,567	304,419	+49.1%	Shares	Defined	2023-07-21
2023-03-31	$1,304,281	204,113	+18.8%	Shares	Sole	2023-05-15
2022-12-31	$1,146,432	171,879	+70.1%	Shares	Sole	2023-02-10
2022-09-30	$454,716	101,048	+13.2%	Shares	Sole	2022-11-03
2022-06-30	$476,466	89,226	+30.5%	Shares	Sole	2022-08-15
2022-03-31	$423,080	68,349	+28.3%	Shares	Sole	2022-05-16
2021-12-31	$290,963	53,290	-0.3%	Shares	Sole	2022-02-11
2021-09-30	$316,905	53,441	+151.6%	Shares	Sole	2021-11-10
2021-06-30	$115,137	21,243	-60.1%	Shares	Sole	2021-08-04
2021-03-31	$286,361	53,227	+5.3%	Shares	Sole	2021-04-30
2020-12-31	$223,870	50,535	-9.6%	Shares	Sole	2021-01-29
2020-09-30	$224,179	55,905	+203.3%	Shares	Sole	2020-11-05
2020-06-30	$72,433	18,431	-42.5%	Shares	Sole	2020-07-23
2020-03-31	$117,222	32,028	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.