Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

KS

Stock

NAC — Nuveen California Quality Municipal Income Fund

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 NAC

Compact Export CSV

Shares Held

Position Value (USD)

11 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$990,960	85,061	+1.6%	Shares	Sole	2026-05-12
2025-12-31	$988,367	83,689	+13.2%	Shares	Sole	2026-02-17
2025-09-30	$849,942	73,908	+286.4%	Shares	Sole	2025-11-14
2025-06-30	$213,659	19,128	-72.2%	Shares	Sole	2025-08-08
2025-03-31	$772,626	68,739	+95.8%	Shares	Sole	2025-05-15
2024-12-31	$396,267	35,099	+231.3%	Shares	Sole	2025-02-14
2021-03-31	$157,411	10,593	+4.6%	Shares	Sole	2021-04-30
2020-12-31	$153,570	10,130	0.0%	Shares	Sole	2021-01-29
2020-09-30	$147,492	10,130	-24.5%	Shares	Sole	2020-11-05
2020-06-30	$191,374	13,411	+19.3%	Shares	Sole	2020-07-23
2020-03-31	$153,848	11,238	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.