Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

NAK — Northern Dynasty Minerals Ltd

Top Portfolio Positions

3,003 positions · $37,906,316,210 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.15%
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%

25 quarters · across all stocks

29 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,971	29,265	-11.4%	Shares	Sole	2026-05-12
2025-12-31	$65,098	33,045	+23.9%	Shares	Sole	2026-02-17
2025-09-30	$32,012	26,677	-4.3%	Shares	Sole	2025-11-14
2025-06-30	$37,371	27,889	+9.9%	Shares	Sole	2025-08-08
2025-03-31	$29,187	25,380	+92.9%	Shares	Sole	2025-05-15
2024-12-31	$7,631	13,158	-1.5%	Shares	Sole	2025-02-14
2024-09-30	$4,408	13,358	0.0%	Shares	Sole	2024-10-11
2024-06-30	$4,140	13,358	-24.4%	Shares	Sole	2024-08-15
2024-03-31	$5,650	17,658	+73.8%	Shares	Sole	2024-05-13
2023-12-31	$3,250	10,158	-5.8%	Shares	Sole	2024-02-14
2023-09-30	$3,559	10,785	0.0%	Shares	Sole	2023-11-16
2023-06-30	$2,588	10,785	-66.1%	Shares	Sole	2023-07-21
2023-03-31	$7,628	31,785	0.0%	Shares	Sole	2023-05-15
2022-12-31	$6,992	31,785	+164.9%	Shares	Sole	2023-02-10
2022-09-30	$2,880	12,000	0.0%	Shares	Sole	2022-11-03
2022-06-30	$3,120	12,000	0.0%	Shares	Sole	2022-08-15
2022-03-31	$5,040	12,000	0.0%	Shares	Sole	2022-05-16
2021-12-31	$3,960	12,000	0.0%	Shares	Sole	2022-02-11
2021-09-30	$5,520	12,000	-11.8%	Shares	Sole	2021-11-10
2021-06-30	$6,664	13,600	-15.0%	Shares	Sole	2021-08-04
2021-03-31	$10,076	15,995	+1499.5%	Shares	Sole	2021-04-30
2021-03-31	$630	1,000	-91.0%	Call	Sole	2021-04-30
2020-12-31	$3,552	11,100	-19.8%	Call	Sole	2021-01-29
2020-12-31	$4,431	13,848	+14.4%	Shares	Sole	2021-01-29
2020-09-30	$11,858	12,100	-91.2%	Call	Sole	2020-11-05
2020-09-30	$134,633	137,381	+472.4%	Shares	Sole	2020-11-05
2020-06-30	$34,320	24,000	-98.3%	Call	Sole	2020-07-23
2020-06-30	$2,065,936	1,444,711	+35.4%	Shares	Sole	2020-07-23
2020-03-31	$416,086	1,066,889	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.