Creative Planning
Top Portfolio Positions
3,003 positions ·
$37,951,846,565 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 | 8.14% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NUV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $620,678 | 69,041 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $626,272 | 69,125 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $150,127 | 16,718 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $165,362 | 19,029 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $188,563 | 21,501 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $141,812 | 16,509 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $116,592 | 12,926 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $146,071 | 16,926 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $112,585 | 12,926 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $91,289 | 10,615 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $92,288 | 11,173 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $121,077 | 13,917 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $198,013 | 22,476 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $207,810 | 24,164 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $406,748 | 48,079 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $481,425 | 53,911 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,135,325 | 118,510 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,262,685 | 121,646 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,365,350 | 120,614 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,185,303 | 189,532 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $790,238 | 70,937 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $484,015 | 43,605 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $474,220 | 44,486 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $429,960 | 42,153 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $422,071 | 43,245 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||