Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

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

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$775,744	63,690	-3.5%	Shares	Sole	2026-05-12
2025-12-31	$830,657	66,030	+25.0%	Shares	Sole	2026-02-17
2025-09-30	$663,406	52,819	+35.7%	Shares	Sole	2025-11-14
2025-06-30	$463,974	38,924	+3.6%	Shares	Sole	2025-08-08
2025-03-31	$459,640	37,583	-22.8%	Shares	Sole	2025-05-15
2024-12-31	$592,788	48,709	+46.0%	Shares	Sole	2025-02-14
2024-09-30	$437,120	33,368	-0.5%	Shares	Sole	2024-10-11
2024-06-30	$414,009	33,523	+10.2%	Shares	Sole	2024-08-15
2024-03-31	$372,328	30,419	-32.5%	Shares	Sole	2024-05-13
2023-12-31	$532,951	45,089	-10.2%	Shares	Sole	2024-02-14
2023-09-30	$523,784	50,219	+27.7%	Shares	Sole	2023-11-16
2023-06-30	$458,599	39,331	+11.3%	Shares	Sole	2023-07-21
2023-03-31	$422,109	35,323	+11.3%	Shares	Sole	2023-05-15
2022-12-31	$383,382	31,737	-7.4%	Shares	Sole	2023-02-10
2022-09-30	$389,649	34,270	+3.6%	Shares	Sole	2022-11-03
2022-06-30	$415,648	33,093	-24.0%	Shares	Sole	2022-08-15
2022-03-31	$635,987	43,531	-14.5%	Shares	Sole	2022-05-16
2021-12-31	$870,372	50,899	+18.4%	Shares	Sole	2022-02-11
2021-09-30	$718,809	42,991	-23.2%	Shares	Sole	2021-11-10
2021-06-30	$963,484	55,984	+57.3%	Shares	Sole	2021-08-04
2021-03-31	$575,166	35,592	+10.9%	Shares	Sole	2021-04-30
2020-12-31	$517,580	32,108	+1.6%	Shares	Sole	2021-01-29
2020-09-30	$464,277	31,605	-47.5%	Shares	Sole	2020-11-05
2020-06-30	$888,463	60,194	-4.5%	Shares	Sole	2020-07-23
2020-03-31	$886,677	63,019	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.