Creative Planning
Top Portfolio Positions
2,999 positions ·
$36,570,001,820 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 | 8.45% | |
| NVDA |
Nvidia Corp
Technology
|
13,627,413 | $2,376,620,826 | 6.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,956,006 | $1,922,408,941 | 5.26% | |
| MSFT |
Microsoft Corp
Technology
|
3,870,580 | $1,432,772,598 | 3.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,314,124 | $898,502,605 | 2.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,951,228 | $848,655,123 | 2.32% | |
| AVGO |
Broadcom Inc.
Technology
|
1,801,894 | $557,704,211 | 1.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
947,746 | $542,233,918 | 1.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,543,468 | $454,026,546 | 1.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
718,318 | $414,598,782 | 1.13% |
Portfolio Trend
Holdings in PPLI
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,965,913 | 49,111 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $306,622 | 7,842 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $323,664 | 9,500 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $433,852 | 11,619 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $402,304 | 10,675 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $335,635 | 9,484 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $634,889 | 14,380 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $354,929 | 9,235 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $451,092 | 10,309 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $185,456 | 4,316 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $193,830 | 4,689 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $264,387 | 5,132 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $219,268 | 5,180 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $167,765 | 4,606 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $168,002 | 3,698 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $201,174 | 3,228 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $226,391 | 2,752 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $240,939 | 2,247 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $262,397 | 2,455 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $319,090 | 2,523 | Shares | Sole | 2021-08-04 | |
| No 13F history on record for this holder in this stock. | ||||||