Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

PSX — Phillips 66

Top Portfolio Positions

3,003 positions · $37,951,846,565 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.14%
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%

25 quarters · across all stocks

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$55,935,271	307,033	+9.4%	Shares	Defined	2026-05-12
2025-12-31	$36,212,494	280,630	+8.7%	Shares	Sole	2026-02-17
2025-09-30	$35,100,640	258,055	+10.3%	Shares	Sole	2025-11-14
2025-06-30	$27,912,858	233,972	-1.6%	Shares	Sole	2025-08-08
2025-03-31	$29,348,849	237,681	+6.4%	Shares	Sole	2025-05-15
2024-12-31	$25,443,074	223,322	+1.9%	Shares	Defined	2025-02-14
2024-09-30	$28,811,605	219,183	+0.1%	Shares	Defined	2024-10-11
2024-06-30	$30,921,300	219,036	-6.5%	Shares	Defined	2024-08-15
2024-03-31	$38,254,717	234,203	-0.6%	Shares	Defined	2024-05-13
2023-12-31	$31,360,593	235,546	-26.3%	Shares	Defined	2024-02-14
2023-09-30	$38,405,466	319,646	+39.0%	Shares	Defined	2023-11-16
2023-06-30	$21,938,639	230,013	+7.9%	Shares	Sole	2023-07-21
2023-03-31	$21,620,602	213,263	+106531.5%	Shares	Sole	2023-05-15
2022-12-31	$20,816	200	-99.9%	Put	Sole	2023-02-10
2022-12-31	$22,455,988	215,757	+77.1%	Shares	Sole	2023-02-10
2022-09-30	$9,834,601	121,836	-8.8%	Shares	Sole	2022-11-03
2022-06-30	$10,952,142	133,579	+40.7%	Shares	Sole	2022-08-15
2022-03-31	$8,202,730	94,950	+1.6%	Shares	Sole	2022-05-16
2021-12-31	$6,773,415	93,478	-1.2%	Shares	Sole	2022-02-11
2021-09-30	$6,626,168	94,619	-14.8%	Shares	Sole	2021-11-10
2021-06-30	$9,532,198	111,072	-5.7%	Shares	Sole	2021-08-04
2021-03-31	$9,608,673	117,840	+2.6%	Shares	Sole	2021-04-30
2020-12-31	$8,036,175	114,901	+9.3%	Shares	Sole	2021-01-29
2020-09-30	$5,448,643	105,105	+16.8%	Shares	Sole	2020-11-05
2020-06-30	$6,471,071	90,001	-7.6%	Shares	Sole	2020-07-23
2020-03-31	$5,224,919	97,389	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.