Creative Planning
Top Portfolio Positions
2,988 positions ·
$36,562,557,958 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,170,899 | $3,088,852,456 | 8.45% |
| 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 QS
Shares Held
Position Value (USD)
29 of 29 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,461,270 | 385,779 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,875,187 | 371,899 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,640 | 2,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $4,355,181 | 353,505 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,440 | 2,000 | Call | Sole | 2025-08-08 | |
| 2025-06-30 | $2,379,162 | 354,042 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $237,461 | 57,082 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $241,142 | 46,463 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,500 | 2,000 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $4,920 | 1,000 | Call | Sole | 2024-08-15 | |
| 2024-06-30 | $738 | 150 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $196,147 | 31,184 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $6,290 | 1,000 | Call | Sole | 2024-05-13 | |
| 2023-12-31 | $83,400 | 12,000 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $197,783 | 28,458 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,269 | 1,535 | Shares | Defined | 2023-11-16 | |
| 2023-09-30 | $79,611 | 11,900 | Call | Sole | 2023-11-16 | |
| 2023-06-30 | $87,091 | 10,900 | Call | Sole | 2023-07-21 | |
| 2023-06-30 | $11,026 | 1,380 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $149,464 | 18,272 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $49,080 | 6,000 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $5,670 | 1,000 | Call | Sole | 2023-02-10 | |
| 2022-12-31 | $83,275 | 14,687 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,410 | 1,000 | Call | Sole | 2022-11-03 | |
| 2022-09-30 | $89,246 | 10,612 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,590 | 1,000 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $2,641,880 | 307,553 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $5,401,146 | 120,696 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,982,862 | 106,369 | Shares | Sole | 2021-01-29 | |
| No quarters match your search. | ||||||