Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

SEIC — Sei Investments Co

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%

Portfolio Trend

25 quarters · across all stocks

Holdings in SEIC

Compact Export CSV

Shares Held

Position Value (USD)

29 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,167,414	116,827	+6.2%	Shares	Sole	2026-05-12
2025-12-31	$9,025,562	110,041	+165.8%	Shares	Sole	2026-02-17
2025-09-30	$3,512,280	41,394	+163.3%	Shares	Sole	2025-11-14
2025-06-30	$1,412,958	15,724	+82.6%	Shares	Sole	2025-08-08
2025-03-31	$668,316	8,609	-14.2%	Shares	Sole	2025-05-15
2024-12-31	$827,356	10,031	+24.1%	Shares	Defined	2025-02-14
2024-09-30	$559,470	8,086	+2.3%	Shares	Defined	2024-10-11
2024-06-30	$511,308	7,904	-0.3%	Shares	Defined	2024-08-15
2024-03-31	$570,238	7,931	+10.8%	Shares	Defined	2024-05-13
2023-12-31	$455,017	7,160	-21.9%	Shares	Defined	2024-02-14
2023-09-30	$552,188	9,168	+28.8%	Shares	Defined	2023-11-16
2023-06-30	$424,315	7,117	+23.5%	Shares	Sole	2023-07-21
2023-03-31	$331,718	5,764	+2.7%	Shares	Sole	2023-05-15
2022-12-31	$327,063	5,610	+523.3%	Shares	Sole	2023-02-10
2022-12-31	$52,470	900	-86.1%	Put	Sole	2023-02-10
2022-09-30	$316,617	6,455	+34.9%	Shares	Sole	2022-11-03
2022-06-30	$258,485	4,785	+1.3%	Shares	Sole	2022-08-15
2022-03-31	$284,311	4,722	-71.2%	Shares	Sole	2022-05-16
2021-12-31	$997,770	16,373	-2.5%	Shares	Sole	2022-02-11
2021-09-30	$996,299	16,801	+352.9%	Shares	Sole	2021-11-10
2021-06-30	$229,908	3,710	-15.4%	Shares	Sole	2021-08-04
2021-03-31	$267,238	4,386	-0.2%	Shares	Sole	2021-04-30
2020-12-31	$252,638	4,396	-3.5%	Shares	Sole	2021-01-29
2020-09-30	$231,131	4,557	+203.8%	Shares	Sole	2020-11-05
2020-09-30	$76,080	1,500	-73.2%	Put	Sole	2020-11-05
2020-06-30	$307,778	5,598	+273.2%	Shares	Sole	2020-07-23
2020-06-30	$82,470	1,500	0.0%	Put	Sole	2020-07-23
2020-03-31	$69,510	1,500	-76.1%	Put	Sole	2020-05-05
2020-03-31	$291,339	6,287	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.