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	$5,016,752	66,544	-14.3%	Shares	Sole	2026-05-12
2025-12-31	$6,493,210	77,605	+6.9%	Shares	Sole	2026-02-17
2025-09-30	$5,884,627	72,587	+27.6%	Shares	Defined	2025-11-14
2025-06-30	$4,929,605	56,891	+28.4%	Shares	Defined	2025-08-08
2025-03-31	$4,055,222	44,300	-0.4%	Shares	Sole	2025-05-15
2024-12-31	$4,160,236	44,485	+22.0%	Shares	Defined	2025-02-14
2024-09-30	$3,401,157	36,454	+12.1%	Shares	Defined	2024-10-11
2024-06-30	$3,050,504	32,511	-0.1%	Shares	Defined	2024-08-15
2024-03-31	$3,551,080	32,528	+13.0%	Shares	Defined	2024-05-13
2023-12-31	$2,862,934	28,779	+4.4%	Shares	Defined	2024-02-14
2023-09-30	$2,844,499	27,571	+2.9%	Shares	Defined	2023-11-16
2023-06-30	$2,571,267	26,798	+8.5%	Shares	Defined	2023-07-21
2023-03-31	$2,354,651	24,700	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$2,197,528	24,800	-4.8%	Shares	Sole	2023-02-10
2022-09-30	$2,119,574	26,039	+3.7%	Shares	Sole	2022-11-03
2022-06-30	$2,183,758	25,118	+0.6%	Shares	Sole	2022-08-15
2022-03-31	$2,230,872	24,965	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$2,044,075	24,946	-1.0%	Shares	Sole	2022-02-11
2021-09-30	$1,902,298	25,186	0.0%	Shares	Sole	2021-11-10
2021-06-30	$2,043,843	25,186	-5.4%	Shares	Sole	2021-08-04
2021-03-31	$1,930,942	26,619	-13.0%	Shares	Sole	2021-04-30
2020-12-31	$2,050,525	30,614	-0.4%	Shares	Sole	2021-01-29
2020-09-30	$1,582,236	30,729	0.0%	Shares	Sole	2020-11-05
2020-06-30	$1,620,647	30,729	-0.5%	Shares	Sole	2020-07-23
2020-03-31	$1,535,282	30,891	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.