Position in SIRI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,885,649
+$3,509,015 QoQ
Shares Held
334,653
+21.1% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#70
of 594 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SIRI Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Creative Planning holds $307,619,426 across 26 Entertainment names. SIRI ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
1,684,099 | $120,244,668 | |
| 2 | DIS |
Walt Disney Co
|
811,058 | $78,064,332 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
|
576,896 | $15,380,047 | |
| 4 | NWSA |
News Corp
|
576,246 | $14,337,915 | |
| 5 | FOXA |
Fox Corp
|
249,062 | $12,958,604 | |
| 6 | LYV |
Live Nation Entertainment, Inc.
|
54,323 | $9,947,083 | |
| 7 | SIRI |
Sirius Xm Holdings Inc.
This page
|
334,653 | $9,885,649 | |
| 8 | ROKU |
Roku, Inc
|
60,566 | $8,366,587 |
All Filings in SIRI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,885,649 | 334,653 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,376,634 | 276,284 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,333,860 | 116,693 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,481,088 | 106,576 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,224,162 | 96,829 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,243,138 | 99,474 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,309,046 | 101,274 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,592,441 | 109,617 | Shares | Defined | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||