Creative Planning
Top Portfolio Positions
2,999 positions ·
$36,571,560,216 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 | 1.52% | |
| 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 SLQT
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $372,701 | 591,589 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $239,867 | 170,119 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $416,280 | 212,388 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $289,400 | 121,597 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $374,390 | 112,093 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $408,054 | 109,692 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $217,041 | 100,019 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $259,078 | 93,869 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $168,780 | 84,390 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $66,829 | 48,781 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $57,073 | 48,781 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $95,122 | 48,781 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $132,862 | 61,227 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $142,756 | 212,436 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $32,895 | 45,063 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $113,006 | 45,567 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $126,593 | 45,374 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $290,363 | 32,049 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $703,133 | 54,380 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $897,130 | 46,580 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,316,293 | 44,605 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $629,140 | 30,320 | Shares | Sole | 2021-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||