Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

SM — SM Energy 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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,576,483	403,351	+141.5%	Shares	Defined	2026-05-12
2025-12-31	$3,123,087	167,010	+40.7%	Shares	Sole	2026-02-17
2025-09-30	$2,963,339	118,676	+44.7%	Shares	Sole	2025-11-14
2025-06-30	$2,025,972	81,990	+33.3%	Shares	Defined	2025-08-08
2025-03-31	$1,841,715	61,493	+42.8%	Shares	Sole	2025-05-15
2024-12-31	$1,669,625	43,076	-32.2%	Shares	Defined	2025-02-14
2024-09-30	$2,539,493	63,535	+35.2%	Shares	Defined	2024-10-11
2024-06-30	$2,031,805	47,000	+46.2%	Shares	Defined	2024-08-15
2024-03-31	$1,602,776	32,152	+11.5%	Shares	Sole	2024-05-13
2023-12-31	$1,116,413	28,833	-76.2%	Shares	Defined	2024-02-14
2023-09-30	$4,808,434	121,272	+102.4%	Shares	Defined	2023-11-16
2023-06-30	$1,894,762	59,904	+20.1%	Shares	Defined	2023-07-21
2023-03-31	$1,404,620	49,880	-22.3%	Shares	Sole	2023-05-15
2022-12-31	$2,234,553	64,156	+37.3%	Shares	Sole	2023-02-10
2022-09-30	$1,757,402	46,727	+12.2%	Shares	Sole	2022-11-03
2022-06-30	$1,423,534	41,636	+6.1%	Shares	Sole	2022-08-15
2022-03-31	$1,528,320	39,238	+84.6%	Shares	Sole	2022-05-16
2021-12-31	$626,715	21,259	+40.5%	Shares	Sole	2022-02-11
2021-09-30	$399,234	15,134	-72.8%	Shares	Sole	2021-11-10
2021-06-30	$1,369,280	55,594	-53.0%	Shares	Sole	2021-08-04
2021-03-31	$1,936,472	118,294	-55.9%	Shares	Sole	2021-04-30
2020-12-31	$1,642,210	268,335	+49.4%	Shares	Sole	2021-01-29
2020-09-30	$285,619	179,635	+494.4%	Shares	Sole	2020-11-05
2020-06-30	$113,336	30,223	-51.7%	Shares	Sole	2020-07-23
2020-03-31	$76,372	62,600	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.