Creative Planning
Top Portfolio Positions
2,988 positions ·
$36,562,557,958 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,170,899 | $3,088,852,456 | 8.45% |
| 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 | 1.53% |
| 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 SON
Export CSVShares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,862,204 | 89,891 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,614,428 | 59,909 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $78,811 | 1,829 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $989,116 | 22,707 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $676,665 | 14,324 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $826,248 | 16,914 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $624,693 | 11,435 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $464,645 | 9,161 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $625,308 | 10,811 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $529,591 | 9,479 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $493,497 | 9,080 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $418,628 | 7,093 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $540,338 | 8,858 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $512,513 | 8,442 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $593,339 | 10,459 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $309,499 | 5,426 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $326,062 | 5,212 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $300,391 | 5,189 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $307,790 | 5,166 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $341,591 | 5,106 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $327,894 | 5,180 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $252,345 | 4,259 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $215,208 | 4,214 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $237,710 | 4,546 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $221,413 | 4,777 | Shares | Sole | 2020-05-05 | |
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