Creative Planning
Top Portfolio Positions
2,493 positions ·
$28,223,844,589 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
11,107,125 | $3,019,583,002 | 10.70% |
| NVDA |
Nvidia Corp
|
12,269,392 | $2,288,241,608 | 8.11% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,987,558 | $2,037,275,551 | 7.22% |
| MSFT |
Microsoft Corp
|
3,429,011 | $1,658,338,299 | 5.88% |
| GOOGL |
Alphabet Inc.
|
2,712,504 | $849,013,752 | 3.01% |
| META |
Meta Platforms, Inc.
|
877,870 | $579,473,208 | 2.05% |
| AVGO |
Broadcom Inc.
|
1,670,029 | $577,997,036 | 2.05% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,438,011 | $463,355,904 | 1.64% |
| TSLA |
Tesla, Inc.
|
971,894 | $437,080,169 | 1.55% |
| QQQ |
Invesco Qqq Trust, Series 1
|
698,249 | $428,941,343 | 1.52% |
Portfolio Trend
Holdings in SPH
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $738,003 | 39,806 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $629,698 | 33,764 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $582,231 | 31,421 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $654,188 | 31,137 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $492,092 | 28,610 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $511,110 | 28,490 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $590,456 | 31,093 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $640,786 | 31,365 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $529,514 | 29,815 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $374,109 | 23,309 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $322,107 | 21,764 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $580,199 | 37,872 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $401,769 | 26,467 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $339,332 | 22,547 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $323,649 | 21,209 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $376,804 | 23,404 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $321,259 | 21,929 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $374,540 | 24,400 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $320,452 | 20,890 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $437,649 | 29,531 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $334,543 | 22,513 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $320,357 | 19,678 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $271,900 | 19,014 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $266,298 | 18,833 | Shares | Sole | 2020-05-05 | |
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