Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

SPH — Suburban Propane Partners LP

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	$740,501	37,608	-5.5%	Shares	Sole	2026-05-12
2025-12-31	$738,003	39,806	+17.9%	Shares	Sole	2026-02-17
2025-09-30	$629,698	33,764	+7.5%	Shares	Sole	2025-11-14
2025-06-30	$582,231	31,421	+0.9%	Shares	Sole	2025-08-08
2025-03-31	$654,188	31,137	+8.8%	Shares	Sole	2025-05-15
2024-12-31	$492,092	28,610	+0.4%	Shares	Sole	2025-02-14
2024-09-30	$511,110	28,490	-8.4%	Shares	Sole	2024-10-11
2024-06-30	$590,456	31,093	-0.9%	Shares	Sole	2024-08-15
2024-03-31	$640,786	31,365	+5.2%	Shares	Sole	2024-05-13
2023-12-31	$529,514	29,815	+27.9%	Shares	Sole	2024-02-14
2023-09-30	$374,109	23,309	+7.1%	Shares	Sole	2023-11-16
2023-06-30	$322,107	21,764	-42.5%	Shares	Sole	2023-07-21
2023-03-31	$580,199	37,872	+43.1%	Shares	Sole	2023-05-15
2022-12-31	$401,769	26,467	+17.4%	Shares	Sole	2023-02-10
2022-09-30	$339,332	22,547	+6.3%	Shares	Sole	2022-11-03
2022-06-30	$323,649	21,209	-9.4%	Shares	Sole	2022-08-15
2022-03-31	$376,804	23,404	+6.7%	Shares	Sole	2022-05-16
2021-12-31	$321,259	21,929	-10.1%	Shares	Sole	2022-02-11
2021-09-30	$374,540	24,400	+16.8%	Shares	Sole	2021-11-10
2021-06-30	$320,452	20,890	-29.3%	Shares	Sole	2021-08-04
2021-03-31	$437,649	29,531	+31.2%	Shares	Sole	2021-04-30
2020-12-31	$334,543	22,513	+14.4%	Shares	Sole	2021-01-29
2020-09-30	$320,357	19,678	+3.5%	Shares	Sole	2020-11-05
2020-06-30	$271,900	19,014	+1.0%	Shares	Sole	2020-07-23
2020-03-31	$266,298	18,833	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.