Creative Planning
Top Portfolio Positions
3,003 positions ·
$37,951,846,565 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 | 8.14% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SWKS
Shares Held
Position Value (USD)
31 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,890,278 | 128,670 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,391,332 | 69,253 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,138,106 | 66,746 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,082,280 | 54,781 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,754,530 | 42,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,920,409 | 168,250 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,631,985 | 148,142 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $15,411,680 | 144,602 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $15,443,832 | 142,576 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,085,278 | 143,082 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $25,931,535 | 263,024 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $11,069 | 100 | Call | Sole | 2023-07-21 | |
| 2023-06-30 | $16,303,529 | 147,290 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $17,407,241 | 147,544 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,465,551 | 147,762 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,628,742 | 148,103 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $14,275,731 | 154,099 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,065,836 | 158,057 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,489,376 | 16,046 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,660,802 | 28,285 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,568,994 | 29,043 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $550,440 | 3,000 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $6,578,124 | 35,852 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,864,653 | 25,279 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $183,456 | 1,200 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $3,593,413 | 24,697 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $101,850 | 700 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $25,572 | 200 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $2,717,536 | 21,254 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $17,876 | 200 | Call | Sole | 2020-05-05 | |
| 2020-03-31 | $1,767,936 | 19,780 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||