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Creative Planning

CIK
1540235
City
OVERLAND PARK
State / Country
KS

Top Portfolio Positions

3,003 positions · $37,951,846,565 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in SWKS

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Shares Held

Position Value (USD)

31 quarters on record
Report Date Value (USD) Shares
2026-03-31 $6,890,278 128,670
2025-12-31 $4,391,332 69,253
2025-09-30 $5,138,106 66,746
2025-06-30 $4,082,280 54,781
2025-03-31 $2,754,530 42,620
2024-12-31 $14,920,409 168,250
2024-09-30 $14,631,985 148,142
2024-06-30 $15,411,680 144,602
2024-03-31 $15,443,832 142,576
2023-12-31 $16,085,278 143,082
2023-09-30 $25,931,535 263,024
2023-06-30 $11,069 100
2023-06-30 $16,303,529 147,290
2023-03-31 $17,407,241 147,544
2022-12-31 $13,465,551 147,762
2022-09-30 $12,628,742 148,103
2022-06-30 $14,275,731 154,099
2022-03-31 $21,065,836 158,057
2021-12-31 $2,489,376 16,046
2021-09-30 $4,660,802 28,285
2021-06-30 $5,568,994 29,043
2021-03-31 $550,440 3,000
2021-03-31 $6,578,124 35,852
2020-12-31 $3,864,653 25,279
2020-12-31 $183,456 1,200
2020-09-30 $3,593,413 24,697
2020-09-30 $101,850 700
2020-06-30 $25,572 200
2020-06-30 $2,717,536 21,254
2020-03-31 $17,876 200
2020-03-31 $1,767,936 19,780