Creative Planning
Top Portfolio Positions
3,000 positions ·
$37,935,647,064 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 TDOC
Shares Held
Position Value (USD)
28 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,014,724 | 186,188 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $141,722 | 20,246 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $158,982 | 20,567 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $166,404 | 19,105 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $573,884 | 72,096 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $882,047 | 97,035 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $588,667 | 64,125 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $220,272 | 22,523 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $348,160 | 23,057 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $514,980 | 23,897 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $425,673 | 22,898 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $612,161 | 24,177 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $764,438 | 29,515 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $763,965 | 32,303 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $525,353 | 20,724 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,682,252 | 50,655 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $883,736 | 12,252 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $694,067 | 7,559 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,484,437 | 11,706 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,071,141 | 12,455 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,056,308 | 16,816 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $99,980 | 500 | Put | Sole | 2021-01-29 | |
| 2020-12-31 | $4,739,251 | 23,701 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $21,924 | 100 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $2,738,088 | 12,489 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $57,252 | 300 | Put | Sole | 2020-07-23 | |
| 2020-06-30 | $2,097,331 | 10,990 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,571,181 | 10,136 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||