Creative Planning
Top Portfolio Positions
3,003 positions ·
$37,906,316,210 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 | 8.15% | |
| NVDA |
Nvidia Corp
Technology
|
13,627,413 | $2,376,620,826 | 6.27% | |
| 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 TM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,354,376 | 127,878 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $24,655,216 | 115,179 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $20,181,396 | 105,612 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,610,403 | 84,816 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,477,924 | 104,673 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $17,922,023 | 92,092 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,790,068 | 77,225 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $15,424,598 | 75,253 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $18,638,161 | 74,055 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $12,299,113 | 67,069 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,397,869 | 52,283 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $7,548,658 | 46,959 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $5,478,726 | 38,667 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,371,281 | 39,327 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,300,091 | 33,004 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,027,637 | 32,611 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,074,064 | 33,698 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,214,591 | 33,538 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,914,098 | 33,272 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,002,262 | 22,891 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,733,735 | 23,925 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,760,533 | 24,329 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,479,939 | 18,725 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,926,536 | 15,335 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,090,248 | 17,426 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||