Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

TRV — Travelers Companies, Inc.

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

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,250,260	141,423	+19.6%	Shares	Defined	2026-05-12
2025-12-31	$34,290,312	118,218	+8.3%	Shares	Sole	2026-02-17
2025-09-30	$30,482,725	109,171	+10.4%	Shares	Sole	2025-11-14
2025-06-30	$26,456,495	98,888	+4.1%	Shares	Sole	2025-08-08
2025-03-31	$25,109,947	94,948	+8.5%	Shares	Sole	2025-05-15
2024-12-31	$21,076,670	87,495	+3.5%	Shares	Sole	2025-02-14
2024-09-30	$19,799,762	84,571	+3.5%	Shares	Defined	2024-10-11
2024-06-30	$16,612,057	81,696	-1.3%	Shares	Defined	2024-08-15
2024-03-31	$19,056,281	82,803	-3.3%	Shares	Sole	2024-05-13
2023-12-31	$16,311,086	85,627	-4.5%	Shares	Defined	2024-02-14
2023-09-30	$14,643,353	89,666	+45.5%	Shares	Sole	2023-11-16
2023-06-30	$10,705,444	61,646	-2.0%	Shares	Defined	2023-07-21
2023-03-31	$10,777,231	62,874	+2.4%	Shares	Sole	2023-05-15
2022-12-31	$11,514,510	61,414	+3.6%	Shares	Sole	2023-02-10
2022-09-30	$9,081,696	59,280	+5.0%	Shares	Sole	2022-11-03
2022-06-30	$9,544,682	56,434	+2.4%	Shares	Sole	2022-08-15
2022-03-31	$10,067,874	55,097	+33.4%	Shares	Sole	2022-05-16
2021-12-31	$6,462,436	41,312	-0.8%	Shares	Sole	2022-02-11
2021-09-30	$6,330,456	41,645	+15.2%	Shares	Sole	2021-11-10
2021-06-30	$5,411,267	36,145	-2.7%	Shares	Sole	2021-08-04
2021-03-31	$5,584,803	37,133	+3.9%	Shares	Sole	2021-04-30
2020-12-31	$5,017,666	35,746	-2.9%	Shares	Sole	2021-01-29
2020-09-30	$3,983,555	36,820	+7264.0%	Shares	Sole	2020-11-05
2020-06-30	$57,025	500	-98.6%	Call	Sole	2020-07-23
2020-06-30	$4,130,662	36,218	-5.1%	Shares	Sole	2020-07-23
2020-03-31	$3,791,792	38,166	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.