Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

TTC — Toro Co

Top Portfolio Positions

3,003 positions · $37,906,316,210 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.15%
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%

25 quarters · across all stocks

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,002,471	107,047	+85.5%	Shares	Sole	2026-05-12
2025-12-31	$4,541,907	57,697	+28.8%	Shares	Sole	2026-02-17
2025-09-30	$3,412,693	44,786	+155.9%	Shares	Sole	2025-11-14
2025-06-30	$1,236,758	17,498	+15.3%	Shares	Sole	2025-08-08
2025-03-31	$1,104,345	15,180	+7.2%	Shares	Sole	2025-05-15
2024-12-31	$1,133,735	14,154	+24.9%	Shares	Sole	2025-02-14
2024-09-30	$982,476	11,328	-9.5%	Shares	Defined	2024-10-11
2024-06-30	$1,170,277	12,515	-40.1%	Shares	Sole	2024-08-15
2024-03-31	$1,915,983	20,910	-0.1%	Shares	Defined	2024-05-13
2023-12-31	$2,009,933	20,939	+55.9%	Shares	Defined	2024-02-14
2023-09-30	$1,115,949	13,429	+17.7%	Shares	Sole	2023-11-16
2023-06-30	$1,159,927	11,411	+7.7%	Shares	Defined	2023-07-21
2023-03-31	$1,177,740	10,595	+13.3%	Shares	Sole	2023-05-15
2022-12-31	$1,058,759	9,353	+21.9%	Shares	Sole	2023-02-10
2022-09-30	$663,301	7,670	+38.1%	Shares	Sole	2022-11-03
2022-06-30	$420,861	5,553	+6.9%	Shares	Sole	2022-08-15
2022-03-31	$444,291	5,197	+1.8%	Shares	Sole	2022-05-16
2021-12-31	$510,240	5,107	-6.8%	Shares	Sole	2022-02-11
2021-09-30	$533,709	5,479	+1.8%	Shares	Sole	2021-11-10
2021-06-30	$591,264	5,381	+7.0%	Shares	Sole	2021-08-04
2021-03-31	$518,794	5,030	-18.4%	Shares	Sole	2021-04-30
2020-12-31	$584,783	6,166	-19.7%	Shares	Sole	2021-01-29
2020-09-30	$644,484	7,677	+3738.5%	Shares	Sole	2020-11-05
2020-09-30	$16,790	200	-97.1%	Call	Sole	2020-11-05
2020-06-30	$451,642	6,808	-0.2%	Shares	Sole	2020-07-23
2020-03-31	$444,043	6,822	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.