Creative Planning
Top Portfolio Positions
2,988 positions ·
$36,562,557,958 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,170,899 | $3,088,852,456 | 8.45% |
| NVDA |
Nvidia Corp
Technology
|
13,627,413 | $2,376,620,826 | 6.50% |
| SPY |
Spdr S&P 500 ETF Trust
|
2,956,006 | $1,922,408,941 | 5.26% |
| MSFT |
Microsoft Corp
Technology
|
3,870,580 | $1,432,772,598 | 3.92% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,314,124 | $898,502,605 | 2.46% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,951,228 | $848,655,123 | 2.32% |
| AVGO |
Broadcom Inc.
Technology
|
1,801,894 | $557,704,211 | 1.53% |
| META |
Meta Platforms, Inc.
Communication Services
|
947,746 | $542,233,918 | 1.48% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,543,468 | $454,026,546 | 1.24% |
| QQQ |
Invesco Qqq Trust, Series 1
|
718,318 | $414,598,782 | 1.13% |
Portfolio Trend
Holdings in VCTR
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,410,099 | 97,894 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,843,505 | 60,921 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,694,039 | 57,042 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,544,061 | 24,251 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,849,113 | 49,233 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,202,891 | 48,929 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $476,439 | 8,600 | Shares | Defined | 2024-10-11 | |
| 2022-03-31 | $203,735 | 7,057 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $329,391 | 9,017 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $227,214 | 6,490 | Shares | Sole | 2021-11-10 | |
| No quarters match your search. | ||||||