Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

WDFC — Wd 40 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

27 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,676,465	27,834	+23.3%	Shares	Sole	2026-05-12
2025-12-31	$4,444,623	22,573	+135.7%	Shares	Sole	2026-02-17
2025-09-30	$1,892,612	9,578	+16.3%	Shares	Sole	2025-11-14
2025-06-30	$1,878,776	8,237	+27.5%	Shares	Sole	2025-08-08
2025-03-31	$1,576,728	6,462	+33.4%	Shares	Sole	2025-05-15
2024-12-31	$1,175,784	4,845	+58.7%	Shares	Defined	2025-02-14
2024-09-30	$787,307	3,053	+17.7%	Shares	Defined	2024-10-11
2024-06-30	$569,745	2,594	-5.3%	Shares	Sole	2024-08-15
2024-03-31	$693,815	2,739	+12.7%	Shares	Sole	2024-05-13
2023-12-31	$581,178	2,431	+19.1%	Shares	Defined	2024-02-14
2023-09-30	$414,812	2,041	+7.0%	Shares	Sole	2023-11-16
2023-06-30	$359,755	1,907	+1.0%	Shares	Sole	2023-07-21
2023-03-31	$336,158	1,888	+1.5%	Shares	Sole	2023-05-15
2022-12-31	$300,011	1,861	-3.6%	Shares	Sole	2023-02-10
2022-09-30	$339,353	1,931	+34.8%	Shares	Sole	2022-11-03
2022-06-30	$288,548	1,433	+0.6%	Shares	Sole	2022-08-15
2022-03-31	$260,919	1,424	-39.5%	Shares	Sole	2022-05-16
2021-12-31	$575,637	2,353	+7.9%	Shares	Sole	2022-02-11
2021-09-30	$504,857	2,181	-15.8%	Shares	Sole	2021-11-10
2021-06-30	$664,047	2,591	+763.7%	Shares	Sole	2021-08-04
2021-03-31	$91,854	300	-87.2%	Call	Sole	2021-04-30
2021-03-31	$716,155	2,339	+28.9%	Shares	Sole	2021-04-30
2020-12-31	$481,943	1,814	-0.7%	Shares	Sole	2021-01-29
2020-09-30	$345,869	1,827	+2.7%	Shares	Sole	2020-11-05
2020-06-30	$352,775	1,779	+77.9%	Shares	Sole	2020-07-23
2020-06-30	$198,300	1,000	-43.8%	Call	Sole	2020-07-23
2020-03-31	$357,312	1,779	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.