Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

WEN — Wendy's 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	$4,763,731	685,429	+31.6%	Shares	Defined	2026-05-12
2025-12-31	$4,337,330	520,688	+31.9%	Shares	Defined	2026-02-17
2025-09-30	$3,614,636	394,611	+29.6%	Shares	Sole	2025-11-14
2025-06-30	$3,477,344	304,496	+40.5%	Shares	Sole	2025-08-08
2025-03-31	$3,171,418	216,775	+6.0%	Shares	Sole	2025-05-15
2024-12-31	$3,333,366	204,501	+0.7%	Shares	Defined	2025-02-14
2024-09-30	$3,559,397	203,162	+3.7%	Shares	Defined	2024-10-11
2024-06-30	$3,323,854	195,982	+5.2%	Shares	Defined	2024-08-15
2024-03-31	$3,509,496	186,279	-1.2%	Shares	Sole	2024-05-13
2023-12-31	$3,672,369	188,520	+1.6%	Shares	Sole	2024-02-14
2023-09-30	$3,785,727	185,484	-0.2%	Shares	Defined	2023-11-16
2023-06-30	$4,042,107	185,844	-68.1%	Shares	Defined	2023-07-21
2023-03-31	$12,699,437	583,078	+219.7%	Shares	Sole	2023-05-15
2022-12-31	$4,127,530	182,392	+1.3%	Shares	Sole	2023-02-10
2022-09-30	$3,364,611	180,022	+0.1%	Shares	Sole	2022-11-03
2022-06-30	$3,394,491	179,793	+0.7%	Shares	Sole	2022-08-15
2022-03-31	$3,920,810	178,462	-0.3%	Shares	Sole	2022-05-16
2021-12-31	$4,269,006	178,994	+1.1%	Shares	Sole	2022-02-11
2021-09-30	$3,840,004	177,122	+0.0%	Shares	Sole	2021-11-10
2021-06-30	$4,146,581	177,053	-2.1%	Shares	Sole	2021-08-04
2021-03-31	$3,665,074	180,902	+0.2%	Shares	Sole	2021-04-30
2020-12-31	$3,956,231	180,485	-0.4%	Shares	Sole	2021-01-29
2020-09-30	$4,042,142	181,262	-0.9%	Shares	Sole	2020-11-05
2020-06-30	$3,984,476	182,942	-7.9%	Shares	Sole	2020-07-23
2020-03-31	$2,954,840	198,578	+9828.9%	Shares	Sole	2020-05-05
2020-03-31	$29,760	2,000	—	Call	Sole	2020-05-05
No 13F history on record for this holder in this stock.