Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

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

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,895,491	4,049	+18.6%	Shares	Sole	2026-05-12
2025-12-31	$7,096,472	3,415	+10.1%	Shares	Sole	2026-02-17
2025-09-30	$5,185,054	3,102	+9.1%	Shares	Sole	2025-11-14
2025-06-30	$5,103,436	2,842	+5.7%	Shares	Defined	2025-08-08
2025-03-31	$5,180,429	2,690	+18.9%	Shares	Sole	2025-05-15
2024-12-31	$4,401,671	2,263	-3.1%	Shares	Sole	2025-02-14
2024-09-30	$3,962,322	2,336	-1.6%	Shares	Defined	2024-10-11
2024-06-30	$4,314,626	2,374	+2.0%	Shares	Sole	2024-08-15
2024-03-31	$4,177,130	2,328	+22.3%	Shares	Sole	2024-05-13
2023-12-31	$2,865,539	1,904	-4.0%	Shares	Sole	2024-02-14
2023-09-30	$2,965,953	1,983	-1.0%	Shares	Sole	2023-11-16
2023-06-30	$2,783,375	2,004	+3.2%	Shares	Sole	2023-07-21
2023-03-31	$2,673,708	1,941	+11.3%	Shares	Sole	2023-05-15
2022-12-31	$2,466,591	1,744	-8.8%	Shares	Sole	2023-02-10
2022-09-30	$2,491,374	1,912	-0.4%	Shares	Sole	2022-11-03
2022-06-30	$2,392,569	1,920	+2.7%	Shares	Sole	2022-08-15
2022-03-31	$2,123,632	1,869	+13.8%	Shares	Sole	2022-05-16
2021-12-31	$1,664,823	1,642	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$1,747,742	1,634	-0.2%	Shares	Sole	2021-11-10
2021-06-30	$1,879,325	1,637	-4.5%	Shares	Sole	2021-08-04
2021-03-31	$1,910,938	1,714	+14.8%	Shares	Sole	2021-04-30
2020-12-31	$1,493,985	1,493	-11.0%	Shares	Sole	2021-01-29
2020-09-30	$1,307,162	1,678	0.0%	Shares	Sole	2020-11-05
2020-06-30	$1,490,013	1,678	+8.5%	Shares	Sole	2020-07-23
2020-03-31	$1,407,770	1,547	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.