Creative Planning

Creative Planning reported 7,093 holdings worth US$171B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Creative Planning reported 7,093 holdings worth US$171B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).

Holdings
7,093
Value as reported
US$171B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc12.4MUS$3.59B2.1%
Nvidia Corporation14.7MUS$2.94B1.7%
Alphabet Inc (google) Class C5.11MUS$1.83B1.1%
Berkshire Hathaway Inc.3.17MUS$1.59B0.93%
Microsoft Corp.4.16MUS$1.55B0.91%
Amazon.com, Inc.4.69MUS$1.12B0.65%
Broadcom Inc.1.92MUS$724M0.42%
Meta Platforms, Inc.1.02MUS$576M0.34%
Eli Lilly And Company446KUS$535M0.31%
Jp Morgan Chase & Co.1.59MUS$521M0.30%
Micron Technology, Inc.450KUS$519M0.30%
Applied Materials, Inc.668KUS$483M0.28%
Tesla, Inc.1.13MUS$475M0.28%
Advanced Micro Devices Inc770KUS$447M0.26%
Caterpillar, Inc.380KUS$404M0.24%
Johnson & Johnson1.38MUS$352M0.21%
Taiwan Semiconductor Manufacturing Co., Ltd.708KUS$338M0.20%
Lam Research Corporation729KUS$316M0.18%
Exxon Mobil Corporation2.28MUS$312M0.18%
Visa Inc.894KUS$307M0.18%
Walmart Inc.2.55MUS$288M0.17%
Costco Wholesale Corporation307KUS$287M0.17%
Abbvie Inc.1.13MUS$283M0.17%
Procter & Gamble Company (the)1.68MUS$247M0.14%
Cisco Systems, Inc.2.02MUS$237M0.14%
Home Depot, Inc. (the)653KUS$230M0.13%
Bank Of America Corporation3.87MUS$221M0.13%
Intel Corporation1.54MUS$215M0.13%
Coca-cola Company (the)2.4MUS$195M0.11%
Merck & Company, Inc.1.35MUS$174M0.10%
Kla Corporation574KUS$173M0.10%
Oracle Corporation1.13MUS$165M0.10%
Chevron Corporation955KUS$158M0.09%
International Business Machines Corporation545KUS$153M0.09%
Mastercard Incorporated297KUS$152M0.09%
Arista Networks, Inc.891KUS$151M0.09%
Goldman Sachs Group, Inc. (the)149KUS$151M0.09%
Unitedhealth Group Incorporated350KUS$145M0.08%
Crowdstrike Holdings, Inc.178KUS$136M0.08%
Sandisk Corporation59,617US$136M0.08%
Ge Aerospace361KUS$135M0.08%
Rtx Corporation691KUS$131M0.08%
Ge Vernova Inc.111KUS$131M0.08%
Palo Alto Networks, Inc.379KUS$129M0.08%
Netflix, Inc.1.68MUS$120M0.07%
Wells Fargo & Company1.45MUS$120M0.07%
Asml Holding Nv59,795US$119M0.07%
Abbott Laboratories1.31MUS$119M0.07%
Western Digital Corporation184KUS$118M0.07%
Amphenol Corporation664KUS$117M0.07%
Union Pacific Corporation424KUS$115M0.07%
Philip Morris International Inc624KUS$113M0.07%
Pepsico, Inc.828KUS$112M0.07%
Mcdonald's Corporation414KUS$112M0.07%
Morgan Stanley523KUS$109M0.06%
Qualcomm Incorporated540KUS$99.7M0.06%
Lockheed Martin Corporation187KUS$95.4M0.06%
American Express Company278KUS$94.2M0.06%
Amgen Inc.258KUS$93.5M0.05%
Boeing Company (the)430KUS$93M0.05%
Nextera Energy, Inc.1.05MUS$91.8M0.05%
Texas Instruments Incorporated306KUS$91.2M0.05%
Corning Incorporated354KUS$90.3M0.05%
Ase Technology Holding Co., Ltd.2MUS$90.2M0.05%
Novartis Ag547KUS$85.7M0.05%
Dell Technologies Inc.194KUS$83.9M0.05%
Tjx Companies, Inc. (the)551KUS$83.4M0.05%
Palantir Technologies Inc.698KUS$81.4M0.05%
Walt Disney Company (the)811KUS$78.1M0.05%
Marvell Technology, Inc.241KUS$71.9M0.04%
Analog Devices, Inc.177KUS$70.4M0.04%
Thermo Fisher Scientific Inc137KUS$68.9M0.04%
Charles Schwab Corporation (the)747KUS$68.9M0.04%
Prologis, Inc.506KUS$68.5M0.04%
Comfort Systems Usa, Inc.34,488US$68.4M0.04%
Fortinet, Inc.437KUS$67.2M0.04%
Deere & Company105KUS$66.8M0.04%
United Microelectronics Corp.2.45MUS$66.7M0.04%
Royal Bank Of Canada316KUS$65.5M0.04%
Cummins Inc.91,743US$65.4M0.04%
Verizon Communications Inc.1.53MUS$64.7M0.04%
Altria Group, Inc.887KUS$63.8M0.04%
Vertex Pharmaceuticals Incorporated128KUS$63.4M0.04%
Duke Energy Corporation (holding Company)498KUS$63.1M0.04%
Marriott International168KUS$62.2M0.04%
American Electric Power Company, Inc.453KUS$62M0.04%
Bloom Energy Corporation203KUS$61.5M0.04%
Vertiv Holdings, Llc182KUS$60.9M0.04%
Snowflake Inc.237KUS$60.3M0.04%
Southern Company (the)625KUS$59.8M0.03%
Starbucks Corporation579KUS$59.2M0.03%
Dover Corporation258KUS$57.9M0.03%
Mckesson Corporation76,258US$57.6M0.03%
Phillips 66334KUS$56.5M0.03%
Intuitive Surgical, Inc.138KUS$54.7M0.03%
Lowe's Companies, Inc.247KUS$54.4M0.03%
Capital One Financial Corporation271KUS$54.4M0.03%
Shopify Inc.470KUS$53.6M0.03%
Citigroup, Inc.383KUS$53.6M0.03%
Synopsys, Inc.119KUS$53.1M0.03%

Every holding of Creative Planning

Source

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