Holdings
Creative Planning
As of Jun 30, 2026, Creative Planning reported 2,767 positions worth US$43.5B. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 12.4M | US$3.59B | +278K | Jun 30, 2026 |
| Nvidia Corporation | 14.7M | US$2.94B | +1.16M | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5.11M | US$1.83B | +341K | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 3.17M | US$1.59B | −1,404 | Jun 30, 2026 |
| Microsoft Corp. | 4.16M | US$1.55B | +285K | Jun 30, 2026 |
| Amazon.com, Inc. | 4.69M | US$1.12B | +380K | Jun 30, 2026 |
| Broadcom Inc. | 1.92M | US$724M | +115K | Jun 30, 2026 |
| Meta Platforms, Inc. | 1.02M | US$576M | +75,034 | Jun 30, 2026 |
| Eli Lilly And Company | 446K | US$535M | +25,071 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1.59M | US$521M | +47,837 | Jun 30, 2026 |