CREATIVE PLANNING
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 13.54M | $2.36B |
 | AAPL | 12.13M | $3.08B |
 | WIT | 7.05M | $14.94M |
 | AMZN | 4.31M | $898.50M |
 | COUR | 4.30M | $25.04M |
 | MSFT | 3.87M | $1.43B |
 | BAC | 3.66M | $178.56M |
 | CGBD | 3.23M | $35.36M |
 | GEL | 3.11M | $55.38M |
 | GOOGL | 2.95M | $848.66M |
 | BRK-B | 2.84M | $1.36B |
 | WMT | 2.55M | $317.11M |
 | UMC | 2.36M | $21.23M |
 | KO | 2.32M | $176.56M |
 | T | 2.30M | $66.65M |
 | SAN | 2.29M | $25.78M |
 | XOM | 2.23M | $379.18M |
 | PFE | 2.12M | $59.61M |
 | CMCSA | 1.95M | $55.93M |
 | CSCO | 1.91M | $147.98M |
NVIDIA Corporation
NVDA
Shares Held
13.54M
Value
$2.36B
Apple Inc.
AAPL
Shares Held
12.13M
Value
$3.08B
Wipro Limited
WIT
Shares Held
7.05M
Value
$14.94M
Amazon.com, Inc.
AMZN
Shares Held
4.31M
Value
$898.50M
Coursera, Inc.
COUR
Shares Held
4.30M
Value
$25.04M
Microsoft Corporation
MSFT
Shares Held
3.87M
Value
$1.43B
Bank of America Corporation
BAC
Shares Held
3.66M
Value
$178.56M
Carlyle Secured Lending, Inc.
CGBD
Shares Held
3.23M
Value
$35.36M
Genesis Energy, L.P.
GEL
Shares Held
3.11M
Value
$55.38M
Alphabet Inc.
GOOGL
Shares Held
2.95M
Value
$848.66M
Berkshire Hathaway Inc.
BRK-B
Shares Held
2.84M
Value
$1.36B
Walmart Inc.
WMT
Shares Held
2.55M
Value
$317.11M
United Microelectronics Corporation
UMC
Shares Held
2.36M
Value
$21.23M
The Coca-Cola Company
KO
Shares Held
2.32M
Value
$176.56M
AT&T Inc.
T
Shares Held
2.30M
Value
$66.65M
Banco Santander, S.A.
SAN
Shares Held
2.29M
Value
$25.78M
Exxon Mobil Corporation
XOM
Shares Held
2.23M
Value
$379.18M
Pfizer Inc.
PFE
Shares Held
2.12M
Value
$59.61M
Comcast Corporation
CMCSA
Shares Held
1.95M
Value
$55.93M
Cisco Systems, Inc.
CSCO
Shares Held
1.91M
Value
$147.98M