CREATIVE PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 11.48M | $2.14B |
 | AAPL | 10.88M | $2.77B |
 | CGBD | 4.63M | $57.89M |
 | WIT | 4.53M | $11.91M |
 | AMZN | 3.88M | $851.08M |
 | BAC | 3.54M | $182.40M |
 | MSFT | 3.34M | $1.73B |
 | GEL | 3.11M | $51.90M |
 | BRK-B | 2.79M | $1.40B |
 | GOOGL | 2.56M | $623.40M |
 | WMT | 2.29M | $235.88M |
 | T | 2.06M | $58.07M |
 | KO | 1.94M | $128.56M |
 | XOM | 1.88M | $211.68M |
 | UMC | 1.85M | $13.99M |
 | SONY | 1.79M | $51.59M |
 | GOOG | 1.79M | $435.01M |
 | SAN | 1.78M | $18.68M |
 | PFE | 1.65M | $41.94M |
 | PG | 1.58M | $242.70M |
NVIDIA Corporation
NVDA
Shares Held
11.48M
Value
$2.14B
Apple Inc.
AAPL
Shares Held
10.88M
Value
$2.77B
Carlyle Secured Lending, Inc.
CGBD
Shares Held
4.63M
Value
$57.89M
Wipro Limited
WIT
Shares Held
4.53M
Value
$11.91M
Amazon.com, Inc.
AMZN
Shares Held
3.88M
Value
$851.08M
Bank of America Corporation
BAC
Shares Held
3.54M
Value
$182.40M
Microsoft Corporation
MSFT
Shares Held
3.34M
Value
$1.73B
Genesis Energy, L.P.
GEL
Shares Held
3.11M
Value
$51.90M
Berkshire Hathaway Inc.
BRK-B
Shares Held
2.79M
Value
$1.40B
Alphabet Inc.
GOOGL
Shares Held
2.56M
Value
$623.40M
Walmart Inc.
WMT
Shares Held
2.29M
Value
$235.88M
AT&T Inc.
T
Shares Held
2.06M
Value
$58.07M
The Coca-Cola Company
KO
Shares Held
1.94M
Value
$128.56M
Exxon Mobil Corporation
XOM
Shares Held
1.88M
Value
$211.68M
United Microelectronics Corporation
UMC
Shares Held
1.85M
Value
$13.99M
Sony Group Corporation
SONY
Shares Held
1.79M
Value
$51.59M
Alphabet Inc.
GOOG
Shares Held
1.79M
Value
$435.01M
Banco Santander, S.A.
SAN
Shares Held
1.78M
Value
$18.68M
Pfizer Inc.
PFE
Shares Held
1.65M
Value
$41.94M
The Procter & Gamble Company
PG
Shares Held
1.58M
Value
$242.70M