CREATIVE PLANNING
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 12.55M | $2.34B |
 | AAPL | 11.31M | $3.07B |
 | WIT | 6.06M | $17.21M |
 | COUR | 4.20M | $30.89M |
 | AMZN | 4.07M | $938.37M |
 | BAC | 3.70M | $203.45M |
 | MSFT | 3.52M | $1.70B |
 | CGBD | 3.47M | $43.29M |
 | GEL | 3.11M | $48.45M |
 | BRK-B | 2.86M | $1.44B |
 | GOOGL | 2.71M | $849.01M |
 | WMT | 2.43M | $270.35M |
 | UMC | 2.16M | $16.98M |
 | KO | 2.10M | $146.68M |
 | T | 2.09M | $51.99M |
 | XOM | 2.02M | $243.58M |
 | SAN | 1.97M | $23.06M |
 | PFE | 1.85M | $46.09M |
 | SONY | 1.79M | $45.79M |
 | GOOG | 1.77M | $556.71M |
NVIDIA Corporation
NVDA
Shares Held
12.55M
Value
$2.34B
Apple Inc.
AAPL
Shares Held
11.31M
Value
$3.07B
Wipro Limited
WIT
Shares Held
6.06M
Value
$17.21M
Coursera, Inc.
COUR
Shares Held
4.20M
Value
$30.89M
Amazon.com, Inc.
AMZN
Shares Held
4.07M
Value
$938.37M
Bank of America Corporation
BAC
Shares Held
3.70M
Value
$203.45M
Microsoft Corporation
MSFT
Shares Held
3.52M
Value
$1.70B
Carlyle Secured Lending, Inc.
CGBD
Shares Held
3.47M
Value
$43.29M
Genesis Energy, L.P.
GEL
Shares Held
3.11M
Value
$48.45M
Berkshire Hathaway Inc.
BRK-B
Shares Held
2.86M
Value
$1.44B
Alphabet Inc.
GOOGL
Shares Held
2.71M
Value
$849.01M
Walmart Inc.
WMT
Shares Held
2.43M
Value
$270.35M
United Microelectronics Corporation
UMC
Shares Held
2.16M
Value
$16.98M
The Coca-Cola Company
KO
Shares Held
2.10M
Value
$146.68M
AT&T Inc.
T
Shares Held
2.09M
Value
$51.99M
Exxon Mobil Corporation
XOM
Shares Held
2.02M
Value
$243.58M
Banco Santander, S.A.
SAN
Shares Held
1.97M
Value
$23.06M
Pfizer Inc.
PFE
Shares Held
1.85M
Value
$46.09M
Sony Group Corporation
SONY
Shares Held
1.79M
Value
$45.79M
Alphabet Inc.
GOOG
Shares Held
1.77M
Value
$556.71M