Stock Taper

CREATIVE PLANNING

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Netflix, Inc.NFLX1.68M$120.24M
PG&E CorporationPCG1.72M$28.92M
Comcast CorporationCMCSA1.83M$45.01M
Sony Group CorporationSONY1.84M$36.82M
Broadcom Inc.AVGO1.92M$724.28M
Alphabet Inc.GOOG1.93M$682.28M
Mizuho Financial Group, Inc.MFG1.97M$18.9M
ASE Technology Holding Co., Ltd.ASX2M$90.19M
Cisco Systems, Inc.CSCO2.02M$237.23M
Pfizer Inc.PFE2.06M$49.56M
Exxon Mobil CorporationXOM2.28M$312.2M
AT&T Inc.T2.32M$48.02M
The Coca-Cola CompanyKO2.4M$194.96M
United Microelectronics CorporationUMC2.45M$66.68M
Walmart Inc.WMT2.55M$288.39M
Banco Santander, S.A.SAN2.6M$35.83M
Berkshire Hathaway Inc.BRK-B2.85M$1.42B
Alphabet Inc.GOOGL3.2M$1.14B
LG Display Co., Ltd.LPL3.27M$12.74M
Bank of America CorporationBAC3.87M$220.33M