Institutional manager
Creative Planning
Holds positions in 488 of the S&P 500, worth $51.2bn as reported for the quarter ended 31-mar-2026.
Positions held488of 488 index companies covered
Reported value$51.2bnS&P 500 positions only
Top ten weight68%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 488 held. The rest are smaller than every one of these.
State Street CorporationSTT418.5m$22.5bnFinancialsApple Inc.AAPL12.1m$3.08bnInformation TechnologyNvidiaNVDA13.5m$2.36bnInformation TechnologyBerkshire HathawayBRK.B2.8m$1.52bnFinancialsMicrosoftMSFT3.9m$1.43bnInformation TechnologyAlphabet Inc. (Class A)GOOGL4.8m$1.37bnCommunication ServicesAmazonAMZN4.3m$899mConsumer DiscretionaryBroadcomAVGO1.8m$558mInformation TechnologyMeta PlatformsMETA947,746$542mCommunication ServicesJPMorgan ChaseJPM1.5m$454mFinancialsInvescoIVZ959,682$420mFinancialsTesla, Inc.TSLA1.1m$392mConsumer DiscretionaryLilly (Eli)LLY420,635$387mHealth CareExxonMobilXOM2.2m$379mEnergyJohnson & JohnsonJNJ1.3m$328mHealth CareWalmartWMT2.6m$317mConsumer StaplesCostcoCOST301,233$300mConsumer StaplesCaterpillar Inc.CAT365,769$259mIndustrialsVisa Inc.V811,682$245mFinancialsProcter & GamblePG1.7m$245mConsumer StaplesAbbVieABBV1.1m$240mHealth CareApplied MaterialsAMAT634,638$217mInformation TechnologyHome Depot (The)HD621,036$204mConsumer DiscretionaryChevron CorporationCVX900,524$186mEnergyBank of AmericaBAC3.7m$179mFinancialsCoca-Cola Company (The)KO2.3m$177mConsumer StaplesNetflixNFLX1.7m$162mCommunication ServicesMerck & Co.MRK1.3m$157mHealth CareOracle CorporationORCL1.1m$157mInformation TechnologyLam ResearchLRCX714,502$153mInformation TechnologyAdvanced Micro DevicesAMD731,233$149mInformation TechnologyCiscoCSCO1.9m$148mInformation TechnologyGoldman SachsGS537,667$145mFinancialsMastercardMA282,263$141mFinancialsMcDonald'sMCD445,841$139mConsumer DiscretionaryPepsiCoPEP885,786$138mConsumer StaplesMicron TechnologyMU403,307$136mInformation TechnologyRTX CorporationRTX644,643$124mIndustrialsIBMIBM497,961$121mInformation TechnologyAbbott LaboratoriesABT1.2m$118mHealth CareWells FargoWFC1.3m$106mFinancialsPalantir TechnologiesPLTR714,374$104mInformation TechnologyLockheed MartinLMT169,323$102mIndustrialsArista NetworksANET828,109$102mInformation TechnologyUnion Pacific CorporationUNP410,654$100mIndustrialsNextEra EnergyNEE1.0m$97mUtilitiesGE AerospaceGE336,002$95mIndustrialsPhilip Morris InternationalPM570,697$94mConsumer StaplesGE VernovaGEV103,344$90mIndustrialsTJX CompaniesTJX552,283$88mConsumer DiscretionaryEaton CorporationETN245,301$88mIndustrialsAmgenAMGN246,914$87mHealth CareUnitedHealth GroupUNH306,650$83mHealth CareKLA CorporationKLAC56,276$83mInformation TechnologyAmphenolAPH641,072$81mInformation TechnologyMorgan StanleyMS480,544$79mFinancialsBoeingBA391,748$78mIndustrialsCrowdStrikeCRWD188,450$74mInformation TechnologyAmerican ExpressAXP241,230$73mFinancialsSalesforceCRM384,586$72mInformation Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.