Institutional manager

Creative Planning

Holds positions in 511 of the S&P 500, worth $28.8bn as reported for the quarter ended 31-mar-2026.

Positions held511of 488 index companies covered

Reported value$28.8bnS&P 500 positions only

Top ten weight44%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 511 held. The rest are smaller than every one of these.

Apple Inc.AAPL12.1m$3.08bnInformation Technology NvidiaNVDA13.5m$2.36bnInformation Technology Berkshire HathawayBRK.B2.8m$1.52bnFinancials MicrosoftMSFT3.9m$1.43bnInformation Technology Alphabet Inc. (Class A)GOOGL4.8m$1.37bnCommunication Services AmazonAMZN4.3m$899mConsumer Discretionary BroadcomAVGO1.8m$558mInformation Technology Meta PlatformsMETA947,746$542mCommunication Services JPMorgan ChaseJPM1.5m$454mFinancials Tesla, Inc.TSLA1.1m$392mConsumer Discretionary Lilly (Eli)LLY420,635$387mHealth Care ExxonMobilXOM2.2m$379mEnergy Johnson & JohnsonJNJ1.3m$328mHealth Care WalmartWMT2.6m$317mConsumer Staples CostcoCOST301,233$300mConsumer Staples Caterpillar Inc.CAT365,769$259mIndustrials Visa Inc.V811,682$245mFinancials Procter & GamblePG1.7m$245mConsumer Staples AbbVieABBV1.1m$240mHealth Care Applied MaterialsAMAT634,638$217mInformation Technology Taiwan Semiconductor ManufacturingTSM638,516$216m Home Depot (The)HD621,036$204mConsumer Discretionary Chevron CorporationCVX900,524$186mEnergy Bank of AmericaBAC3.7m$179mFinancials Coca-Cola Company (The)KO2.3m$177mConsumer Staples NetflixNFLX1.7m$162mCommunication Services Merck & Co.MRK1.3m$157mHealth Care Oracle CorporationORCL1.1m$157mInformation Technology Lam ResearchLRCX714,502$153mInformation Technology Advanced Micro DevicesAMD731,233$149mInformation Technology CiscoCSCO1.9m$148mInformation Technology MastercardMA282,263$141mFinancials McDonald'sMCD445,841$139mConsumer Discretionary PepsiCoPEP885,786$138mConsumer Staples Micron TechnologyMU403,307$136mInformation Technology RTX CorporationRTX644,643$124mIndustrials IBMIBM497,961$121mInformation Technology Abbott LaboratoriesABT1.2m$118mHealth Care Goldman SachsGS138,077$117mFinancials Wells FargoWFC1.3m$105mFinancials Palantir TechnologiesPLTR714,374$104mInformation Technology Lockheed MartinLMT169,323$102mIndustrials Arista NetworksANET828,109$102mInformation Technology Union Pacific CorporationUNP410,654$100mIndustrials NextEra EnergyNEE1.0m$97mUtilities GE AerospaceGE336,002$95mIndustrials Philip Morris InternationalPM570,697$94mConsumer Staples GE VernovaGEV103,344$90mIndustrials TJX CompaniesTJX552,283$88mConsumer Discretionary Eaton CorporationETN245,301$88mIndustrials AmgenAMGN246,914$87mHealth Care UnitedHealth GroupUNH306,650$83mHealth Care KLA CorporationKLAC56,276$83mInformation Technology AmphenolAPH641,072$81mInformation Technology Morgan StanleyMS480,544$79mFinancials Honeywell TechnologiesHON347,594$79mIndustrials BoeingBA391,748$78mIndustrials CrowdStrikeCRWD188,450$74mInformation Technology American ExpressAXP241,230$73mFinancials SalesforceCRM384,586$72mInformation Technology

What this page is not

Positions in the companies this site covers, 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.