Creative Planning
NMAX

Creative Planning’s Newsmax Inc NMAX Stock Holding History

Creative Planning’s Portfolio NMAX Stock Details NMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
136,696
+41,148
+43% +$295K ﹤0.01% 2541
2026
Q1 		$499K Buy
95,548
+35,469
+59% +$239K ﹤0.01% 3035
2025
Q4 		$464K Buy
60,079
+20,948
+54% +$201K ﹤0.01% 2911
2025
Q3 		$485K Buy
39,131
+519
+1% +$7K ﹤0.01% 2749
2025
Q2 		$584K Buy
+38,612
New +$1.01M ﹤0.01% 2324

Other funds holding NMAX

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Creative Planning's NMAX Position: Q2 2026 in Review

Creative Planning increased its Newsmax Inc (NMAX) stake by 43% in Q2 2026, buying an estimated $295K and bringing the position to 136,696 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2541.

Creative Planning first reported a position in NMAX in Q2 2025 and has held it in 5 quarters since. 232 funds tracked by Wall St. Rank hold NMAX as of Q2 2026.

  • Creative Planning held 136,696 shares of Newsmax Inc worth $1.13M as of Q2 2026.
  • Creative Planning bought 41,148 Newsmax Inc shares in Q2 2026, an estimated $295K.
  • Newsmax Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2541 holding.
  • Creative Planning first reported a position in Newsmax Inc in Q2 2025 and has held it in 5 quarters since.
  • 232 funds tracked by Wall St. Rank held Newsmax Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.