Creative Planning
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Creative Planning’s Super Micro Computer SMCI Stock Holding History

Creative Planning’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,000
Closed -$87.3K – 4087
2025
Q3 		$87.3K Buy
+10,000
New +$477K ﹤0.01% 3692

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Creative Planning's SMCI Position: Q2 2026 in Review

Creative Planning increased its Super Micro Computer (SMCI) stake by 12% in Q2 2026, buying an estimated $450K and bringing the position to 135,083 shares worth $3.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Creative Planning first reported a position in SMCI in Q3 2014 and has held it in 22 quarters since. The position peaked at $7.11M in Q2 2024. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Creative Planning held 135,083 shares of Super Micro Computer worth $3.96M as of Q2 2026.
  • Creative Planning bought 14,112 Super Micro Computer shares in Q2 2026, an estimated $450K.
  • Super Micro Computer made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1580 holding.
  • Creative Planning first reported a position in Super Micro Computer in Q3 2014 and has held it in 22 quarters since.
  • Creative Planning's Super Micro Computer position peaked at $7.11M in Q2 2024.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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