Creative Planning
Top Portfolio Positions
3,003 positions ·
$37,906,316,210 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,170,899 | $3,088,852,456 | 8.15% | |
| NVDA |
Nvidia Corp
Technology
|
13,627,413 | $2,376,620,826 | 6.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,956,006 | $1,922,408,941 | 5.07% | |
| MSFT |
Microsoft Corp
Technology
|
3,870,580 | $1,432,772,598 | 3.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,849,844 | $1,365,645,244 | 3.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,314,124 | $898,502,605 | 2.37% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,951,228 | $848,655,123 | 2.24% | |
| AVGO |
Broadcom Inc.
Technology
|
1,801,894 | $557,704,211 | 1.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
947,746 | $542,233,918 | 1.43% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,543,468 | $454,026,546 | 1.20% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GGG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,395,261 | 229,123 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,542,905 | 189,617 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,981,525 | 117,485 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,076,537 | 93,946 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,810,439 | 93,527 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,288,623 | 74,607 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,135,827 | 81,543 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $6,106,857 | 77,029 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,697,013 | 93,056 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,955,977 | 91,701 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,655,195 | 77,596 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $7,850,423 | 90,914 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,766,256 | 78,979 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,303,652 | 78,853 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,707,034 | 78,516 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,907,514 | 65,772 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,312,397 | 47,510 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,146,528 | 51,433 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,387,085 | 19,824 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,335,650 | 17,644 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,320,672 | 18,440 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,301,721 | 17,992 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,094,115 | 17,834 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $511,189 | 10,652 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $523,262 | 10,738 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||