Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$150,769,982
+$33,958,222 QoQ
Shares Held
149,075
+8.0% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#153
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$10,450
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Creative Planning holds $497,699,973 across 41 Capital Markets names. GS ranks #1 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
149,075 | $150,769,982 | |
| 2 | MS |
Morgan Stanley
|
522,699 | $109,264,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
746,571 | $68,886,106 | |
| 4 | PIPR |
Piper Sandler Companies
|
231,297 | $16,732,024 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
160,249 | $16,069,768 | |
| 6 | MRX |
Marex Group Ltd
|
220,288 | $13,426,552 | |
| 7 | EVR |
Evercore Inc.
|
31,231 | $10,663,512 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,341 | $9,463,262 |
All Filings in GS
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,769,982 | 149,075 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $116,811,760 | 138,077 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $111,917,796 | 127,324 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,450 | 1,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $98,120,672 | 123,213 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $79,193,685 | 111,895 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $50,937,717 | 93,243 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $48,516,373 | 84,727 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $38,135,847 | 77,025 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $33,673,401 | 74,446 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $29,148,496 | 69,785 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $24,977,064 | 64,746 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $21,545,231 | 66,586 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $20,775,446 | 64,412 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $20,500,310 | 62,671 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,199,251 | 61,737 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,632,099 | 46,518 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $17,443,390 | 58,728 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,631,936 | 38,267 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,850,237 | 33,591 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,660,602 | 33,491 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,194,996 | 29,497 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $11,472,468 | 35,084 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,385,978 | 31,800 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,018,220 | 24,970 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $20,097 | 100 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $20,762 | 200 | Put | Sole | 2020-07-23 | |
| 2020-06-30 | $4,218,198 | 21,345 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $19,762 | 100 | Call | Sole | 2020-07-23 | |
| 2020-03-31 | $3,083,142 | 19,944 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $15,459 | 100 | Call | Sole | 2020-05-05 | |
| 2020-03-31 | $4,000 | 600 | Put | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||