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 GSBD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,307,313 | 147,220 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,912,384 | 206,076 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,522,932 | 248,076 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,552,501 | 226,889 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,846,255 | 244,734 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,218,228 | 348,614 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,396,321 | 464,849 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $7,861,996 | 523,087 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $8,174,915 | 545,722 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,908,357 | 608,079 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,174,862 | 698,823 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $10,208,873 | 736,571 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $9,955,791 | 729,362 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,039,029 | 804,594 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,713,324 | 949,019 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $16,164,657 | 962,182 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,510,503 | 1,096,915 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,746,637 | 1,187,194 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $22,511,559 | 1,226,788 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $25,368,985 | 1,294,336 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $21,541,835 | 1,114,425 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $17,790,395 | 930,460 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $671,460 | 44,645 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $725,188 | 44,682 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $526,515 | 42,702 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||