Creative Planning
Top Portfolio Positions
2,999 positions ·
$36,571,560,216 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 | 8.45% | |
| NVDA |
Nvidia Corp
Technology
|
13,627,413 | $2,376,620,826 | 6.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,956,006 | $1,922,408,941 | 5.26% | |
| MSFT |
Microsoft Corp
Technology
|
3,870,580 | $1,432,772,598 | 3.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,314,124 | $898,502,605 | 2.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,951,228 | $848,655,123 | 2.32% | |
| AVGO |
Broadcom Inc.
Technology
|
1,801,894 | $557,704,211 | 1.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
947,746 | $542,233,918 | 1.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,543,468 | $454,026,546 | 1.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
718,318 | $414,598,782 | 1.13% |
Portfolio Trend
Holdings in MGPI
Shares Held
Position Value (USD)
33 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $734,000 | 39,913 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,529,490 | 62,942 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $569,722 | 23,552 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $667,071 | 22,258 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $539,593 | 18,366 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $315,078 | 8,003 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,094,321 | 13,145 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $200,880 | 2,700 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $788,937 | 10,604 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $232,551 | 2,700 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $913,494 | 10,606 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,229,529 | 12,480 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,887,036 | 17,890 | Shares | Sole | 2023-11-16 | |
| 2023-09-30 | $284,796 | 2,700 | Put | Sole | 2023-11-16 | |
| 2023-06-30 | $286,956 | 2,700 | Put | Sole | 2023-07-21 | |
| 2023-06-30 | $1,867,871 | 17,575 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,069,336 | 11,056 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,189,860 | 11,185 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $307,864 | 2,900 | Put | Sole | 2022-11-03 | |
| 2022-09-30 | $1,159,267 | 10,920 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $290,261 | 2,900 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $1,075,366 | 10,744 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $248,211 | 2,900 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $919,407 | 10,742 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $983,164 | 11,568 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $746,371 | 11,465 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $775,492 | 11,465 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $651,537 | 11,015 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $518,365 | 11,015 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $434,159 | 10,925 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $401,056 | 10,925 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $88,737 | 3,300 | Put | Sole | 2020-05-05 | |
| 2020-03-31 | $293,773 | 10,925 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||