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 NGG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,809,934 | 163,238 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,581,944 | 136,806 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,659,417 | 105,400 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,640,273 | 89,239 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,748,983 | 72,382 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,769,544 | 63,439 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,490,718 | 64,457 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,621,432 | 46,152 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,753,123 | 55,015 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,273,310 | 48,144 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,947,405 | 48,613 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,929,999 | 43,517 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,635,223 | 38,759 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,219,172 | 36,790 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,519,104 | 29,480 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,686,144 | 26,065 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,005,384 | 26,088 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,714,056 | 23,701 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,381,865 | 23,174 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $877,576 | 13,725 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $944,463 | 15,943 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $784,095 | 13,283 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $694,057 | 12,010 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $646,820 | 10,649 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $626,693 | 10,755 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||