Creative Planning
Top Portfolio Positions
2,988 positions ·
$36,562,557,958 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 | 1.53% |
| 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 OGS
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,077,308 | 47,339 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,088,841 | 39,985 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,190,735 | 39,421 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,336,168 | 32,510 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,401,191 | 31,766 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,166,416 | 31,284 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,247,706 | 30,203 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,021 | 16 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $37,814 | 586 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,657,547 | 26,013 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,689,042 | 24,737 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $29,648 | 386 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,259,560 | 28,519 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,045,197 | 27,010 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,667,891 | 23,695 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,054,269 | 25,302 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,931,485 | 21,889 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,693,324 | 21,824 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,382,733 | 21,820 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,645,982 | 22,207 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,798,078 | 23,379 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,725,636 | 22,478 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,557,348 | 22,567 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,770,069 | 22,973 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,918,744 | 22,946 | Shares | Sole | 2020-05-05 | |
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