Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

RS — Reliance, Inc.

Top Portfolio Positions

3,003 positions · $37,951,846,565 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.14%
NVDA	Nvidia Corp Technology	13,627,413	$2,376,620,826	6.26%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,276,126	63,425	+6.3%	Shares	Sole	2026-05-12
2025-12-31	$17,242,361	59,689	-13.1%	Shares	Sole	2026-02-17
2025-09-30	$19,299,479	68,723	+1.3%	Shares	Sole	2025-11-14
2025-06-30	$21,294,347	67,838	+1.1%	Shares	Sole	2025-08-08
2025-03-31	$19,380,900	67,120	+0.2%	Shares	Sole	2025-05-15
2024-12-31	$18,035,573	66,982	+0.5%	Shares	Defined	2025-02-14
2024-09-30	$19,266,301	66,617	+1.0%	Shares	Defined	2024-10-11
2024-06-30	$18,837,031	65,956	+0.4%	Shares	Defined	2024-08-15
2024-03-31	$21,944,597	65,667	+0.7%	Shares	Sole	2024-05-13
2023-12-31	$18,230,660	65,184	+0.8%	Shares	Defined	2024-02-14
2023-09-30	$16,963,396	64,689	-2.6%	Shares	Defined	2023-11-16
2023-06-30	$18,035,747	66,408	-2.9%	Shares	Sole	2023-07-21
2023-03-31	$17,554,597	68,375	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$13,891,027	68,618	-6.2%	Shares	Sole	2023-02-10
2022-09-30	$12,764,195	73,185	+2.1%	Shares	Sole	2022-11-03
2022-06-30	$12,170,469	71,650	-8.1%	Shares	Sole	2022-08-15
2022-03-31	$14,300,566	77,996	-12.1%	Shares	Sole	2022-05-16
2021-12-31	$14,394,753	88,736	+0.0%	Shares	Sole	2022-02-11
2021-09-30	$12,636,214	88,725	-10.3%	Shares	Sole	2021-11-10
2021-06-30	$14,921,293	98,882	-24.6%	Shares	Sole	2021-08-04
2021-03-31	$19,973,594	131,155	-2.9%	Shares	Sole	2021-04-30
2020-12-31	$16,166,729	135,004	-1.4%	Shares	Sole	2021-01-29
2020-09-30	$13,974,990	136,956	-1.4%	Shares	Sole	2020-11-05
2020-06-30	$13,184,922	138,891	+0.1%	Shares	Sole	2020-07-23
2020-03-31	$12,159,068	138,818	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.