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SPL
Superior Planning, LLC Portfolio holdings
AUM
$240M
This Fund
S&P 500
This Quarter Est. Return
+0.91%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$240M
AUM Growth
–
Cap. Flow
+$242M
Cap. Flow % of AUM
Cap. Flow %
100.74%
Top 10 Holdings %
Top 10 Hldgs %
31.02%
Holding
2,141
New
2,141
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$14.8M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$11.2M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$8.7M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$7.25M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$6.56M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 56.29% |
| 2 | Technology | 14.51% |
| 3 | Financials | 6.33% |
| 4 | Consumer Discretionary | 5.25% |
| 5 | Healthcare | 4.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
iShares Core S&P 500 ETF
IVV
$882B
| $14.9M | 6.19% |
+19,402
| New | +$14.8M |
2026 Q3
0 quarters
|
|
|
2
WisdomTree Floating Rate Treasury Fund
USFR
$21.3B
| $11.2M | 4.67% |
+222,844
| New | +$11.2M |
2026 Q3
0 quarters
|
|
|
3
iShares S&P 500 Growth ETF
IVW
$74.3B
| $8.92M | 3.71% |
+62,727
| New | +$8.7M |
2026 Q3
0 quarters
|
|
|
4
iShares S&P 500 Value ETF
IVE
$51.7B
| $7.09M | 2.95% |
+31,057
| New | +$7.25M |
2026 Q3
0 quarters
|
|
|
5
iShares Core Universal USD Bond ETF
IUSB
$49.8B
| $6.38M | 2.66% |
+144,787
| New | +$6.56M |
2026 Q3
0 quarters
|
|
6
NVIDIA
NVDA
$3.99T
| $6.18M | 2.57% |
+27,045
| New | +$5.8M |
2026 Q3
0 quarters
|
|
7
Amazon
AMZN
$2.91T
| $5.71M | 2.38% |
+22,899
| New | +$5.82M |
2026 Q3
0 quarters
|
|
8
BlackRock US Equity Factor Rotation ETF
DYNF
$42.1B
| $5.24M | 2.18% |
+75,612
| New | +$5.2M |
2026 Q3
0 quarters
|
|
9
Apple
AAPL
$5.18T
| $4.57M | 1.9% |
+13,721
| New | +$4.41M |
2026 Q3
0 quarters
|
|
10
Qualcomm
QCOM
$191B
| $4.33M | 1.8% |
+23,544
| New | +$4.07M |
2026 Q3
0 quarters
|
|
11
iShares International Country Rotation Active ETF
CORO
$12.7B
| $3.48M | 1.45% |
+95,717
| New | +$3.49M |
2026 Q3
0 quarters
|
|
12
iShares Russell 1000 Growth ETF
IWF
$119B
| $3.43M | 1.43% |
+27,417
| New | +$3.35M |
2026 Q3
0 quarters
|
|
13
Microsoft
MSFT
$3.91T
| $3.28M | 1.36% |
+6,393
| New | +$2.96M |
2026 Q3
0 quarters
|
|
14
iShares MSCI ACWI ex US ETF
ACWX
$17.9B
| $3.02M | 1.26% |
+39,976
| New | +$3.05M |
2026 Q3
0 quarters
|
|
15
Invesco S&P 500 Equal Weight ETF
RSP
$103B
| $2.92M | 1.22% |
+14,042
| New | +$3.03M |
2026 Q3
0 quarters
|
|
16
BlackRock Large Cap Core ETF
BLCR
$9.9B
| $2.66M | 1.11% |
+54,352
| New | +$2.68M |
2026 Q3
0 quarters
|
|
17
Alphabet (Google) Class C
GOOG
$3.67T
| $2.56M | 1.07% |
+7,509
| New | +$2.59M |
2026 Q3
0 quarters
|
|
18
UnitedHealth
UNH
$363B
| $2.55M | 1.06% |
+6,933
| New | +$2.79M |
2026 Q3
0 quarters
|
|
19
iShares MSCI EAFE Growth ETF
EFG
$15.1B
| $2.42M | 1.01% |
+60,474
| New | +$2.47M |
2026 Q3
0 quarters
|
|
20
iShares National Muni Bond ETF
MUB
$54.6B
| $2.41M | 1% |
+23,844
| New | +$2.5M |
2026 Q3
0 quarters
|
|
21
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
| $2.3M | 0.96% |
+28,302
| New | +$2.28M |
2026 Q3
0 quarters
|
|
22
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$2.26B
| $2.2M | 0.92% |
+100,524
| New | +$2.22M |
2026 Q3
0 quarters
|
|
23
Capital Group US Multi-Sector Income ETF
CGMS
$5.59B
| $2.19M | 0.91% |
+83,401
| New | +$2.26M |
2026 Q3
0 quarters
|
|
24
Berkshire Hathaway Class B
BRK.B
$1.26T
| $2.12M | 0.88% |
+4,258
| New | +$2.15M |
2026 Q3
0 quarters
|
|
25
iShares A.I. Innovation and Tech Active ETF
BAI
$11.7B
| $2.07M | 0.86% |
+43,936
| New | +$1.97M |
2026 Q3
0 quarters
|
|
Similar funds
Superior Planning, LLC's Q3 2026 Portfolio in Review
Q3 2026 is the first quarter with a 13F filing on record for Superior Planning, LLC, which disclosed 2,141 positions worth $240M. Its ten largest holdings account for 31% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 19,402 shares worth $14.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 56% of assets, followed by Technology and Financials.
- Superior Planning, LLC's largest Q3 2026 buy was iShares Core S&P 500 ETF: 19,402 shares worth $14.9M.
- Superior Planning, LLC's ten largest holdings make up 31% of its $240M portfolio in Q3 2026.
- Superior Planning, LLC disclosed 2,141 positions in Q3 2026, its first 13F filing on record.
Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.