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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 | |
|---|---|---|---|---|---|---|---|
226
Vanguard Health Care ETF
VHT
$21.1B
| $114K | 0.05% |
+362
| New | +$113K |
2026 Q3
0 quarters
|
|
227
S&P Global
SPGI
$137B
| $113K | 0.05% |
+287
| New | +$121K |
2026 Q3
0 quarters
|
|
228
United Rentals
URI
$71B
| $112K | 0.05% |
+112
| New | +$119K |
2026 Q3
0 quarters
|
|
229
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.6B
| $112K | 0.05% |
+2,180
| New | +$113K |
2026 Q3
0 quarters
|
|
230
Franklin Dynamic Municipal Bond ETF
FLMI
$2.41B
| $110K | 0.05% |
+4,709
| New | +$115K |
2026 Q3
0 quarters
|
|
231
Schwab Fundamental International Large Company Index ETF
FNDF
$25.7B
| $108K | 0.05% |
+2,015
| New | +$110K |
2026 Q3
0 quarters
|
|
232
iShares Short-Term National Muni Bond ETF
SUB
$13.3B
| $106K | 0.04% |
+1,011
| New | +$107K |
2026 Q3
0 quarters
|
|
233
Honeywell
HON
$71.1B
| $105K | 0.04% |
+496
| New | +$111K |
2026 Q3
0 quarters
|
|
234
Duke Energy
DUK
$101B
| $105K | 0.04% |
+917
| New | +$112K |
2026 Q3
0 quarters
|
|
235
Waste Management
WM
$96.7B
| $104K | 0.04% |
+511
| New | +$114K |
2026 Q3
0 quarters
|
|
236
SK Hynix Inc
SKHY
$965B
| $103K | 0.04% |
+558
| New | +$92.3K |
2026 Q3
0 quarters
|
|
237
CME Group
CME
$113B
| $103K | 0.04% |
+392
| New | +$103K |
2026 Q3
0 quarters
|
|
238
ASE Group
ASX
$80.2B
| $102K | 0.04% |
+2,300
| New | +$90.1K |
2026 Q3
0 quarters
|
|
239
Dominion Energy
D
$60B
| $101K | 0.04% |
+1,672
| New | +$112K |
2026 Q3
0 quarters
|
|
240
Pacer Trendpilot US Large Cap ETF
PTLC
$3.25B
| $101K | 0.04% |
+1,700
| New | +$101K |
2026 Q3
0 quarters
|
|
241
Merck
MRK
$364B
| $101K | 0.04% |
+695
| New | +$96K |
2026 Q3
0 quarters
|
|
242
Unilever
UL
$142B
| $100K | 0.04% |
+1,646
| New | +$103K |
2026 Q3
0 quarters
|
|
243
PIMCO Dynamic Income Fund
PDI
$6.86B
| $99.5K | 0.04% |
+7,091
| New | +$110K |
2026 Q3
0 quarters
|
|
244
SAP
SAP
$270B
| $99.1K | 0.04% |
+475
| New | +$92.2K |
2026 Q3
0 quarters
|
|
245
Capital Group International Core Equity ETF
CGIC
$2.58B
| $97.2K | 0.04% |
+2,702
| New | +$98.4K |
2026 Q3
0 quarters
|
|
246
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.04B
| $96.8K | 0.04% |
+1,144
| New | +$97.5K |
2026 Q3
0 quarters
|
|
247
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$138M
| $95.8K | 0.04% |
+2,114
| New | +$95K |
2026 Q3
0 quarters
|
|
248
Southern Company
SO
$108B
| $95.4K | 0.04% |
+1,151
| New | +$105K |
2026 Q3
0 quarters
|
|
249
Haleon
HLN
$40B
| $95.4K | 0.04% |
+10,601
| New | +$103K |
2026 Q3
0 quarters
|
|
250
Danaher
DHR
$164B
| $94.4K | 0.04% |
+426
| New | +$87.5K |
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.