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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 | |
|---|---|---|---|---|---|---|---|
251
FT Vest US Equity Moderate Buffer ETF April
GAPR
$295M
| $94.1K | 0.04% |
+2,210
| New | +$93.3K |
2026 Q3
0 quarters
|
|
252
Entergy
ETR
$53.8B
| $91.6K | 0.04% |
+923
| New | +$100K |
2026 Q3
0 quarters
|
|
253
Blackrock
BLK
$189B
| $90K | 0.04% |
+85
| New | +$92.8K |
2026 Q3
0 quarters
|
|
254
Capital Group Global Equity ETF
CGGE
$3.32B
| $89.7K | 0.04% |
+2,578
| New | +$90.3K |
2026 Q3
0 quarters
|
|
255
ConocoPhillips
COP
$166B
| $89.1K | 0.04% |
+712
| New | +$88.2K |
2026 Q3
0 quarters
|
|
256
Cloudflare
NET
$114B
| $88.2K | 0.04% |
+254
| New | +$75.2K |
2026 Q3
0 quarters
|
|
257
M&T Bank
MTB
$31.6B
| $86.2K | 0.04% |
+396
| New | +$95.3K |
2026 Q3
0 quarters
|
|
258
Mitsubishi UFJ Financial
MUFG
$245B
| $86.1K | 0.04% |
+3,733
| New | +$84.2K |
2026 Q3
0 quarters
|
|
259
AerCap
AER
$26.8B
| $85.5K | 0.04% |
+596
| New | +$88K |
2026 Q3
0 quarters
|
|
260
PepsiCo
PEP
$195B
| $85.4K | 0.04% |
+674
| New | +$92.8K |
2026 Q3
0 quarters
|
|
261
Citigroup
C
$205B
| $83.5K | 0.03% |
+645
| New | +$86.9K |
2026 Q3
0 quarters
|
|
262
Western Digital
WDC
$115B
| $83.2K | 0.03% |
+183
| New | +$89K |
2026 Q3
0 quarters
|
|
263
Boston Scientific
BSX
$64B
| $83.1K | 0.03% |
+1,904
| New | +$88.2K |
2026 Q3
0 quarters
|
|
264
iShares ESG Aware MSCI USA Value ETF
EVUS
$397M
| $83K | 0.03% |
+2,290
| New | +$83.6K |
2026 Q3
0 quarters
|
|
265
iShares ESG Aware MSCI EM ETF
ESGE
$6.26B
| $82.8K | 0.03% |
+1,528
| New | +$81.4K |
2026 Q3
0 quarters
|
|
266
Royal Bank of Canada
RY
$281B
| $82.2K | 0.03% |
+418
| New | +$87K |
2026 Q3
0 quarters
|
|
267
Sandisk
SNDK
$132B
| $81.8K | 0.03% |
+47
| New | +$73.5K |
2026 Q3
0 quarters
|
|
268
Vanguard Morningstar Mega Cap Value ETF
MGV
$14.4B
| $81.5K | 0.03% |
+506
| New | +$83.6K |
2026 Q3
0 quarters
|
|
269
Lowe's Companies
LOW
$128B
| $81.3K | 0.03% |
+441
| New | +$91.5K |
2026 Q3
0 quarters
|
|
270
Amgen
AMGN
$253B
| $80.1K | 0.03% |
+190
| New | +$75.7K |
2026 Q3
0 quarters
|
|
271
Lumentum
LITE
$56.9B
| $79.6K | 0.03% |
+82
| New | +$69.3K |
2026 Q3
0 quarters
|
|
272
iShares Core Dividend Growth ETF
DGRO
$45.9B
| $78.6K | 0.03% |
+1,042
| New | +$81.4K |
2026 Q3
0 quarters
|
|
273
Steris
STE
$24.6B
| $78.3K | 0.03% |
+373
| New | +$82.8K |
2026 Q3
0 quarters
|
|
274
Corning
GLW
$103B
| $78.3K | 0.03% |
+509
| New | +$80.9K |
2026 Q3
0 quarters
|
|
275
BlackRock Flexible Income ETF
BINC
$17B
| $77.9K | 0.03% |
+1,534
| New | +$79.4K |
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.