We are live on !
Find out more
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 | |
|---|---|---|---|---|---|---|---|
276
Medtronic
MDT
$130B
| $77.3K | 0.03% |
+896
| New | +$79K |
2026 Q3
0 quarters
|
|
277
Gilead Sciences
GILD
$210B
| $75.9K | 0.03% |
+509
| New | +$71.4K |
2026 Q3
0 quarters
|
|
278
Bruker
BRKR
$9.22B
| $75.8K | 0.03% |
+1,171
| New | +$69K |
2026 Q3
0 quarters
|
|
279
Dollar Tree
DLTR
$26.5B
| $75.3K | 0.03% |
+660
| New | +$82.1K |
2026 Q3
0 quarters
|
|
280
State Street
STT
$47.4B
| $75.2K | 0.03% |
+431
| New | +$79.8K |
2026 Q3
0 quarters
|
|
281
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
| $75K | 0.03% |
+3,069
| New | +$76K |
2026 Q3
0 quarters
|
|
282
Marriott International
MAR
$109B
| $74.3K | 0.03% |
+209
| New | +$74.5K |
2026 Q3
0 quarters
|
|
283
AB InBev
BUD
$166B
| $74K | 0.03% |
+1,007
| New | +$80.5K |
2026 Q3
0 quarters
|
|
284
iShares Select Dividend ETF
DVY
$23.8B
| $73.8K | 0.03% |
+485
| New | +$78.2K |
2026 Q3
0 quarters
|
|
285
Knight Transportation
KNX
$10.1B
| $73.4K | 0.03% |
+1,154
| New | +$81.4K |
2026 Q3
0 quarters
|
|
286
Cummins
CMI
$62.8B
| $73.4K | 0.03% |
+142
| New | +$85.7K |
2026 Q3
0 quarters
|
|
287
iShares Russell 2000 ETF
IWM
$77.6B
| $73.1K | 0.03% |
+263
| New | +$77.2K |
2026 Q3
0 quarters
|
|
288
SK Telecom
SKM
$13.2B
| $73K | 0.03% |
+2,091
| New | +$73.8K |
2026 Q3
0 quarters
|
|
289
iShares Core US Aggregate Bond ETF
AGG
$137B
| $72.7K | 0.03% |
+769
| New | +$74.7K |
2026 Q3
0 quarters
|
|
290
Petrobras
PBR
$117B
| $71.5K | 0.03% |
+3,427
| New | +$65.1K |
2026 Q3
0 quarters
|
|
291
PNC Financial Services
PNC
$91.7B
| $69.9K | 0.03% |
+314
| New | +$77K |
2026 Q3
0 quarters
|
|
292
iShares Bitcoin Trust
IBIT
$57.3B
| $69.9K | 0.03% |
+1,476
| New | +$59.5K |
2026 Q3
0 quarters
|
|
293
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$42.4B
| $69.8K | 0.03% |
+1,140
| New | +$68K |
2026 Q3
0 quarters
|
|
294
Shinhan Financial Group
SHG
$29.5B
| $69.4K | 0.03% |
+893
| New | +$67.5K |
2026 Q3
0 quarters
|
|
295
Newmont
NEM
$118B
| $69.2K | 0.03% |
+600
| New | +$67.2K |
2026 Q3
0 quarters
|
|
296
Bullish
BLSH
$3.52B
| $68.8K | 0.03% |
+1,972
| New | +$57.4K |
2026 Q3
0 quarters
|
|
297
Cintas
CTAS
$90.8B
| $68.3K | 0.03% |
+350
| New | +$69.6K |
2026 Q3
0 quarters
|
|
298
Southern Copper
SCCO
$144B
| $67.7K | 0.03% |
+338
| New | +$64K |
2026 Q3
0 quarters
|
|
299
Phillips Edison & Co
PECO
$5.33B
| $67.2K | 0.03% |
+1,800
| New | +$72.5K |
2026 Q3
0 quarters
|
|
300
Allison Transmission
ALSN
$10.4B
| $66.4K | 0.03% |
+586
| New | +$70.7K |
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.