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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 | |
|---|---|---|---|---|---|---|---|
301
FT Vest US Equity Moderate Buffer ETF May
GMAY
$367M
| $66.3K | 0.03% |
+1,510
| New | +$65.8K |
2026 Q3
0 quarters
|
|
302
Canadian Pacific Kansas City
CP
$82.2B
| $66K | 0.03% |
+775
| New | +$70.3K |
2026 Q3
0 quarters
|
|
303
Novartis
NVS
$302B
| $65.9K | 0.03% |
+462
| New | +$70.1K |
2026 Q3
0 quarters
|
|
304
Constellation Energy
CEG
$98.9B
| $65.5K | 0.03% |
+258
| New | +$69K |
2026 Q3
0 quarters
|
|
305
Astera Labs
ALAB
$39.7B
| $65.1K | 0.03% |
+183
| New | +$58.9K |
2026 Q3
0 quarters
|
|
306
Carrier Global
CARR
$44.6B
| $64.8K | 0.03% |
+1,182
| New | +$73.2K |
2026 Q3
0 quarters
|
|
307
Simplify Stable Income ETF
BUCK
$518M
| $64.8K | 0.03% |
+2,807
| New | +$65.6K |
2026 Q3
0 quarters
|
|
308
Ametek
AME
$55.4B
| $64.7K | 0.03% |
+261
| New | +$63K |
2026 Q3
0 quarters
|
|
309
Waters Corp
WAT
$90.9B
| $64.2K | 0.03% |
+146
| New | +$58.5K |
2026 Q3
0 quarters
|
|
310
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
| $64.1K | 0.03% |
+818
| New | +$66.1K |
2026 Q3
0 quarters
|
|
311
Snowflake
SNOW
$105B
| $63.7K | 0.03% |
+188
| New | +$58.1K |
2026 Q3
0 quarters
|
|
312
L3Harris
LHX
$50.7B
| $63.5K | 0.03% |
+268
| New | +$73K |
2026 Q3
0 quarters
|
|
313
Armstrong World Industries
AWI
$7.32B
| $63.3K | 0.03% |
+391
| New | +$65.7K |
2026 Q3
0 quarters
|
|
314
Restaurant Brands International
QSR
$26.2B
| $63.2K | 0.03% |
+889
| New | +$66.9K |
2026 Q3
0 quarters
|
|
315
McKesson
MCK
$125B
| $63.2K | 0.03% |
+74
| New | +$63.7K |
2026 Q3
0 quarters
|
|
316
Capital Group Global Growth Equity ETF
CGGO
$11.9B
| $63K | 0.03% |
+1,583
| New | +$63.6K |
2026 Q3
0 quarters
|
|
317
Prologis
PLD
$123B
| $63K | 0.03% |
+485
| New | +$68K |
2026 Q3
0 quarters
|
|
318
iShares Core S&P Small-Cap ETF
IJR
$106B
| $61.9K | 0.03% |
+455
| New | +$65.8K |
2026 Q3
0 quarters
|
|
319
Triple Flag Precious Metals
TFPM
$6.29B
| $61.7K | 0.03% |
+2,002
| New | +$62.7K |
2026 Q3
0 quarters
|
|
320
Emerson Electric
EMR
$91.7B
| $61.6K | 0.03% |
+397
| New | +$59.7K |
2026 Q3
0 quarters
|
|
321
TotalEnergies
TTE
$197B
| $61.5K | 0.03% |
+720
| New | +$62.3K |
2026 Q3
0 quarters
|
|
322
Marex Group Limited Ordinary Shares
MRX
$5.22B
| $61.4K | 0.03% |
+880
| New | +$60.5K |
2026 Q3
0 quarters
|
|
|
HONA
323
Honeywell Aerospace
HONA
$52.7B
| $61.4K | 0.03% |
+396
| New | +$72K |
2026 Q3
0 quarters
|
|
324
Icon
ICLR
$14.9B
| $61.2K | 0.03% |
+360
| New | +$60.5K |
2026 Q3
0 quarters
|
|
325
Devon Energy
DVN
$53B
| $61.1K | 0.03% |
+1,327
| New | +$60.9K |
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.