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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 | |
|---|---|---|---|---|---|---|---|
326
Texas Instruments
TXN
$285B
| $61.1K | 0.03% |
+218
| New | +$60.3K |
2026 Q3
0 quarters
|
|
327
Coca-Cola Europacific Partners
CCEP
$51.3B
| $60.9K | 0.03% |
+599
| New | +$63.4K |
2026 Q3
0 quarters
|
|
328
Alibaba
BABA
$236B
| $60.5K | 0.03% |
+563
| New | +$65.1K |
2026 Q3
0 quarters
|
|
329
UBS Group
UBS
$147B
| $60.5K | 0.03% |
+1,256
| New | +$66K |
2026 Q3
0 quarters
|
|
330
NewMarket
NEU
$6.47B
| $60.1K | 0.03% |
+67
| New | +$57.8K |
2026 Q3
0 quarters
|
|
331
Spotify
SPOT
$124B
| $59.5K | 0.02% |
+122
| New | +$62.1K |
2026 Q3
0 quarters
|
|
332
Kinder Morgan
KMI
$71.9B
| $59.4K | 0.02% |
+1,970
| New | +$62.5K |
2026 Q3
0 quarters
|
|
333
Thomson Reuters
TRI
$47.3B
| $59.4K | 0.02% |
+610
| New | +$60.4K |
2026 Q3
0 quarters
|
|
334
ICICI Bank
IBN
$124B
| $59K | 0.02% |
+2,140
| New | +$62.9K |
2026 Q3
0 quarters
|
|
335
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.5B
| $58.8K | 0.02% |
+761
| New | +$59.6K |
2026 Q3
0 quarters
|
|
336
IBM
IBM
$232B
| $58.5K | 0.02% |
+266
| New | +$63.2K |
2026 Q3
0 quarters
|
|
337
Capital Group Core Balanced ETF
CGBL
$8.02B
| $58K | 0.02% |
+1,578
| New | +$59.5K |
2026 Q3
0 quarters
|
|
338
Carvana
CVNA
$78B
| $57.8K | 0.02% |
+924
| New | +$63.2K |
2026 Q3
0 quarters
|
|
339
Canadian Natural Resources
CNQ
$100B
| $57.3K | 0.02% |
+1,218
| New | +$57.4K |
2026 Q3
0 quarters
|
|
340
FT Vest US Equity Moderate Buffer ETF June
GJUN
$499M
| $57.2K | 0.02% |
+1,365
| New | +$56.9K |
2026 Q3
0 quarters
|
|
341
Ladder Capital
LADR
$1.08B
| $57.2K | 0.02% |
+6,556
| New | +$63.6K |
2026 Q3
0 quarters
|
|
342
American Electric Power
AEP
$70.7B
| $57.2K | 0.02% |
+482
| New | +$61K |
2026 Q3
0 quarters
|
|
343
Comcast
CMCSA
$88B
| $57.2K | 0.02% |
+2,628
| New | +$64.4K |
2026 Q3
0 quarters
|
|
344
Mizuho Financial
MFG
$122B
| $56.7K | 0.02% |
+5,134
| New | +$54.5K |
2026 Q3
0 quarters
|
|
345
Phillips 66
PSX
$103B
| $56.7K | 0.02% |
+222
| New | +$50.7K |
2026 Q3
0 quarters
|
|
346
Sony
SONY
$156B
| $56.7K | 0.02% |
+2,408
| New | +$55.2K |
2026 Q3
0 quarters
|
|
347
NNN REIT
NNN
$7.97B
| $56.5K | 0.02% |
+1,375
| New | +$62.9K |
2026 Q3
0 quarters
|
|
348
Autohome
ATHM
$2.49B
| $56.3K | 0.02% |
+2,651
| New | +$57.4K |
2026 Q3
0 quarters
|
|
349
Willis Towers Watson
WTW
$30.5B
| $55.6K | 0.02% |
+193
| New | +$61K |
2026 Q3
0 quarters
|
|
350
iShares Systematic Bond ETF
SYSB
$1.4B
| $55.6K | 0.02% |
+660
| New | +$57.4K |
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.