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 | |
|---|---|---|---|---|---|---|---|
351
Scotiabank
BNS
$113B
| $55.6K | 0.02% |
+612
| New | +$55.1K |
2026 Q3
0 quarters
|
|
352
Capital Group Core Equity ETF
CGUS
$12.3B
| $55.4K | 0.02% |
+1,246
| New | +$55.9K |
2026 Q3
0 quarters
|
|
353
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54B
| $55.3K | 0.02% |
+449
| New | +$53.9K |
2026 Q3
0 quarters
|
|
354
Bank of New York Mellon
BNY
$103B
| $55.1K | 0.02% |
+381
| New | +$59.9K |
2026 Q3
0 quarters
|
|
355
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)
SMFG
$153B
| $55K | 0.02% |
+2,124
| New | +$54.9K |
2026 Q3
0 quarters
|
|
356
iShares Russell Top 200 Value ETF
IWX
$4.06B
| $54.8K | 0.02% |
+500
| New | +$55.3K |
2026 Q3
0 quarters
|
|
357
FT Vest US Equity Moderate Buffer ETF December
GDEC
$428M
| $54.7K | 0.02% |
+1,340
| New | +$54.1K |
2026 Q3
0 quarters
|
|
358
Teledyne Technologies
TDY
$30.1B
| $54.6K | 0.02% |
+90
| New | +$57.2K |
2026 Q3
0 quarters
|
|
359
Altria Group
MO
$130B
| $54.5K | 0.02% |
+809
| New | +$56.2K |
2026 Q3
0 quarters
|
|
360
FT Vest US Equity Deep Buffer ETF November
DNOV
$413M
| $54.2K | 0.02% |
+1,029
| New | +$53.6K |
2026 Q3
0 quarters
|
|
361
FT Vest US Equity Moderate Buffer ETF July
GJUL
$409M
| $54.2K | 0.02% |
+1,216
| New | +$53.7K |
2026 Q3
0 quarters
|
|
362
FT Vest US Equity Deep Buffer ETF January
DJAN
$462M
| $54.2K | 0.02% |
+1,161
| New | +$53.6K |
2026 Q3
0 quarters
|
|
363
iShares Russell Top 200 Growth ETF
IWY
$14.8B
| $54K | 0.02% |
+183
| New | +$52.4K |
2026 Q3
0 quarters
|
|
364
Darden Restaurants
DRI
$25.7B
| $53.3K | 0.02% |
+276
| New | +$57.7K |
2026 Q3
0 quarters
|
|
365
Illinois Tool Works
ITW
$81.8B
| $53.3K | 0.02% |
+207
| New | +$57.5K |
2026 Q3
0 quarters
|
|
366
Regal Rexnord
RRX
$12.1B
| $53.2K | 0.02% |
+343
| New | +$61.9K |
2026 Q3
0 quarters
|
|
367
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.9B
| $53.2K | 0.02% |
+516
| New | +$54.2K |
2026 Q3
0 quarters
|
|
368
Somnigroup International
SGI
$14B
| $53K | 0.02% |
+854
| New | +$57.8K |
2026 Q3
0 quarters
|
|
369
McDonald's
MCD
$193B
| $53K | 0.02% |
+229
| New | +$60.3K |
2026 Q3
0 quarters
|
|
370
Capital Group Dividend Value ETF
CGDV
$39B
| $53K | 0.02% |
+1,084
| New | +$53.8K |
2026 Q3
0 quarters
|
|
371
10x Genomics
TXG
$7.82B
| $52.7K | 0.02% |
+583
| New | +$34.1K |
2026 Q3
0 quarters
|
|
372
Avantor
AVTR
$10.6B
| $52.4K | 0.02% |
+3,484
| New | +$46.8K |
2026 Q3
0 quarters
|
|
373
iShares High Yield Muni Active ETF
HIMU
$2.53B
| $52.3K | 0.02% |
+1,144
| New | +$55K |
2026 Q3
0 quarters
|
|
374
Mondelez International
MDLZ
$84.4B
| $51.5K | 0.02% |
+891
| New | +$54.8K |
2026 Q3
0 quarters
|
|
375
Booking.com
BKNG
$120B
| $51.2K | 0.02% |
+314
| New | +$59K |
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.