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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 | |
|---|---|---|---|---|---|---|---|
376
Allstate
ALL
$66B
| $50.4K | 0.02% |
+227
| New | +$57.6K |
2026 Q3
0 quarters
|
|
377
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.98B
| $50.1K | 0.02% |
+1,093
| New | +$51.4K |
2026 Q3
0 quarters
|
|
378
KKR & Co
KKR
$86.8B
| $49.9K | 0.02% |
+547
| New | +$55.8K |
2026 Q3
0 quarters
|
|
379
Service Corp International
SCI
$10.2B
| $49.9K | 0.02% |
+655
| New | +$53.1K |
2026 Q3
0 quarters
|
|
380
Monolithic Power Systems
MPWR
$70.2B
| $49.8K | 0.02% |
+37
| New | +$48.5K |
2026 Q3
0 quarters
|
|
381
ORIX
IX
$36.6B
| $49.8K | 0.02% |
+1,321
| New | +$52.3K |
2026 Q3
0 quarters
|
|
382
Vulcan Materials
VMC
$36B
| $49.7K | 0.02% |
+203
| New | +$55.2K |
2026 Q3
0 quarters
|
|
383
Rio Tinto
RIO
$136B
| $49.6K | 0.02% |
+527
| New | +$51.2K |
2026 Q3
0 quarters
|
|
384
Rubrik
RBRK
$22.8B
| $49.5K | 0.02% |
+432
| New | +$39.7K |
2026 Q3
0 quarters
|
|
385
Vanguard Morningstar Mega Cap ETF
MGC
$10.1B
| $49.4K | 0.02% |
+175
| New | +$48.8K |
2026 Q3
0 quarters
|
|
386
Datadog
DDOG
$66.4B
| $49.3K | 0.02% |
+180
| New | +$44.5K |
2026 Q3
0 quarters
|
|
387
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.5B
| $49.2K | 0.02% |
+213
| New | +$52K |
2026 Q3
0 quarters
|
|
388
Garmin
GRMN
$55.9B
| $49K | 0.02% |
+171
| New | +$47.4K |
2026 Q3
0 quarters
|
|
389
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$6.4B
| $48.9K | 0.02% |
+843
| New | +$47.9K |
2026 Q3
0 quarters
|
|
390
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$6.43B
| $48.7K | 0.02% |
+873
| New | +$48.6K |
2026 Q3
0 quarters
|
|
391
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.35B
| $48.4K | 0.02% |
+1,496
| New | +$50.1K |
2026 Q3
0 quarters
|
|
392
Pinduoduo
PDD
$110B
| $48.2K | 0.02% |
+619
| New | +$52.1K |
2026 Q3
0 quarters
|
|
393
Flowserve
FLS
$10.6B
| $48.1K | 0.02% |
+658
| New | +$49.4K |
2026 Q3
0 quarters
|
|
394
Cigna
CI
$77.9B
| $47.6K | 0.02% |
+175
| New | +$49.3K |
2026 Q3
0 quarters
|
|
395
RELX
RELX
$69.4B
| $47.4K | 0.02% |
+1,430
| New | +$49.3K |
2026 Q3
0 quarters
|
|
396
Capital Group Growth ETF
CGGR
$25.7B
| $47.2K | 0.02% |
+995
| New | +$46.3K |
2026 Q3
0 quarters
|
|
397
AngloGold Ashanti
AU
$44.8B
| $47.1K | 0.02% |
+501
| New | +$47.6K |
2026 Q3
0 quarters
|
|
398
State Street SPDR S&P 500 ETF Trust
SPY
$804B
| $46.6K | 0.02% |
+61
| New | +$46.3K |
2026 Q3
0 quarters
|
|
399
GSK
GSK
$101B
| $46.5K | 0.02% |
+965
| New | +$49.3K |
2026 Q3
0 quarters
|
|
400
CBRE Group
CBRE
$38.3B
| $46.4K | 0.02% |
+361
| New | +$51.7K |
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.