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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 | |
|---|---|---|---|---|---|---|---|
401
Fortis
FTS
$30.5B
| $46.4K | 0.02% |
+878
| New | +$49.1K |
2026 Q3
0 quarters
|
|
402
iShares Core High Dividend ETF
HDV
$16.3B
| $46.3K | 0.02% |
+1,655
| New | +$47.6K |
2026 Q3
0 quarters
|
|
403
Kimberly-Clark
KMB
$65.8B
| $46.2K | 0.02% |
+474
| New | +$50.6K |
2026 Q3
0 quarters
|
|
404
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.91B
| $45.8K | 0.02% |
+668
| New | +$46.3K |
2026 Q3
0 quarters
|
|
405
THOR Index Rotation ETF
THIR
$191M
| $45.6K | 0.02% |
+1,361
| New | +$46.3K |
2026 Q3
0 quarters
|
|
406
Credicorp
BAP
$29.1B
| $45.6K | 0.02% |
+120
| New | +$46.1K |
2026 Q3
0 quarters
|
|
407
Unifirst Corp
UNF
$4.36B
| $45.3K | 0.02% |
+181
| New | +$50.6K |
2026 Q3
0 quarters
|
|
408
Manulife Financial
MFC
$72.7B
| $45.1K | 0.02% |
+1,059
| New | +$45.9K |
2026 Q3
0 quarters
|
|
409
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.43B
| $44.7K | 0.02% |
+279
| New | +$47.8K |
2026 Q3
0 quarters
|
|
410
Ally Financial
ALLY
$11.3B
| $44.7K | 0.02% |
+1,189
| New | +$51.1K |
2026 Q3
0 quarters
|
|
411
Vertiv
VRT
$80.6B
| $44.6K | 0.02% |
+185
| New | +$50.4K |
2026 Q3
0 quarters
|
|
412
Cincinnati Financial
CINF
$29.3B
| $44.6K | 0.02% |
+280
| New | +$48.8K |
2026 Q3
0 quarters
|
|
413
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.54B
| $44.6K | 0.02% |
+1,293
| New | +$44.4K |
2026 Q3
0 quarters
|
|
414
Shell
SHEL
$280B
| $44.5K | 0.02% |
+469
| New | +$42.3K |
2026 Q3
0 quarters
|
|
415
Takeda Pharmaceutical
TAK
$67.7B
| $44.5K | 0.02% |
+2,449
| New | +$43.4K |
2026 Q3
0 quarters
|
|
416
Rocket Lab Corp
RKLB
$43.5B
| $44.4K | 0.02% |
+637
| New | +$45.9K |
2026 Q3
0 quarters
|
|
417
Baker Hughes
BKR
$48.9B
| $43.6K | 0.02% |
+795
| New | +$47.4K |
2026 Q3
0 quarters
|
|
418
Monster Beverage
MNST
$89.5B
| $43.2K | 0.02% |
+1,039
| New | +$48.1K |
2026 Q3
0 quarters
|
|
419
Banco Bilbao Vizcaya Argentaria
BBVA
$141B
| $42.9K | 0.02% |
+1,541
| New | +$42.8K |
2026 Q3
0 quarters
|
|
420
Vanguard Total Bond Market
BND
$165B
| $42.8K | 0.02% |
+610
| New | +$44K |
2026 Q3
0 quarters
|
|
421
Applovin
APP
$131B
| $42.7K | 0.02% |
+147
| New | +$54.1K |
2026 Q3
0 quarters
|
|
422
TransDigm Group
TDG
$66.2B
| $42.2K | 0.02% |
+39
| New | +$46.9K |
2026 Q3
0 quarters
|
|
423
Occidental Petroleum
OXY
$58.8B
| $42.1K | 0.02% |
+761
| New | +$43.5K |
2026 Q3
0 quarters
|
|
424
Huntington Bancshares
HBAN
$31.7B
| $41.9K | 0.02% |
+2,743
| New | +$46.9K |
2026 Q3
0 quarters
|
|
425
VanEck CLO ETF
CLOI
$1.82B
| $41.8K | 0.02% |
+789
| New | +$41.7K |
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.