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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 | |
|---|---|---|---|---|---|---|---|
426
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.3B
| $41.7K | 0.02% |
+1,168
| New | +$42.8K |
2026 Q3
0 quarters
|
|
427
Ross Stores
ROST
$75.7B
| $41.3K | 0.02% |
+177
| New | +$41.5K |
2026 Q3
0 quarters
|
|
428
Intercontinental Exchange
ICE
$100B
| $41.2K | 0.02% |
+271
| New | +$40.9K |
2026 Q3
0 quarters
|
|
429
ACM Research
ACMR
$3.48B
| $41.2K | 0.02% |
+509
| New | +$41.2K |
2026 Q3
0 quarters
|
|
430
Prudential Financial
PRU
$42.1B
| $41.1K | 0.02% |
+362
| New | +$43.2K |
2026 Q3
0 quarters
|
|
431
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
| $41K | 0.02% |
+283
| New | +$41K |
2026 Q3
0 quarters
|
|
432
Idexx Laboratories
IDXX
$55.2B
| $40.7K | 0.02% |
+78
| New | +$42.7K |
2026 Q3
0 quarters
|
|
433
Prudential
PUK
$31.1B
| $40.7K | 0.02% |
+1,645
| New | +$45.6K |
2026 Q3
0 quarters
|
|
434
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.8B
| $40.7K | 0.02% |
+208
| New | +$42.5K |
2026 Q3
0 quarters
|
|
435
Diamondback Energy
FANG
$51B
| $40.6K | 0.02% |
+221
| New | +$43.2K |
2026 Q3
0 quarters
|
|
436
Chunghwa Telecom
CHT
$38.2B
| $40.5K | 0.02% |
+891
| New | +$38.8K |
2026 Q3
0 quarters
|
|
437
WEC Energy
WEC
$38.8B
| $40.5K | 0.02% |
+402
| New | +$43.8K |
2026 Q3
0 quarters
|
|
438
MKS Inc
MKSI
$14.9B
| $40.3K | 0.02% |
+152
| New | +$44.9K |
2026 Q3
0 quarters
|
|
439
Agnico Eagle Mines
AEM
$91B
| $40.3K | 0.02% |
+220
| New | +$39K |
2026 Q3
0 quarters
|
|
440
Targa Resources
TRGP
$64B
| $39.7K | 0.02% |
+147
| New | +$41.1K |
2026 Q3
0 quarters
|
|
441
Ferrovial N.V. Ordinary Shares
FER
$44B
| $39.6K | 0.02% |
+732
| New | +$44.9K |
2026 Q3
0 quarters
|
|
442
Intuitive Surgical
ISRG
$153B
| $39.4K | 0.02% |
+97
| New | +$37K |
2026 Q3
0 quarters
|
|
443
Schwab US Dividend Equity ETF
SCHD
$122B
| $39.3K | 0.02% |
+1,208
| New | +$40.7K |
2026 Q3
0 quarters
|
|
444
MaxLinear
MXL
$5.31B
| $39.2K | 0.02% |
+434
| New | +$32.9K |
2026 Q3
0 quarters
|
|
445
Tyson Foods
TSN
$20.8B
| $39.1K | 0.02% |
+773
| New | +$43.3K |
2026 Q3
0 quarters
|
|
446
Deere & Co
DE
$185B
| $39K | 0.02% |
+58
| New | +$36.9K |
2026 Q3
0 quarters
|
|
447
International Paper
IP
$18B
| $38.9K | 0.02% |
+1,173
| New | +$44.9K |
2026 Q3
0 quarters
|
|
448
Millicom
TIGO
$13.8B
| $38.8K | 0.02% |
+445
| New | +$42K |
2026 Q3
0 quarters
|
|
449
Bristol-Myers Squibb
BMY
$128B
| $38.6K | 0.02% |
+619
| New | +$39.1K |
2026 Q3
0 quarters
|
|
450
Nasdaq
NDAQ
$60.6B
| $38.6K | 0.02% |
+419
| New | +$39.2K |
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.