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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 | |
|---|---|---|---|---|---|---|---|
451
Target
TGT
$73.2B
| $38.4K | 0.02% |
+245
| New | +$36.8K |
2026 Q3
0 quarters
|
|
452
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$320M
| $38.4K | 0.02% |
+662
| New | +$39.1K |
2026 Q3
0 quarters
|
|
453
Zebra Technologies
ZBRA
$14.9B
| $38.1K | 0.02% |
+102
| New | +$33.5K |
2026 Q3
0 quarters
|
|
454
Ball Corp
BALL
$17B
| $37.8K | 0.02% |
+675
| New | +$41.8K |
2026 Q3
0 quarters
|
|
455
Shopify
SHOP
$189B
| $37.7K | 0.02% |
+255
| New | +$34.6K |
2026 Q3
0 quarters
|
|
456
BHP
BHP
$206B
| $37.7K | 0.02% |
+445
| New | +$38.8K |
2026 Q3
0 quarters
|
|
457
iShares MSCI Taiwan ETF
EWT
$10.2B
| $37.7K | 0.02% |
+334
| New | +$35.2K |
2026 Q3
0 quarters
|
|
458
BBB Foods
TBBB
$8.18B
| $37.5K | 0.02% |
+713
| New | +$32.9K |
2026 Q3
0 quarters
|
|
459
O'Reilly Automotive
ORLY
$73.6B
| $37.4K | 0.02% |
+438
| New | +$38.5K |
2026 Q3
0 quarters
|
|
460
W.W. Grainger
GWW
$70.4B
| $37.4K | 0.02% |
+30
| New | +$39.6K |
2026 Q3
0 quarters
|
|
461
Elevance Health
ELV
$93.2B
| $37.3K | 0.02% |
+96
| New | +$38.3K |
2026 Q3
0 quarters
|
|
462
Baldwin Insurance Group
BWIN
$4.53B
| $37.3K | 0.02% |
+1,174
| New | +$34.6K |
2026 Q3
0 quarters
|
|
463
Lockheed Martin
LMT
$140B
| $37.2K | 0.02% |
+73
| New | +$40.1K |
2026 Q3
0 quarters
|
|
464
Allegion
ALLE
$16.2B
| $37.1K | 0.02% |
+241
| New | +$37K |
2026 Q3
0 quarters
|
|
465
Moelis & Co
MC
$4.13B
| $37K | 0.02% |
+644
| New | +$42.3K |
2026 Q3
0 quarters
|
|
466
Alnylam Pharmaceuticals
ALNY
$21.1B
| $36.8K | 0.02% |
+149
| New | +$37.9K |
2026 Q3
0 quarters
|
|
467
FS Specialty Lending Fund
FSSL
$906M
| $36.7K | 0.02% |
+3,158
| New | +$36.1K |
2026 Q3
0 quarters
|
|
468
Arthur J. Gallagher & Co
AJG
$71.4B
| $36.7K | 0.02% |
+161
| New | +$40.4K |
2026 Q3
0 quarters
|
|
469
Lionsgate Studios
LION
$4.21B
| $36.7K | 0.02% |
+3,274
| New | +$40.3K |
2026 Q3
0 quarters
|
|
470
Aflac
AFL
$62.8B
| $36.7K | 0.02% |
+328
| New | +$39.3K |
2026 Q3
0 quarters
|
|
471
Cadence Design Systems
CDNS
$90.8B
| $36.7K | 0.02% |
+111
| New | +$36.5K |
2026 Q3
0 quarters
|
|
472
InterContinental Hotels
IHG
$26B
| $36.3K | 0.02% |
+226
| New | +$36K |
2026 Q3
0 quarters
|
|
473
Blackstone
BX
$94.2B
| $36.2K | 0.02% |
+323
| New | +$42.3K |
2026 Q3
0 quarters
|
|
474
eBay
EBAY
$52.5B
| $36K | 0.02% |
+339
| New | +$36.9K |
2026 Q3
0 quarters
|
|
475
Check Point Software Technologies
CHKP
$15.1B
| $35.9K | 0.02% |
+280
| New | +$37.2K |
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.