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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 | |
|---|---|---|---|---|---|---|---|
476
Fiserv Inc
FISV
$32.9B
| $35.9K | 0.01% |
+794
| New | +$40.6K |
2026 Q3
0 quarters
|
|
477
CVS Health
CVS
$115B
| $35.8K | 0.01% |
+418
| New | +$40.9K |
2026 Q3
0 quarters
|
|
478
Vale
VALE
$48.1B
| $35.7K | 0.01% |
+2,659
| New | +$38.7K |
2026 Q3
0 quarters
|
|
479
ING
ING
$93.7B
| $35.6K | 0.01% |
+1,003
| New | +$35K |
2026 Q3
0 quarters
|
|
480
Sun Life Financial
SLF
$40.6B
| $35.5K | 0.01% |
+455
| New | +$36.6K |
2026 Q3
0 quarters
|
|
481
Evergy
EVRG
$20.7B
| $35.5K | 0.01% |
+452
| New | +$37.5K |
2026 Q3
0 quarters
|
|
482
Strategy Inc
MSTR
$48.9B
| $35.4K | 0.01% |
+231
| New | +$26.7K |
2026 Q3
0 quarters
|
|
483
Expand Energy Corp
EXE
$20.3B
| $35.3K | 0.01% |
+420
| New | +$38.7K |
2026 Q3
0 quarters
|
|
484
JFrog
FROG
$13.9B
| $35.1K | 0.01% |
+362
| New | +$32.5K |
2026 Q3
0 quarters
|
|
485
Synopsys
SNPS
$88.2B
| $34.8K | 0.01% |
+80
| New | +$32.6K |
2026 Q3
0 quarters
|
|
486
Williams Companies
WMB
$87.1B
| $34.7K | 0.01% |
+510
| New | +$37.1K |
2026 Q3
0 quarters
|
|
487
Coca-Cola Consolidated
COKE
$13.9B
| $34.6K | 0.01% |
+183
| New | +$34.5K |
2026 Q3
0 quarters
|
|
488
Brunswick
BC
$4.91B
| $34.6K | 0.01% |
+539
| New | +$41.2K |
2026 Q3
0 quarters
|
|
489
Norfolk Southern
NSC
$74.9B
| $34.6K | 0.01% |
+112
| New | +$37.1K |
2026 Q3
0 quarters
|
|
490
Duolingo
DUOL
$7.52B
| $34.6K | 0.01% |
+243
| New | +$33.7K |
2026 Q3
0 quarters
|
|
491
STMicroelectronics
STM
$41.4B
| $34.6K | 0.01% |
+648
| New | +$35.9K |
2026 Q3
0 quarters
|
|
492
Everforth Inc
EFOR
$1.47B
| $34.5K | 0.01% |
+1,049
| New | +$29.2K |
2026 Q3
0 quarters
|
|
493
Fortinet
FTNT
$94.7B
| $34.5K | 0.01% |
+193
| New | +$31.3K |
2026 Q3
0 quarters
|
|
494
Cognizant
CTSH
$28.6B
| $34.5K | 0.01% |
+600
| New | +$33K |
2026 Q3
0 quarters
|
|
495
Simplify High Yield ETF
CDX
$301M
| $34.2K | 0.01% |
+1,694
| New | +$35K |
2026 Q3
0 quarters
|
|
496
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$1.04B
| $34.2K | 0.01% |
+785
| New | +$35.2K |
2026 Q3
0 quarters
|
|
497
Regeneron Pharmaceuticals
REGN
$98.3B
| $34.1K | 0.01% |
+45
| New | +$34K |
2026 Q3
0 quarters
|
|
498
ARK Innovation ETF
ARKK
$5.77B
| $34K | 0.01% |
+382
| New | +$31.2K |
2026 Q3
0 quarters
|
|
499
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
$1.01B
| $34K | 0.01% |
+792
| New | +$35.1K |
2026 Q3
0 quarters
|
|
500
Chipotle Mexican Grill
CMG
$44.7B
| $33.9K | 0.01% |
+1,062
| New | +$36.8K |
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.