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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 | |
|---|---|---|---|---|---|---|---|
501
Stryker
SYK
$119B
| $33.9K | 0.01% |
+123
| New | +$38.8K |
2026 Q3
0 quarters
|
|
502
Oneok
OKE
$56.2B
| $33.7K | 0.01% |
+395
| New | +$36.3K |
2026 Q3
0 quarters
|
|
503
Harley-Davidson
HOG
$3.29B
| $33.6K | 0.01% |
+1,374
| New | +$36.3K |
2026 Q3
0 quarters
|
|
504
Wintrust Financial
WTFC
$10.4B
| $33.5K | 0.01% |
+236
| New | +$36.7K |
2026 Q3
0 quarters
|
|
505
3M
MMM
$96.4B
| $33.3K | 0.01% |
+203
| New | +$34.6K |
2026 Q3
0 quarters
|
|
506
HCA Healthcare
HCA
$105B
| $33.3K | 0.01% |
+78
| New | +$32K |
2026 Q3
0 quarters
|
|
507
Old National Bancorp
ONB
$9.46B
| $33.1K | 0.01% |
+1,344
| New | +$35K |
2026 Q3
0 quarters
|
|
508
Independent Bank
INDB
$3.89B
| $33.1K | 0.01% |
+426
| New | +$35.5K |
2026 Q3
0 quarters
|
|
509
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$18.9B
| $33K | 0.01% |
+113
| New | +$33.8K |
2026 Q3
0 quarters
|
|
510
Embraer S.A. ADS
EMBJ
$14.2B
| $33K | 0.01% |
+438
| New | +$31.3K |
2026 Q3
0 quarters
|
|
511
PayPal
PYPL
$48.5B
| $33K | 0.01% |
+627
| New | +$34.5K |
2026 Q3
0 quarters
|
|
512
CubeSmart
CUBE
$10.1B
| $32.9K | 0.01% |
+875
| New | +$35.4K |
2026 Q3
0 quarters
|
|
513
Coherent
COHR
$45.6B
| $32.8K | 0.01% |
+114
| New | +$34.2K |
2026 Q3
0 quarters
|
|
514
Moody's
MCO
$87.6B
| $32.7K | 0.01% |
+72
| New | +$34.9K |
2026 Q3
0 quarters
|
|
515
Waystar Holding Corp
WAY
$5.41B
| $32.7K | 0.01% |
+1,289
| New | +$31K |
2026 Q3
0 quarters
|
|
516
NXP Semiconductors
NXPI
$67.1B
| $32.3K | 0.01% |
+136
| New | +$33.1K |
2026 Q3
0 quarters
|
|
517
Ameren
AEE
$31.5B
| $32.2K | 0.01% |
+324
| New | +$34.9K |
2026 Q3
0 quarters
|
|
518
iShares Core S&P Mid-Cap ETF
IJH
$124B
| $32K | 0.01% |
+445
| New | +$33.6K |
2026 Q3
0 quarters
|
|
519
Zoetis
ZTS
$33.8B
| $31.9K | 0.01% |
+457
| New | +$34.2K |
2026 Q3
0 quarters
|
|
520
MetLife
MET
$64.2B
| $31.8K | 0.01% |
+338
| New | +$32.2K |
2026 Q3
0 quarters
|
|
521
DELISTED
Warner Bros
WBD
| $31.8K | 0.01% |
+1,027
| New | +$28.5K |
2026 Q3
0 quarters
|
|
522
Parker-Hannifin
PH
$121B
| $31.5K | 0.01% |
+33
| New | +$32.4K |
2026 Q3
0 quarters
|
|
523
Freedom Holding
FRHC
$10.2B
| $31.5K | 0.01% |
+188
| New | +$30.2K |
2026 Q3
0 quarters
|
|
524
Nokia
NOK
$46.9B
| $31.4K | 0.01% |
+3,097
| New | +$32.2K |
2026 Q3
0 quarters
|
|
525
Littelfuse
LFUS
$10.1B
| $31.4K | 0.01% |
+74
| New | +$31.2K |
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.