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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 | |
|---|---|---|---|---|---|---|---|
526
FTAI Aviation
FTAI
$18.7B
| $31.2K | 0.01% |
+187
| New | +$38.3K |
2026 Q3
0 quarters
|
|
527
Columbia Banking Systems
COLB
$17.1B
| $31.1K | 0.01% |
+1,087
| New | +$33.7K |
2026 Q3
0 quarters
|
|
528
UMB Financial
UMBF
$10.1B
| $30.9K | 0.01% |
+238
| New | +$33.9K |
2026 Q3
0 quarters
|
|
529
Becton Dickinson
BDX
$58.8B
| $30.8K | 0.01% |
+172
| New | +$29.9K |
2026 Q3
0 quarters
|
|
530
Alerian MLP ETF
AMLP
$12.1B
| $30.8K | 0.01% |
+593
| New | +$32.3K |
2026 Q3
0 quarters
|
|
531
Portland General Electric
POR
$5.43B
| $30.8K | 0.01% |
+689
| New | +$34.3K |
2026 Q3
0 quarters
|
|
532
Toyota
TM
$247B
| $30.7K | 0.01% |
+168
| New | +$31.5K |
2026 Q3
0 quarters
|
|
|
IOND
533
Ionic Digital Inc
IOND
$2.91B
| $30.5K | 0.01% |
+380
| New | +$27.8K |
2026 Q3
0 quarters
|
|
534
CRH
CRH
$62.5B
| $30.5K | 0.01% |
+368
| New | +$35.3K |
2026 Q3
0 quarters
|
|
535
Intapp
INTA
$3.52B
| $30.5K | 0.01% |
+841
| New | +$29.6K |
2026 Q3
0 quarters
|
|
536
Airbnb
ABNB
$106B
| $30.4K | 0.01% |
+189
| New | +$31K |
2026 Q3
0 quarters
|
|
537
FT Vest US Equity Buffer ETF June
FJUN
$1.44B
| $30.3K | 0.01% |
+495
| New | +$30.1K |
2026 Q3
0 quarters
|
|
538
iShares Mortgage-Backed Securities Active ETF
MBBA
$149M
| $30.2K | 0.01% |
+643
| New | +$31.3K |
2026 Q3
0 quarters
|
|
539
Dell
DELL
$236B
| $30.1K | 0.01% |
+56
| New | +$26.3K |
2026 Q3
0 quarters
|
|
540
Globus Medical
GMED
$9.6B
| $30K | 0.01% |
+401
| New | +$31.8K |
2026 Q3
0 quarters
|
|
541
Tenet Healthcare
THC
$22.8B
| $29.9K | 0.01% |
+117
| New | +$28.8K |
2026 Q3
0 quarters
|
|
542
Omnicom Group
OMC
$23.8B
| $29.8K | 0.01% |
+405
| New | +$33.1K |
2026 Q3
0 quarters
|
|
543
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.5B
| $29.6K | 0.01% |
+523
| New | +$30.4K |
2026 Q3
0 quarters
|
|
544
Republic Services
RSG
$77.1B
| $29.6K | 0.01% |
+141
| New | +$30.7K |
2026 Q3
0 quarters
|
|
545
Life Time Group Holdings
LTH
$10.2B
| $29.5K | 0.01% |
+739
| New | +$31.5K |
2026 Q3
0 quarters
|
|
546
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
$321M
| $29.3K | 0.01% |
+1,340
| New | +$30.5K |
2026 Q3
0 quarters
|
|
547
Howmet Aerospace
HWM
$88.7B
| $29.2K | 0.01% |
+129
| New | +$34K |
2026 Q3
0 quarters
|
|
548
Protagonist Therapeutics
PTGX
$8.76B
| $29.2K | 0.01% |
+207
| New | +$29.5K |
2026 Q3
0 quarters
|
|
549
Ferrari
RACE
$71.1B
| $29.1K | 0.01% |
+74
| New | +$29.6K |
2026 Q3
0 quarters
|
|
550
MACOM Technology Solutions
MTSI
$18.8B
| $29.1K | 0.01% |
+102
| New | +$28.6K |
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.