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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 | |
|---|---|---|---|---|---|---|---|
551
APA Corp
APA
$16B
| $29K | 0.01% |
+698
| New | +$27.7K |
2026 Q3
0 quarters
|
|
552
Hanover Insurance
THG
$8.52B
| $28.9K | 0.01% |
+135
| New | +$30K |
2026 Q3
0 quarters
|
|
553
Guardant Health
GH
$20.9B
| $28.9K | 0.01% |
+162
| New | +$26.5K |
2026 Q3
0 quarters
|
|
554
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$886M
| $28.8K | 0.01% |
+700
| New | +$29.8K |
2026 Q3
0 quarters
|
|
555
PG&E
PCG
$28.5B
| $28.8K | 0.01% |
+2,350
| New | +$37.7K |
2026 Q3
0 quarters
|
|
556
Definium Therapeutics
DFTX
$4.51B
| $28.8K | 0.01% |
+756
| New | +$31.9K |
2026 Q3
0 quarters
|
|
557
Viking Holdings
VIK
$39.7B
| $28.7K | 0.01% |
+367
| New | +$34.5K |
2026 Q3
0 quarters
|
|
558
AptarGroup
ATR
$8.99B
| $28.7K | 0.01% |
+237
| New | +$30.7K |
2026 Q3
0 quarters
|
|
559
TC Energy
TRP
$67.2B
| $28.6K | 0.01% |
+495
| New | +$31.8K |
2026 Q3
0 quarters
|
|
560
Vanguard Morningstar Mid-Cap ETF
VO
$108B
| $28.5K | 0.01% |
+364
| New | +$29.6K |
2026 Q3
0 quarters
|
|
561
Simon Property Group
SPG
$75.3B
| $28.5K | 0.01% |
+142
| New | +$30.9K |
2026 Q3
0 quarters
|
|
562
National Grid
NGG
$84.1B
| $28.5K | 0.01% |
+376
| New | +$30K |
2026 Q3
0 quarters
|
|
563
Enerflex
EFXT
$2.48B
| $28.5K | 0.01% |
+1,249
| New | +$27.8K |
2026 Q3
0 quarters
|
|
564
Amer Sports
AS
$17.6B
| $28.3K | 0.01% |
+1,038
| New | +$33.3K |
2026 Q3
0 quarters
|
|
565
Repligen
RGEN
$10.6B
| $28.3K | 0.01% |
+147
| New | +$23.9K |
2026 Q3
0 quarters
|
|
566
Wheaton Precious Metals
WPM
$59.9B
| $28.2K | 0.01% |
+211
| New | +$27.9K |
2026 Q3
0 quarters
|
|
567
United Therapeutics
UTHR
$25.3B
| $28.2K | 0.01% |
+52
| New | +$26.9K |
2026 Q3
0 quarters
|
|
568
Standex International
SXI
$2.94B
| $28.1K | 0.01% |
+103
| New | +$30.7K |
2026 Q3
0 quarters
|
|
569
Arm
ARM
$214B
| $28.1K | 0.01% |
+97
| New | +$26.4K |
2026 Q3
0 quarters
|
|
570
Affirm
AFRM
$22.3B
| $28K | 0.01% |
+405
| New | +$30.4K |
2026 Q3
0 quarters
|
|
571
IQVIA
IQV
$44.7B
| $28K | 0.01% |
+104
| New | +$25.1K |
2026 Q3
0 quarters
|
|
572
Toronto Dominion Bank
TD
$202B
| $27.9K | 0.01% |
+237
| New | +$28.6K |
2026 Q3
0 quarters
|
|
573
Ferguson
FERG
$49.3B
| $27.8K | 0.01% |
+125
| New | +$28.9K |
2026 Q3
0 quarters
|
|
574
Banco Santander Chile
BSAC
$15.1B
| $27.8K | 0.01% |
+834
| New | +$28.7K |
2026 Q3
0 quarters
|
|
575
Zscaler
ZS
$31.5B
| $27.7K | 0.01% |
+139
| New | +$23.7K |
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.