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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 | |
|---|---|---|---|---|---|---|---|
576
SM Energy
SM
$7.71B
| $27.6K | 0.01% |
+817
| New | +$27.3K |
2026 Q3
0 quarters
|
|
577
Lamar Advertising Co
LAMR
$16.2B
| $27.5K | 0.01% |
+191
| New | +$29.4K |
2026 Q3
0 quarters
|
|
578
EastGroup Properties
EGP
$10.7B
| $27.2K | 0.01% |
+138
| New | +$28.3K |
2026 Q3
0 quarters
|
|
579
Valvoline
VVV
$4.44B
| $27.2K | 0.01% |
+903
| New | +$31K |
2026 Q3
0 quarters
|
|
580
Curtiss-Wright
CW
$17.3B
| $27.2K | 0.01% |
+50
| New | +$32.9K |
2026 Q3
0 quarters
|
|
581
lululemon athletica
LULU
$12.1B
| $27.1K | 0.01% |
+282
| New | +$32K |
2026 Q3
0 quarters
|
|
582
Black Hills Corp
BKH
$6.7B
| $27.1K | 0.01% |
+387
| New | +$28.2K |
2026 Q3
0 quarters
|
|
583
EPAM Systems
EPAM
$8.36B
| $27.1K | 0.01% |
+250
| New | +$25.8K |
2026 Q3
0 quarters
|
|
584
Quanta Services
PWR
$91.4B
| $27K | 0.01% |
+42
| New | +$27.1K |
2026 Q3
0 quarters
|
|
585
Waste Connections
WCN
$48.5B
| $26.8K | 0.01% |
+174
| New | +$28.7K |
2026 Q3
0 quarters
|
|
586
Realty Income
O
$56.4B
| $26.7K | 0.01% |
+492
| New | +$30.4K |
2026 Q3
0 quarters
|
|
587
Hamilton Lane
HLNE
$5.24B
| $26.7K | 0.01% |
+307
| New | +$28.6K |
2026 Q3
0 quarters
|
|
588
Northrop Grumman
NOC
$78B
| $26.6K | 0.01% |
+55
| New | +$29.6K |
2026 Q3
0 quarters
|
|
589
Unity
U
$22.3B
| $26.6K | 0.01% |
+649
| New | +$24.9K |
2026 Q3
0 quarters
|
|
590
Vistra
VST
$45.6B
| $26.6K | 0.01% |
+192
| New | +$28.2K |
2026 Q3
0 quarters
|
|
591
SLB Ltd
SLB
$75.2B
| $26.5K | 0.01% |
+544
| New | +$28K |
2026 Q3
0 quarters
|
|
592
BeOne Medicines Ltd
ONC
$47.5B
| $26.3K | 0.01% |
+72
| New | +$24.6K |
2026 Q3
0 quarters
|
|
593
Colgate-Palmolive
CL
$77.8B
| $26.3K | 0.01% |
+308
| New | +$27.9K |
2026 Q3
0 quarters
|
|
594
Barrick Mining
B
$61.6B
| $26.2K | 0.01% |
+644
| New | +$26.4K |
2026 Q3
0 quarters
|
|
595
VSE Corp
VSEC
$5.15B
| $26.2K | 0.01% |
+159
| New | +$32.6K |
2026 Q3
0 quarters
|
|
596
Deutsche Bank
DB
$68B
| $26.2K | 0.01% |
+729
| New | +$27.4K |
2026 Q3
0 quarters
|
|
597
SiTime
SITM
$14.2B
| $26.1K | 0.01% |
+40
| New | +$24.3K |
2026 Q3
0 quarters
|
|
598
DexCom
DXCM
$30.4B
| $25.9K | 0.01% |
+300
| New | +$25K |
2026 Q3
0 quarters
|
|
599
Jabil
JBL
$26.8B
| $25.8K | 0.01% |
+90
| New | +$28.7K |
2026 Q3
0 quarters
|
|
600
JPMorgan Equity Premium Income ETF
JEPI
$46.6B
| $25.7K | 0.01% |
+458
| New | +$26.1K |
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.