We are live on !
Find out more
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 | |
|---|---|---|---|---|---|---|---|
601
Mueller Water Products
MWA
$3.73B
| $25.7K | 0.01% |
+1,211
| New | +$29.6K |
2026 Q3
0 quarters
|
|
602
iShares MSCI USA Momentum Factor ETF
MTUM
$17.2B
| $25.7K | 0.01% |
+324
| New | +$25K |
2026 Q3
0 quarters
|
|
603
Terreno Realty
TRNO
$7.3B
| $25.7K | 0.01% |
+398
| New | +$27.3K |
2026 Q3
0 quarters
|
|
604
FT Vest US Equity Buffer & Premium Income ETF December
XIDE
$20.4M
| $25.7K | 0.01% |
+844
| New | +$25.6K |
2026 Q3
0 quarters
|
|
605
Charter Communications
CHTR
$15.2B
| $25.6K | 0.01% |
+231
| New | +$32.2K |
2026 Q3
0 quarters
|
|
606
General Motors
GM
$72.8B
| $25.4K | 0.01% |
+330
| New | +$27.6K |
2026 Q3
0 quarters
|
|
607
Sea Limited
SE
$45.7B
| $25.3K | 0.01% |
+260
| New | +$28.5K |
2026 Q3
0 quarters
|
|
608
ENI
E
$80.6B
| $25.3K | 0.01% |
+466
| New | +$24.8K |
2026 Q3
0 quarters
|
|
609
Genelux
GNLX
$86.4M
| $25.3K | 0.01% |
+10,000
| New | +$27.2K |
2026 Q3
0 quarters
|
|
610
Delta Air Lines
DAL
$56.9B
| $25.2K | 0.01% |
+302
| New | +$25.6K |
2026 Q3
0 quarters
|
|
611
Lennox International
LII
$11.9B
| $25.2K | 0.01% |
+71
| New | +$31.3K |
2026 Q3
0 quarters
|
|
612
Crown Holdings
CCK
$13B
| $25.2K | 0.01% |
+239
| New | +$27.5K |
2026 Q3
0 quarters
|
|
613
Amkor Technology
AMKR
$9.2B
| $25.1K | 0.01% |
+479
| New | +$26.7K |
2026 Q3
0 quarters
|
|
614
Truist Financial
TFC
$59.8B
| $25K | 0.01% |
+541
| New | +$27.5K |
2026 Q3
0 quarters
|
|
615
Hasbro
HAS
$17B
| $25K | 0.01% |
+285
| New | +$25.5K |
2026 Q3
0 quarters
|
|
616
TE Connectivity
TEL
$62.4B
| $24.9K | 0.01% |
+118
| New | +$24.4K |
2026 Q3
0 quarters
|
|
617
MongoDB
MDB
$27.4B
| $24.8K | 0.01% |
+71
| New | +$26.8K |
2026 Q3
0 quarters
|
|
618
Manchester United
MANU
$3.94B
| $24.7K | 0.01% |
+1,181
| New | +$26K |
2026 Q3
0 quarters
|
|
619
Carnival Corporation Ltd
CCL
$39.5B
| $24.5K | 0.01% |
+998
| New | +$25.6K |
2026 Q3
0 quarters
|
|
620
Casey's General Stores
CASY
$26.1B
| $24.3K | 0.01% |
+40
| New | +$30.9K |
2026 Q3
0 quarters
|
|
621
iShares MSCI Saudi Arabia ETF
KSA
$569M
| $24.3K | 0.01% |
+670
| New | +$25.2K |
2026 Q3
0 quarters
|
|
622
Pearson
PSO
$10.4B
| $24.2K | 0.01% |
+1,508
| New | +$24.7K |
2026 Q3
0 quarters
|
|
623
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
| $24.1K | 0.01% |
+385
| New | +$23.8K |
2026 Q3
0 quarters
|
|
624
Onto Innovation
ONTO
$10.3B
| $24K | 0.01% |
+78
| New | +$22.3K |
2026 Q3
0 quarters
|
|
625
Natera
NTRA
$46.8B
| $24K | 0.01% |
+58
| New | +$18.2K |
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.