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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 | |
|---|---|---|---|---|---|---|---|
626
D.R. Horton
DHI
$39.2B
| $23.9K | 0.01% |
+175
| New | +$25.5K |
2026 Q3
0 quarters
|
|
627
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$25.8M
| $23.8K | 0.01% |
+600
| New | +$23.7K |
2026 Q3
0 quarters
|
|
628
Genuine Parts
GPC
$16.9B
| $23.8K | 0.01% |
+189
| New | +$24.6K |
2026 Q3
0 quarters
|
|
629
iShares MBS ETF
MBB
$35.3B
| $23.7K | 0.01% |
+264
| New | +$24.5K |
2026 Q3
0 quarters
|
|
630
iShares Global Clean Energy ETF
ICLN
$2.01B
| $23.6K | 0.01% |
+1,386
| New | +$25K |
2026 Q3
0 quarters
|
|
631
International Flavors & Fragrances
IFF
$20.1B
| $23.5K | 0.01% |
+282
| New | +$23.3K |
2026 Q3
0 quarters
|
|
632
Core & Main
CNM
$8.23B
| $23.5K | 0.01% |
+566
| New | +$24.9K |
2026 Q3
0 quarters
|
|
633
Ligand Pharmaceuticals
LGND
$6.33B
| $23.4K | 0.01% |
+75
| New | +$22.2K |
2026 Q3
0 quarters
|
|
634
DoubleLine Commercial Real Estate Debt ETF
DCRE
$432M
| $23.4K | 0.01% |
+459
| New | +$23.6K |
2026 Q3
0 quarters
|
|
635
Ryanair
RYAAY
$30B
| $23.3K | 0.01% |
+424
| New | +$24.6K |
2026 Q3
0 quarters
|
|
636
DELISTED
Kenvue
KVUE
| $23.3K | 0.01% |
+1,318
| New | +$24.8K |
2026 Q3
0 quarters
|
|
637
NetEase
NTES
$78.5B
| $23.3K | 0.01% |
+192
| New | +$23.9K |
2026 Q3
0 quarters
|
|
638
Woori Financial
WF
$17.1B
| $23.2K | 0.01% |
+307
| New | +$21.6K |
2026 Q3
0 quarters
|
|
639
CoStar Group
CSGP
$12.1B
| $23.2K | 0.01% |
+845
| New | +$25.4K |
2026 Q3
0 quarters
|
|
640
MSC Industrial Direct
MSM
$6.67B
| $23.1K | 0.01% |
+187
| New | +$22.8K |
2026 Q3
0 quarters
|
|
641
Best Buy
BBY
$21.7B
| $23.1K | 0.01% |
+262
| New | +$22.6K |
2026 Q3
0 quarters
|
|
642
Viavi Solutions
VIAV
$8B
| $23.1K | 0.01% |
+550
| New | +$21.4K |
2026 Q3
0 quarters
|
|
643
Stanley Black & Decker
SWK
$16.8B
| $23K | 0.01% |
+260
| New | +$24.4K |
2026 Q3
0 quarters
|
|
644
Tractor Supply
TSCO
$19B
| $23K | 0.01% |
+734
| New | +$24.1K |
2026 Q3
0 quarters
|
|
645
XPO
XPO
$22B
| $22.9K | 0.01% |
+130
| New | +$25.5K |
2026 Q3
0 quarters
|
|
646
First Horizon
FHN
$11B
| $22.9K | 0.01% |
+993
| New | +$24.8K |
2026 Q3
0 quarters
|
|
647
BrightSpring Health Services
BTSG
$14.2B
| $22.7K | 0.01% |
+400
| New | +$25.2K |
2026 Q3
0 quarters
|
|
648
Twist Bioscience
TWST
$7.57B
| $22.6K | 0.01% |
+117
| New | +$14.5K |
2026 Q3
0 quarters
|
|
649
Ciena
CIEN
$41.7B
| $22.5K | 0.01% |
+64
| New | +$24.7K |
2026 Q3
0 quarters
|
|
650
Klaviyo
KVYO
$6.01B
| $22.3K | 0.01% |
+1,418
| New | +$24.8K |
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.