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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 | |
|---|---|---|---|---|---|---|---|
651
Sportradar
SRAD
$3.82B
| $22.3K | 0.01% |
+1,928
| New | +$26.2K |
2026 Q3
0 quarters
|
|
652
Nuveen Preferred & Income Opportunities Fund
JPC
$2.57B
| $22.3K | 0.01% |
+3,263
| New | +$24.5K |
2026 Q3
0 quarters
|
|
653
Twilio
TWLO
$32.8B
| $22.2K | 0.01% |
+76
| New | +$17.3K |
2026 Q3
0 quarters
|
|
654
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$38.4M
| $22.2K | 0.01% |
+550
| New | +$22K |
2026 Q3
0 quarters
|
|
655
WD-40
WDFC
$2.95B
| $22.2K | 0.01% |
+110
| New | +$24.4K |
2026 Q3
0 quarters
|
|
656
Coinbase
COIN
$34.6B
| $22.2K | 0.01% |
+119
| New | +$20.2K |
2026 Q3
0 quarters
|
|
657
First Hawaiian
FHB
$3B
| $22.2K | 0.01% |
+900
| New | +$24.5K |
2026 Q3
0 quarters
|
|
658
Levi Strauss
LEVI
$9.22B
| $22.1K | 0.01% |
+1,124
| New | +$25.2K |
2026 Q3
0 quarters
|
|
659
CNH Industrial
CNH
$19.2B
| $22K | 0.01% |
+1,714
| New | +$20K |
2026 Q3
0 quarters
|
|
660
Paychex
PAYX
$41B
| $22K | 0.01% |
+223
| New | +$25.8K |
2026 Q3
0 quarters
|
|
661
Fair Isaac
FICO
$15.3B
| $21.9K | 0.01% |
+37
| New | +$40.5K |
2026 Q3
0 quarters
|
|
662
Bloom Energy
BE
$59.7B
| $21.9K | 0.01% |
+79
| New | +$18.7K |
2026 Q3
0 quarters
|
|
663
Kiniksa Pharmaceuticals
KNSA
$7.56B
| $21.8K | 0.01% |
+292
| New | +$21.5K |
2026 Q3
0 quarters
|
|
664
Dianthus Therapeutics
DNTH
$5.21B
| $21.7K | 0.01% |
+247
| New | +$25.6K |
2026 Q3
0 quarters
|
|
665
Palomar
PLMR
$4.16B
| $21.7K | 0.01% |
+176
| New | +$23.5K |
2026 Q3
0 quarters
|
|
666
Kirby Corp
KEX
$6.68B
| $21.5K | 0.01% |
+164
| New | +$22.6K |
2026 Q3
0 quarters
|
|
667
CMS Energy
CMS
$21.7B
| $21.5K | 0.01% |
+341
| New | +$23.9K |
2026 Q3
0 quarters
|
|
668
Solaris Energy Infrastructure
SEI
$4.48B
| $21.5K | 0.01% |
+302
| New | +$18.4K |
2026 Q3
0 quarters
|
|
669
Fastenal
FAST
$63.7B
| $21.5K | 0.01% |
+434
| New | +$21.3K |
2026 Q3
0 quarters
|
|
670
CMB.TECH NV
CMBT
$5.11B
| $21.4K | 0.01% |
+1,132
| New | +$19.5K |
2026 Q3
0 quarters
|
|
671
Oruka Therapeutics
ORKA
$7.12B
| $21.4K | 0.01% |
+257
| New | +$24.2K |
2026 Q3
0 quarters
|
|
672
Doximity
DOCS
$5.92B
| $21.3K | 0.01% |
+752
| New | +$18.2K |
2026 Q3
0 quarters
|
|
673
Synchrony
SYF
$22.3B
| $21.3K | 0.01% |
+300
| New | +$22.8K |
2026 Q3
0 quarters
|
|
674
Praxis Precision Medicines
PRAX
$9.08B
| $21.3K | 0.01% |
+73
| New | +$24.2K |
2026 Q3
0 quarters
|
|
675
Public Service Enterprise Group
PEG
$37.3B
| $21.2K | 0.01% |
+315
| New | +$23.6K |
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.