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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 | |
|---|---|---|---|---|---|---|---|
676
Crown Castle
CCI
$38.2B
| $21.1K | 0.01% |
+317
| New | +$23.8K |
2026 Q3
0 quarters
|
|
677
Loar Holdings
LOAR
$7.03B
| $21.1K | 0.01% |
+343
| New | +$24.2K |
2026 Q3
0 quarters
|
|
678
Wingstop
WING
$4.31B
| $21.1K | 0.01% |
+200
| New | +$24.8K |
2026 Q3
0 quarters
|
|
679
Woodside Energy
WDS
$40.4B
| $21.1K | 0.01% |
+950
| New | +$21.4K |
2026 Q3
0 quarters
|
|
680
Ares Capital
ARCC
$13.8B
| $21K | 0.01% |
+1,102
| New | +$21.3K |
2026 Q3
0 quarters
|
|
681
T-Mobile US
TMUS
$181B
| $21K | 0.01% |
+129
| New | +$23.1K |
2026 Q3
0 quarters
|
|
682
Magnolia Oil & Gas
MGY
$6.43B
| $21K | 0.01% |
+895
| New | +$23.2K |
2026 Q3
0 quarters
|
|
683
Copel
ELPC
$7.91B
| $21K | 0.01% |
+1,689
| New | +$19.8K |
2026 Q3
0 quarters
|
|
684
Baxter International
BAX
$13.3B
| $21K | 0.01% |
+874
| New | +$21.5K |
2026 Q3
0 quarters
|
|
685
iShares Preferred and Income Securities ETF
PFF
$11.4B
| $20.9K | 0.01% |
+709
| New | +$21.5K |
2026 Q3
0 quarters
|
|
686
iShares Silver Trust
SLV
$24.3B
| $20.9K | 0.01% |
+383
| New | +$21.7K |
2026 Q3
0 quarters
|
|
687
Enbridge
ENB
$107B
| $20.9K | 0.01% |
+449
| New | +$23.2K |
2026 Q3
0 quarters
|
|
688
Bowhead Specialty Holdings
BOW
$1.12B
| $20.8K | 0.01% |
+617
| New | +$20.2K |
2026 Q3
0 quarters
|
|
689
Aon
AON
$70.7B
| $20.8K | 0.01% |
+75
| New | +$25.4K |
2026 Q3
0 quarters
|
|
690
iShares International Select Dividend ETF
IDV
$8.34B
| $20.8K | 0.01% |
+492
| New | +$21.6K |
2026 Q3
0 quarters
|
|
691
SL Green Realty
SLG
$3.46B
| $20.5K | 0.01% |
+419
| New | +$22.4K |
2026 Q3
0 quarters
|
|
692
PACCAR
PCAR
$56B
| $20.4K | 0.01% |
+186
| New | +$23.3K |
2026 Q3
0 quarters
|
|
693
Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
GGUS
$487M
| $20.4K | 0.01% |
+300
| New | +$20K |
2026 Q3
0 quarters
|
|
694
iShares S&P Small-Cap 600 Value ETF
IJS
$7.7B
| $20.4K | 0.01% |
+159
| New | +$21.6K |
2026 Q3
0 quarters
|
|
695
Camtek
CAMT
$4.93B
| $20.3K | 0.01% |
+131
| New | +$19.2K |
2026 Q3
0 quarters
|
|
696
Yeti Holdings
YETI
$2.8B
| $20.3K | 0.01% |
+495
| New | +$22.7K |
2026 Q3
0 quarters
|
|
697
Franklin FTSE South Korea ETF
FLKR
$1.67B
| $20.3K | 0.01% |
+337
| New | +$19.5K |
2026 Q3
0 quarters
|
|
698
Lamb Weston
LW
$7.61B
| $20.3K | 0.01% |
+486
| New | +$24.1K |
2026 Q3
0 quarters
|
|
699
Pathward Financial
CASH
$1.56B
| $20.2K | 0.01% |
+284
| New | +$23.8K |
2026 Q3
0 quarters
|
|
700
Janus Henderson AAA CLO ETF
JAAA
$32.6B
| $20K | 0.01% |
+397
| New | +$20.1K |
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.