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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 | |
|---|---|---|---|---|---|---|---|
701
JPMorgan Income ETF
JPIE
$11.5B
| $19.7K | 0.01% |
+439
| New | +$20.1K |
2026 Q3
0 quarters
|
|
702
Diageo
DEO
$55.7B
| $19.6K | 0.01% |
+229
| New | +$20.2K |
2026 Q3
0 quarters
|
|
703
Alcon
ALC
$34.5B
| $19.5K | 0.01% |
+301
| New | +$20.9K |
2026 Q3
0 quarters
|
|
704
AnaptysBio
ANAB
$1.43B
| $19.5K | 0.01% |
+387
| New | +$21.9K |
2026 Q3
0 quarters
|
|
705
Clearway Energy Class C
CWEN
$4.04B
| $19.4K | 0.01% |
+664
| New | +$21.4K |
2026 Q3
0 quarters
|
|
706
Sabesp
SBS
$17.1B
| $19.3K | 0.01% |
+3,626
| New | +$19.2K |
2026 Q3
0 quarters
|
|
707
Jones Lang LaSalle
JLL
$16.7B
| $19.2K | 0.01% |
+63
| New | +$21.9K |
2026 Q3
0 quarters
|
|
708
Martin Marietta Materials
MLM
$36.8B
| $19.2K | 0.01% |
+40
| New | +$21.4K |
2026 Q3
0 quarters
|
|
709
Cooper Companies
COO
$11.8B
| $19.1K | 0.01% |
+337
| New | +$23K |
2026 Q3
0 quarters
|
|
710
Goldman Sachs MarketBeta International Equity ETF
GSID
$1.02B
| $19K | 0.01% |
+254
| New | +$19.5K |
2026 Q3
0 quarters
|
|
711
Logitech
LOGI
$14.3B
| $18.9K | 0.01% |
+187
| New | +$19K |
2026 Q3
0 quarters
|
|
712
Chesapeake Utilities
CPK
$3.54B
| $18.9K | 0.01% |
+147
| New | +$19.4K |
2026 Q3
0 quarters
|
|
713
Nebius Group N.V.
NBIS
$35B
| $18.9K | 0.01% |
+80
| New | +$17.2K |
2026 Q3
0 quarters
|
|
714
Sterling Infrastructure
STRL
$9.2B
| $18.7K | 0.01% |
+38
| New | +$21.4K |
2026 Q3
0 quarters
|
|
715
Bentley Systems
BSY
$13.4B
| $18.7K | 0.01% |
+584
| New | +$19.7K |
2026 Q3
0 quarters
|
|
716
LPL Financial
LPLA
$22.8B
| $18.7K | 0.01% |
+61
| New | +$20.7K |
2026 Q3
0 quarters
|
|
717
Terex
TEX
$6.47B
| $18.6K | 0.01% |
+354
| New | +$22.5K |
2026 Q3
0 quarters
|
|
718
Okta
OKTA
$31.9B
| $18.6K | 0.01% |
+89
| New | +$14.1K |
2026 Q3
0 quarters
|
|
719
DigitalOcean
DOCN
$10.6B
| $18.5K | 0.01% |
+139
| New | +$17.5K |
2026 Q3
0 quarters
|
|
720
Jazz Pharmaceuticals
JAZZ
$15.4B
| $18.5K | 0.01% |
+80
| New | +$19.8K |
2026 Q3
0 quarters
|
|
721
Nova
NVMI
$10.4B
| $18.5K | 0.01% |
+48
| New | +$19.1K |
2026 Q3
0 quarters
|
|
722
Futu Holdings
FUTU
$13.4B
| $18.5K | 0.01% |
+167
| New | +$18.1K |
2026 Q3
0 quarters
|
|
723
Elbit Systems
ESLT
$33.9B
| $18.4K | 0.01% |
+27
| New | +$20.5K |
2026 Q3
0 quarters
|
|
724
Option Care Health
OPCH
$4.75B
| $18.4K | 0.01% |
+817
| New | +$18.8K |
2026 Q3
0 quarters
|
|
725
Sysco
SYY
$37.5B
| $18.3K | 0.01% |
+235
| New | +$19.3K |
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.