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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 | |
|---|---|---|---|---|---|---|---|
726
VanEck Semiconductor ETF
SMH
$64.9B
| $18.3K | 0.01% |
+30
| New | +$17.2K |
2026 Q3
0 quarters
|
|
727
Revolution Medicines
RVMD
$38.1B
| $18.3K | 0.01% |
+89
| New | +$17.6K |
2026 Q3
0 quarters
|
|
728
Circle Internet Group
CRCL
$16.4B
| $18.2K | 0.01% |
+222
| New | +$17.1K |
2026 Q3
0 quarters
|
|
729
argenx
ARGX
$61.7B
| $18.2K | 0.01% |
+19
| New | +$17.9K |
2026 Q3
0 quarters
|
|
730
United Airlines
UAL
$36.1B
| $18.2K | 0.01% |
+164
| New | +$19.3K |
2026 Q3
0 quarters
|
|
731
Artisan Partners
APAM
$2.71B
| $18.1K | 0.01% |
+500
| New | +$19.8K |
2026 Q3
0 quarters
|
|
732
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.9B
| $18K | 0.01% |
+369
| New | +$18.5K |
2026 Q3
0 quarters
|
|
733
Mirum Pharmaceuticals
MIRM
$6.09B
| $17.8K | 0.01% |
+208
| New | +$21.7K |
2026 Q3
0 quarters
|
|
734
Dynatrace
DT
$12.9B
| $17.7K | 0.01% |
+307
| New | +$15.2K |
2026 Q3
0 quarters
|
|
735
Nomura Holdings
NMR
$27.9B
| $17.7K | 0.01% |
+1,812
| New | +$17.9K |
2026 Q3
0 quarters
|
|
736
Planet Fitness
PLNT
$4.47B
| $17.7K | 0.01% |
+419
| New | +$21.4K |
2026 Q3
0 quarters
|
|
737
On Holding
ONON
$11.1B
| $17.7K | 0.01% |
+597
| New | +$19.5K |
2026 Q3
0 quarters
|
|
738
Liberty Media Corporation Series C Common Stock
FWONK
$27.9B
| $17.6K | 0.01% |
+191
| New | +$18.9K |
2026 Q3
0 quarters
|
|
739
Innovex International
INVX
$1.76B
| $17.6K | 0.01% |
+652
| New | +$18.4K |
2026 Q3
0 quarters
|
|
740
CAE Inc
CAE
$9.06B
| $17.5K | 0.01% |
+728
| New | +$18.3K |
2026 Q3
0 quarters
|
|
741
Weatherford International
WFRD
$6.2B
| $17.5K | 0.01% |
+222
| New | +$19.4K |
2026 Q3
0 quarters
|
|
742
Edwards Lifesciences
EW
$60.8B
| $17.4K | 0.01% |
+202
| New | +$18K |
2026 Q3
0 quarters
|
|
743
EOG Resources
EOG
$80.7B
| $17.4K | 0.01% |
+126
| New | +$18K |
2026 Q3
0 quarters
|
|
744
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.17B
| $17.3K | 0.01% |
+875
| New | +$18.1K |
2026 Q3
0 quarters
|
|
745
Cytokinetics
CYTK
$7.82B
| $17.3K | 0.01% |
+262
| New | +$20K |
2026 Q3
0 quarters
|
|
746
Vodafone
VOD
$35.9B
| $17.2K | 0.01% |
+1,068
| New | +$17K |
2026 Q3
0 quarters
|
|
747
Reddit
RDDT
$19.2B
| $17.2K | 0.01% |
+121
| New | +$20K |
2026 Q3
0 quarters
|
|
748
CSX Corp
CSX
$96.6B
| $17.2K | 0.01% |
+370
| New | +$18.3K |
2026 Q3
0 quarters
|
|
749
Align Technology
ALGN
$11.8B
| $17.2K | 0.01% |
+118
| New | +$19.5K |
2026 Q3
0 quarters
|
|
750
Permian Resources
PR
$19.1B
| $17.1K | 0.01% |
+812
| New | +$17.5K |
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.