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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 | |
|---|---|---|---|---|---|---|---|
751
HealthEquity
HQY
$8.52B
| $17.1K | 0.01% |
+193
| New | +$18.9K |
2026 Q3
0 quarters
|
|
752
Piper Sandler
PIPR
$4.65B
| $17K | 0.01% |
+258
| New | +$19.2K |
2026 Q3
0 quarters
|
|
753
Kinetik
KNTK
$4.39B
| $17K | 0.01% |
+339
| New | +$17.6K |
2026 Q3
0 quarters
|
|
754
Ituran Location and Control
ITRN
$974M
| $16.9K | 0.01% |
+330
| New | +$17.7K |
2026 Q3
0 quarters
|
|
755
Sherwin-Williams
SHW
$84.9B
| $16.8K | 0.01% |
+52
| New | +$17.6K |
2026 Q3
0 quarters
|
|
756
First Trust North American Energy Infrastructure Fund
EMLP
$4.21B
| $16.8K | 0.01% |
+410
| New | +$17.9K |
2026 Q3
0 quarters
|
|
757
Scholar Rock
SRRK
$5.27B
| $16.8K | 0.01% |
+347
| New | +$18.3K |
2026 Q3
0 quarters
|
|
758
Southwest Gas
SWX
$6.75B
| $16.7K | 0.01% |
+205
| New | +$18.3K |
2026 Q3
0 quarters
|
|
759
DELISTED
LXP Industrial Trust
LXP
| $16.7K | 0.01% |
+274
| New | +$16.4K |
2026 Q3
0 quarters
|
|
760
Park Aerospace
PKE
$544M
| $16.4K | 0.01% |
+554
| New | +$18.6K |
2026 Q3
0 quarters
|
|
761
Amylyx Pharmaceuticals
AMLX
$3.84B
| $16.4K | 0.01% |
+565
| New | +$15K |
2026 Q3
0 quarters
|
|
762
Lennar Class A
LEN
$19.9B
| $16.4K | 0.01% |
+201
| New | +$16.9K |
2026 Q3
0 quarters
|
|
763
Cousins Properties
CUZ
$4.86B
| $16.3K | 0.01% |
+588
| New | +$17.5K |
2026 Q3
0 quarters
|
|
764
Accenture
ACN
$148B
| $16.2K | 0.01% |
+88
| New | +$14.9K |
2026 Q3
0 quarters
|
|
765
Adobe
ADBE
$92.8B
| $16.1K | 0.01% |
+67
| New | +$16.8K |
2026 Q3
0 quarters
|
|
766
US Bancorp
USB
$94.2B
| $16.1K | 0.01% |
+279
| New | +$17.4K |
2026 Q3
0 quarters
|
|
767
Timken Company
TKR
$7.58B
| $16.1K | 0.01% |
+138
| New | +$17.7K |
2026 Q3
0 quarters
|
|
768
Block Inc
XYZ
$49.7B
| $16.1K | 0.01% |
+219
| New | +$17.4K |
2026 Q3
0 quarters
|
|
769
Vita Coco
COCO
$3.69B
| $16.1K | 0.01% |
+281
| New | +$17.8K |
2026 Q3
0 quarters
|
|
770
Masco
MAS
$16.3B
| $16K | 0.01% |
+238
| New | +$17.6K |
2026 Q3
0 quarters
|
|
771
Burlington
BURL
$15.8B
| $16K | 0.01% |
+60
| New | +$18.6K |
2026 Q3
0 quarters
|
|
772
Intuit
INTU
$90.9B
| $16K | 0.01% |
+58
| New | +$18.2K |
2026 Q3
0 quarters
|
|
773
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.4B
| $15.9K | 0.01% |
+47
| New | +$16.4K |
2026 Q3
0 quarters
|
|
774
JBS N.V.
JBS
$12.8B
| $15.8K | 0.01% |
+1,398
| New | +$17.9K |
2026 Q3
0 quarters
|
|
775
Philips
PHG
$29.4B
| $15.8K | 0.01% |
+646
| New | +$17K |
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.