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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 | |
|---|---|---|---|---|---|---|---|
776
Primo Brands
PRMB
$8.61B
| $15.8K | 0.01% |
+827
| New | +$18.8K |
2026 Q3
0 quarters
|
|
777
Avista
AVA
$3.37B
| $15.7K | 0.01% |
+448
| New | +$17.4K |
2026 Q3
0 quarters
|
|
778
SailPoint Inc
SAIL
$11.7B
| $15.5K | 0.01% |
+762
| New | +$13.6K |
2026 Q3
0 quarters
|
|
779
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.65B
| $15.5K | 0.01% |
+303
| New | +$15.3K |
2026 Q3
0 quarters
|
|
780
Moderna
MRNA
$93.6B
| $15.4K | 0.01% |
+80
| New | +$8.62K |
2026 Q3
0 quarters
|
|
781
California Water Service
CWT
$3.11B
| $15.4K | 0.01% |
+332
| New | +$16.4K |
2026 Q3
0 quarters
|
|
782
iShares Short Duration High Yield Muni Active ETF
SHYM
$926M
| $15.3K | 0.01% |
+718
| New | +$15.8K |
2026 Q3
0 quarters
|
|
783
Vanguard Real Estate ETF
VNQ
$38.6B
| $15.3K | 0.01% |
+171
| New | +$16.6K |
2026 Q3
0 quarters
|
|
784
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$48.4B
| $15.3K | 0.01% |
+167
| New | +$15.3K |
2026 Q3
0 quarters
|
|
785
CenterPoint Energy
CNP
$27.1B
| $15.2K | 0.01% |
+413
| New | +$16.8K |
2026 Q3
0 quarters
|
|
786
Idacorp
IDA
$8.61B
| $15.2K | 0.01% |
+116
| New | +$16.3K |
2026 Q3
0 quarters
|
|
787
Murphy USA
MUSA
$9.7B
| $15.1K | 0.01% |
+30
| New | +$16.7K |
2026 Q3
0 quarters
|
|
788
ESCO Technologies
ESE
$6.1B
| $15.1K | 0.01% |
+57
| New | +$16.9K |
2026 Q3
0 quarters
|
|
789
Royal Gold
RGLD
$21.6B
| $15.1K | 0.01% |
+64
| New | +$14.7K |
2026 Q3
0 quarters
|
|
790
ArcBest
ARCB
$2.97B
| $15K | 0.01% |
+118
| New | +$16.6K |
2026 Q3
0 quarters
|
|
791
Vanguard Dividend Appreciation ETF
VIG
$118B
| $14.9K | 0.01% |
+64
| New | +$15.4K |
2026 Q3
0 quarters
|
|
792
SPX Corp
SPXC
$7.55B
| $14.9K | 0.01% |
+88
| New | +$17.9K |
2026 Q3
0 quarters
|
|
793
Archrock
AROC
$4.75B
| $14.8K | 0.01% |
+489
| New | +$16.6K |
2026 Q3
0 quarters
|
|
794
IMAX
IMAX
$2.64B
| $14.8K | 0.01% |
+270
| New | +$13.1K |
2026 Q3
0 quarters
|
|
795
Citizens Financial Group
CFG
$27.2B
| $14.8K | 0.01% |
+232
| New | +$16.3K |
2026 Q3
0 quarters
|
|
796
Apogee Enterprises
APOG
$991M
| $14.7K | 0.01% |
+415
| New | +$16.5K |
2026 Q3
0 quarters
|
|
797
iShares 0-1 Year Treasury Bond ETF
SHV
$21.3B
| $14.7K | 0.01% |
+133
| New | +$14.7K |
2026 Q3
0 quarters
|
|
798
Hewlett Packard
HPE
$66.6B
| $14.6K | 0.01% |
+229
| New | +$12.1K |
2026 Q3
0 quarters
|
|
799
Applied Optoelectronics
AAOI
$4.8B
| $14.6K | 0.01% |
+147
| New | +$16.5K |
2026 Q3
0 quarters
|
|
800
Perimeter Group Inc.
PRM
$4.85B
| $14.4K | 0.01% |
+549
| New | +$17.8K |
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.