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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 | |
|---|---|---|---|---|---|---|---|
801
Old Dominion Freight Line
ODFL
$35.4B
| $14.4K | 0.01% |
+83
| New | +$17K |
2026 Q3
0 quarters
|
|
802
Telix Pharmaceuticals
TLX
$3.18B
| $14.4K | 0.01% |
+1,314
| New | +$14.9K |
2026 Q3
0 quarters
|
|
803
Broadridge
BR
$21.7B
| $14.3K | 0.01% |
+89
| New | +$14.5K |
2026 Q3
0 quarters
|
|
804
Franco-Nevada
FNV
$47.8B
| $14.3K | 0.01% |
+60
| New | +$14.3K |
2026 Q3
0 quarters
|
|
805
Capital Group Core Plus Income ETF
CGCP
$8.55B
| $14.3K | 0.01% |
+674
| New | +$14.8K |
2026 Q3
0 quarters
|
|
806
Autodesk
ADSK
$54.2B
| $14.2K | 0.01% |
+68
| New | +$15.5K |
2026 Q3
0 quarters
|
|
807
Boot Barn
BOOT
$4B
| $14K | 0.01% |
+116
| New | +$17.4K |
2026 Q3
0 quarters
|
|
808
Ryan Specialty Holdings
RYAN
$5.52B
| $13.8K | 0.01% |
+374
| New | +$15.5K |
2026 Q3
0 quarters
|
|
809
Trump Media & Technology Group
DJT
$1.38B
| $13.8K | 0.01% |
+1,522
| New | +$13.9K |
2026 Q3
0 quarters
|
|
810
Nu Holdings
NU
$57.1B
| $13.8K | 0.01% |
+1,089
| New | +$15.4K |
2026 Q3
0 quarters
|
|
811
Tyler Technologies
TYL
$16.8B
| $13.7K | 0.01% |
+43
| New | +$14.2K |
2026 Q3
0 quarters
|
|
812
Main Thematic Innovation ETF
TMAT
$233M
| $13.7K | 0.01% |
+458
| New | +$13.2K |
2026 Q3
0 quarters
|
|
813
Brookfield Renewable
BEPC
$5.61B
| $13.5K | 0.01% |
+480
| New | +$15.7K |
2026 Q3
0 quarters
|
|
814
IPG Photonics
IPGP
$3.01B
| $13.5K | 0.01% |
+173
| New | +$14.9K |
2026 Q3
0 quarters
|
|
815
Franklin Responsibly Sourced Gold ETF
FGDL
$400M
| $13.5K | 0.01% |
+245
| New | +$13.9K |
2026 Q3
0 quarters
|
|
816
American International
AIG
$42.8B
| $13.5K | 0.01% |
+181
| New | +$14K |
2026 Q3
0 quarters
|
|
817
Nayax
NYAX
$1.95B
| $13.5K | 0.01% |
+282
| New | +$15.9K |
2026 Q3
0 quarters
|
|
818
EQT Corp
EQT
$32.8B
| $13.4K | 0.01% |
+276
| New | +$14.5K |
2026 Q3
0 quarters
|
|
819
FedEx
FDX
$74.8B
| $13.4K | 0.01% |
+47
| New | +$14.8K |
2026 Q3
0 quarters
|
|
820
Edgewise Therapeutics
EWTX
$5.02B
| $13.4K | 0.01% |
+330
| New | +$14K |
2026 Q3
0 quarters
|
|
821
CSW Industrials
CSW
$4.59B
| $13.3K | 0.01% |
+46
| New | +$14K |
2026 Q3
0 quarters
|
|
822
Cohu
COHU
$2.13B
| $13.2K | 0.01% |
+194
| New | +$10.5K |
2026 Q3
0 quarters
|
|
823
NatWest
NWG
$62.1B
| $13.2K | 0.01% |
+728
| New | +$13.4K |
2026 Q3
0 quarters
|
|
824
Maplebear
CART
$13.8B
| $13.2K | 0.01% |
+306
| New | +$14.5K |
2026 Q3
0 quarters
|
|
825
Huron Consulting
HURN
$2.64B
| $13.2K | 0.01% |
+84
| New | +$11.9K |
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.