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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 | |
|---|---|---|---|---|---|---|---|
826
Capital Group New Geography Equity ETF
CGNG
$3.02B
| $13.2K | 0.01% |
+361
| New | +$13.1K |
2026 Q3
0 quarters
|
|
827
Capital Group Core Bond ETF
CGCB
$6.78B
| $13.1K | 0.01% |
+526
| New | +$13.6K |
2026 Q3
0 quarters
|
|
828
monday.com
MNDY
$3.26B
| $13.1K | 0.01% |
+167
| New | +$14.5K |
2026 Q3
0 quarters
|
|
829
Paycom
PAYC
$11.2B
| $13.1K | 0.01% |
+60
| New | +$11.7K |
2026 Q3
0 quarters
|
|
830
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$288M
| $13.1K | 0.01% |
+282
| New | +$13.4K |
2026 Q3
0 quarters
|
|
831
iShares MSCI EAFE ETF
EFA
$77.2B
| $13K | 0.01% |
+125
| New | +$13.2K |
2026 Q3
0 quarters
|
|
832
Forestar Group
FOR
$1.13B
| $13K | 0.01% |
+504
| New | +$14.3K |
2026 Q3
0 quarters
|
|
833
First Financial Corp
THFF
$916M
| $12.9K | 0.01% |
+175
| New | +$13.7K |
2026 Q3
0 quarters
|
|
834
Cheniere Energy
LNG
$63.2B
| $12.9K | 0.01% |
+48
| New | +$12.9K |
2026 Q3
0 quarters
|
|
835
Silicon Motion
SIMO
$6.09B
| $12.9K | 0.01% |
+46
| New | +$12.2K |
2026 Q3
0 quarters
|
|
836
BGC Group
BGC
$5.24B
| $12.9K | 0.01% |
+1,117
| New | +$12.9K |
2026 Q3
0 quarters
|
|
837
Dutch Bros
BROS
$4.65B
| $12.9K | 0.01% |
+334
| New | +$18K |
2026 Q3
0 quarters
|
|
838
TD Synnex
SNX
$19.3B
| $12.8K | 0.01% |
+50
| New | +$12.8K |
2026 Q3
0 quarters
|
|
839
TORM
TRMD
$3.71B
| $12.8K | 0.01% |
+337
| New | +$10.6K |
2026 Q3
0 quarters
|
|
840
Antero Resources
AR
$11.9B
| $12.8K | 0.01% |
+383
| New | +$13.8K |
2026 Q3
0 quarters
|
|
841
Canadian National Railway
CNI
$76.6B
| $12.7K | 0.01% |
+107
| New | +$13.3K |
2026 Q3
0 quarters
|
|
842
Smurfit Westrock
SW
$22.6B
| $12.7K | 0.01% |
+288
| New | +$13.3K |
2026 Q3
0 quarters
|
|
843
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.41B
| $12.7K | 0.01% |
+657
| New | +$11.9K |
2026 Q3
0 quarters
|
|
844
Celestica
CLS
$32B
| $12.6K | 0.01% |
+35
| New | +$11.6K |
2026 Q3
0 quarters
|
|
845
VanEck BDC Income ETF
BIZD
$1.48B
| $12.6K | 0.01% |
+979
| New | +$12.7K |
2026 Q3
0 quarters
|
|
846
SSR Mining
SSRM
$5.38B
| $12.6K | 0.01% |
+378
| New | +$12.2K |
2026 Q3
0 quarters
|
|
847
Illumina
ILMN
$31.7B
| $12.6K | 0.01% |
+46
| New | +$9.7K |
2026 Q3
0 quarters
|
|
848
Eldorado Gold
EGO
$8.31B
| $12.5K | 0.01% |
+325
| New | +$12.3K |
2026 Q3
0 quarters
|
|
849
Kinross Gold
KGC
$24.4B
| $12.5K | 0.01% |
+518
| New | +$13.9K |
2026 Q3
0 quarters
|
|
850
PLDT
PHI
$3.48B
| $12.5K | 0.01% |
+701
| New | +$13.1K |
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.