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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 | |
|---|---|---|---|---|---|---|---|
851
KT
KT
$8.9B
| $12.5K | 0.01% |
+658
| New | +$12.4K |
2026 Q3
0 quarters
|
|
852
Acushnet Holdings
GOLF
$4.66B
| $12.5K | 0.01% |
+151
| New | +$14.4K |
2026 Q3
0 quarters
|
|
853
Solstice Advanced Materials
SOLS
$10.5B
| $12.4K | 0.01% |
+221
| New | +$13.4K |
2026 Q3
0 quarters
|
|
854
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
| $12.4K | 0.01% |
+224
| New | +$12.3K |
2026 Q3
0 quarters
|
|
855
Installed Building Products
IBP
$5.95B
| $12.3K | 0.01% |
+64
| New | +$14.4K |
2026 Q3
0 quarters
|
|
856
Magnite
MGNI
$4.21B
| $12.3K | 0.01% |
+486
| New | +$10.9K |
2026 Q3
0 quarters
|
|
857
Plexus
PLXS
$5.62B
| $12.3K | 0.01% |
+47
| New | +$12K |
2026 Q3
0 quarters
|
|
858
HUTCHMED
HCM
$2.58B
| $12.3K | 0.01% |
+838
| New | +$10.4K |
2026 Q3
0 quarters
|
|
859
Adaptive Biotechnologies
ADPT
$4.77B
| $12.2K | 0.01% |
+423
| New | +$10.4K |
2026 Q3
0 quarters
|
|
860
Balchem Corp
BCPC
$5.49B
| $12.2K | 0.01% |
+74
| New | +$12.6K |
2026 Q3
0 quarters
|
|
861
WPP
WPP
$5.95B
| $12.2K | 0.01% |
+492
| New | +$11.4K |
2026 Q3
0 quarters
|
|
862
Medline Inc
MDLN
$35.1B
| $12.1K | 0.01% |
+350
| New | +$12.8K |
2026 Q3
0 quarters
|
|
863
Herc Holdings
HRI
$5.57B
| $12.1K | 0.01% |
+97
| New | +$14.5K |
2026 Q3
0 quarters
|
|
864
Novanta
NOVT
$4.44B
| $12.1K | 0.01% |
+85
| New | +$12.6K |
2026 Q3
0 quarters
|
|
865
Spyre Therapeutics
SYRE
$9.8B
| $12K | 0.01% |
+135
| New | +$13K |
2026 Q3
0 quarters
|
|
866
Ambiq Micro
AMBQ
$1.21B
| $11.9K | 0.01% |
+175
| New | +$11.8K |
2026 Q3
0 quarters
|
|
867
Arch Capital
ACGL
$35.6B
| $11.9K | 0.01% |
+129
| New | +$12.8K |
2026 Q3
0 quarters
|
|
868
DELISTED
CBIZ
CBZ
| $11.9K | ﹤0.01% |
+217
| New | +$10.9K |
2026 Q3
0 quarters
|
|
869
ZIM Integrated Shipping Services
ZIM
$3.53B
| $11.8K | ﹤0.01% |
+404
| New | +$10.9K |
2026 Q3
0 quarters
|
|
870
Ameriprise Financial
AMP
$44.6B
| $11.8K | ﹤0.01% |
+24
| New | +$12.9K |
2026 Q3
0 quarters
|
|
871
Voya Financial
VOYA
$9.13B
| $11.8K | ﹤0.01% |
+125
| New | +$12.4K |
2026 Q3
0 quarters
|
|
872
TeraWulf
WULF
$6.54B
| $11.8K | ﹤0.01% |
+795
| New | +$13.9K |
2026 Q3
0 quarters
|
|
873
iShares Securitized Income Active ETF
SECU
$893M
| $11.8K | ﹤0.01% |
+242
| New | +$12K |
2026 Q3
0 quarters
|
|
874
ATI
ATI
$25.8B
| $11.7K | ﹤0.01% |
+62
| New | +$12.4K |
2026 Q3
0 quarters
|
|
875
IonQ
IONQ
$14.3B
| $11.7K | ﹤0.01% |
+267
| New | +$10.8K |
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.