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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 | |
|---|---|---|---|---|---|---|---|
876
SBA Communications
SBAC
$19.5B
| $11.7K | ﹤0.01% |
+73
| New | +$13.2K |
2026 Q3
0 quarters
|
|
877
Forgent Power Solutions
FPS
$6.08B
| $11.7K | ﹤0.01% |
+312
| New | +$11.5K |
2026 Q3
0 quarters
|
|
878
Main BuyWrite ETF
BUYW
$1.5B
| $11.6K | ﹤0.01% |
+805
| New | +$11.7K |
2026 Q3
0 quarters
|
|
879
Brixmor Property Group
BRX
$9.28B
| $11.6K | ﹤0.01% |
+422
| New | +$12.7K |
2026 Q3
0 quarters
|
|
880
iShares Core S&P US Growth ETF
IUSG
$32.4B
| $11.6K | ﹤0.01% |
+60
| New | +$11.4K |
2026 Q3
0 quarters
|
|
881
Regan Floating Rate MBS ETF
MBSF
$265M
| $11.6K | ﹤0.01% |
+457
| New | +$11.7K |
2026 Q3
0 quarters
|
|
882
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.5B
| $11.6K | ﹤0.01% |
+117
| New | +$11.3K |
2026 Q3
0 quarters
|
|
883
TransAlta
TAC
$4.2B
| $11.5K | ﹤0.01% |
+955
| New | +$12.1K |
2026 Q3
0 quarters
|
|
884
Enerpac Tool Group
EPAC
$2.02B
| $11.5K | ﹤0.01% |
+330
| New | +$11.9K |
2026 Q3
0 quarters
|
|
885
Dan IVES Wedbush AI Revolution ETF
IVES
$964M
| $11.5K | ﹤0.01% |
+280
| New | +$10.8K |
2026 Q3
0 quarters
|
|
886
Toll Brothers
TOL
$13.6B
| $11.4K | ﹤0.01% |
+85
| New | +$12.4K |
2026 Q3
0 quarters
|
|
887
ScottsMiracle-Gro
SMG
$3.71B
| $11.4K | ﹤0.01% |
+228
| New | +$14.1K |
2026 Q3
0 quarters
|
|
888
Roblox
RBLX
$36.8B
| $11.4K | ﹤0.01% |
+269
| New | +$12.2K |
2026 Q3
0 quarters
|
|
889
FormFactor
FORM
$7.22B
| $11.3K | ﹤0.01% |
+76
| New | +$8.68K |
2026 Q3
0 quarters
|
|
890
Corteva
CTVA
$6.13B
| $11.3K | ﹤0.01% |
+146
| New | +$12.1K |
2026 Q3
0 quarters
|
|
891
Capital Group Dividend Growers ETF
CGDG
$6B
| $11.3K | ﹤0.01% |
+306
| New | +$11.7K |
2026 Q3
0 quarters
|
|
892
Penguin Solutions Inc
PENG
$3.04B
| $11.3K | ﹤0.01% |
+206
| New | +$11.7K |
2026 Q3
0 quarters
|
|
893
Atmus Filtration Technologies
ATMU
$4.53B
| $11.2K | ﹤0.01% |
+257
| New | +$12.6K |
2026 Q3
0 quarters
|
|
894
Zegna
ZGN
$3.65B
| $11.1K | ﹤0.01% |
+889
| New | +$11.9K |
2026 Q3
0 quarters
|
|
895
Chefs' Warehouse
CHEF
$4.61B
| $11.1K | ﹤0.01% |
+99
| New | +$10.6K |
2026 Q3
0 quarters
|
|
896
Powell Industries
POWL
$5.17B
| $11.1K | ﹤0.01% |
+60
| New | +$12.3K |
2026 Q3
0 quarters
|
|
897
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.07B
| $11.1K | ﹤0.01% |
+517
| New | +$11.7K |
2026 Q3
0 quarters
|
|
898
EchoStar
ECHO
$28.6B
| $11K | ﹤0.01% |
+123
| New | +$11.2K |
2026 Q3
0 quarters
|
|
899
Argan
AGX
$4.42B
| $11K | ﹤0.01% |
+29
| New | +$14.9K |
2026 Q3
0 quarters
|
|
900
Alkermes
ALKS
$7.89B
| $10.9K | ﹤0.01% |
+269
| 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.