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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 | |
|---|---|---|---|---|---|---|---|
901
Gates Industrial Corp
GTES
$6.37B
| $10.9K | ﹤0.01% |
+416
| New | +$11.1K |
2026 Q3
0 quarters
|
|
902
Consolidated Edison
ED
$44.3B
| $10.8K | ﹤0.01% |
+106
| New | +$11.5K |
2026 Q3
0 quarters
|
|
903
Tempus AI
TEM
$13.8B
| $10.8K | ﹤0.01% |
+132
| New | +$7.97K |
2026 Q3
0 quarters
|
|
904
Otis Worldwide
OTIS
$29.4B
| $10.8K | ﹤0.01% |
+168
| New | +$12K |
2026 Q3
0 quarters
|
|
905
Dole
DOLE
$1.33B
| $10.8K | ﹤0.01% |
+849
| New | +$11.6K |
2026 Q3
0 quarters
|
|
906
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$1.25B
| $10.8K | ﹤0.01% |
+209
| New | +$11.2K |
2026 Q3
0 quarters
|
|
907
Frontdoor
FTDR
$6.45B
| $10.7K | ﹤0.01% |
+147
| New | +$11.6K |
2026 Q3
0 quarters
|
|
908
iShares Convertible Bond ETF
ICVT
$7.02B
| $10.7K | ﹤0.01% |
+95
| New | +$10.9K |
2026 Q3
0 quarters
|
|
909
Heartflow Inc
HTFL
$5.21B
| $10.7K | ﹤0.01% |
+215
| New | +$8.16K |
2026 Q3
0 quarters
|
|
910
Newmark Group
NMRK
$1.97B
| $10.7K | ﹤0.01% |
+870
| New | +$13K |
2026 Q3
0 quarters
|
|
911
Vanguard Morningstar Large-Cap ETF
VV
$53.8B
| $10.6K | ﹤0.01% |
+30
| New | +$10.5K |
2026 Q3
0 quarters
|
|
912
OGE Energy
OGE
$10.6B
| $10.5K | ﹤0.01% |
+232
| New | +$10.9K |
2026 Q3
0 quarters
|
|
913
Aura Minerals Inc
AUGO
$6.54B
| $10.5K | ﹤0.01% |
+133
| New | +$9.7K |
2026 Q3
0 quarters
|
|
914
Innovator Equity Managed Floor ETF
SFLR
$2.24B
| $10.4K | ﹤0.01% |
+268
| New | +$10.4K |
2026 Q3
0 quarters
|
|
915
Associated Banc-Corp
ASB
$5.72B
| $10.4K | ﹤0.01% |
+362
| New | +$11.1K |
2026 Q3
0 quarters
|
|
916
Capital Group Municipal High-Income ETF
CGHM
$3.77B
| $10.4K | ﹤0.01% |
+430
| New | +$10.9K |
2026 Q3
0 quarters
|
|
917
FirstCash
FCFS
$7.79B
| $10.3K | ﹤0.01% |
+49
| New | +$10.6K |
2026 Q3
0 quarters
|
|
918
OSI Systems
OSIS
$3.08B
| $10.3K | ﹤0.01% |
+53
| New | +$11.3K |
2026 Q3
0 quarters
|
|
919
Western Asset Emerging Markets Debt Fund
EMD
$531M
| $10.2K | ﹤0.01% |
+1,093
| New | +$11.4K |
2026 Q3
0 quarters
|
|
920
Interparfums
IPAR
$4.19B
| $10.2K | ﹤0.01% |
+92
| New | +$10.9K |
2026 Q3
0 quarters
|
|
921
Kymera Therapeutics
KYMR
$10.9B
| $10.2K | ﹤0.01% |
+91
| New | +$10.4K |
2026 Q3
0 quarters
|
|
922
Expeditors International
EXPD
$25.3B
| $10.2K | ﹤0.01% |
+55
| New | +$10K |
2026 Q3
0 quarters
|
|
923
Wayfair
W
$15.3B
| $10.2K | ﹤0.01% |
+99
| New | +$9.7K |
2026 Q3
0 quarters
|
|
924
Ventas
VTR
$47.4B
| $10.1K | ﹤0.01% |
+119
| New | +$10.9K |
2026 Q3
0 quarters
|
|
925
Lloyds Banking Group
LYG
$73.7B
| $10.1K | ﹤0.01% |
+1,792
| New | +$10.7K |
2026 Q3
0 quarters
|
|
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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.