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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 | |
|---|---|---|---|---|---|---|---|
926
Covenant Logistics
CVLG
$834M
| $10.1K | ﹤0.01% |
+311
| New | +$11.9K |
2026 Q3
0 quarters
|
|
927
Take-Two Interactive
TTWO
$42.5B
| $10K | ﹤0.01% |
+48
| New | +$11.1K |
2026 Q3
0 quarters
|
|
928
Mirion Technologies
MIR
$4.41B
| $9.9K | ﹤0.01% |
+704
| New | +$11.1K |
2026 Q3
0 quarters
|
|
929
Performance Food Group
PFGC
$17.3B
| $9.9K | ﹤0.01% |
+108
| New | +$11.3K |
2026 Q3
0 quarters
|
|
930
Veeco
VECO
$2.47B
| $9.9K | ﹤0.01% |
+190
| New | +$9.41K |
2026 Q3
0 quarters
|
|
931
CoreWeave
CRWV
$31.2B
| $9.8K | ﹤0.01% |
+113
| New | +$9.6K |
2026 Q3
0 quarters
|
|
932
MP Materials
MP
$6.68B
| $9.8K | ﹤0.01% |
+208
| New | +$10.6K |
2026 Q3
0 quarters
|
|
933
Enpro
NPO
$5.9B
| $9.8K | ﹤0.01% |
+32
| New | +$10.1K |
2026 Q3
0 quarters
|
|
934
Rogers Corp
ROG
$2.31B
| $9.8K | ﹤0.01% |
+64
| New | +$8.5K |
2026 Q3
0 quarters
|
|
935
Estee Lauder
EL
$40B
| $9.7K | ﹤0.01% |
+105
| New | +$9.6K |
2026 Q3
0 quarters
|
|
936
Hut 8
HUT
$7.44B
| $9.7K | ﹤0.01% |
+113
| New | +$10.7K |
2026 Q3
0 quarters
|
|
937
Canadian Imperial Bank of Commerce
CM
$105B
| $9.7K | ﹤0.01% |
+88
| New | +$10.3K |
2026 Q3
0 quarters
|
|
938
Glaukos
GKOS
$14.6B
| $9.7K | ﹤0.01% |
+59
| New | +$9.9K |
2026 Q3
0 quarters
|
|
939
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.81B
| $9.6K | ﹤0.01% |
+186
| New | +$9.6K |
2026 Q3
0 quarters
|
|
940
Flutter Entertainment
FLUT
$14.2B
| $9.6K | ﹤0.01% |
+129
| New | +$12.8K |
2026 Q3
0 quarters
|
|
941
Rambus
RMBS
$9.1B
| $9.6K | ﹤0.01% |
+90
| New | +$8.69K |
2026 Q3
0 quarters
|
|
942
Enlight Renewable Energy
ENLT
$9.41B
| $9.6K | ﹤0.01% |
+138
| New | +$11.2K |
2026 Q3
0 quarters
|
|
943
Penumbra
PEN
$12.6B
| $9.6K | ﹤0.01% |
+30
| New | +$9.6K |
2026 Q3
0 quarters
|
|
944
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$21B
| $9.5K | ﹤0.01% |
+194
| New | +$9.6K |
2026 Q3
0 quarters
|
|
945
Copart
CPRT
$29.6B
| $9.5K | ﹤0.01% |
+350
| New | +$10.5K |
2026 Q3
0 quarters
|
|
946
RBC Bearings
RBC
$15.5B
| $9.48K | ﹤0.01% |
+19
| New | +$10.2K |
2026 Q3
0 quarters
|
|
947
HubSpot
HUBS
$10.5B
| $9.43K | ﹤0.01% |
+46
| New | +$10.4K |
2026 Q3
0 quarters
|
|
948
Simpson Manufacturing
SSD
$8.06B
| $9.4K | ﹤0.01% |
+55
| New | +$10.2K |
2026 Q3
0 quarters
|
|
949
Hartford Financial Services
HIG
$36.6B
| $9.3K | ﹤0.01% |
+76
| New | +$10.4K |
2026 Q3
0 quarters
|
|
950
FedEx Freight
FDXF
$19.6B
| $9.3K | ﹤0.01% |
+85
| New | +$11.6K |
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.