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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 | |
|---|---|---|---|---|---|---|---|
951
Lattice Semiconductor
LSCC
$16.9B
| $9.3K | ﹤0.01% |
+74
| New | +$9.17K |
2026 Q3
0 quarters
|
|
952
Axon Enterprise
AXON
$25B
| $9.3K | ﹤0.01% |
+22
| New | +$11.9K |
2026 Q3
0 quarters
|
|
953
RLI Corp
RLI
$6.34B
| $9.29K | ﹤0.01% |
+168
| New | +$10.4K |
2026 Q3
0 quarters
|
|
954
ITT
ITT
$19.1B
| $9.28K | ﹤0.01% |
+46
| New | +$9.28K |
2026 Q3
0 quarters
|
|
955
Bel Fuse Inc Class B
BELFB
$3.37B
| $9.28K | ﹤0.01% |
+38
| New | +$10K |
2026 Q3
0 quarters
|
|
956
Yum! Brands
YUM
$42.7B
| $9.27K | ﹤0.01% |
+68
| New | +$10.2K |
2026 Q3
0 quarters
|
|
957
Ralliant Corp
RAL
$7.82B
| $9.2K | ﹤0.01% |
+133
| New | +$8.96K |
2026 Q3
0 quarters
|
|
958
State Street SPDR Portfolio Long Term Treasury Index ETF
SPTL
$11.4B
| $9.16K | ﹤0.01% |
+384
| New | +$9.7K |
2026 Q3
0 quarters
|
|
959
Cactus
WHD
$4.99B
| $9.15K | ﹤0.01% |
+147
| New | +$9.36K |
2026 Q3
0 quarters
|
|
960
Atlassian
TEAM
$38.6B
| $9.14K | ﹤0.01% |
+51
| New | +$7.35K |
2026 Q3
0 quarters
|
|
961
Insmed
INSM
$25.9B
| $9.13K | ﹤0.01% |
+80
| New | +$9.42K |
2026 Q3
0 quarters
|
|
962
Safety Insurance
SAFT
$1.53B
| $9.12K | ﹤0.01% |
+88
| New | +$8.48K |
2026 Q3
0 quarters
|
|
963
Eversource Energy
ES
$26.8B
| $9.11K | ﹤0.01% |
+142
| New | +$10.1K |
2026 Q3
0 quarters
|
|
964
MYR Group
MYRG
$4.34B
| $9.07K | ﹤0.01% |
+31
| New | +$10.4K |
2026 Q3
0 quarters
|
|
965
iShares Core Dividend ETF
DIVB
$2.36B
| $9.03K | ﹤0.01% |
+140
| New | +$9.3K |
2026 Q3
0 quarters
|
|
966
Inspire Medical Systems
INSP
$1.75B
| $9.02K | ﹤0.01% |
+130
| New | +$7.77K |
2026 Q3
0 quarters
|
|
967
Bandwidth Inc
BAND
$1.5B
| $8.98K | ﹤0.01% |
+148
| New | +$8.19K |
2026 Q3
0 quarters
|
|
968
Ceco Environmental
CECO
$3.28B
| $8.98K | ﹤0.01% |
+129
| New | +$9.6K |
2026 Q3
0 quarters
|
|
969
Nektar Therapeutics
NKTR
$1.27B
| $8.96K | ﹤0.01% |
+148
| New | +$10.4K |
2026 Q3
0 quarters
|
|
970
Equinor
EQNR
$101B
| $8.96K | ﹤0.01% |
+215
| New | +$8.67K |
2026 Q3
0 quarters
|
|
971
RB Global
RBA
$17.1B
| $8.95K | ﹤0.01% |
+110
| New | +$10.5K |
2026 Q3
0 quarters
|
|
972
Webull Corp
BULL
$2.68B
| $8.95K | ﹤0.01% |
+1,284
| New | +$10.3K |
2026 Q3
0 quarters
|
|
973
ServiceTitan Inc
TTAN
$7.85B
| $8.95K | ﹤0.01% |
+136
| New | +$10.6K |
2026 Q3
0 quarters
|
|
974
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.85B
| $8.94K | ﹤0.01% |
+360
| New | +$9.16K |
2026 Q3
0 quarters
|
|
975
Iridium Communications
IRDM
$4.89B
| $8.91K | ﹤0.01% |
+186
| New | +$8.98K |
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.