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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 | |
|---|---|---|---|---|---|---|---|
76
iShares Long-Term National Muni Bond ETF
LMUB
$1.56B
| $724K | 0.3% |
+15,559
| New | +$767K |
2026 Q3
0 quarters
|
|
77
Alpha Architect 1-3 Month Box ETF
BOXX
$14.4B
| $713K | 0.3% |
+6,020
| New | +$709K |
2026 Q3
0 quarters
|
|
78
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.1B
| $699K | 0.29% |
+24,486
| New | +$693K |
2026 Q3
0 quarters
|
|
79
iShares MSCI USA Quality Factor ETF
QUAL
$48.7B
| $698K | 0.29% |
+12,564
| New | +$695K |
2026 Q3
0 quarters
|
|
80
Mercado Libre
MELI
$75.2B
| $697K | 0.29% |
+403
| New | +$748K |
2026 Q3
0 quarters
|
|
81
AbbVie
ABBV
$522B
| $672K | 0.28% |
+2,568
| New | +$658K |
2026 Q3
0 quarters
|
|
82
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
$1.43B
| $667K | 0.28% |
+31,984
| New | +$662K |
2026 Q3
0 quarters
|
|
83
iShares Russell 1000 Value ETF
IWD
$85B
| $664K | 0.28% |
+2,677
| New | +$677K |
2026 Q3
0 quarters
|
|
84
Brookfield
BN
$93.1B
| $659K | 0.27% |
+18,064
| New | +$746K |
2026 Q3
0 quarters
|
|
85
Starwood Property Trust
STWD
$4.22B
| $651K | 0.27% |
+48,221
| New | +$770K |
2026 Q3
0 quarters
|
|
86
Capital One
COF
$117B
| $632K | 0.26% |
+3,276
| New | +$687K |
2026 Q3
0 quarters
|
|
87
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$304M
| $626K | 0.26% |
+20,700
| New | +$624K |
2026 Q3
0 quarters
|
|
88
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.78B
| $623K | 0.26% |
+14,821
| New | +$649K |
2026 Q3
0 quarters
|
|
89
Chevron
CVX
$425B
| $615K | 0.26% |
+3,013
| New | +$593K |
2026 Q3
0 quarters
|
|
90
ExxonMobil
XOM
$696B
| $613K | 0.26% |
+3,765
| New | +$589K |
2026 Q3
0 quarters
|
|
91
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
| $577K | 0.24% |
+8,639
| New | +$589K |
2026 Q3
0 quarters
|
|
92
AllianzIM Buffer20 Allocation ETF
SPBW
$91.2M
| $574K | 0.24% |
+19,580
| New | +$569K |
2026 Q3
0 quarters
|
|
93
Walmart Inc
WMT
$998B
| $554K | 0.23% |
+5,334
| New | +$586K |
2026 Q3
0 quarters
|
|
94
Ingersoll Rand
IR
$32.8B
| $551K | 0.23% |
+7,338
| New | +$584K |
2026 Q3
0 quarters
|
|
95
Advanced Micro Devices
AMD
$949B
| $539K | 0.22% |
+881
| New | +$453K |
2026 Q3
0 quarters
|
|
96
Johnson & Johnson
JNJ
$684B
| $529K | 0.22% |
+2,000
| New | +$528K |
2026 Q3
0 quarters
|
|
97
iShares US Technology ETF
IYW
$23.3B
| $525K | 0.22% |
+1,983
| New | +$495K |
2026 Q3
0 quarters
|
|
98
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.23B
| $522K | 0.22% |
+17,174
| New | +$517K |
2026 Q3
0 quarters
|
|
99
QXO Inc
QXO
$13.5B
| $521K | 0.22% |
+44,579
| New | +$613K |
2026 Q3
0 quarters
|
|
100
Invesco QQQ Trust
QQQ
$467B
| $513K | 0.21% |
+693
| New | +$495K |
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.