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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 | |
|---|---|---|---|---|---|---|---|
1001
Sprouts Farmers Market
SFM
$4.74B
| $8.29K | ﹤0.01% |
+125
| New | +$9.8K |
2026 Q3
0 quarters
|
|
1002
Comfort Systems
FIX
$39.5B
| $8.27K | ﹤0.01% |
+5
| New | +$8.39K |
2026 Q3
0 quarters
|
|
1003
Automatic Data Processing
ADP
$122B
| $8.26K | ﹤0.01% |
+32
| New | +$8.49K |
2026 Q3
0 quarters
|
|
1004
Abercrombie & Fitch
ANF
$6.39B
| $8.22K | ﹤0.01% |
+61
| New | +$7.11K |
2026 Q3
0 quarters
|
|
1005
Ascendis Pharma A/S
ASND
$17.6B
| $8.2K | ﹤0.01% |
+36
| New | +$9.12K |
2026 Q3
0 quarters
|
|
1006
Louisiana-Pacific
LPX
$5.23B
| $8.2K | ﹤0.01% |
+127
| New | +$9.08K |
2026 Q3
0 quarters
|
|
1007
Aaon
AAON
$6.5B
| $8.19K | ﹤0.01% |
+99
| New | +$8.91K |
2026 Q3
0 quarters
|
|
1008
nLIGHT
LASR
$2.51B
| $8.18K | ﹤0.01% |
+210
| New | +$11.3K |
2026 Q3
0 quarters
|
|
1009
Meritage Homes
MTH
$4.17B
| $8.17K | ﹤0.01% |
+130
| New | +$9.19K |
2026 Q3
0 quarters
|
|
1010
Assurant
AIZ
$15.8B
| $8.17K | ﹤0.01% |
+31
| New | +$8.68K |
2026 Q3
0 quarters
|
|
1011
Corpay
CPAY
$29.2B
| $8.16K | ﹤0.01% |
+21
| New | +$8.22K |
2026 Q3
0 quarters
|
|
1012
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $8.05K | ﹤0.01% |
+71
| New | +$8.23K |
2026 Q3
0 quarters
|
|
1013
Modine Manufacturing
MOD
$5.64B
| $8.05K | ﹤0.01% |
+43
| New | +$8.78K |
2026 Q3
0 quarters
|
|
1014
Xcel Energy
XEL
$52.3B
| $8.03K | ﹤0.01% |
+114
| New | +$8.78K |
2026 Q3
0 quarters
|
|
1015
FT Vest Growth-100 Buffer ETF June
QJUN
$719M
| $8.02K | ﹤0.01% |
+234
| New | +$7.8K |
2026 Q3
0 quarters
|
|
1016
Ionis Pharmaceuticals
IONS
$4.55B
| $7.99K | ﹤0.01% |
+179
| New | +$10.2K |
2026 Q3
0 quarters
|
|
1017
Outfront Media
OUT
$5.85B
| $7.99K | ﹤0.01% |
+288
| New | +$8.8K |
2026 Q3
0 quarters
|
|
1018
Erasca
ERAS
$5.52B
| $7.99K | ﹤0.01% |
+545
| New | +$9.5K |
2026 Q3
0 quarters
|
|
1019
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.2B
| $7.98K | ﹤0.01% |
+78
| New | +$8.27K |
2026 Q3
0 quarters
|
|
1020
Champion Homes
SKY
$4.96B
| $7.97K | ﹤0.01% |
+93
| New | +$8.02K |
2026 Q3
0 quarters
|
|
1021
Valley National Bancorp
VLY
$7.91B
| $7.95K | ﹤0.01% |
+630
| New | +$8.93K |
2026 Q3
0 quarters
|
|
1022
AZZ Inc
AZZ
$4.02B
| $7.93K | ﹤0.01% |
+59
| New | +$8.46K |
2026 Q3
0 quarters
|
|
1023
Alamos Gold
AGI
$12B
| $7.9K | ﹤0.01% |
+244
| New | +$8.04K |
2026 Q3
0 quarters
|
|
1024
iShares Global Equity Factor ETF
GLOF
$211M
| $7.88K | ﹤0.01% |
+130
| New | +$7.83K |
2026 Q3
0 quarters
|
|
1025
First Solar
FSLR
$18.5B
| $7.88K | ﹤0.01% |
+45
| New | +$9.5K |
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.