We are live on !
Find out more
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 | |
|---|---|---|---|---|---|---|---|
1026
Valmont Industries
VMI
$8.09B
| $7.87K | ﹤0.01% |
+17
| New | +$8.39K |
2026 Q3
0 quarters
|
|
1027
Alliant Energy
LNT
$18.9B
| $7.85K | ﹤0.01% |
+124
| New | +$8.7K |
2026 Q3
0 quarters
|
|
1028
Vicor
VICR
$7.6B
| $7.8K | ﹤0.01% |
+27
| New | +$6.11K |
2026 Q3
0 quarters
|
|
1029
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF
SPIB
$11.3B
| $7.75K | ﹤0.01% |
+240
| New | +$7.92K |
2026 Q3
0 quarters
|
|
1030
Affiliated Managers Group
AMG
$9.7B
| $7.68K | ﹤0.01% |
+21
| New | +$7.61K |
2026 Q3
0 quarters
|
|
1031
Organon & Co
OGN
$3.65B
| $7.64K | ﹤0.01% |
+558
| New | +$7.61K |
2026 Q3
0 quarters
|
|
1032
NIQ Global Intelligence PLC
NIQ
$5.67B
| $7.64K | ﹤0.01% |
+449
| New | +$6.74K |
2026 Q3
0 quarters
|
|
1033
Agree Realty
ADC
$8.99B
| $7.62K | ﹤0.01% |
+114
| New | +$8.49K |
2026 Q3
0 quarters
|
|
1034
Honda
HMC
$43.5B
| $7.62K | ﹤0.01% |
+241
| New | +$7.42K |
2026 Q3
0 quarters
|
|
1035
Simmons First National
SFNC
$3.37B
| $7.61K | ﹤0.01% |
+337
| New | +$7.79K |
2026 Q3
0 quarters
|
|
1036
Roundhill Memory ETF
DRAM
$20.5B
| $7.6K | ﹤0.01% |
+126
| New | +$7.18K |
2026 Q3
0 quarters
|
|
1037
Blue Bird Corp
BLBD
$1.89B
| $7.6K | ﹤0.01% |
+137
| New | +$9.25K |
2026 Q3
0 quarters
|
|
1038
Viasat
VSAT
$9.9B
| $7.6K | ﹤0.01% |
+108
| New | +$8.1K |
2026 Q3
0 quarters
|
|
1039
First Tracks Biotherapeutics
TRAX
$2.05B
| $7.58K | ﹤0.01% |
+214
| New | +$8.36K |
2026 Q3
0 quarters
|
|
1040
Molina Healthcare
MOH
$10.9B
| $7.56K | ﹤0.01% |
+40
| New | +$8.25K |
2026 Q3
0 quarters
|
|
1041
Materion
MTRN
$4.34B
| $7.55K | ﹤0.01% |
+28
| New | +$7.02K |
2026 Q3
0 quarters
|
|
1042
4D Molecular Therapeutics
FDMT
$670M
| $7.53K | ﹤0.01% |
+526
| New | +$6.84K |
2026 Q3
0 quarters
|
|
1043
Savara
SVRA
$1.04B
| $7.52K | ﹤0.01% |
+1,458
| New | +$8.05K |
2026 Q3
0 quarters
|
|
1044
Victory Capital Holdings
VCTR
$7.69B
| $7.52K | ﹤0.01% |
+68
| New | +$7.2K |
2026 Q3
0 quarters
|
|
1045
Replimune Group
REPL
$2.08B
| $7.52K | ﹤0.01% |
+568
| New | +$7.18K |
2026 Q3
0 quarters
|
|
1046
Conagra Brands
CAG
$6.95B
| $7.5K | ﹤0.01% |
+558
| New | +$8.36K |
2026 Q3
0 quarters
|
|
1047
Semtech
SMTC
$11.1B
| $7.49K | ﹤0.01% |
+42
| New | +$5.95K |
2026 Q3
0 quarters
|
|
1048
Clear Secure
YOU
$5.66B
| $7.47K | ﹤0.01% |
+178
| New | +$8.54K |
2026 Q3
0 quarters
|
|
1049
Ericsson
ERIC
$34.4B
| $7.45K | ﹤0.01% |
+814
| New | +$8.22K |
2026 Q3
0 quarters
|
|
1050
Sphere Entertainment
SPHR
$4.49B
| $7.39K | ﹤0.01% |
+55
| New | +$8.16K |
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.