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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 | |
|---|---|---|---|---|---|---|---|
1076
JB Hunt Transport Services
JBHT
$21.2B
| $6.94K | ﹤0.01% |
+31
| New | +$8.3K |
2026 Q3
0 quarters
|
|
1077
Zions Bancorporation
ZION
$9.6B
| $6.89K | ﹤0.01% |
+110
| New | +$7.56K |
2026 Q3
0 quarters
|
|
1078
Clorox
CLX
$13.1B
| $6.89K | ﹤0.01% |
+85
| New | +$8.18K |
2026 Q3
0 quarters
|
|
1079
Fresenius Medical Care
FMS
$11.2B
| $6.87K | ﹤0.01% |
+307
| New | +$7.22K |
2026 Q3
0 quarters
|
|
1080
Silicon Laboratories
SLAB
$7.42B
| $6.87K | ﹤0.01% |
+31
| New | +$6.79K |
2026 Q3
0 quarters
|
|
1081
Brookfield Asset Management
BAM
$82.1B
| $6.87K | ﹤0.01% |
+154
| New | +$7.52K |
2026 Q3
0 quarters
|
|
1082
Medpace
MEDP
$18.4B
| $6.87K | ﹤0.01% |
+11
| New | +$6.44K |
2026 Q3
0 quarters
|
|
1083
Post Holdings
POST
$3.5B
| $6.85K | ﹤0.01% |
+94
| New | +$7.84K |
2026 Q3
0 quarters
|
|
1084
LG Display
LPL
$2.57B
| $6.84K | ﹤0.01% |
+2,318
| New | +$7.58K |
2026 Q3
0 quarters
|
|
1085
Schwab Fundamental US Large Company Index ETF
FNDX
$28.7B
| $6.83K | ﹤0.01% |
+217
| New | +$6.95K |
2026 Q3
0 quarters
|
|
1086
Clean Harbors
CLH
$15.5B
| $6.82K | ﹤0.01% |
+22
| New | +$6.86K |
2026 Q3
0 quarters
|
|
1087
Innoviva
INVA
$1.35B
| $6.81K | ﹤0.01% |
+321
| New | +$6.82K |
2026 Q3
0 quarters
|
|
1088
Caris Life Sciences
CAI
$6.87B
| $6.8K | ﹤0.01% |
+222
| New | +$4.98K |
2026 Q3
0 quarters
|
|
1089
Quest Diagnostics
DGX
$28.6B
| $6.76K | ﹤0.01% |
+29
| New | +$6.7K |
2026 Q3
0 quarters
|
|
1090
Manhattan Associates
MANH
$14.9B
| $6.76K | ﹤0.01% |
+34
| New | +$6.5K |
2026 Q3
0 quarters
|
|
1091
State Street Health Care Select Sector SPDR ETF
XLV
$50.7B
| $6.74K | ﹤0.01% |
+40
| New | +$6.67K |
2026 Q3
0 quarters
|
|
1092
Cheesecake Factory
CAKE
$5.29B
| $6.74K | ﹤0.01% |
+64
| New | +$6.36K |
2026 Q3
0 quarters
|
|
1093
VEON
VEON
$5.17B
| $6.73K | ﹤0.01% |
+91
| New | +$5.41K |
2026 Q3
0 quarters
|
|
1094
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.71B
| $6.72K | ﹤0.01% |
+139
| New | +$6.92K |
2026 Q3
0 quarters
|
|
1095
HDFC Bank
HDB
$132B
| $6.7K | ﹤0.01% |
+300
| New | +$7.13K |
2026 Q3
0 quarters
|
|
1096
Digital Realty Trust
DLR
$69.4B
| $6.67K | ﹤0.01% |
+38
| New | +$7.05K |
2026 Q3
0 quarters
|
|
1097
Riot Platforms
RIOT
$6.69B
| $6.65K | ﹤0.01% |
+330
| New | +$6.94K |
2026 Q3
0 quarters
|
|
1098
Steel Dynamics
STLD
$33.7B
| $6.65K | ﹤0.01% |
+30
| New | +$7.21K |
2026 Q3
0 quarters
|
|
1099
Academy Sports + Outdoors
ASO
$4.14B
| $6.59K | ﹤0.01% |
+137
| New | +$6.52K |
2026 Q3
0 quarters
|
|
1100
Telkom Indonesia
TLK
$11.3B
| $6.58K | ﹤0.01% |
+516
| New | +$7.46K |
2026 Q3
0 quarters
|
|
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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.