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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 | |
|---|---|---|---|---|---|---|---|
1101
RingCentral
RNG
$6.34B
| $6.57K | ﹤0.01% |
+88
| New | +$5.34K |
2026 Q3
0 quarters
|
|
1102
Annaly Capital Management
NLY
$13.8B
| $6.57K | ﹤0.01% |
+348
| New | +$7.82K |
2026 Q3
0 quarters
|
|
1103
DT Midstream
DTM
$12.2B
| $6.57K | ﹤0.01% |
+55
| New | +$7.38K |
2026 Q3
0 quarters
|
|
1104
BP
BP
$118B
| $6.56K | ﹤0.01% |
+149
| New | +$6.39K |
2026 Q3
0 quarters
|
|
1105
iShares S&P 100 ETF
OEF
$20B
| $6.54K | ﹤0.01% |
+17
| New | +$6.39K |
2026 Q3
0 quarters
|
|
1106
Rockwell Automation
ROK
$44.9B
| $6.53K | ﹤0.01% |
+15
| New | +$6.67K |
2026 Q3
0 quarters
|
|
1107
Ashland
ASH
$3.45B
| $6.52K | ﹤0.01% |
+96
| New | +$6.78K |
2026 Q3
0 quarters
|
|
1108
KraneShares CSI China Internet ETF
KWEB
$4.28B
| $6.52K | ﹤0.01% |
+266
| New | +$6.99K |
2026 Q3
0 quarters
|
|
1109
Ducommun
DCO
$2.15B
| $6.52K | ﹤0.01% |
+38
| New | +$6.8K |
2026 Q3
0 quarters
|
|
1110
Brown & Brown
BRO
$23.4B
| $6.52K | ﹤0.01% |
+107
| New | +$7.36K |
2026 Q3
0 quarters
|
|
1111
Halozyme
HALO
$11.5B
| $6.51K | ﹤0.01% |
+59
| New | +$5.7K |
2026 Q3
0 quarters
|
|
1112
Franklin Systematic Style Premia ETF
FLSP
$1.21B
| $6.46K | ﹤0.01% |
+226
| New | +$6.38K |
2026 Q3
0 quarters
|
|
1113
Globant
GLOB
$1.98B
| $6.45K | ﹤0.01% |
+186
| New | +$6.69K |
2026 Q3
0 quarters
|
|
1114
WisdomTree
WT
$3.27B
| $6.41K | ﹤0.01% |
+264
| New | +$5.8K |
2026 Q3
0 quarters
|
|
1115
LyondellBasell Industries
LYB
$20.6B
| $6.38K | ﹤0.01% |
+111
| New | +$6.8K |
2026 Q3
0 quarters
|
|
1116
Cenovus Energy
CVE
$52.2B
| $6.28K | ﹤0.01% |
+202
| New | +$6.09K |
2026 Q3
0 quarters
|
|
1117
Graco
GGG
$11.6B
| $6.22K | ﹤0.01% |
+81
| New | +$6.33K |
2026 Q3
0 quarters
|
|
1118
First Interstate BancSystem
FIBK
$3.49B
| $6.18K | ﹤0.01% |
+173
| New | +$6.54K |
2026 Q3
0 quarters
|
|
1119
Dover
DOV
$27.9B
| $6.17K | ﹤0.01% |
+33
| New | +$6.66K |
2026 Q3
0 quarters
|
|
1120
Talos Energy
TALO
$2.65B
| $6.17K | ﹤0.01% |
+378
| New | +$5.94K |
2026 Q3
0 quarters
|
|
1121
Rocket Companies
RKT
$38.9B
| $6.15K | ﹤0.01% |
+534
| New | +$7.31K |
2026 Q3
0 quarters
|
|
1122
Exelon
EXC
$47.2B
| $6.14K | ﹤0.01% |
+152
| New | +$6.79K |
2026 Q3
0 quarters
|
|
1123
Viatris
VTRS
$23.7B
| $6.13K | ﹤0.01% |
+346
| New | +$5.84K |
2026 Q3
0 quarters
|
|
1124
Carlisle Companies
CSL
$15.2B
| $6.12K | ﹤0.01% |
+19
| New | +$6.6K |
2026 Q3
0 quarters
|
|
1125
Casella Waste Systems
CWST
$6.38B
| $6.11K | ﹤0.01% |
+76
| New | +$6.95K |
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.