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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 | |
|---|---|---|---|---|---|---|---|
1126
Camden Property Trust
CPT
$9.8B
| $6.09K | ﹤0.01% |
+63
| New | +$6.81K |
2026 Q3
0 quarters
|
|
1127
Americold
COLD
$4.54B
| $6.08K | ﹤0.01% |
+435
| New | +$6.47K |
2026 Q3
0 quarters
|
|
1128
Pegasystems
PEGA
$5.24B
| $6.02K | ﹤0.01% |
+181
| New | +$5.99K |
2026 Q3
0 quarters
|
|
1129
Summit Therapeutics
SMMT
$12.1B
| $6.02K | ﹤0.01% |
+356
| New | +$5.32K |
2026 Q3
0 quarters
|
|
1130
AtriCure
ATRC
$2.85B
| $6.01K | ﹤0.01% |
+107
| New | +$4.82K |
2026 Q3
0 quarters
|
|
1131
US Physical Therapy
USPH
$1.47B
| $6K | ﹤0.01% |
+70
| New | +$5.47K |
2026 Q3
0 quarters
|
|
1132
Steven Madden
SHOO
$3.01B
| $6K | ﹤0.01% |
+134
| New | +$5.91K |
2026 Q3
0 quarters
|
|
1133
MGIC Investment
MTG
$5.52B
| $6K | ﹤0.01% |
+232
| New | +$6.93K |
2026 Q3
0 quarters
|
|
1134
iShares Core S&P Total US Stock Market ETF
ITOT
$95.8B
| $5.99K | ﹤0.01% |
+36
| New | +$5.99K |
2026 Q3
0 quarters
|
|
1135
Knowles
KN
$2.88B
| $5.98K | ﹤0.01% |
+161
| New | +$5.85K |
2026 Q3
0 quarters
|
|
1136
Marsh
MRSH
$97.8B
| $5.98K | ﹤0.01% |
+35
| New | +$6.4K |
2026 Q3
0 quarters
|
|
1137
Xylem
XYL
$21.6B
| $5.98K | ﹤0.01% |
+59
| New | +$6.75K |
2026 Q3
0 quarters
|
|
1138
Flex
FLEX
$28.9B
| $5.94K | ﹤0.01% |
+54
| New | +$6.39K |
2026 Q3
0 quarters
|
|
1139
CEVA Inc
CEVA
$751M
| $5.9K | ﹤0.01% |
+167
| New | +$5.62K |
2026 Q3
0 quarters
|
|
1140
Sanofi
SNY
$116B
| $5.86K | ﹤0.01% |
+142
| New | +$6.18K |
2026 Q3
0 quarters
|
|
1141
First Industrial Realty Trust
FR
$7.32B
| $5.84K | ﹤0.01% |
+98
| New | +$6.22K |
2026 Q3
0 quarters
|
|
1142
Amcor
AMCR
$20.2B
| $5.82K | ﹤0.01% |
+139
| New | +$6.21K |
2026 Q3
0 quarters
|
|
1143
ACI Worldwide
ACIW
$6.14B
| $5.82K | ﹤0.01% |
+119
| New | +$6.39K |
2026 Q3
0 quarters
|
|
1144
Frontline
FRO
$10.4B
| $5.81K | ﹤0.01% |
+118
| New | +$5.02K |
2026 Q3
0 quarters
|
|
1145
Amplify CWP Enhanced Dividend Income ETF
DIVO
$8.01B
| $5.81K | ﹤0.01% |
+125
| New | +$5.93K |
2026 Q3
0 quarters
|
|
1146
Axsome Therapeutics
AXSM
$7.59B
| $5.72K | ﹤0.01% |
+31
| New | +$6.74K |
2026 Q3
0 quarters
|
|
1147
Centene
CNC
$34.8B
| $5.72K | ﹤0.01% |
+92
| New | +$6.01K |
2026 Q3
0 quarters
|
|
1148
Cencora
COR
$66.7B
| $5.7K | ﹤0.01% |
+19
| New | +$5.97K |
2026 Q3
0 quarters
|
|
1149
Agilent Technologies
A
$48.8B
| $5.69K | ﹤0.01% |
+33
| New | +$4.86K |
2026 Q3
0 quarters
|
|
1150
Tower Semiconductor
TSEM
$17.9B
| $5.69K | ﹤0.01% |
+25
| New | +$5.66K |
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.