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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 | |
|---|---|---|---|---|---|---|---|
1151
Oscar Health
OSCR
$9.9B
| $5.68K | ﹤0.01% |
+184
| New | +$5.65K |
2026 Q3
0 quarters
|
|
1152
FT Vest Gold Strategy Target Income ETF
IGLD
$550M
| $5.67K | ﹤0.01% |
+279
| New | +$5.93K |
2026 Q3
0 quarters
|
|
1153
Core Scientific
CORZ
$4.63B
| $5.66K | ﹤0.01% |
+354
| New | +$6.97K |
2026 Q3
0 quarters
|
|
1154
Stantec
STN
$8.44B
| $5.66K | ﹤0.01% |
+84
| New | +$5.98K |
2026 Q3
0 quarters
|
|
1155
Public Storage
PSA
$62.3B
| $5.66K | ﹤0.01% |
+20
| New | +$6.26K |
2026 Q3
0 quarters
|
|
1156
Mid-America Apartment Communities
MAA
$13.5B
| $5.65K | ﹤0.01% |
+48
| New | +$6.25K |
2026 Q3
0 quarters
|
|
1157
Hudbay
HBM
$9.6B
| $5.63K | ﹤0.01% |
+211
| New | +$5.38K |
2026 Q3
0 quarters
|
|
1158
Gentex
GNTX
$3.98B
| $5.59K | ﹤0.01% |
+257
| New | +$6K |
2026 Q3
0 quarters
|
|
1159
National Bank Holdings
NBHC
$1.63B
| $5.56K | ﹤0.01% |
+142
| New | +$6.04K |
2026 Q3
0 quarters
|
|
1160
Sable Offshore Corp
SOC
$129M
| $5.55K | ﹤0.01% |
+1,604
| New | +$7.15K |
2026 Q3
0 quarters
|
|
1161
Warrior Met Coal
HCC
$4.45B
| $5.55K | ﹤0.01% |
+63
| New | +$5.74K |
2026 Q3
0 quarters
|
|
1162
Novo Nordisk
NVO
$179B
| $5.53K | ﹤0.01% |
+146
| New | +$6.73K |
2026 Q3
0 quarters
|
|
1163
Fabrinet
FN
$12.6B
| $5.52K | ﹤0.01% |
+13
| New | +$5.97K |
2026 Q3
0 quarters
|
|
1164
Korn Ferry
KFY
$4.24B
| $5.51K | ﹤0.01% |
+77
| New | +$6.11K |
2026 Q3
0 quarters
|
|
1165
Schwab US Large-Cap Growth ETF
SCHG
$61.8B
| $5.5K | ﹤0.01% |
+153
| New | +$5.36K |
2026 Q3
0 quarters
|
|
1166
OR Royalties Inc
OR
$6.52B
| $5.49K | ﹤0.01% |
+160
| New | +$5.33K |
2026 Q3
0 quarters
|
|
1167
Everpure Inc
P
$36.7B
| $5.49K | ﹤0.01% |
+42
| New | +$3.96K |
2026 Q3
0 quarters
|
|
1168
RH
RH
$2.45B
| $5.48K | ﹤0.01% |
+45
| New | +$7.12K |
2026 Q3
0 quarters
|
|
1169
Invesco S&P MidCap Quality ETF
XMHQ
$5.78B
| $5.47K | ﹤0.01% |
+49
| New | +$5.66K |
2026 Q3
0 quarters
|
|
1170
Adecoagro
AGRO
$1.22B
| $5.46K | ﹤0.01% |
+539
| New | +$5.67K |
2026 Q3
0 quarters
|
|
1171
Snap-on
SNA
$19B
| $5.45K | ﹤0.01% |
+15
| New | +$5.92K |
2026 Q3
0 quarters
|
|
1172
Qnity Electronics Inc
Q
$25.6B
| $5.41K | ﹤0.01% |
+43
| New | +$5.63K |
2026 Q3
0 quarters
|
|
1173
Regions Financial
RF
$24.2B
| $5.4K | ﹤0.01% |
+201
| New | +$6.09K |
2026 Q3
0 quarters
|
|
1174
Domino's
DPZ
$11B
| $5.39K | ﹤0.01% |
+18
| New | +$5.9K |
2026 Q3
0 quarters
|
|
1175
Korea Electric Power
KEP
$14.3B
| $5.38K | ﹤0.01% |
+491
| New | +$5.77K |
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.