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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 | |
|---|---|---|---|---|---|---|---|
1201
Scorpio Tankers
STNG
$4.26B
| $5.02K | ﹤0.01% |
+60
| New | +$4.76K |
2026 Q3
0 quarters
|
|
1202
Skyward Specialty Insurance
SKWD
$2.78B
| $5.02K | ﹤0.01% |
+95
| New | +$5.56K |
2026 Q3
0 quarters
|
|
1203
FB Financial Corp
FBK
$2.67B
| $5.02K | ﹤0.01% |
+97
| New | +$5.58K |
2026 Q3
0 quarters
|
|
1204
Lindblad Expeditions
LIND
$2.24B
| $5K | ﹤0.01% |
+159
| New | +$4.6K |
2026 Q3
0 quarters
|
|
1205
Bitwise 10 Crypto Index ETF
BITW
$675M
| $5K | ﹤0.01% |
+91
| New | +$4.21K |
2026 Q3
0 quarters
|
|
1206
Axalta
AXTA
$7.79B
| $4.98K | ﹤0.01% |
+155
| New | +$5.36K |
2026 Q3
0 quarters
|
|
1207
United Microelectronic
UMC
$39.5B
| $4.95K | ﹤0.01% |
+202
| New | +$4.32K |
2026 Q3
0 quarters
|
|
1208
FIVE9
FIVN
$2.11B
| $4.93K | ﹤0.01% |
+145
| New | +$4.4K |
2026 Q3
0 quarters
|
|
1209
CNO Financial Group
CNO
$5.25B
| $4.92K | ﹤0.01% |
+93
| New | +$5.03K |
2026 Q3
0 quarters
|
|
1210
NiSource
NI
$22B
| $4.91K | ﹤0.01% |
+126
| New | +$5.42K |
2026 Q3
0 quarters
|
|
1211
Virtu Financial
VIRT
$5.28B
| $4.91K | ﹤0.01% |
+89
| New | +$5.34K |
2026 Q3
0 quarters
|
|
1212
Ryman Hospitality Properties
RHP
$9.42B
| $4.9K | ﹤0.01% |
+41
| New | +$5.16K |
2026 Q3
0 quarters
|
|
1213
iShares MSCI Europe Financials ETF
EUFN
$3.07B
| $4.89K | ﹤0.01% |
+123
| New | +$5.09K |
2026 Q3
0 quarters
|
|
1214
Booz Allen Hamilton
BAH
$10.3B
| $4.86K | ﹤0.01% |
+70
| New | +$5.04K |
2026 Q3
0 quarters
|
|
1215
Fifth Third Bancorp
FITB
$48.7B
| $4.86K | ﹤0.01% |
+96
| New | +$5.34K |
2026 Q3
0 quarters
|
|
1216
Resolute Holdings Management
RHLD
$1.22B
| $4.85K | ﹤0.01% |
+41
| New | +$5.39K |
2026 Q3
0 quarters
|
|
1217
Pinnacle West Capital
PNW
$13B
| $4.84K | ﹤0.01% |
+52
| New | +$5.22K |
2026 Q3
0 quarters
|
|
1218
Harmonic Inc
HLIT
$1.13B
| $4.84K | ﹤0.01% |
+458
| New | +$5.54K |
2026 Q3
0 quarters
|
|
1219
AST SpaceMobile
ASTS
$10.4B
| $4.83K | ﹤0.01% |
+82
| New | +$5.28K |
2026 Q3
0 quarters
|
|
1220
Copa Holdings
CPA
$5.83B
| $4.75K | ﹤0.01% |
+36
| New | +$4.92K |
2026 Q3
0 quarters
|
|
1221
Star Bulk Carriers
SBLK
$3.3B
| $4.7K | ﹤0.01% |
+160
| New | +$4.63K |
2026 Q3
0 quarters
|
|
1222
Franklin BSP Realty Trust
FBRT
$467M
| $4.68K | ﹤0.01% |
+732
| New | +$5.77K |
2026 Q3
0 quarters
|
|
1223
Strive Inc
ASST
$2.83B
| $4.68K | ﹤0.01% |
+159
| New | +$2.95K |
2026 Q3
0 quarters
|
|
1224
BridgeBio Pharma
BBIO
$15.2B
| $4.67K | ﹤0.01% |
+71
| New | +$5.53K |
2026 Q3
0 quarters
|
|
1225
WisdomTree International Quality Dividend Growth Fund
IQDG
$691M
| $4.65K | ﹤0.01% |
+109
| New | +$4.76K |
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.