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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 | |
|---|---|---|---|---|---|---|---|
1226
BorgWarner
BWA
$10.2B
| $4.63K | ﹤0.01% |
+77
| New | +$4.97K |
2026 Q3
0 quarters
|
|
1227
Cabot Corp
CBT
$3.71B
| $4.62K | ﹤0.01% |
+60
| New | +$5.06K |
2026 Q3
0 quarters
|
|
1228
Woodward
WWD
$19.6B
| $4.6K | ﹤0.01% |
+14
| New | +$5.08K |
2026 Q3
0 quarters
|
|
1229
Schneider National
SNDR
$5.08B
| $4.59K | ﹤0.01% |
+144
| New | +$5.05K |
2026 Q3
0 quarters
|
|
1230
Aehr Test Systems
AEHR
$2B
| $4.58K | ﹤0.01% |
+46
| New | +$4.21K |
2026 Q3
0 quarters
|
|
1231
Moog Inc Class A
MOG.A
$10.9B
| $4.58K | ﹤0.01% |
+12
| New | +$4.72K |
2026 Q3
0 quarters
|
|
1232
Donegal Group Class A
DGICA
$709M
| $4.57K | ﹤0.01% |
+257
| New | +$4.86K |
2026 Q3
0 quarters
|
|
1233
Prosperity Bancshares
PB
$8.69B
| $4.57K | ﹤0.01% |
+69
| New | +$4.98K |
2026 Q3
0 quarters
|
|
1234
AXT Inc
AXTI
$2.86B
| $4.57K | ﹤0.01% |
+59
| New | +$3.81K |
2026 Q3
0 quarters
|
|
1235
CVB Financial
CVBF
$3.92B
| $4.56K | ﹤0.01% |
+211
| New | +$4.76K |
2026 Q3
0 quarters
|
|
1236
Toast
TOST
$19.5B
| $4.55K | ﹤0.01% |
+157
| New | +$5.06K |
2026 Q3
0 quarters
|
|
1237
Belden
BDC
$4B
| $4.53K | ﹤0.01% |
+42
| New | +$4.86K |
2026 Q3
0 quarters
|
|
1238
Mettler-Toledo International
MTD
$34.4B
| $4.53K | ﹤0.01% |
+3
| New | +$4.14K |
2026 Q3
0 quarters
|
|
1239
Biogen
BIIB
$37B
| $4.52K | ﹤0.01% |
+20
| New | +$4.24K |
2026 Q3
0 quarters
|
|
1240
Invitation Homes
INVH
$15.4B
| $4.5K | ﹤0.01% |
+171
| New | +$4.98K |
2026 Q3
0 quarters
|
|
1241
Southwest Airlines
LUV
$22.1B
| $4.5K | ﹤0.01% |
+108
| New | +$4.74K |
2026 Q3
0 quarters
|
|
1242
JPMorgan California Tax Free Bond ETF
JCAL
$497M
| $4.5K | ﹤0.01% |
+95
| New | +$4.67K |
2026 Q3
0 quarters
|
|
1243
KeyCorp
KEY
$22.5B
| $4.5K | ﹤0.01% |
+224
| New | +$4.98K |
2026 Q3
0 quarters
|
|
1244
Western Asset Global High Income Fund
EHI
$158M
| $4.5K | ﹤0.01% |
+825
| New | +$4.75K |
2026 Q3
0 quarters
|
|
1245
PTC
PTC
$21.3B
| $4.49K | ﹤0.01% |
+32
| New | +$4.39K |
2026 Q3
0 quarters
|
|
1246
Amprius Technologies
AMPX
$1.22B
| $4.48K | ﹤0.01% |
+463
| New | +$4.84K |
2026 Q3
0 quarters
|
|
1247
Cavco Industries
CVCO
$4.9B
| $4.48K | ﹤0.01% |
+8
| New | +$4.54K |
2026 Q3
0 quarters
|
|
1248
Expedia Group
EXPE
$31B
| $4.48K | ﹤0.01% |
+17
| New | +$4.95K |
2026 Q3
0 quarters
|
|
1249
Turning Point Brands
TPB
$1.11B
| $4.46K | ﹤0.01% |
+76
| New | +$5.96K |
2026 Q3
0 quarters
|
|
1250
Brinker International
EAT
$8.21B
| $4.45K | ﹤0.01% |
+23
| New | +$4.85K |
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.