We are live on !
Find out more
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 | |
|---|---|---|---|---|---|---|---|
1251
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$249M
| $4.44K | ﹤0.01% |
+85
| New | +$4.52K |
2026 Q3
0 quarters
|
|
1252
BlackBerry
BB
$5.35B
| $4.44K | ﹤0.01% |
+491
| New | +$4.33K |
2026 Q3
0 quarters
|
|
1253
Xometry
XMTR
$6.96B
| $4.42K | ﹤0.01% |
+43
| New | +$3.98K |
2026 Q3
0 quarters
|
|
1254
Madison Square Garden
MSGE
$3.74B
| $4.41K | ﹤0.01% |
+55
| New | +$4.31K |
2026 Q3
0 quarters
|
|
1255
Hexcel
HXL
$6.05B
| $4.36K | ﹤0.01% |
+52
| New | +$5.06K |
2026 Q3
0 quarters
|
|
1256
Spire
SR
$5.21B
| $4.34K | ﹤0.01% |
+57
| New | +$4.62K |
2026 Q3
0 quarters
|
|
1257
Matador Resources
MTDR
$6.54B
| $4.33K | ﹤0.01% |
+84
| New | +$4.53K |
2026 Q3
0 quarters
|
|
1258
Reynolds Consumer Products
REYN
$5.17B
| $4.32K | ﹤0.01% |
+200
| New | +$4.91K |
2026 Q3
0 quarters
|
|
1259
American Healthcare REIT
AHR
$13.6B
| $4.3K | ﹤0.01% |
+84
| New | +$4.6K |
2026 Q3
0 quarters
|
|
1260
Antero Midstream
AM
$9.6B
| $4.29K | ﹤0.01% |
+213
| New | +$4.69K |
2026 Q3
0 quarters
|
|
1261
Procore
PCOR
$11.6B
| $4.29K | ﹤0.01% |
+83
| New | +$4.38K |
2026 Q3
0 quarters
|
|
1262
Nurix Therapeutics
NRIX
$1.7B
| $4.29K | ﹤0.01% |
+181
| New | +$4.51K |
2026 Q3
0 quarters
|
|
1263
Veeva Systems
VEEV
$49B
| $4.28K | ﹤0.01% |
+15
| New | +$3.52K |
2026 Q3
0 quarters
|
|
1264
LSB Industries
LXU
$840M
| $4.28K | ﹤0.01% |
+438
| New | +$4.72K |
2026 Q3
0 quarters
|
|
1265
STAG Industrial
STAG
$7.13B
| $4.26K | ﹤0.01% |
+119
| New | +$4.53K |
2026 Q3
0 quarters
|
|
1266
Box
BOX
$5.99B
| $4.25K | ﹤0.01% |
+127
| New | +$4.09K |
2026 Q3
0 quarters
|
|
1267
Leonardo DRS
DRS
$9.5B
| $4.25K | ﹤0.01% |
+116
| New | +$4.84K |
2026 Q3
0 quarters
|
|
1268
Keurig Dr Pepper
KDP
$48.2B
| $4.25K | ﹤0.01% |
+140
| New | +$4.37K |
2026 Q3
0 quarters
|
|
1269
e.l.f. Beauty
ELF
$6.72B
| $4.24K | ﹤0.01% |
+42
| New | +$3.84K |
2026 Q3
0 quarters
|
|
1270
AXIS Capital
AXS
$7.76B
| $4.24K | ﹤0.01% |
+45
| New | +$4.68K |
2026 Q3
0 quarters
|
|
1271
Nomad Foods
NOMD
$1.63B
| $4.24K | ﹤0.01% |
+410
| New | +$4.71K |
2026 Q3
0 quarters
|
|
1272
East-West Bancorp
EWBC
$18B
| $4.21K | ﹤0.01% |
+34
| New | +$4.43K |
2026 Q3
0 quarters
|
|
1273
Groupon
GRPN
$488M
| $4.17K | ﹤0.01% |
+211
| New | +$4.8K |
2026 Q3
0 quarters
|
|
1274
nVent Electric
NVT
$18.7B
| $4.17K | ﹤0.01% |
+26
| New | +$4.08K |
2026 Q3
0 quarters
|
|
1275
Celsius Holdings
CELH
$7.99B
| $4.16K | ﹤0.01% |
+152
| New | +$4.51K |
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.