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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 | |
|---|---|---|---|---|---|---|---|
1301
TTM Technologies
TTMI
$8.04B
| $3.93K | ﹤0.01% |
+32
| New | +$4.11K |
2026 Q3
0 quarters
|
|
1302
NCR Atleos
NATL
$3.57B
| $3.93K | ﹤0.01% |
+87
| New | +$4.02K |
2026 Q3
0 quarters
|
|
1303
EXL Service
EXLS
$6.5B
| $3.92K | ﹤0.01% |
+114
| New | +$3.8K |
2026 Q3
0 quarters
|
|
1304
Texas Pacific Land
TPL
$19.4B
| $3.91K | ﹤0.01% |
+12
| New | +$4.53K |
2026 Q3
0 quarters
|
|
1305
Joby Aviation
JOBY
$5.43B
| $3.91K | ﹤0.01% |
+646
| New | +$4.69K |
2026 Q3
0 quarters
|
|
1306
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.73B
| $3.88K | ﹤0.01% |
+94
| New | +$3.95K |
2026 Q3
0 quarters
|
|
1307
Hims & Hers Health
HIMS
$4.62B
| $3.87K | ﹤0.01% |
+130
| New | +$3.99K |
2026 Q3
0 quarters
|
|
1308
Aramark
ARMK
$14.2B
| $3.86K | ﹤0.01% |
+72
| New | +$4.13K |
2026 Q3
0 quarters
|
|
1309
Tamboran Resources
TBN
$1B
| $3.86K | ﹤0.01% |
+117
| New | +$4.13K |
2026 Q3
0 quarters
|
|
1310
Veracyte
VCYT
$1.99B
| $3.82K | ﹤0.01% |
+83
| New | +$4K |
2026 Q3
0 quarters
|
|
1311
Rhythm Pharmaceuticals
RYTM
$7.62B
| $3.81K | ﹤0.01% |
+40
| New | +$4.27K |
2026 Q3
0 quarters
|
|
1312
Riskified
RSKD
$1.24B
| $3.8K | ﹤0.01% |
+481
| New | +$2.84K |
2026 Q3
0 quarters
|
|
1313
Helios Technologies
HLIO
$1.56B
| $3.8K | ﹤0.01% |
+56
| New | +$4.26K |
2026 Q3
0 quarters
|
|
1314
Raymond James Financial
RJF
$32.2B
| $3.79K | ﹤0.01% |
+24
| New | +$4.12K |
2026 Q3
0 quarters
|
|
1315
Smith & Nephew
SNN
$13B
| $3.77K | ﹤0.01% |
+140
| New | +$4.12K |
2026 Q3
0 quarters
|
|
1316
Veralto
VLTO
$28.6B
| $3.77K | ﹤0.01% |
+40
| New | +$3.82K |
2026 Q3
0 quarters
|
|
1317
Commault Systems
CVLT
$6.8B
| $3.75K | ﹤0.01% |
+25
| New | +$3.51K |
2026 Q3
0 quarters
|
|
1318
Acuity Brands
AYI
$9.9B
| $3.72K | ﹤0.01% |
+12
| New | +$3.99K |
2026 Q3
0 quarters
|
|
1319
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$125M
| $3.71K | ﹤0.01% |
+57
| New | +$3.75K |
2026 Q3
0 quarters
|
|
1320
Kanzhun
BZ
$5.47B
| $3.7K | ﹤0.01% |
+250
| New | +$3.9K |
2026 Q3
0 quarters
|
|
1321
Ternium
TX
$9.9B
| $3.69K | ﹤0.01% |
+68
| New | +$3.53K |
2026 Q3
0 quarters
|
|
1322
Ingevity
NGVT
$2.09B
| $3.68K | ﹤0.01% |
+52
| New | +$3.75K |
2026 Q3
0 quarters
|
|
1323
Advanced Energy
AEIS
$9.26B
| $3.66K | ﹤0.01% |
+13
| New | +$3.8K |
2026 Q3
0 quarters
|
|
1324
Tiptree Inc
TIPT
$638M
| $3.62K | ﹤0.01% |
+213
| New | +$3.82K |
2026 Q3
0 quarters
|
|
1325
Arteris
AIP
$1B
| $3.62K | ﹤0.01% |
+153
| New | +$4.18K |
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.