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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 | |
|---|---|---|---|---|---|---|---|
1326
Nordson
NDSN
$18.2B
| $3.61K | ﹤0.01% |
+11
| New | +$3.39K |
2026 Q3
0 quarters
|
|
1327
Univest Financial
UVSP
$1.11B
| $3.61K | ﹤0.01% |
+88
| New | +$3.78K |
2026 Q3
0 quarters
|
|
1328
Atmos Energy
ATO
$29.7B
| $3.6K | ﹤0.01% |
+23
| New | +$3.9K |
2026 Q3
0 quarters
|
|
1329
TFS Financial
TFSL
$4.57B
| $3.6K | ﹤0.01% |
+222
| New | +$3.9K |
2026 Q3
0 quarters
|
|
1330
Rayonier
RYN
$6.29B
| $3.56K | ﹤0.01% |
+194
| New | +$4.06K |
2026 Q3
0 quarters
|
|
1331
Extra Space Storage
EXR
$33B
| $3.55K | ﹤0.01% |
+27
| New | +$3.88K |
2026 Q3
0 quarters
|
|
1332
Amdocs
DOX
$4.61B
| $3.54K | ﹤0.01% |
+62
| New | +$3.56K |
2026 Q3
0 quarters
|
|
1333
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.33B
| $3.54K | ﹤0.01% |
+75
| New | +$3.59K |
2026 Q3
0 quarters
|
|
1334
Axcelis
ACLS
$3.34B
| $3.54K | ﹤0.01% |
+27
| New | +$3.45K |
2026 Q3
0 quarters
|
|
1335
Avalo Therapeutics
AVTX
$445M
| $3.54K | ﹤0.01% |
+231
| New | +$4.25K |
2026 Q3
0 quarters
|
|
1336
Addus HomeCare
ADUS
$2.31B
| $3.54K | ﹤0.01% |
+32
| New | +$3.68K |
2026 Q3
0 quarters
|
|
1337
iShares TIPS Bond ETF
TIP
$14.4B
| $3.54K | ﹤0.01% |
+34
| New | +$3.64K |
2026 Q3
0 quarters
|
|
1338
Arrowhead Research
ARWR
$6.66B
| $3.54K | ﹤0.01% |
+54
| New | +$4.37K |
2026 Q3
0 quarters
|
|
1339
Anterix
ATEX
$1.63B
| $3.53K | ﹤0.01% |
+45
| New | +$4.14K |
2026 Q3
0 quarters
|
|
1340
Vaxcyte
PCVX
$10.2B
| $3.53K | ﹤0.01% |
+62
| New | +$3.61K |
2026 Q3
0 quarters
|
|
1341
International Seaways
INSW
$5.35B
| $3.52K | ﹤0.01% |
+32
| New | +$3.09K |
2026 Q3
0 quarters
|
|
1342
Universal Health Services
UHS
$11.2B
| $3.48K | ﹤0.01% |
+20
| New | +$3.35K |
2026 Q3
0 quarters
|
|
1343
Alphabet Inc Depositary Shares Series A Preferred Stock
GOOGM
| $3.48K | ﹤0.01% |
+71
| New | +$3.5K |
2026 Q3
0 quarters
|
|
1344
ODDITY Tech
ODD
$772M
| $3.47K | ﹤0.01% |
+186
| New | +$2.92K |
2026 Q3
0 quarters
|
|
1345
Power Integrations
POWI
$2.57B
| $3.47K | ﹤0.01% |
+67
| New | +$3.97K |
2026 Q3
0 quarters
|
|
1346
Pinnacle Financial Partners Inc
PNFP
$15B
| $3.46K | ﹤0.01% |
+37
| New | +$3.73K |
2026 Q3
0 quarters
|
|
1347
Lincoln National
LNC
$7.96B
| $3.46K | ﹤0.01% |
+86
| New | +$3.67K |
2026 Q3
0 quarters
|
|
1348
FirstService
FSV
$6.46B
| $3.45K | ﹤0.01% |
+27
| New | +$3.78K |
2026 Q3
0 quarters
|
|
|
MBGL
1349
Mobility Global Inc
MBGL
$7.4B
| $3.45K | ﹤0.01% |
+201
| New | +$4.04K |
2026 Q3
0 quarters
|
|
1350
Enphase Energy
ENPH
$3.54B
| $3.43K | ﹤0.01% |
+104
| New | +$4K |
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.