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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 | |
|---|---|---|---|---|---|---|---|
1351
AGCO
AGCO
$7.68B
| $3.43K | ﹤0.01% |
+30
| New | +$3.42K |
2026 Q3
0 quarters
|
|
1352
Hinge Health
HNGE
$9.8B
| $3.4K | ﹤0.01% |
+35
| New | +$3.07K |
2026 Q3
0 quarters
|
|
1353
Crocs
CROX
$7.17B
| $3.4K | ﹤0.01% |
+29
| New | +$3.66K |
2026 Q3
0 quarters
|
|
1354
Establishment Labs
ESTA
$2.05B
| $3.4K | ﹤0.01% |
+53
| New | +$4.21K |
2026 Q3
0 quarters
|
|
1355
Universal Technical Institute
UTI
$1.22B
| $3.38K | ﹤0.01% |
+181
| New | +$5.48K |
2026 Q3
0 quarters
|
|
1356
Teleflex
TFX
$6.07B
| $3.38K | ﹤0.01% |
+27
| New | +$3.6K |
2026 Q3
0 quarters
|
|
1357
WEX
WEX
$5.9B
| $3.37K | ﹤0.01% |
+20
| New | +$3.63K |
2026 Q3
0 quarters
|
|
1358
NetApp
NTAP
$36.5B
| $3.36K | ﹤0.01% |
+16
| New | +$2.95K |
2026 Q3
0 quarters
|
|
1359
Gartner
IT
$12B
| $3.36K | ﹤0.01% |
+18
| New | +$3.07K |
2026 Q3
0 quarters
|
|
1360
Dillards
DDS
$9.35B
| $3.35K | ﹤0.01% |
+5
| New | +$3.02K |
2026 Q3
0 quarters
|
|
1361
Genworth Financial
GNW
$3.08B
| $3.35K | ﹤0.01% |
+373
| New | +$3.68K |
2026 Q3
0 quarters
|
|
1362
Monopar Therapeutics
MNPR
$488M
| $3.35K | ﹤0.01% |
+42
| New | +$4.5K |
2026 Q3
0 quarters
|
|
1363
Vivmark Residential
VMRK
$49.5B
| $3.34K | ﹤0.01% |
+55
| New | +$3.63K |
2026 Q3
0 quarters
|
|
1364
Innospec
IOSP
$1.95B
| $3.34K | ﹤0.01% |
+35
| New | +$3.16K |
2026 Q3
0 quarters
|
|
1365
Healthpeak Properties
DOC
$13.9B
| $3.34K | ﹤0.01% |
+167
| New | +$3.54K |
2026 Q3
0 quarters
|
|
1366
Canada Goose Holdings
GOOS
$780M
| $3.33K | ﹤0.01% |
+428
| New | +$3.68K |
2026 Q3
0 quarters
|
|
1367
Vertex
VERX
$2.88B
| $3.32K | ﹤0.01% |
+282
| New | +$3.57K |
2026 Q3
0 quarters
|
|
1368
VF Corp
VFC
$7.88B
| $3.32K | ﹤0.01% |
+236
| New | +$3.5K |
2026 Q3
0 quarters
|
|
1369
iShares 7-10 Year Treasury Bond ETF
IEF
$43.8B
| $3.3K | ﹤0.01% |
+37
| New | +$3.42K |
2026 Q3
0 quarters
|
|
1370
Ulta Beauty
ULTA
$27.8B
| $3.28K | ﹤0.01% |
+6
| New | +$3.11K |
2026 Q3
0 quarters
|
|
1371
Design Therapeutics
DSGN
$678M
| $3.27K | ﹤0.01% |
+260
| New | +$3.59K |
2026 Q3
0 quarters
|
|
1372
DHT Holdings
DHT
$3.59B
| $3.25K | ﹤0.01% |
+144
| New | +$2.81K |
2026 Q3
0 quarters
|
|
1373
Kinsale Capital Group
KNSL
$8.78B
| $3.23K | ﹤0.01% |
+10
| New | +$3.59K |
2026 Q3
0 quarters
|
|
1374
Sprott
SII
$2.76B
| $3.22K | ﹤0.01% |
+27
| New | +$3.21K |
2026 Q3
0 quarters
|
|
1375
Stifel
SF
$10.8B
| $3.22K | ﹤0.01% |
+46
| New | +$3.63K |
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.