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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 | |
|---|---|---|---|---|---|---|---|
1376
Schwab Short-Term US Treasury ETF
SCHO
$15.5B
| $3.22K | ﹤0.01% |
+135
| New | +$3.24K |
2026 Q3
0 quarters
|
|
1377
Federal Signal
FSS
$7.02B
| $3.21K | ﹤0.01% |
+29
| New | +$3.47K |
2026 Q3
0 quarters
|
|
1378
Papa John's
PZZA
$631M
| $3.21K | ﹤0.01% |
+163
| New | +$4.28K |
2026 Q3
0 quarters
|
|
1379
Aegon
AEG
$12.5B
| $3.21K | ﹤0.01% |
+372
| New | +$3.38K |
2026 Q3
0 quarters
|
|
1380
Huazhu Hotels Group
HTHT
$15.8B
| $3.21K | ﹤0.01% |
+75
| New | +$3.27K |
2026 Q3
0 quarters
|
|
1381
Bankunited
BKU
$3.13B
| $3.21K | ﹤0.01% |
+76
| New | +$3.52K |
2026 Q3
0 quarters
|
|
1382
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.9B
| $3.2K | ﹤0.01% |
+118
| New | +$3.32K |
2026 Q3
0 quarters
|
|
1383
Pelagos Insurance Capital
PLGO
$2.39B
| $3.19K | ﹤0.01% |
+135
| New | +$3.33K |
2026 Q3
0 quarters
|
|
1384
PPL Corp
PPL
$26.5B
| $3.19K | ﹤0.01% |
+97
| New | +$3.38K |
2026 Q3
0 quarters
|
|
1385
Vornado Realty Trust
VNO
$6.49B
| $3.18K | ﹤0.01% |
+94
| New | +$3.56K |
2026 Q3
0 quarters
|
|
1386
UP Fintech Holding
TIGR
$705M
| $3.18K | ﹤0.01% |
+692
| New | +$3.34K |
2026 Q3
0 quarters
|
|
1387
JBT Marel
JBTM
$6.39B
| $3.17K | ﹤0.01% |
+30
| New | +$3.73K |
2026 Q3
0 quarters
|
|
1388
Taysha Gene Therapies
TSHA
$1.37B
| $3.17K | ﹤0.01% |
+650
| New | +$3.75K |
2026 Q3
0 quarters
|
|
1389
Vanguard Long-Term Treasury ETF
VGLT
$11.2B
| $3.16K | ﹤0.01% |
+63
| New | +$3.33K |
2026 Q3
0 quarters
|
|
1390
Vanguard Total International Stock ETF
VXUS
$162B
| $3.14K | ﹤0.01% |
+37
| New | +$3.18K |
2026 Q3
0 quarters
|
|
1391
PJT Partners
PJT
$3.82B
| $3.14K | ﹤0.01% |
+22
| New | +$3.67K |
2026 Q3
0 quarters
|
|
1392
Digi International
DGII
$2.22B
| $3.12K | ﹤0.01% |
+41
| New | +$2.98K |
2026 Q3
0 quarters
|
|
1393
Credo Technology Group
CRDO
$26.3B
| $3.12K | ﹤0.01% |
+16
| New | +$3.44K |
2026 Q3
0 quarters
|
|
1394
Atlantic Union Bankshares
AUB
$5.53B
| $3.11K | ﹤0.01% |
+82
| New | +$3.37K |
2026 Q3
0 quarters
|
|
1395
Rogers Communications
RCI
$17.7B
| $3.11K | ﹤0.01% |
+101
| New | +$3.5K |
2026 Q3
0 quarters
|
|
1396
Universal Corp
UVV
$941M
| $3.09K | ﹤0.01% |
+74
| New | +$3.55K |
2026 Q3
0 quarters
|
|
1397
Rapid7
RPD
$987M
| $3.08K | ﹤0.01% |
+252
| New | +$2.91K |
2026 Q3
0 quarters
|
|
1398
Eagle Materials
EXP
$5.54B
| $3.08K | ﹤0.01% |
+18
| New | +$3.6K |
2026 Q3
0 quarters
|
|
1399
PBF Energy
PBF
$8.41B
| $3.08K | ﹤0.01% |
+40
| New | +$2.71K |
2026 Q3
0 quarters
|
|
1400
Porch Group
PRCH
$2.44B
| $3.07K | ﹤0.01% |
+184
| New | +$2.88K |
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.