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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 | |
|---|---|---|---|---|---|---|---|
1401
W.R. Berkley
WRB
$28.7B
| $3.04K | ﹤0.01% |
+45
| New | +$3.18K |
2026 Q3
0 quarters
|
|
1402
Interface
TILE
$1.81B
| $3.03K | ﹤0.01% |
+88
| New | +$3.12K |
2026 Q3
0 quarters
|
|
1403
T. Rowe Price
TROW
$23.1B
| $3.02K | ﹤0.01% |
+29
| New | +$3.25K |
2026 Q3
0 quarters
|
|
1404
Wyndham Hotels & Resorts
WH
$5.86B
| $3.02K | ﹤0.01% |
+42
| New | +$3.11K |
2026 Q3
0 quarters
|
|
1405
NewAmsterdam Pharma
NAMS
$2.4B
| $3.02K | ﹤0.01% |
+124
| New | +$3.43K |
2026 Q3
0 quarters
|
|
1406
Intrepid Potash
IPI
$446M
| $3.02K | ﹤0.01% |
+94
| New | +$3.42K |
2026 Q3
0 quarters
|
|
1407
Kaspi.kz JSC
KSPI
$16.8B
| $3.01K | ﹤0.01% |
+32
| New | +$3.06K |
2026 Q3
0 quarters
|
|
1408
Brady Corp
BRC
$3.73B
| $3.01K | ﹤0.01% |
+36
| New | +$3.28K |
2026 Q3
0 quarters
|
|
1409
Inhibrx
INBX
$1.29B
| $3K | ﹤0.01% |
+30
| New | +$2.99K |
2026 Q3
0 quarters
|
|
1410
Centerra Gold
CGAU
$3.93B
| $2.98K | ﹤0.01% |
+137
| New | +$2.76K |
2026 Q3
0 quarters
|
|
1411
Gildan
GIL
$6.45B
| $2.98K | ﹤0.01% |
+70
| New | +$3.62K |
2026 Q3
0 quarters
|
|
1412
PTC Therapeutics
PTCT
$5.29B
| $2.98K | ﹤0.01% |
+46
| New | +$3.35K |
2026 Q3
0 quarters
|
|
1413
First American
FAF
$6.58B
| $2.98K | ﹤0.01% |
+49
| New | +$3.52K |
2026 Q3
0 quarters
|
|
1414
Franklin Electric
FELE
$4.31B
| $2.97K | ﹤0.01% |
+31
| New | +$3.17K |
2026 Q3
0 quarters
|
|
1415
Factset
FDS
$11.7B
| $2.97K | ﹤0.01% |
+11
| New | +$3.03K |
2026 Q3
0 quarters
|
|
1416
American Tower
AMT
$88B
| $2.95K | ﹤0.01% |
+18
| New | +$3.09K |
2026 Q3
0 quarters
|
|
1417
Travere Therapeutics
TVTX
$4.95B
| $2.94K | ﹤0.01% |
+50
| New | +$3.05K |
2026 Q3
0 quarters
|
|
1418
Global E Online
GLBE
$6.9B
| $2.94K | ﹤0.01% |
+74
| New | +$2.88K |
2026 Q3
0 quarters
|
|
1419
Par Pacific Holdings
PARR
$3.61B
| $2.94K | ﹤0.01% |
+36
| New | +$2.77K |
2026 Q3
0 quarters
|
|
1420
Sezzle
SEZL
$5.23B
| $2.92K | ﹤0.01% |
+27
| New | +$3.77K |
2026 Q3
0 quarters
|
|
1421
PRA Group
PRAA
$447M
| $2.9K | ﹤0.01% |
+149
| New | +$2.81K |
2026 Q3
0 quarters
|
|
1422
iShares Russell Mid-Cap Growth ETF
IWP
$18.3B
| $2.89K | ﹤0.01% |
+21
| New | +$2.95K |
2026 Q3
0 quarters
|
|
1423
Celldex Therapeutics
CLDX
$2.24B
| $2.88K | ﹤0.01% |
+89
| New | +$3.4K |
2026 Q3
0 quarters
|
|
1424
Remitly
RELY
$4.88B
| $2.88K | ﹤0.01% |
+135
| New | +$3.23K |
2026 Q3
0 quarters
|
|
1425
ServisFirst Bancshares
SFBS
$4.49B
| $2.88K | ﹤0.01% |
+72
| New | +$3.11K |
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.