We are live on !
Find out more
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 | |
|---|---|---|---|---|---|---|---|
1426
Century Aluminum
CENX
$3.52B
| $2.88K | ﹤0.01% |
+80
| New | +$3.54K |
2026 Q3
0 quarters
|
|
1427
GE HealthCare
GEHC
$37B
| $2.88K | ﹤0.01% |
+44
| New | +$2.98K |
2026 Q3
0 quarters
|
|
1428
McCormick & Company Non-Voting
MKC
$12.5B
| $2.88K | ﹤0.01% |
+62
| New | +$3.23K |
2026 Q3
0 quarters
|
|
1429
Applied Digital
APLD
$5.13B
| $2.88K | ﹤0.01% |
+118
| New | +$3.31K |
2026 Q3
0 quarters
|
|
1430
ResMed
RMD
$33.6B
| $2.87K | ﹤0.01% |
+13
| New | +$2.84K |
2026 Q3
0 quarters
|
|
1431
Akamai
AKAM
$12.5B
| $2.87K | ﹤0.01% |
+27
| New | +$3.08K |
2026 Q3
0 quarters
|
|
1432
RPM International
RPM
$13.2B
| $2.86K | ﹤0.01% |
+29
| New | +$3.08K |
2026 Q3
0 quarters
|
|
1433
Wynn Resorts
WYNN
$8.55B
| $2.86K | ﹤0.01% |
+36
| New | +$3.39K |
2026 Q3
0 quarters
|
|
1434
Kodiak Sciences
KOD
$6.8B
| $2.84K | ﹤0.01% |
+30
| New | +$1.24K |
2026 Q3
0 quarters
|
|
1435
Dropbox
DBX
$7.21B
| $2.84K | ﹤0.01% |
+84
| New | +$2.78K |
2026 Q3
0 quarters
|
|
1436
AutoZone
AZO
$52.3B
| $2.83K | ﹤0.01% |
+1
| New | +$2.99K |
2026 Q3
0 quarters
|
|
1437
UL Solutions
ULS
$16.5B
| $2.82K | ﹤0.01% |
+43
| New | +$3.37K |
2026 Q3
0 quarters
|
|
1438
Chimera Investment
CIM
$555M
| $2.82K | ﹤0.01% |
+296
| New | +$3.52K |
2026 Q3
0 quarters
|
|
1439
America Movil
AMX
$76.2B
| $2.82K | ﹤0.01% |
+133
| New | +$3.2K |
2026 Q3
0 quarters
|
|
1440
Quantum Computing Inc
QUBT
$1.32B
| $2.81K | ﹤0.01% |
+333
| New | +$2.81K |
2026 Q3
0 quarters
|
|
1441
Element Solutions
ESI
$8.08B
| $2.79K | ﹤0.01% |
+77
| New | +$2.84K |
2026 Q3
0 quarters
|
|
1442
WisdomTree Emerging Markets Multifactor Fund
EMMF
$178M
| $2.79K | ﹤0.01% |
+74
| New | +$2.78K |
2026 Q3
0 quarters
|
|
1443
Allient
ALNT
$1.44B
| $2.79K | ﹤0.01% |
+25
| New | +$2.42K |
2026 Q3
0 quarters
|
|
1444
Advanced Drainage Systems
WMS
$9.12B
| $2.79K | ﹤0.01% |
+22
| New | +$3.08K |
2026 Q3
0 quarters
|
|
1445
The Marzetti Company
MZTI
$3.01B
| $2.78K | ﹤0.01% |
+28
| New | +$3.05K |
2026 Q3
0 quarters
|
|
1446
Oklo
OKLO
$4.77B
| $2.78K | ﹤0.01% |
+75
| New | +$3.17K |
2026 Q3
0 quarters
|
|
1447
Xeris Biopharma Holdings
XERS
$3.04B
| $2.77K | ﹤0.01% |
+290
| New | +$2.45K |
2026 Q3
0 quarters
|
|
1448
Figma
FIG
$10.1B
| $2.75K | ﹤0.01% |
+131
| New | +$3.13K |
2026 Q3
0 quarters
|
|
1449
Urban Outfitters
URBN
$7.26B
| $2.75K | ﹤0.01% |
+36
| New | +$2.71K |
2026 Q3
0 quarters
|
|
1450
Grand Canyon Education
LOPE
$3B
| $2.73K | ﹤0.01% |
+18
| New | +$2.67K |
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.