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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 | |
|---|---|---|---|---|---|---|---|
1451
Comstock Resources
CRK
$4.42B
| $2.71K | ﹤0.01% |
+220
| New | +$3.03K |
2026 Q3
0 quarters
|
|
1452
Reinsurance Group of America
RGA
$17.8B
| $2.71K | ﹤0.01% |
+11
| New | +$2.66K |
2026 Q3
0 quarters
|
|
1453
Amplify Blockchain Technology ETF
BLOK
$864M
| $2.69K | ﹤0.01% |
+44
| New | +$2.73K |
2026 Q3
0 quarters
|
|
1454
Camping World
CWH
$449M
| $2.69K | ﹤0.01% |
+536
| New | +$3.33K |
2026 Q3
0 quarters
|
|
1455
Vermilion Energy
VET
$1.65B
| $2.69K | ﹤0.01% |
+236
| New | +$2.7K |
2026 Q3
0 quarters
|
|
1456
Quaker Houghton
KWR
$2.64B
| $2.68K | ﹤0.01% |
+17
| New | +$2.71K |
2026 Q3
0 quarters
|
|
1457
Bunge Global
BG
$19.2B
| $2.67K | ﹤0.01% |
+25
| New | +$2.86K |
2026 Q3
0 quarters
|
|
1458
Pilgrim's Pride
PPC
$6.49B
| $2.67K | ﹤0.01% |
+99
| New | +$2.88K |
2026 Q3
0 quarters
|
|
1459
Saia
SAIA
$8.83B
| $2.67K | ﹤0.01% |
+8
| New | +$2.99K |
2026 Q3
0 quarters
|
|
1460
Seneca Foods Class A
SENEA
$1.14B
| $2.67K | ﹤0.01% |
+15
| New | +$2.73K |
2026 Q3
0 quarters
|
|
1461
Marathon Digital Holdings
MARA
$2.79B
| $2.66K | ﹤0.01% |
+235
| New | +$2.7K |
2026 Q3
0 quarters
|
|
1462
Texas Roadhouse
TXRH
$12.2B
| $2.66K | ﹤0.01% |
+17
| New | +$3.25K |
2026 Q3
0 quarters
|
|
1463
BioNTech
BNTX
$21.1B
| $2.65K | ﹤0.01% |
+27
| New | +$2.62K |
2026 Q3
0 quarters
|
|
1464
Appian
APPN
$3.94B
| $2.64K | ﹤0.01% |
+75
| New | +$2.45K |
2026 Q3
0 quarters
|
|
1465
City Holding Co
CHCO
$2B
| $2.64K | ﹤0.01% |
+19
| New | +$2.69K |
2026 Q3
0 quarters
|
|
1466
Hamilton Insurance Group
HG
$3.81B
| $2.64K | ﹤0.01% |
+80
| New | +$2.79K |
2026 Q3
0 quarters
|
|
1467
Beta Technologies Inc
BETA
$5.91B
| $2.63K | ﹤0.01% |
+119
| New | +$2.5K |
2026 Q3
0 quarters
|
|
1468
Eton Pharmaceutcials
ETON
$1.77B
| $2.63K | ﹤0.01% |
+51
| New | +$2.59K |
2026 Q3
0 quarters
|
|
1469
Teekay Tankers
TNK
$3.07B
| $2.62K | ﹤0.01% |
+27
| New | +$2.28K |
2026 Q3
0 quarters
|
|
1470
CarMax
KMX
$7.46B
| $2.59K | ﹤0.01% |
+47
| New | +$2.74K |
2026 Q3
0 quarters
|
|
1471
Descartes Systems
DSGX
$8.17B
| $2.59K | ﹤0.01% |
+32
| New | +$2.44K |
2026 Q3
0 quarters
|
|
1472
Rapport Therapeutics
RAPP
$1.53B
| $2.59K | ﹤0.01% |
+77
| New | +$3.32K |
2026 Q3
0 quarters
|
|
1473
Dolby
DLB
$6.05B
| $2.59K | ﹤0.01% |
+44
| New | +$2.53K |
2026 Q3
0 quarters
|
|
1474
Old Republic International
ORI
$9.6B
| $2.57K | ﹤0.01% |
+69
| New | +$2.87K |
2026 Q3
0 quarters
|
|
1475
Genmab
GMAB
$31.9B
| $2.57K | ﹤0.01% |
+72
| New | +$2.28K |
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.