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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 | |
|---|---|---|---|---|---|---|---|
126
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.4B
| $303K | 0.13% |
+5,849
| New | +$303K |
2026 Q3
0 quarters
|
|
127
SPDR Gold Trust
GLD
$130B
| $299K | 0.12% |
+785
| New | +$307K |
2026 Q3
0 quarters
|
|
128
Netflix
NFLX
$262B
| $299K | 0.12% |
+4,292
| New | +$323K |
2026 Q3
0 quarters
|
|
129
Innovator Growth-100 Power Buffer ETF October
NOCT
$315M
| $293K | 0.12% |
+4,550
| New | +$288K |
2026 Q3
0 quarters
|
|
130
Vanguard FTSE Emerging Markets ETF
VWO
$120B
| $293K | 0.12% |
+4,937
| New | +$295K |
2026 Q3
0 quarters
|
|
131
Intel
INTC
$329B
| $292K | 0.12% |
+2,430
| New | +$248K |
2026 Q3
0 quarters
|
|
132
ASML
ASML
$580B
| $288K | 0.12% |
+159
| New | +$276K |
2026 Q3
0 quarters
|
|
133
FT Vest Laddered Autocallable Barrier & Resilient Income ETF
ACYS
$306M
| $287K | 0.12% |
+13,927
| New | +$285K |
2026 Q3
0 quarters
|
|
134
AllianzIM U.S. Equity Buffer20 May ETF
MAYW
$458M
| $284K | 0.12% |
+8,000
| New | +$282K |
2026 Q3
0 quarters
|
|
135
Salesforce
CRM
$179B
| $282K | 0.12% |
+1,230
| New | +$254K |
2026 Q3
0 quarters
|
|
136
United Parcel Service
UPS
$95B
| $279K | 0.12% |
+2,989
| New | +$314K |
2026 Q3
0 quarters
|
|
137
iShares Core MSCI EAFE ETF
IEFA
$192B
| $275K | 0.11% |
+2,834
| New | +$280K |
2026 Q3
0 quarters
|
|
138
GE Aerospace
GE
$346B
| $273K | 0.11% |
+873
| New | +$302K |
2026 Q3
0 quarters
|
|
139
Vanguard Total International Bond ETF
BNDX
$84.8B
| $271K | 0.11% |
+5,774
| New | +$275K |
2026 Q3
0 quarters
|
|
140
Vanguard Short-Term Bond ETF
BSV
$46.5B
| $270K | 0.11% |
+3,535
| New | +$273K |
2026 Q3
0 quarters
|
|
141
Cardinal Health
CAH
$64.5B
| $260K | 0.11% |
+1,167
| New | +$271K |
2026 Q3
0 quarters
|
|
142
GE Vernova
GEV
$218B
| $259K | 0.11% |
+273
| New | +$271K |
2026 Q3
0 quarters
|
|
143
FT Vest US Equity Deep Buffer ETF July
DJUL
$494M
| $241K | 0.1% |
+4,702
| New | +$239K |
2026 Q3
0 quarters
|
|
144
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$106M
| $239K | 0.1% |
+8,575
| New | +$238K |
2026 Q3
0 quarters
|
|
145
Bank of America
BAC
$349B
| $239K | 0.1% |
+4,382
| New | +$267K |
2026 Q3
0 quarters
|
|
146
Oracle
ORCL
$398B
| $238K | 0.1% |
+1,730
| New | +$244K |
2026 Q3
0 quarters
|
|
147
CrowdStrike
CRWD
$234B
| $237K | 0.1% |
+894
| New | +$190K |
2026 Q3
0 quarters
|
|
148
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$254M
| $237K | 0.1% |
+5,700
| New | +$235K |
2026 Q3
0 quarters
|
|
149
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$160M
| $232K | 0.1% |
+5,320
| New | +$230K |
2026 Q3
0 quarters
|
|
150
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$98.7M
| $228K | 0.09% |
+5,037
| New | +$226K |
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.