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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 | |
|---|---|---|---|---|---|---|---|
1476
Adeia
ADEA
$1.84B
| $2.56K | ﹤0.01% |
+100
| New | +$2.69K |
2026 Q3
0 quarters
|
|
1477
Barclays
BCS
$75.9B
| $2.55K | ﹤0.01% |
+105
| New | +$2.82K |
2026 Q3
0 quarters
|
|
1478
Viking Therapeutics
VKTX
$3.52B
| $2.54K | ﹤0.01% |
+78
| New | +$2.7K |
2026 Q3
0 quarters
|
|
1479
Compass Therapeutics
CMPX
$148M
| $2.54K | ﹤0.01% |
+2,440
| New | +$5.03K |
2026 Q3
0 quarters
|
|
1480
MGM Resorts International
MGM
$8.41B
| $2.52K | ﹤0.01% |
+81
| New | +$3.46K |
2026 Q3
0 quarters
|
|
1481
Silgan Holdings
SLGN
$4.3B
| $2.5K | ﹤0.01% |
+72
| New | +$3.01K |
2026 Q3
0 quarters
|
|
1482
Perella Weinberg Partners
PWP
$1.09B
| $2.5K | ﹤0.01% |
+153
| New | +$2.42K |
2026 Q3
0 quarters
|
|
1483
Docebo
DCBO
$810M
| $2.49K | ﹤0.01% |
+108
| New | +$2.38K |
2026 Q3
0 quarters
|
|
1484
Commercial Metals
CMC
$7.04B
| $2.48K | ﹤0.01% |
+40
| New | +$2.69K |
2026 Q3
0 quarters
|
|
1485
Rivian
RIVN
$18.7B
| $2.48K | ﹤0.01% |
+166
| New | +$2.69K |
2026 Q3
0 quarters
|
|
1486
Badger Meter
BMI
$4.45B
| $2.47K | ﹤0.01% |
+20
| New | +$2.69K |
2026 Q3
0 quarters
|
|
1487
Gold.com Inc
GOLD
$1.06B
| $2.47K | ﹤0.01% |
+58
| New | +$2.51K |
2026 Q3
0 quarters
|
|
1488
Columbia Sportswear
COLM
$3.61B
| $2.47K | ﹤0.01% |
+43
| New | +$2.56K |
2026 Q3
0 quarters
|
|
1489
NMI Holdings
NMIH
$2.9B
| $2.46K | ﹤0.01% |
+66
| New | +$2.86K |
2026 Q3
0 quarters
|
|
1490
Signet Jewelers
SIG
$4.53B
| $2.46K | ﹤0.01% |
+24
| New | +$2.19K |
2026 Q3
0 quarters
|
|
1491
Schwab International Dividend Equity ETF
SCHY
$2.74B
| $2.45K | ﹤0.01% |
+78
| New | +$2.56K |
2026 Q3
0 quarters
|
|
1492
Guardian Pharmacy Services
GRDN
$3.13B
| $2.45K | ﹤0.01% |
+60
| New | +$2.45K |
2026 Q3
0 quarters
|
|
1493
MSG Knickerbockers Corp.
MSGK
$7.6B
| $2.43K | ﹤0.01% |
+6
| New | +$2.38K |
2026 Q3
0 quarters
|
|
1494
National Fuel Gas
NFG
$7.26B
| $2.43K | ﹤0.01% |
+32
| New | +$2.6K |
2026 Q3
0 quarters
|
|
1495
Tradeweb Markets
TW
$27.8B
| $2.42K | ﹤0.01% |
+24
| New | +$2.47K |
2026 Q3
0 quarters
|
|
1496
CF Industries
CF
$18.3B
| $2.42K | ﹤0.01% |
+21
| New | +$2.59K |
2026 Q3
0 quarters
|
|
1497
Elanco Animal Health
ELAN
$13.2B
| $2.42K | ﹤0.01% |
+108
| New | +$2.61K |
2026 Q3
0 quarters
|
|
1498
Klarna Group
KLAR
$4.82B
| $2.42K | ﹤0.01% |
+195
| New | +$3.26K |
2026 Q3
0 quarters
|
|
1499
Chord Energy
CHRD
$7.82B
| $2.41K | ﹤0.01% |
+18
| New | +$2.47K |
2026 Q3
0 quarters
|
|
1500
Ennis
EBF
$538M
| $2.41K | ﹤0.01% |
+107
| New | +$2.32K |
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.