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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 | |
|---|---|---|---|---|---|---|---|
1501
Group 1 Automotive
GPI
$3.07B
| $2.4K | ﹤0.01% |
+10
| New | +$2.82K |
2026 Q3
0 quarters
|
|
1502
Victoria's Secret
VSXY
$8.35B
| $2.39K | ﹤0.01% |
+27
| New | +$2.27K |
2026 Q3
0 quarters
|
|
1503
EnerSys
ENS
$5.33B
| $2.39K | ﹤0.01% |
+13
| New | +$2.46K |
2026 Q3
0 quarters
|
|
1504
Kimco Realty
KIM
$16.9B
| $2.38K | ﹤0.01% |
+107
| New | +$2.6K |
2026 Q3
0 quarters
|
|
1505
Valneva
VALN
$548M
| $2.38K | ﹤0.01% |
+384
| New | +$2.27K |
2026 Q3
0 quarters
|
|
1506
Knife River
KNF
$3.22B
| $2.37K | ﹤0.01% |
+47
| New | +$3.19K |
2026 Q3
0 quarters
|
|
1507
Harrow
HROW
$1.06B
| $2.34K | ﹤0.01% |
+76
| New | +$2.96K |
2026 Q3
0 quarters
|
|
1508
Sociedad Química y Minera de Chile
SQM
$15.4B
| $2.34K | ﹤0.01% |
+36
| New | +$2.6K |
2026 Q3
0 quarters
|
|
1509
Krystal Biotech
KRYS
$9.06B
| $2.33K | ﹤0.01% |
+7
| New | +$2.42K |
2026 Q3
0 quarters
|
|
1510
Sensata Technologies
ST
$5.74B
| $2.33K | ﹤0.01% |
+56
| New | +$2.46K |
2026 Q3
0 quarters
|
|
1511
Oceaneering
OII
$3.46B
| $2.31K | ﹤0.01% |
+53
| New | +$2.52K |
2026 Q3
0 quarters
|
|
1512
Trade Desk
TTD
$7.32B
| $2.31K | ﹤0.01% |
+190
| New | +$2.98K |
2026 Q3
0 quarters
|
|
1513
Samsara
IOT
$24.2B
| $2.29K | ﹤0.01% |
+60
| New | +$2.3K |
2026 Q3
0 quarters
|
|
1514
Workday
WDAY
$45.9B
| $2.28K | ﹤0.01% |
+12
| New | +$2.09K |
2026 Q3
0 quarters
|
|
1515
Williams-Sonoma
WSM
$29.5B
| $2.28K | ﹤0.01% |
+10
| New | +$2.31K |
2026 Q3
0 quarters
|
|
1516
SELLAS Life Sciences
SLS
$1.62B
| $2.28K | ﹤0.01% |
+185
| New | +$2.32K |
2026 Q3
0 quarters
|
|
1517
Royalty Pharma
RPRX
$30.7B
| $2.28K | ﹤0.01% |
+39
| New | +$2.3K |
2026 Q3
0 quarters
|
|
1518
Black Rock Coffee Bar Inc
BRCB
$222M
| $2.27K | ﹤0.01% |
+319
| New | +$2.59K |
2026 Q3
0 quarters
|
|
1519
The Kraft Heinz Company
KHC
$29B
| $2.27K | ﹤0.01% |
+100
| New | +$2.52K |
2026 Q3
0 quarters
|
|
1520
Hubbell
HUBB
$23.1B
| $2.27K | ﹤0.01% |
+5
| New | +$2.38K |
2026 Q3
0 quarters
|
|
1521
Bio-Rad Laboratories Class A
BIO
$10B
| $2.27K | ﹤0.01% |
+6
| New | +$2.09K |
2026 Q3
0 quarters
|
|
1522
V2X
VVX
$2.54B
| $2.26K | ﹤0.01% |
+32
| New | +$2.5K |
2026 Q3
0 quarters
|
|
1523
Ouster
OUST
$2.67B
| $2.26K | ﹤0.01% |
+56
| New | +$2.22K |
2026 Q3
0 quarters
|
|
1524
Phinia Inc
PHIN
$2.61B
| $2.26K | ﹤0.01% |
+38
| New | +$2.73K |
2026 Q3
0 quarters
|
|
1525
GRAIL Inc
GRAL
$5.46B
| $2.24K | ﹤0.01% |
+16
| New | +$1.27K |
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.