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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 | |
|---|---|---|---|---|---|---|---|
1526
Westamerica Bancorp
WABC
$1.38B
| $2.22K | ﹤0.01% |
+38
| New | +$2.26K |
2026 Q3
0 quarters
|
|
1527
Almonty Industries
ALM
$2.2B
| $2.21K | ﹤0.01% |
+168
| New | +$2.52K |
2026 Q3
0 quarters
|
|
1528
Pulse Biosciences
PLSE
$3.84B
| $2.2K | ﹤0.01% |
+44
| New | +$1.86K |
2026 Q3
0 quarters
|
|
1529
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
$1.13B
| $2.2K | ﹤0.01% |
+95
| New | +$2.33K |
2026 Q3
0 quarters
|
|
1530
Corcept Therapeutics
CORT
$7.97B
| $2.19K | ﹤0.01% |
+19
| New | +$2.04K |
2026 Q3
0 quarters
|
|
1531
MeiraGTx Holdings
MGTX
$844M
| $2.19K | ﹤0.01% |
+199
| New | +$2.58K |
2026 Q3
0 quarters
|
|
1532
Tandem Diabetes Care
TNDM
$1.22B
| $2.18K | ﹤0.01% |
+134
| New | +$2.52K |
2026 Q3
0 quarters
|
|
1533
Varonis Systems
VRNS
$5.66B
| $2.18K | ﹤0.01% |
+46
| New | +$2.06K |
2026 Q3
0 quarters
|
|
1534
Andersen Group
ANDG
$1.28B
| $2.18K | ﹤0.01% |
+40
| New | +$1.96K |
2026 Q3
0 quarters
|
|
1535
Saic
SAIC
$6.34B
| $2.17K | ﹤0.01% |
+17
| New | +$2.1K |
2026 Q3
0 quarters
|
|
1536
Enact Holdings
ACT
$6.16B
| $2.16K | ﹤0.01% |
+50
| New | +$2.39K |
2026 Q3
0 quarters
|
|
1537
WESCO International
WCC
$15.9B
| $2.16K | ﹤0.01% |
+6
| New | +$2.06K |
2026 Q3
0 quarters
|
|
1538
Grindr
GRND
$2.55B
| $2.13K | ﹤0.01% |
+138
| New | +$2.19K |
2026 Q3
0 quarters
|
|
1539
Precigen
PGEN
$1.67B
| $2.12K | ﹤0.01% |
+248
| New | +$1.63K |
2026 Q3
0 quarters
|
|
1540
Glacier Bancorp
GBCI
$6.27B
| $2.12K | ﹤0.01% |
+49
| New | +$2.37K |
2026 Q3
0 quarters
|
|
1541
Lincoln Electric
LECO
$15.4B
| $2.12K | ﹤0.01% |
+8
| New | +$2.13K |
2026 Q3
0 quarters
|
|
1542
Norwegian Cruise Line
NCLH
$8.29B
| $2.11K | ﹤0.01% |
+144
| New | +$2.52K |
2026 Q3
0 quarters
|
|
1543
Gulfport Energy Corp
GPOR
$2.84B
| $2.11K | ﹤0.01% |
+14
| New | +$2.3K |
2026 Q3
0 quarters
|
|
1544
Service Properties Trust
SVC
$720M
| $2.11K | ﹤0.01% |
+327
| New | +$2.56K |
2026 Q3
0 quarters
|
|
1545
Sun Communities
SUI
$14B
| $2.1K | ﹤0.01% |
+19
| New | +$2.27K |
2026 Q3
0 quarters
|
|
1546
Willis Lease Finance
WLFC
$981M
| $2.1K | ﹤0.01% |
+42
| New | +$2.57K |
2026 Q3
0 quarters
|
|
1547
Fidelity National Financial
FNF
$11.6B
| $2.09K | ﹤0.01% |
+54
| New | +$2.57K |
2026 Q3
0 quarters
|
|
1548
Polaris
PII
$3.68B
| $2.09K | ﹤0.01% |
+40
| New | +$2.58K |
2026 Q3
0 quarters
|
|
1549
DuPont de Nemours
DD
$20.5B
| $2.08K | ﹤0.01% |
+16
| New | +$2.18K |
2026 Q3
0 quarters
|
|
1550
Capital Group International Bond ETF USD-Hedged
CGIB
$382M
| $2.07K | ﹤0.01% |
+83
| New | +$2.1K |
2026 Q3
0 quarters
|
|
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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.