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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 | |
|---|---|---|---|---|---|---|---|
1551
Driven Brands
DRVN
$1.9B
| $2.06K | ﹤0.01% |
+174
| New | +$2.34K |
2026 Q3
0 quarters
|
|
1552
Skyworks Solutions
SWKS
$21.1B
| $2.05K | ﹤0.01% |
+24
| New | +$1.69K |
2026 Q3
0 quarters
|
|
1553
Hershey
HSY
$34.8B
| $2.05K | ﹤0.01% |
+13
| New | +$2.29K |
2026 Q3
0 quarters
|
|
1554
TechnipFMC
FTI
$25.2B
| $2.04K | ﹤0.01% |
+30
| New | +$2.21K |
2026 Q3
0 quarters
|
|
1555
StandardAero Inc
SARO
$9.05B
| $2.03K | ﹤0.01% |
+95
| New | +$2.5K |
2026 Q3
0 quarters
|
|
1556
Hecla Mining
HL
$8.97B
| $2.03K | ﹤0.01% |
+119
| New | +$2.09K |
2026 Q3
0 quarters
|
|
1557
Western Union
WU
$2.08B
| $2.02K | ﹤0.01% |
+342
| New | +$2.49K |
2026 Q3
0 quarters
|
|
1558
Madrigal Pharmaceuticals
MDGL
$9.9B
| $2.02K | ﹤0.01% |
+4
| New | +$2.11K |
2026 Q3
0 quarters
|
|
1559
Vericel Corp
VCEL
$2.93B
| $2.01K | ﹤0.01% |
+50
| New | +$2.16K |
2026 Q3
0 quarters
|
|
1560
Mechanics Bancorp
MCHB
$3.18B
| $2K | ﹤0.01% |
+135
| New | +$2.16K |
2026 Q3
0 quarters
|
|
1561
CRISPR Therapeutics
CRSP
$4.13B
| $1.99K | ﹤0.01% |
+36
| New | +$1.94K |
2026 Q3
0 quarters
|
|
1562
Capricor Therapeutics
CAPR
$595M
| $1.98K | ﹤0.01% |
+209
| New | +$2.32K |
2026 Q3
0 quarters
|
|
1563
Prestige Consumer Healthcare
PBH
$2.15B
| $1.97K | ﹤0.01% |
+43
| New | +$2.14K |
2026 Q3
0 quarters
|
|
1564
Ibotta
IBTA
$1.37B
| $1.97K | ﹤0.01% |
+50
| New | +$1.78K |
2026 Q3
0 quarters
|
|
1565
CTO Realty Growth
CTO
$785M
| $1.97K | ﹤0.01% |
+96
| New | +$2.06K |
2026 Q3
0 quarters
|
|
1566
Ford
F
$47.5B
| $1.97K | ﹤0.01% |
+163
| New | +$2.26K |
2026 Q3
0 quarters
|
|
1567
NextDecade
NEXT
$1.75B
| $1.96K | ﹤0.01% |
+308
| New | +$2.21K |
2026 Q3
0 quarters
|
|
1568
Amentum Holdings
AMTM
$5.42B
| $1.94K | ﹤0.01% |
+107
| New | +$2.24K |
2026 Q3
0 quarters
|
|
1569
Kroger
KR
$41.2B
| $1.93K | ﹤0.01% |
+33
| New | +$1.92K |
2026 Q3
0 quarters
|
|
1570
SoFi Technologies
SOFI
$20.3B
| $1.93K | ﹤0.01% |
+123
| New | +$2.17K |
2026 Q3
0 quarters
|
|
1571
Cboe Global Markets
CBOE
$38.5B
| $1.93K | ﹤0.01% |
+7
| New | +$1.98K |
2026 Q3
0 quarters
|
|
1572
Exelixis
EXEL
$17B
| $1.93K | ﹤0.01% |
+33
| New | +$1.84K |
2026 Q3
0 quarters
|
|
1573
PVH
PVH
$4.28B
| $1.92K | ﹤0.01% |
+26
| New | +$2.03K |
2026 Q3
0 quarters
|
|
1574
Center Bancorp
CNOB
$1.65B
| $1.92K | ﹤0.01% |
+64
| New | +$2.06K |
2026 Q3
0 quarters
|
|
1575
NRG Energy
NRG
$20.6B
| $1.91K | ﹤0.01% |
+20
| New | +$2.41K |
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.