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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 | |
|---|---|---|---|---|---|---|---|
1576
Vanguard Global ex-US Real Estate ETF
VNQI
$3.32B
| $1.91K | ﹤0.01% |
+45
| New | +$2.03K |
2026 Q3
0 quarters
|
|
1577
Infleqtion Inc
INFQ
$1.97B
| $1.91K | ﹤0.01% |
+142
| New | +$1.71K |
2026 Q3
0 quarters
|
|
1578
Aktis Oncology
AKTS
$905M
| $1.91K | ﹤0.01% |
+98
| New | +$2.39K |
2026 Q3
0 quarters
|
|
1579
Envista
NVST
$3.96B
| $1.9K | ﹤0.01% |
+81
| New | +$2.15K |
2026 Q3
0 quarters
|
|
1580
Fastly Inc
FSLY
$2.77B
| $1.9K | ﹤0.01% |
+74
| New | +$1.71K |
2026 Q3
0 quarters
|
|
1581
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.97B
| $1.9K | ﹤0.01% |
+53
| New | +$2.05K |
2026 Q3
0 quarters
|
|
1582
PureCycle Technologies
PCT
$360M
| $1.9K | ﹤0.01% |
+430
| New | +$2.76K |
2026 Q3
0 quarters
|
|
1583
Genius Sports
GENI
$1.63B
| $1.88K | ﹤0.01% |
+329
| New | +$2.3K |
2026 Q3
0 quarters
|
|
1584
iShares Russell 2000 Value ETF
IWN
$14B
| $1.88K | ﹤0.01% |
+9
| New | +$1.99K |
2026 Q3
0 quarters
|
|
1585
Lazard
LAZ
$4.38B
| $1.88K | ﹤0.01% |
+52
| New | +$2.17K |
2026 Q3
0 quarters
|
|
1586
Butterfly Network
BFLY
$1.78B
| $1.88K | ﹤0.01% |
+210
| New | +$1.7K |
2026 Q3
0 quarters
|
|
1587
The Gap Inc
GAP
$7.46B
| $1.87K | ﹤0.01% |
+82
| New | +$1.69K |
2026 Q3
0 quarters
|
|
1588
SentinelOne
S
$7.75B
| $1.85K | ﹤0.01% |
+78
| New | +$1.61K |
2026 Q3
0 quarters
|
|
1589
SGHC Ltd
SGHC
$5.81B
| $1.85K | ﹤0.01% |
+163
| New | +$2.23K |
2026 Q3
0 quarters
|
|
1590
Willdan Group
WLDN
$1.07B
| $1.85K | ﹤0.01% |
+25
| New | +$1.98K |
2026 Q3
0 quarters
|
|
1591
Certara
CERT
$1.82B
| $1.84K | ﹤0.01% |
+200
| New | +$1.58K |
2026 Q3
0 quarters
|
|
1592
Invesco
IVZ
$12.5B
| $1.84K | ﹤0.01% |
+61
| New | +$1.88K |
2026 Q3
0 quarters
|
|
1593
Trip.com Group
TCOM
$27.2B
| $1.84K | ﹤0.01% |
+47
| New | +$2.02K |
2026 Q3
0 quarters
|
|
1594
TIC Solutions Inc
TIC
$2.32B
| $1.82K | ﹤0.01% |
+219
| New | +$1.89K |
2026 Q3
0 quarters
|
|
1595
Churchill Downs
CHDN
$6.83B
| $1.82K | ﹤0.01% |
+24
| New | +$2.05K |
2026 Q3
0 quarters
|
|
1596
Braze
BRZE
$5.3B
| $1.81K | ﹤0.01% |
+72
| New | +$1.93K |
2026 Q3
0 quarters
|
|
1597
Golar LNG
GLNG
$4.39B
| $1.8K | ﹤0.01% |
+38
| New | +$1.92K |
2026 Q3
0 quarters
|
|
1598
Alexandria Real Estate Equities
ARE
$7.72B
| $1.8K | ﹤0.01% |
+38
| New | +$1.93K |
2026 Q3
0 quarters
|
|
1599
Sylvamo
SLVM
$1.53B
| $1.8K | ﹤0.01% |
+55
| New | +$2.04K |
2026 Q3
0 quarters
|
|
1600
Qiagen
QGEN
$10.3B
| $1.79K | ﹤0.01% |
+41
| New | +$1.74K |
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.