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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 | |
|---|---|---|---|---|---|---|---|
1626
RenaissanceRe
RNR
$14.3B
| $1.59K | ﹤0.01% |
+5
| New | +$1.62K |
2026 Q3
0 quarters
|
|
1627
CVR Energy
CVI
$4.56B
| $1.58K | ﹤0.01% |
+31
| New | +$1.22K |
2026 Q3
0 quarters
|
|
1628
Grupo Cibest SA
CIB
$21B
| $1.58K | ﹤0.01% |
+17
| New | +$1.57K |
2026 Q3
0 quarters
|
|
1629
Coya Therapeutics
COYA
$76.7M
| $1.58K | ﹤0.01% |
+315
| New | +$1.5K |
2026 Q3
0 quarters
|
|
1630
Lyft
LYFT
$6.28B
| $1.58K | ﹤0.01% |
+105
| New | +$1.68K |
2026 Q3
0 quarters
|
|
1631
MillerKnoll
MLKN
$1.47B
| $1.57K | ﹤0.01% |
+80
| New | +$1.76K |
2026 Q3
0 quarters
|
|
1632
InvenTrust Properties
IVT
$2.46B
| $1.57K | ﹤0.01% |
+52
| New | +$1.74K |
2026 Q3
0 quarters
|
|
1633
Principal Financial Group
PFG
$24B
| $1.57K | ﹤0.01% |
+14
| New | +$1.58K |
2026 Q3
0 quarters
|
|
1634
Fox Class A
FOXA
$27.7B
| $1.57K | ﹤0.01% |
+25
| New | +$1.56K |
2026 Q3
0 quarters
|
|
1635
Insulet
PODD
$10.4B
| $1.56K | ﹤0.01% |
+12
| New | +$1.8K |
2026 Q3
0 quarters
|
|
1636
Regencell Bioscience
RGC
$2.55B
| $1.56K | ﹤0.01% |
+251
| New | +$1.45K |
2026 Q3
0 quarters
|
|
1637
Stride
LRN
$3.17B
| $1.56K | ﹤0.01% |
+20
| New | +$1.68K |
2026 Q3
0 quarters
|
|
1638
Carpenter Technology
CRS
$14.8B
| $1.56K | ﹤0.01% |
+4
| New | +$2.03K |
2026 Q3
0 quarters
|
|
1639
Hovnanian Enterprises
HOV
$569M
| $1.56K | ﹤0.01% |
+14
| New | +$1.76K |
2026 Q3
0 quarters
|
|
1640
iRadimed
IRMD
$1.09B
| $1.55K | ﹤0.01% |
+18
| New | +$1.62K |
2026 Q3
0 quarters
|
|
1641
Travel + Leisure Co
TNL
$4.71B
| $1.55K | ﹤0.01% |
+25
| New | +$1.78K |
2026 Q3
0 quarters
|
|
1642
James Hardie Industries
JHX
$16.1B
| $1.54K | ﹤0.01% |
+61
| New | +$1.68K |
2026 Q3
0 quarters
|
|
1643
Cimpress
CMPR
$1.39B
| $1.54K | ﹤0.01% |
+20
| New | +$1.84K |
2026 Q3
0 quarters
|
|
1644
Reliance Steel & Aluminium
RS
$22.1B
| $1.54K | ﹤0.01% |
+4
| New | +$1.58K |
2026 Q3
0 quarters
|
|
1645
DraftKings
DKNG
$9.5B
| $1.54K | ﹤0.01% |
+81
| New | +$1.96K |
2026 Q3
0 quarters
|
|
1646
Avery Dennison
AVY
$14.1B
| $1.54K | ﹤0.01% |
+9
| New | +$1.53K |
2026 Q3
0 quarters
|
|
1647
SiteOne Landscape Supply
SITE
$4.85B
| $1.54K | ﹤0.01% |
+17
| New | +$1.67K |
2026 Q3
0 quarters
|
|
1648
Nike
NKE
$56.1B
| $1.52K | ﹤0.01% |
+43
| New | +$1.73K |
2026 Q3
0 quarters
|
|
1649
Super Micro Computer
SMCI
$17.8B
| $1.52K | ﹤0.01% |
+37
| New | +$1.26K |
2026 Q3
0 quarters
|
|
1650
Hawaiian Electric Industries
HE
$1.49B
| $1.51K | ﹤0.01% |
+169
| New | +$1.99K |
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.