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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 | |
|---|---|---|---|---|---|---|---|
1651
American Financial Group
AFG
$13.3B
| $1.5K | ﹤0.01% |
+11
| New | +$1.57K |
2026 Q3
0 quarters
|
|
1652
Monarch Casino & Resort
MCRI
$1.95B
| $1.5K | ﹤0.01% |
+13
| New | +$1.59K |
2026 Q3
0 quarters
|
|
1653
Fermi Inc
FRMI
$1.32B
| $1.5K | ﹤0.01% |
+355
| New | +$2.1K |
2026 Q3
0 quarters
|
|
1654
SLM Corp
SLM
$3.12B
| $1.49K | ﹤0.01% |
+66
| New | +$1.7K |
2026 Q3
0 quarters
|
|
1655
Globalstar
GSAT
$11.2B
| $1.49K | ﹤0.01% |
+18
| New | +$1.47K |
2026 Q3
0 quarters
|
|
1656
Beam Therapeutics
BEAM
$2.49B
| $1.49K | ﹤0.01% |
+61
| New | +$1.7K |
2026 Q3
0 quarters
|
|
1657
DRDGold
DRD
$2.03B
| $1.48K | ﹤0.01% |
+61
| New | +$1.49K |
2026 Q3
0 quarters
|
|
1658
Franklin Templeton
BEN
$18.4B
| $1.48K | ﹤0.01% |
+46
| New | +$1.55K |
2026 Q3
0 quarters
|
|
1659
Global X Lithium & Battery Tech ETF
LIT
$1.09B
| $1.48K | ﹤0.01% |
+22
| New | +$1.59K |
2026 Q3
0 quarters
|
|
1660
Utz Brands
UTZ
$1.26B
| $1.47K | ﹤0.01% |
+103
| New | +$1.33K |
2026 Q3
0 quarters
|
|
1661
MBX Biosciences
MBX
$2.7B
| $1.47K | ﹤0.01% |
+25
| New | +$1.56K |
2026 Q3
0 quarters
|
|
1662
TIM SA
TIMB
$9.03B
| $1.46K | ﹤0.01% |
+82
| New | +$1.59K |
2026 Q3
0 quarters
|
|
1663
Universal Health Realty Income Trust
UHT
$539M
| $1.46K | ﹤0.01% |
+39
| New | +$1.63K |
2026 Q3
0 quarters
|
|
1664
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.56B
| $1.45K | ﹤0.01% |
+30
| New | +$1.48K |
2026 Q3
0 quarters
|
|
1665
Skywest
SKYW
$3.14B
| $1.45K | ﹤0.01% |
+15
| New | +$1.52K |
2026 Q3
0 quarters
|
|
1666
Dr. Reddy's Laboratories
RDY
$12.3B
| $1.45K | ﹤0.01% |
+115
| New | +$1.42K |
2026 Q3
0 quarters
|
|
1667
Bausch + Lomb
BLCO
$7.56B
| $1.44K | ﹤0.01% |
+85
| New | +$1.44K |
2026 Q3
0 quarters
|
|
1668
U-Haul Holding Co
UHAL
$10.8B
| $1.44K | ﹤0.01% |
+24
| New | +$1.64K |
2026 Q3
0 quarters
|
|
1669
TFI International
TFII
$7.87B
| $1.44K | ﹤0.01% |
+12
| New | +$1.66K |
2026 Q3
0 quarters
|
|
1670
National Energy Services Reunited Corp
NESR
$2.17B
| $1.43K | ﹤0.01% |
+56
| New | +$1.74K |
2026 Q3
0 quarters
|
|
1671
GDS Holdings
GDS
$4.02B
| $1.4K | ﹤0.01% |
+45
| New | +$1.45K |
2026 Q3
0 quarters
|
|
1672
NOV
NOV
$6.35B
| $1.4K | ﹤0.01% |
+75
| New | +$1.51K |
2026 Q3
0 quarters
|
|
1673
American States Water
AWR
$3.52B
| $1.4K | ﹤0.01% |
+17
| New | +$1.47K |
2026 Q3
0 quarters
|
|
1674
Alamo Group
ALG
$1.71B
| $1.39K | ﹤0.01% |
+9
| New | +$1.48K |
2026 Q3
0 quarters
|
|
1675
BOK Financial
BOKF
$7.91B
| $1.39K | ﹤0.01% |
+11
| New | +$1.52K |
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.