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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 | |
|---|---|---|---|---|---|---|---|
1676
Sonida Senior Living
SNDA
$1.64B
| $1.39K | ﹤0.01% |
+37
| New | +$1.47K |
2026 Q3
0 quarters
|
|
1677
Graham Corp
GHM
$997M
| $1.38K | ﹤0.01% |
+16
| New | +$1.57K |
2026 Q3
0 quarters
|
|
1678
Qfin Holdings
QFIN
$618M
| $1.37K | ﹤0.01% |
+205
| New | +$2.3K |
2026 Q3
0 quarters
|
|
1679
Ardagh Metal Packaging
AMBP
$2.74B
| $1.37K | ﹤0.01% |
+316
| New | +$1.53K |
2026 Q3
0 quarters
|
|
1680
Skeena Resources
SKE
$3.65B
| $1.37K | ﹤0.01% |
+46
| New | +$1.39K |
2026 Q3
0 quarters
|
|
1681
Janus Living Inc
JAN
$8.54B
| $1.36K | ﹤0.01% |
+46
| New | +$1.39K |
2026 Q3
0 quarters
|
|
1682
Werner Enterprises
WERN
$1.66B
| $1.36K | ﹤0.01% |
+40
| New | +$1.57K |
2026 Q3
0 quarters
|
|
1683
Heritage Financial
HFWA
$1.14B
| $1.35K | ﹤0.01% |
+49
| New | +$1.43K |
2026 Q3
0 quarters
|
|
1684
Capital Group Conservative Equity ETF
CGCV
$2.41B
| $1.35K | ﹤0.01% |
+42
| New | +$1.39K |
2026 Q3
0 quarters
|
|
1685
FNB Corp
FNB
$6.35B
| $1.34K | ﹤0.01% |
+78
| New | +$1.45K |
2026 Q3
0 quarters
|
|
1686
F5
FFIV
$18B
| $1.34K | ﹤0.01% |
+3
| New | +$1.23K |
2026 Q3
0 quarters
|
|
1687
Laureate Education
LAUR
$4.76B
| $1.34K | ﹤0.01% |
+35
| New | +$1.31K |
2026 Q3
0 quarters
|
|
1688
Cadeler plc
CDLR
$2.49B
| $1.34K | ﹤0.01% |
+244
| New | +$1.44K |
2026 Q3
0 quarters
|
|
1689
SEI Investments
SEIC
$12.9B
| $1.34K | ﹤0.01% |
+13
| New | +$1.35K |
2026 Q3
0 quarters
|
|
1690
Versant Media Group
VSNT
$4.88B
| $1.33K | ﹤0.01% |
+42
| New | +$1.55K |
2026 Q3
0 quarters
|
|
1691
McEwen Inc
MUX
$740M
| $1.32K | ﹤0.01% |
+74
| New | +$1.39K |
2026 Q3
0 quarters
|
|
1692
Lineage Inc
LINE
$7.98B
| $1.3K | ﹤0.01% |
+38
| New | +$1.54K |
2026 Q3
0 quarters
|
|
1693
Broadstone Net Lease
BNL
$3.37B
| $1.3K | ﹤0.01% |
+70
| New | +$1.47K |
2026 Q3
0 quarters
|
|
1694
GigaCloud Technology
GCT
$2.3B
| $1.29K | ﹤0.01% |
+25
| New | +$1.16K |
2026 Q3
0 quarters
|
|
1695
Armour Residential REIT
ARR
$1.68B
| $1.29K | ﹤0.01% |
+93
| New | +$1.5K |
2026 Q3
0 quarters
|
|
1696
Opera Ltd
OPRA
$1.39B
| $1.29K | ﹤0.01% |
+73
| New | +$1.39K |
2026 Q3
0 quarters
|
|
1697
Verisk Analytics
VRSK
$26.5B
| $1.28K | ﹤0.01% |
+8
| New | +$1.49K |
2026 Q3
0 quarters
|
|
1698
Astronics
ATRO
$2.6B
| $1.28K | ﹤0.01% |
+19
| New | +$1.39K |
2026 Q3
0 quarters
|
|
1699
Grifois
GRFS
$5.98B
| $1.28K | ﹤0.01% |
+175
| New | +$1.34K |
2026 Q3
0 quarters
|
|
1700
Nexa Resources
NEXA
$1.52B
| $1.27K | ﹤0.01% |
+104
| New | +$1.4K |
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.