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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 | |
|---|---|---|---|---|---|---|---|
1701
Rigetti Computing
RGTI
$3.57B
| $1.26K | ﹤0.01% |
+80
| New | +$1.29K |
2026 Q3
0 quarters
|
|
1702
Viridian Therapeutics
VRDN
$3.49B
| $1.26K | ﹤0.01% |
+61
| New | +$1.3K |
2026 Q3
0 quarters
|
|
1703
Navigator Holdings
NVGS
$1.3B
| $1.25K | ﹤0.01% |
+54
| New | +$1.18K |
2026 Q3
0 quarters
|
|
1704
Capital Group International Equity ETF
CGIE
$2.46B
| $1.25K | ﹤0.01% |
+34
| New | +$1.26K |
2026 Q3
0 quarters
|
|
1705
Mine Safety
MSA
$6.73B
| $1.24K | ﹤0.01% |
+7
| New | +$1.27K |
2026 Q3
0 quarters
|
|
1706
Palvella Therapeutics
PVLA
$2.25B
| $1.24K | ﹤0.01% |
+9
| New | +$1.33K |
2026 Q3
0 quarters
|
|
1707
eToro Group
ETOR
$1.78B
| $1.23K | ﹤0.01% |
+48
| New | +$1.58K |
2026 Q3
0 quarters
|
|
1708
Yum China
YUMC
$16.6B
| $1.23K | ﹤0.01% |
+30
| New | +$1.33K |
2026 Q3
0 quarters
|
|
1709
Shake Shack
SHAK
$2.94B
| $1.23K | ﹤0.01% |
+21
| New | +$1.34K |
2026 Q3
0 quarters
|
|
1710
Maximus
MMS
$3.38B
| $1.22K | ﹤0.01% |
+23
| New | +$1.32K |
2026 Q3
0 quarters
|
|
1711
Zenas BioPharma
ZBIO
$1.87B
| $1.21K | ﹤0.01% |
+45
| New | +$1.39K |
2026 Q3
0 quarters
|
|
1712
Bright Horizons
BFAM
$2.53B
| $1.21K | ﹤0.01% |
+19
| New | +$1.37K |
2026 Q3
0 quarters
|
|
1713
Karman Holdings
KRMN
$5.45B
| $1.2K | ﹤0.01% |
+37
| New | +$1.73K |
2026 Q3
0 quarters
|
|
1714
Tencent Music
TME
$14.7B
| $1.2K | ﹤0.01% |
+151
| New | +$1.31K |
2026 Q3
0 quarters
|
|
1715
Stevanato
STVN
$3.93B
| $1.2K | ﹤0.01% |
+57
| New | +$1.18K |
2026 Q3
0 quarters
|
|
1716
Albemarle
ALB
$11.2B
| $1.16K | ﹤0.01% |
+11
| New | +$1.36K |
2026 Q3
0 quarters
|
|
1717
NBT Bancorp
NBTB
$2.73B
| $1.15K | ﹤0.01% |
+23
| New | +$1.19K |
2026 Q3
0 quarters
|
|
1718
CDW
CDW
$21.6B
| $1.15K | ﹤0.01% |
+9
| New | +$1.27K |
2026 Q3
0 quarters
|
|
1719
IDEAYA Biosciences
IDYA
$3.06B
| $1.15K | ﹤0.01% |
+30
| New | +$1.13K |
2026 Q3
0 quarters
|
|
1720
Mueller Industries
MLI
$11.9B
| $1.15K | ﹤0.01% |
+19
| New | +$1.18K |
2026 Q3
0 quarters
|
|
1721
NovoCure
NVCR
$1.37B
| $1.15K | ﹤0.01% |
+72
| New | +$1.2K |
2026 Q3
0 quarters
|
|
1722
OneSpaWorld
OSW
$3.08B
| $1.15K | ﹤0.01% |
+51
| New | +$1.28K |
2026 Q3
0 quarters
|
|
1723
H&R Block
HRB
$6.2B
| $1.14K | ﹤0.01% |
+28
| New | +$1.27K |
2026 Q3
0 quarters
|
|
1724
McGrath RentCorp
MGRC
$3.16B
| $1.14K | ﹤0.01% |
+10
| New | +$1.16K |
2026 Q3
0 quarters
|
|
1725
Amalgamated Financial
AMAL
$1.49B
| $1.14K | ﹤0.01% |
+24
| New | +$1.16K |
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.