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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 | |
|---|---|---|---|---|---|---|---|
151
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$209M
| $226K | 0.09% |
+5,150
| New | +$223K |
2026 Q3
0 quarters
|
|
152
General Dynamics
GD
$98.2B
| $224K | 0.09% |
+675
| New | +$251K |
2026 Q3
0 quarters
|
|
153
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.16B
| $224K | 0.09% |
+2,741
| New | +$224K |
2026 Q3
0 quarters
|
|
154
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.45B
| $223K | 0.09% |
+10,000
| New | +$223K |
2026 Q3
0 quarters
|
|
155
Johnson Controls International
JCI
$86.6B
| $221K | 0.09% |
+1,489
| New | +$216K |
2026 Q3
0 quarters
|
|
156
Equinix
EQIX
$106B
| $221K | 0.09% |
+218
| New | +$227K |
2026 Q3
0 quarters
|
|
157
Amphenol
APH
$198B
| $215K | 0.09% |
+2,548
| New | +$205K |
2026 Q3
0 quarters
|
|
158
Boeing
BA
$137B
| $210K | 0.09% |
+1,130
| New | +$242K |
2026 Q3
0 quarters
|
|
159
AT&T
T
$149B
| $210K | 0.09% |
+8,600
| New | +$207K |
2026 Q3
0 quarters
|
|
160
iShares US Aerospace & Defense ETF
ITA
$12.3B
| $209K | 0.09% |
+3,021
| New | +$235K |
2026 Q3
0 quarters
|
|
161
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
| $207K | 0.09% |
+1,243
| New | +$207K |
2026 Q3
0 quarters
|
|
162
Wells Fargo
WFC
$258B
| $206K | 0.09% |
+2,574
| New | +$223K |
2026 Q3
0 quarters
|
|
163
Lam Research
LRCX
$292B
| $205K | 0.09% |
+624
| New | +$195K |
2026 Q3
0 quarters
|
|
164
Chubb
CB
$143B
| $199K | 0.08% |
+612
| New | +$211K |
2026 Q3
0 quarters
|
|
165
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.05B
| $198K | 0.08% |
+4,383
| New | +$204K |
2026 Q3
0 quarters
|
|
166
Coca-Cola
KO
$422B
| $198K | 0.08% |
+2,297
| New | +$199K |
2026 Q3
0 quarters
|
|
167
Microchip Technology
MCHP
$33.7B
| $196K | 0.08% |
+2,517
| New | +$196K |
2026 Q3
0 quarters
|
|
168
Capital Group Municipal Income ETF
CGMU
$7.55B
| $194K | 0.08% |
+7,493
| New | +$202K |
2026 Q3
0 quarters
|
|
169
Vertex Pharmaceuticals
VRTX
$138B
| $192K | 0.08% |
+367
| New | +$188K |
2026 Q3
0 quarters
|
|
170
TJX Companies
TJX
$150B
| $190K | 0.08% |
+1,435
| New | +$207K |
2026 Q3
0 quarters
|
|
171
British American Tobacco
BTI
$131B
| $190K | 0.08% |
+3,489
| New | +$202K |
2026 Q3
0 quarters
|
|
172
Cisco
CSCO
$404B
| $189K | 0.08% |
+1,754
| New | +$198K |
2026 Q3
0 quarters
|
|
173
iShares Russell Mid-Cap ETF
IWR
$58.5B
| $186K | 0.08% |
+1,741
| New | +$193K |
2026 Q3
0 quarters
|
|
174
NYLIM MacKay Muni Intermediate ETF
MMIT
$1.64B
| $185K | 0.08% |
+8,072
| New | +$193K |
2026 Q3
0 quarters
|
|
175
Analog Devices
ADI
$198B
| $184K | 0.08% |
+464
| New | +$175K |
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.