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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 | |
|---|---|---|---|---|---|---|---|
1726
Unum
UNM
$12.3B
| $1.14K | ﹤0.01% |
+13
| New | +$1.18K |
2026 Q3
0 quarters
|
|
1727
American Public Education
APEI
$757M
| $1.14K | ﹤0.01% |
+27
| New | +$1.3K |
2026 Q3
0 quarters
|
|
1728
FirstEnergy
FE
$27B
| $1.13K | ﹤0.01% |
+26
| New | +$1.22K |
2026 Q3
0 quarters
|
|
1729
Marriott Vacations Worldwide
VAC
$3.97B
| $1.13K | ﹤0.01% |
+11
| New | +$1.15K |
2026 Q3
0 quarters
|
|
1730
Beacon Financial Corp
BBT
$2.56B
| $1.12K | ﹤0.01% |
+40
| New | +$1.23K |
2026 Q3
0 quarters
|
|
1731
Alvotech
ALVO
$1.66B
| $1.12K | ﹤0.01% |
+193
| New | +$844 |
2026 Q3
0 quarters
|
|
1732
Noah Holdings
NOAH
$451M
| $1.12K | ﹤0.01% |
+141
| New | +$1.22K |
2026 Q3
0 quarters
|
|
1733
Elemental Royalty Corp
ELE
$1.11B
| $1.11K | ﹤0.01% |
+58
| New | +$1.1K |
2026 Q3
0 quarters
|
|
1734
American Assets Trust
AAT
$1.32B
| $1.11K | ﹤0.01% |
+52
| New | +$1.2K |
2026 Q3
0 quarters
|
|
1735
Equifax
EFX
$21.9B
| $1.1K | ﹤0.01% |
+8
| New | +$1.39K |
2026 Q3
0 quarters
|
|
1736
Renasant Corp
RNST
$3.61B
| $1.09K | ﹤0.01% |
+28
| New | +$1.18K |
2026 Q3
0 quarters
|
|
1737
Rentokil
RTO
$11.9B
| $1.09K | ﹤0.01% |
+55
| New | +$1.38K |
2026 Q3
0 quarters
|
|
1738
WIX.com
WIX
$2.77B
| $1.08K | ﹤0.01% |
+15
| New | +$1.02K |
2026 Q3
0 quarters
|
|
1739
Cirrus Logic
CRUS
$6.08B
| $1.08K | ﹤0.01% |
+9
| New | +$1.13K |
2026 Q3
0 quarters
|
|
1740
Essex Property Trust
ESS
$17.6B
| $1.08K | ﹤0.01% |
+4
| New | +$1.14K |
2026 Q3
0 quarters
|
|
1741
Regency Centers
REG
$13.9B
| $1.08K | ﹤0.01% |
+15
| New | +$1.16K |
2026 Q3
0 quarters
|
|
1742
ADMA Biologics
ADMA
$2.94B
| $1.07K | ﹤0.01% |
+107
| New | +$990 |
2026 Q3
0 quarters
|
|
1743
Fomento Económico Mexicano
FMX
$44.6B
| $1.07K | ﹤0.01% |
+9
| New | +$1.11K |
2026 Q3
0 quarters
|
|
1744
Entravision Communication
EVC
$875M
| $1.07K | ﹤0.01% |
+145
| New | +$1.39K |
2026 Q3
0 quarters
|
|
1745
ManpowerGroup
MAN
$2.14B
| $1.06K | ﹤0.01% |
+19
| New | +$1.03K |
2026 Q3
0 quarters
|
|
1746
Capital Group Short Duration Municipal Income ETF
CGSM
$1.73B
| $1.05K | ﹤0.01% |
+41
| New | +$1.08K |
2026 Q3
0 quarters
|
|
1747
NorthWestern Energy
NWE
$5.27B
| $1.02K | ﹤0.01% |
+15
| New | +$1.06K |
2026 Q3
0 quarters
|
|
1748
Pricesmart
PSMT
$5.11B
| $1.02K | ﹤0.01% |
+6
| New | +$1.08K |
2026 Q3
0 quarters
|
|
1749
Brink's
BCO
$4.8B
| $1.01K | ﹤0.01% |
+10
| New | +$1.11K |
2026 Q3
0 quarters
|
|
1750
GCM Grosvenor
GCMG
$832M
| $1K | ﹤0.01% |
+78
| New | +$1.03K |
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.