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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 | |
|---|---|---|---|---|---|---|---|
1751
GFL Environmental
GFL
$18.3B
| $1K | ﹤0.01% |
+24
| New | +$986 |
2026 Q3
0 quarters
|
|
1752
American Superconductor
AMSC
$1.22B
| $990 | ﹤0.01% |
+34
| New | +$1.07K |
2026 Q3
0 quarters
|
|
1753
Navitas Semiconductor
NVTS
$2.58B
| $987 | ﹤0.01% |
+85
| New | +$1.05K |
2026 Q3
0 quarters
|
|
1754
EverQuote
EVER
$1.01B
| $983 | ﹤0.01% |
+49
| New | +$1.19K |
2026 Q3
0 quarters
|
|
1755
Immunovant
IMVT
$7.33B
| $979 | ﹤0.01% |
+29
| New | +$1.14K |
2026 Q3
0 quarters
|
|
1756
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11B
| $976 | ﹤0.01% |
+6
| New | +$937 |
2026 Q3
0 quarters
|
|
1757
DTE Energy
DTE
$29.1B
| $975 | ﹤0.01% |
+8
| New | +$1.11K |
2026 Q3
0 quarters
|
|
1758
Equitable Holdings
EQH
$14.9B
| $974 | ﹤0.01% |
+19
| New | +$955 |
2026 Q3
0 quarters
|
|
1759
Bath & Body Works
BBWI
$4.27B
| $971 | ﹤0.01% |
+61
| New | +$1.17K |
2026 Q3
0 quarters
|
|
1760
Incyte
INCY
$24.9B
| $970 | ﹤0.01% |
+8
| New | +$976 |
2026 Q3
0 quarters
|
|
1761
Hope Bancorp
HOPE
$1.67B
| $957 | ﹤0.01% |
+72
| New | +$998 |
2026 Q3
0 quarters
|
|
1762
BitMine Immersion Technologies
BMNR
$11.7B
| $952 | ﹤0.01% |
+36
| New | +$744 |
2026 Q3
0 quarters
|
|
1763
J.M. Smucker
SJM
$14.1B
| $951 | ﹤0.01% |
+8
| New | +$962 |
2026 Q3
0 quarters
|
|
1764
Telephone and Data Systems
TDS
$3.38B
| $950 | ﹤0.01% |
+28
| New | +$979 |
2026 Q3
0 quarters
|
|
1765
BancFirst
BANF
$3.98B
| $948 | ﹤0.01% |
+9
| New | +$1.01K |
2026 Q3
0 quarters
|
|
1766
PPG Industries
PPG
$27.4B
| $939 | ﹤0.01% |
+9
| New | +$1.02K |
2026 Q3
0 quarters
|
|
1767
Deckers Outdoor
DECK
$11.3B
| $938 | ﹤0.01% |
+12
| New | +$1.11K |
2026 Q3
0 quarters
|
|
1768
Horace Mann Educators
HMN
$2.14B
| $937 | ﹤0.01% |
+21
| New | +$1.07K |
2026 Q3
0 quarters
|
|
1769
Root
ROOT
$667M
| $922 | ﹤0.01% |
+20
| New | +$1.11K |
2026 Q3
0 quarters
|
|
1770
LCI Industries
LCII
$2.34B
| $920 | ﹤0.01% |
+11
| New | +$1.1K |
2026 Q3
0 quarters
|
|
1771
Eastman Chemical
EMN
$7.57B
| $908 | ﹤0.01% |
+14
| New | +$976 |
2026 Q3
0 quarters
|
|
1772
Anbio Biotechnology
NNNN
$172M
| $907 | ﹤0.01% |
+144
| New | +$1.22K |
2026 Q3
0 quarters
|
|
1773
Rayonier Advanced Materials
RYAM
$369M
| $893 | ﹤0.01% |
+112
| New | +$936 |
2026 Q3
0 quarters
|
|
1774
Lakefront Biotherapeutics American Depositary Shares
LKFT
$2.24B
| $889 | ﹤0.01% |
+30
| New | +$859 |
2026 Q3
0 quarters
|
|
1775
Range Resources
RRC
$12.1B
| $889 | ﹤0.01% |
+24
| New | +$942 |
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.