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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 | |
|---|---|---|---|---|---|---|---|
1851
Donaldson
DCI
$10.1B
| $609 | ﹤0.01% |
+7
| New | +$638 |
2026 Q3
0 quarters
|
|
1852
Cogent Biosciences
COGT
$5.09B
| $608 | ﹤0.01% |
+19
| New | +$702 |
2026 Q3
0 quarters
|
|
1853
Li Auto
LI
$11.4B
| $603 | ﹤0.01% |
+53
| New | +$652 |
2026 Q3
0 quarters
|
|
1854
Community Bank
CBU
$3.36B
| $595 | ﹤0.01% |
+10
| New | +$645 |
2026 Q3
0 quarters
|
|
1855
MDA Space Ltd
MDA
$4.79B
| $593 | ﹤0.01% |
+20
| New | +$639 |
2026 Q3
0 quarters
|
|
1856
BCE
BCE
$19.9B
| $590 | ﹤0.01% |
+29
| New | +$648 |
2026 Q3
0 quarters
|
|
1857
CorMedix
CRMD
$389M
| $585 | ﹤0.01% |
+76
| New | +$609 |
2026 Q3
0 quarters
|
|
1858
NuScale Power
SMR
$2.05B
| $585 | ﹤0.01% |
+74
| New | +$665 |
2026 Q3
0 quarters
|
|
1859
Burford Capital
BUR
$751M
| $580 | ﹤0.01% |
+148
| New | +$621 |
2026 Q3
0 quarters
|
|
1860
Helen of Troy
HELE
$865M
| $576 | ﹤0.01% |
+21
| New | +$594 |
2026 Q3
0 quarters
|
|
1861
Hancock Whitney
HWC
$5.14B
| $576 | ﹤0.01% |
+8
| New | +$606 |
2026 Q3
0 quarters
|
|
1862
GoDaddy
GDDY
$13.6B
| $573 | ﹤0.01% |
+6
| New | +$570 |
2026 Q3
0 quarters
|
|
1863
Etsy
ETSY
$7.63B
| $572 | ﹤0.01% |
+8
| New | +$632 |
2026 Q3
0 quarters
|
|
1864
Phibro Animal Health
PAHC
$1.43B
| $572 | ﹤0.01% |
+16
| New | +$562 |
2026 Q3
0 quarters
|
|
1865
Frontier Group Holdings
ULCC
$1.77B
| $567 | ﹤0.01% |
+95
| New | +$604 |
2026 Q3
0 quarters
|
|
1866
Eastern Bankshares
EBC
$5.12B
| $565 | ﹤0.01% |
+27
| New | +$605 |
2026 Q3
0 quarters
|
|
1867
POSCO
PKX
$15.2B
| $564 | ﹤0.01% |
+10
| New | +$563 |
2026 Q3
0 quarters
|
|
1868
VeriSign
VRSN
$28B
| $564 | ﹤0.01% |
+2
| New | +$568 |
2026 Q3
0 quarters
|
|
1869
Neogen
NEOG
$2.47B
| $563 | ﹤0.01% |
+44
| New | +$499 |
2026 Q3
0 quarters
|
|
1870
Medical Properties Trust
MPT
$1.01B
| $561 | ﹤0.01% |
+162
| New | +$681 |
2026 Q3
0 quarters
|
|
1871
Fidelity National Information Services
FIS
$14.7B
| $560 | ﹤0.01% |
+17
| New | +$689 |
2026 Q3
0 quarters
|
|
1872
Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share
TXCP
$4.33B
| $558 | ﹤0.01% |
+6
| New | +$596 |
2026 Q3
0 quarters
|
|
1873
Ameris Bancorp
ABCB
$5.53B
| $557 | ﹤0.01% |
+7
| New | +$608 |
2026 Q3
0 quarters
|
|
1874
Figure Technology Solutions
FIGR
$5.92B
| $548 | ﹤0.01% |
+19
| New | +$617 |
2026 Q3
0 quarters
|
|
1875
Primerica
PRI
$8.88B
| $545 | ﹤0.01% |
+2
| New | +$602 |
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.