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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 | |
|---|---|---|---|---|---|---|---|
1926
M/I Homes
MHO
$3.2B
| $405 | ﹤0.01% |
+3
| New | +$442 |
2026 Q3
0 quarters
|
|
1927
AppFolio
APPF
$7.91B
| $401 | ﹤0.01% |
+2
| New | +$397 |
2026 Q3
0 quarters
|
|
1928
JOYY Inc
JOYY
$3.86B
| $401 | ﹤0.01% |
+5
| New | +$372 |
2026 Q3
0 quarters
|
|
1929
Trimble
TRMB
$12.9B
| $400 | ﹤0.01% |
+7
| New | +$398 |
2026 Q3
0 quarters
|
|
1930
Brighthouse Financial
BHF
$2.54B
| $399 | ﹤0.01% |
+8
| New | +$461 |
2026 Q3
0 quarters
|
|
1931
Viper Energy
VNOM
$7.94B
| $399 | ﹤0.01% |
+10
| New | +$432 |
2026 Q3
0 quarters
|
|
1932
ESAB
ESAB
$5.13B
| $395 | ﹤0.01% |
+6
| New | +$485 |
2026 Q3
0 quarters
|
|
1933
Fox Class B
FOX
$25.2B
| $394 | ﹤0.01% |
+7
| New | +$389 |
2026 Q3
0 quarters
|
|
1934
Brown-Forman Class B
BF.B
$13.7B
| $393 | ﹤0.01% |
+15
| New | +$404 |
2026 Q3
0 quarters
|
|
1935
StoneX
SNEX
$7.01B
| $388 | ﹤0.01% |
+6
| New | +$426 |
2026 Q3
0 quarters
|
|
1936
Commerce Bancshares
CBSH
$7.86B
| $383 | ﹤0.01% |
+7
| New | +$408 |
2026 Q3
0 quarters
|
|
1937
Revolve Group
RVLV
$1.33B
| $383 | ﹤0.01% |
+18
| New | +$417 |
2026 Q3
0 quarters
|
|
1938
Unisys
UIS
$206M
| $383 | ﹤0.01% |
+166
| New | +$490 |
2026 Q3
0 quarters
|
|
1939
New York Times
NYT
$11.5B
| $382 | ﹤0.01% |
+6
| New | +$416 |
2026 Q3
0 quarters
|
|
1940
Donnelley Financial Solutions
DFIN
$1.67B
| $378 | ﹤0.01% |
+8
| New | +$385 |
2026 Q3
0 quarters
|
|
1941
Aurinia Pharmaceuticals
AUPH
$2.18B
| $372 | ﹤0.01% |
+23
| New | +$367 |
2026 Q3
0 quarters
|
|
1942
Covista Inc
CVSA
$3.93B
| $367 | ﹤0.01% |
+3
| New | +$381 |
2026 Q3
0 quarters
|
|
1943
USA Rare Earth Inc
USAR
$3.08B
| $366 | ﹤0.01% |
+26
| New | +$441 |
2026 Q3
0 quarters
|
|
1944
Cipher Digital
CIFR
$3.23B
| $364 | ﹤0.01% |
+23
| New | +$427 |
2026 Q3
0 quarters
|
|
1945
Payoneer
PAYO
$2.42B
| $364 | ﹤0.01% |
+51
| New | +$363 |
2026 Q3
0 quarters
|
|
1946
Invesco Preferred ETF
PGX
$3.55B
| $363 | ﹤0.01% |
+36
| New | +$382 |
2026 Q3
0 quarters
|
|
1947
Rollins
ROL
$18.2B
| $361 | ﹤0.01% |
+12
| New | +$451 |
2026 Q3
0 quarters
|
|
1948
Dow Inc
DOW
$24.1B
| $358 | ﹤0.01% |
+13
| New | +$387 |
2026 Q3
0 quarters
|
|
1949
Euroseas
ESEA
$474M
| $357 | ﹤0.01% |
+5
| New | +$369 |
2026 Q3
0 quarters
|
|
1950
Unitil
UTL
$1.04B
| $355 | ﹤0.01% |
+7
| New | +$374 |
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.