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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 | |
|---|---|---|---|---|---|---|---|
176
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
| $179K | 0.07% |
+1,648
| New | +$189K |
2026 Q3
0 quarters
|
|
177
iShares MSCI KLD 400 Social ETF
DSI
$5.28B
| $178K | 0.07% |
+1,216
| New | +$176K |
2026 Q3
0 quarters
|
|
178
Abbott
ABT
$186B
| $176K | 0.07% |
+1,783
| New | +$186K |
2026 Q3
0 quarters
|
|
179
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.9B
| $176K | 0.07% |
+3,496
| New | +$178K |
2026 Q3
0 quarters
|
|
180
Morgan Stanley
MS
$297B
| $173K | 0.07% |
+922
| New | +$196K |
2026 Q3
0 quarters
|
|
181
Vanguard Morningstar Small-Cap ETF
VB
$79.4B
| $168K | 0.07% |
+590
| New | +$176K |
2026 Q3
0 quarters
|
|
182
Arista Networks
ANET
$260B
| $167K | 0.07% |
+822
| New | +$155K |
2026 Q3
0 quarters
|
|
183
Procter & Gamble
PG
$390B
| $167K | 0.07% |
+1,152
| New | +$169K |
2026 Q3
0 quarters
|
|
184
JPMorgan Municipal ETF
JMUB
$9.17B
| $167K | 0.07% |
+3,500
| New | +$173K |
2026 Q3
0 quarters
|
|
185
Constellation Brands
STZ
$24.6B
| $166K | 0.07% |
+1,464
| New | +$189K |
2026 Q3
0 quarters
|
|
186
Palantir
PLTR
$415B
| $163K | 0.07% |
+871
| New | +$139K |
2026 Q3
0 quarters
|
|
187
SpaceX
SPCX
$1.93T
| $162K | 0.07% |
+1,075
| New | +$149K |
2026 Q3
0 quarters
|
|
188
Ecolab
ECL
$86.1B
| $160K | 0.07% |
+584
| New | +$162K |
2026 Q3
0 quarters
|
|
189
Bluerock Private Real Estate Fund
BPRE
| $160K | 0.07% |
+12,756
| New | +$159K |
2026 Q3
0 quarters
|
|
190
Goldman Sachs
GS
$265B
| $158K | 0.07% |
+176
| New | +$180K |
2026 Q3
0 quarters
|
|
191
Halliburton
HAL
$27.3B
| $157K | 0.07% |
+4,941
| New | +$168K |
2026 Q3
0 quarters
|
|
192
Linde
LIN
$241B
| $151K | 0.06% |
+319
| New | +$157K |
2026 Q3
0 quarters
|
|
193
FT Vest US Equity Moderate Buffer ETF February
GFEB
$371M
| $151K | 0.06% |
+3,352
| New | +$149K |
2026 Q3
0 quarters
|
|
194
Air Products & Chemicals
APD
$70.4B
| $149K | 0.06% |
+534
| New | +$159K |
2026 Q3
0 quarters
|
|
195
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
| $147K | 0.06% |
+6,707
| New | +$152K |
2026 Q3
0 quarters
|
|
196
KLA
KLAC
$206B
| $140K | 0.06% |
+716
| New | +$140K |
2026 Q3
0 quarters
|
|
197
iShares MSCI Emerging Markets ETF
EEM
$28.3B
| $139K | 0.06% |
+2,079
| New | +$138K |
2026 Q3
0 quarters
|
|
198
Vanguard Mortgage-Backed Securities ETF
VMBS
$16B
| $138K | 0.06% |
+3,107
| New | +$143K |
2026 Q3
0 quarters
|
|
199
Trane Technologies
TT
$93.1B
| $137K | 0.06% |
+303
| New | +$139K |
2026 Q3
0 quarters
|
|
200
Freeport-McMoran
FCX
$87.4B
| $135K | 0.06% |
+1,935
| New | +$132K |
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.