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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 | |
|---|---|---|---|---|---|---|---|
201
Banco Santander
SAN
$175B
| $135K | 0.06% |
+9,789
| New | +$140K |
2026 Q3
0 quarters
|
|
202
HSBC
HSBC
$306B
| $134K | 0.06% |
+1,348
| New | +$138K |
2026 Q3
0 quarters
|
|
203
iShares 0-3 Month Treasury Bond ETF
SGOV
$117B
| $133K | 0.06% |
+1,325
| New | +$133K |
2026 Q3
0 quarters
|
|
204
Entegris
ENTG
$23.4B
| $132K | 0.06% |
+858
| New | +$121K |
2026 Q3
0 quarters
|
|
205
Pfizer
PFE
$165B
| $131K | 0.05% |
+4,595
| New | +$122K |
2026 Q3
0 quarters
|
|
206
Marvell Technology
MRVL
$149B
| $131K | 0.05% |
+496
| New | +$111K |
2026 Q3
0 quarters
|
|
207
Vanguard Long-Term Bond ETF
BLV
$5.63B
| $130K | 0.05% |
+2,074
| New | +$137K |
2026 Q3
0 quarters
|
|
208
Royal Caribbean
RCL
$86.6B
| $129K | 0.05% |
+485
| New | +$138K |
2026 Q3
0 quarters
|
|
209
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.5B
| $129K | 0.05% |
+1,221
| New | +$128K |
2026 Q3
0 quarters
|
|
210
FT Vest US Small Cap Moderate Buffer ETF November
SNOV
$114M
| $128K | 0.05% |
+4,693
| New | +$128K |
2026 Q3
0 quarters
|
|
211
Grayscale Bitcoin Trust
GBTC
$10.7B
| $128K | 0.05% |
+1,975
| New | +$109K |
2026 Q3
0 quarters
|
|
212
iShares Core MSCI Total International Stock ETF
IXUS
$57.8B
| $126K | 0.05% |
+1,329
| New | +$128K |
2026 Q3
0 quarters
|
|
213
Thermo Fisher Scientific
TMO
$260B
| $126K | 0.05% |
+186
| New | +$110K |
2026 Q3
0 quarters
|
|
214
iShares 0-5 Year TIPS Bond ETF
STIP
$16.8B
| $125K | 0.05% |
+1,254
| New | +$126K |
2026 Q3
0 quarters
|
|
215
Walt Disney
DIS
$205B
| $125K | 0.05% |
+1,189
| New | +$122K |
2026 Q3
0 quarters
|
|
216
Progressive
PGR
$137B
| $124K | 0.05% |
+599
| New | +$129K |
2026 Q3
0 quarters
|
|
217
Vanguard Morningstar Mega Cap Growth ETF
MGK
$32.8B
| $122K | 0.05% |
+1,320
| New | +$118K |
2026 Q3
0 quarters
|
|
218
Keysight
KEYS
$51.9B
| $120K | 0.05% |
+331
| New | +$109K |
2026 Q3
0 quarters
|
|
219
Pultegroup
PHM
$23.4B
| $119K | 0.05% |
+1,029
| New | +$129K |
2026 Q3
0 quarters
|
|
220
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
| $118K | 0.05% |
+1,623
| New | +$122K |
2026 Q3
0 quarters
|
|
221
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$807M
| $117K | 0.05% |
+2,981
| New | +$120K |
2026 Q3
0 quarters
|
|
222
AstraZeneca
AZN
$286B
| $117K | 0.05% |
+723
| New | +$120K |
2026 Q3
0 quarters
|
|
223
American Express
AXP
$214B
| $116K | 0.05% |
+383
| New | +$128K |
2026 Q3
0 quarters
|
|
224
Starbucks
SBUX
$123B
| $115K | 0.05% |
+1,227
| New | +$127K |
2026 Q3
0 quarters
|
|
225
iShares ESG Advanced MSCI USA ETF
USXF
$1.4B
| $115K | 0.05% |
+1,692
| New | +$115K |
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.