2026 Q3 Portfolio Activity
In 2026 Q3, Superior Planning, LLC maintained a portfolio of 2141 distinct positions.
Position History
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Superior Planning, LLC
AUM $239M
Total Positions
2141
Quarter
2026 Q3
Top Holding
IVV (6.2%)
Top 10 Concentration
31.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2141
Superior Planning, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 6.19% | — |
#1
Prev: #—
|
8.0 |
—
|
19,402 | — |
NEW
|
19,402 | $14,858,999 |
$765.85
-0.7%
|
2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | ||
|
USFR
WISDOMTREE TR
|
ETF | 4.67% | — |
#2
Prev: #—
|
6.9 |
—
|
222,844 | — |
NEW
|
222,844 | $11,229,130 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
IVW
ISHARES TR
|
Warrant | 3.71% | — |
#3
Prev: #—
|
6.0 |
—
|
62,727 | — |
NEW
|
62,727 | $8,923,515 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
IVE
ISHARES TR
|
ETF | 2.95% | — |
#4
Prev: #—
|
5.2 |
—
|
31,057 | — |
NEW
|
31,057 | $7,089,692 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
IUSB
ISHARES TR
|
ETF | 2.66% | — |
#5
Prev: #—
|
5.1 |
—
|
144,787 | — |
NEW
|
144,787 | $6,383,657 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.57% | — |
#6
Prev: #—
|
4.5 |
—
|
27,045 | — |
NEW
|
27,045 | $6,176,567 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.38% | — |
#7
Prev: #—
|
4.5 |
—
|
22,899 | — |
NEW
|
22,899 | $5,705,345 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 2.18% | — |
#8
Prev: #—
|
4.4 |
—
|
75,612 | — |
NEW
|
75,612 | $5,236,888 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AAPL
APPLE INC
|
Technology | 1.90% | — |
#9
Prev: #—
|
4.3 |
—
|
13,721 | — |
NEW
|
13,721 | $4,569,394 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
QCOM
QUALCOMM INC
|
Technology | 1.80% | — |
#10
Prev: #—
|
4.2 |
—
|
23,544 | — |
NEW
|
23,544 | $4,333,051 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CORO
BLACKROCK ETF T...
|
ETF | 1.45% | — |
#11
Prev: #—
|
4.1 |
—
|
95,717 | — |
NEW
|
95,717 | $3,479,313 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
IWF
ISHARES TR
|
ETF | 1.43% | — |
#12
Prev: #—
|
4.1 |
—
|
27,417 | — |
NEW
|
27,417 | $3,434,254 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.36% | — |
#13
Prev: #—
|
4.0 |
—
|
6,393 | — |
NEW
|
6,393 | $3,278,802 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ACWX
ISHARES TR
|
ETF | 1.26% | — |
#14
Prev: #—
|
4.0 |
—
|
39,976 | — |
NEW
|
39,976 | $3,022,986 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.22% | — |
#15
Prev: #—
|
4.0 |
—
|
14,042 | — |
NEW
|
14,042 | $2,921,016 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
BLCR
BLACKROCK ETF T...
|
ETF | 1.11% | — |
#16
Prev: #—
|
3.9 |
—
|
54,352 | — |
NEW
|
54,352 | $2,661,073 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.07% | — |
#17
Prev: #—
|
3.9 |
—
|
7,509 | — |
NEW
|
7,509 | $2,558,693 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.06% | — |
#18
Prev: #—
|
3.9 |
—
|
6,933 | — |
NEW
|
6,933 | $2,545,128 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
EFG
ISHARES TR
|
Warrant | 1.01% | — |
#19
Prev: #—
|
3.9 |
—
|
20,158 | — |
NEW
|
20,158 | $2,415,587 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MUB
ISHARES TR
|
ETF | 1.00% | — |
#20
Prev: #—
|
3.9 |
—
|
23,844 | — |
NEW
|
23,844 | $2,410,629 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
IEMG
ISHARES INC
|
ETF | 0.96% | — |
#21
Prev: #—
|
3.9 |
—
|
28,302 | — |
NEW
|
28,302 | $2,296,964 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
IBTI
ISHARES TR
|
Bond/Debt | 0.92% | — |
#22
Prev: #—
|
3.9 |
—
|
100,524 | — |
NEW
|
100,524 | $2,202,481 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CGMS
CAPITAL GRP FIX...
|
ETF | 0.91% | — |
#23
Prev: #—
|
3.9 |
—
|
83,401 | — |
NEW
|
83,401 | $2,187,608 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.88% | — |
#24
Prev: #—
|
3.9 |
—
|
4,258 | — |
NEW
|
4,258 | $2,120,262 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 0.86% | — |
#25
Prev: #—
|
3.8 |
—
|
43,936 | — |
NEW
|
43,936 | $2,073,340 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.74% | — |
#26
Prev: #—
|
3.8 |
—
|
5,051 | — |
NEW
|
5,051 | $1,773,717 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
GOVT
ISHARES TR
|
ETF | 0.71% | — |
#27
Prev: #—
|
3.8 |
—
|
77,448 | — |
NEW
|
77,448 | $1,693,787 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
EFV
ISHARES TR
|
ETF | 0.69% | — |
#28
Prev: #—
|
3.8 |
—
|
20,950 | — |
NEW
|
20,950 | $1,657,996 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
THRO
BLACKROCK ETF T...
|
ETF | 0.69% | — |
#29
Prev: #—
|
3.8 |
—
|
37,694 | — |
NEW
|
37,694 | $1,657,781 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.63% | — |
#30
Prev: #—
|
3.8 |
—
|
1,662 | — |
NEW
|
1,662 | $1,513,595 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CLOX
SERIES PORTFOLI...
|
ETF | 0.63% | — |
#31
Prev: #—
|
3.8 |
—
|
58,855 | — |
NEW
|
58,855 | $1,507,276 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
V
VISA INC
|
Financial Services | 0.61% | — |
#32
Prev: #—
|
3.7 |
—
|
4,103 | — |
NEW
|
4,103 | $1,474,277 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
BSCT
INVESCO EXCH TR...
|
ETF | 0.61% | — |
#33
Prev: #—
|
3.7 |
—
|
80,599 | — |
NEW
|
80,599 | $1,466,902 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
BSCS
INVESCO EXCH TR...
|
ETF | 0.60% | — |
#34
Prev: #—
|
3.7 |
—
|
71,360 | — |
NEW
|
71,360 | $1,436,120 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
PFXF
VANECK ETF TRUS...
|
Preferred | 0.59% | — |
#35
Prev: #—
|
3.7 |
—
|
81,343 | — |
NEW
|
81,343 | $1,425,130 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
BSCV
INVESCO EXCH TR...
|
Unknown | 0.59% | — |
#36
Prev: #—
|
3.7 |
—
|
90,156 | — |
NEW
|
90,156 | $1,421,760 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.59% | — |
#37
Prev: #—
|
3.7 |
—
|
4,003 | — |
NEW
|
4,003 | $1,420,376 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.58% | — |
#38
Prev: #—
|
3.7 |
—
|
1,913 | — |
NEW
|
1,913 | $1,387,500 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.56% | — |
#39
Prev: #—
|
3.7 |
—
|
19,166 | — |
NEW
|
19,166 | $1,353,312 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.56% | — |
#40
Prev: #—
|
3.7 |
—
|
3,927 | — |
NEW
|
3,927 | $1,351,294 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.52% | — |
#41
Prev: #—
|
3.7 |
—
|
3,794 | — |
NEW
|
3,794 | $1,255,266 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
IDEV
ISHARES TR CORE...
|
Bond/Debt | 0.50% | — |
#42
Prev: #—
|
3.7 |
—
|
13,302 | — |
NEW
|
13,302 | $1,190,263 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
IDEF
BLACKROCK ETF T...
|
ETF | 0.48% | — |
#43
Prev: #—
|
3.7 |
—
|
37,280 | — |
NEW
|
37,280 | $1,164,150 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.47% | — |
#44
Prev: #—
|
3.7 |
—
|
8,377 | — |
NEW
|
8,377 | $1,122,602 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.46% | — |
#45
Prev: #—
|
3.7 |
—
|
2,420 | — |
NEW
|
2,420 | $1,103,981 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ZJUL
INNOVATOR ETFS ...
|
ETF | 0.45% | — |
#46
Prev: #—
|
3.7 |
—
|
35,980 | — |
NEW
|
35,980 | $1,088,535 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.44% | — |
#47
Prev: #—
|
3.7 |
—
|
2,825 | — |
NEW
|
2,825 | $1,057,228 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.43% | — |
#48
Prev: #—
|
3.7 |
—
|
1,481 | — |
NEW
|
1,481 | $1,038,080 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.42% | — |
#49
Prev: #—
|
3.7 |
—
|
863 | — |
NEW
|
863 | $998,026 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.39% | — |
#50
Prev: #—
|
3.7 |
—
|
3,315 | — |
NEW
|
3,315 | $943,088 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 |
Showing 1-50 of 2141 holdings