Superior Planning, LLC
Portfolio style
Not measured yet. Quarters are measured from the first covered 13F quarter, once each filing window closes.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
2,139 tracked positions · as of Sep 30, 2026Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 54.8% | $128,098,993 |
| Technology | 14.9% | $34,824,275 |
| Financial Services | 6.8% | $15,779,181 |
| Consumer Cyclical | 5.4% | $12,600,836 |
| Healthcare | 4.2% | $9,780,005 |
| Industrials | 3.8% | $8,904,575 |
| Communication Services | 3.2% | $7,570,686 |
| Consumer Defensive | 2.2% | $5,246,534 |
| Energy | 1.7% | $4,030,930 |
| Utilities | 1.2% | $2,734,109 |
| Real Estate | 1.0% | $2,436,109 |
| Basic Materials | 0.7% | $1,584,490 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
First | 19,402 | $14,859,021 | 6.36% | |
| USFR |
WisdomTree Floating Rate Treasury Fund
|
First | 222,844 | $11,229,109 | 4.81% | |
| IVW |
iShares S&P 500 Growth ETF
|
First | 62,727 | $8,923,543 | 3.82% | |
| IVE |
iShares S&P 500 Value ETF
|
First | 31,057 | $7,089,691 | 3.04% | |
| IUSB |
iShares Core Universal USD Bond ETF
|
First | 144,787 | $6,383,658 | 2.73% | |
| NVDA |
Nvidia Corp
Technology
|
First | 27,045 | $6,176,537 | 2.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 22,899 | $5,705,285 | 2.44% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
First | 75,612 | $5,236,887 | 2.24% | |
| AAPL |
Apple Inc.
Technology
|
First | 13,721 | $4,569,367 | 1.96% | |
| QCOM |
Qualcomm Inc
Technology
|
First | 23,544 | $4,333,037 | 1.85% | |
| CORO |
|
First | 95,717 | $3,479,312 | 1.49% | |
| IWF |
iShares Russell 1000 Growth ETF
|
First | 27,417 | $3,434,253 | 1.47% | |
| MSFT |
Microsoft Corp
Technology
|
First | 6,393 | $3,278,969 | 1.40% | |
| ACWX |
iShares MSCI ACWI ex U.S. ETF
|
First | 39,976 | $3,022,985 | 1.29% | |
| BLCR |
|
First | 54,352 | $2,661,073 | 1.14% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 7,509 | $2,558,616 | 1.10% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 6,933 | $2,544,965 | 1.09% | |
| EFG |
iShares MSCI EAFE Growth ETF
|
First | 20,158 | $2,415,531 | 1.03% | |
| MUB |
iShares National Muni Bond ETF
|
First | 23,844 | $2,410,628 | 1.03% | |
| IBTI |
iShares iBonds Dec 2028 Term Treasury ETF
|
First | 100,524 | $2,202,480 | 0.94% | |
| CGMS |
Capital Group U.S. Multi-Sector Income ETF
|
First | 83,401 | $2,187,608 | 0.94% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 4,258 | $2,120,271 | 0.91% | |
| BAI |
BlackRock ETF Trust
|
First | 43,936 | $2,073,339 | 0.89% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 5,051 | $1,773,860 | 0.76% | |
| GOVT |
iShares U.S. Treasury Bond ETF
|
First | 77,448 | $1,693,787 | 0.73% | |
| EFV |
iShares MSCI EAFE Value ETF
|
First | 20,950 | $1,657,983 | 0.71% | |
| THRO |
|
First | 37,694 | $1,657,782 | 0.71% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
First | 1,662 | $1,512,985 | 0.65% | |
| CLOX |
Eldridge AAA CLO ETF
|
First | 58,855 | $1,507,276 | 0.65% | |
| V |
Visa Inc.
Financial Services
|
First | 4,103 | $1,474,330 | 0.63% | |
| BSCT |
Invesco BulletShares 2029 Corporate Bond ETF
|
First | 80,599 | $1,466,901 | 0.63% | |
| BSCS |
Invesco BulletShares 2028 Corporate Bond ETF
|
First | 71,360 | $1,436,476 | 0.61% | |
| PFXF |
VanEck Preferred Securities ex Financials ETF
|
First | 81,343 | $1,425,129 | 0.61% | |
| BSCV |
|
First | 90,156 | $1,421,760 | 0.61% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 4,003 | $1,420,304 | 0.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 1,913 | $1,387,269 | 0.59% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
First | 19,166 | $1,353,311 | 0.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 3,927 | $1,351,202 | 0.58% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 3,794 | $1,255,169 | 0.54% | |
| IDEV |
iShares Core MSCI International Developed Markets ETF
|
First | 13,302 | $1,190,262 | 0.51% | |
| IDEF |
|
First | 37,280 | $1,164,142 | 0.50% | |
| NOW |
ServiceNow, Inc.
Technology
|
First | 8,377 | $1,122,601 | 0.48% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 2,420 | $1,103,979 | 0.47% | |
| ZJUL |
|
First | 35,980 | $1,088,535 | 0.47% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
First | 2,825 | $1,057,228 | 0.45% | |
| VOO |
VANGUARD 500 INDEX FUND
|
First | 1,481 | $1,037,973 | 0.44% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 863 | $998,560 | 0.43% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 3,315 | $943,084 | 0.40% | |
| STX |
Seagate Technology Holdings plc
Technology
|
First | 1,002 | $924,184 | 0.40% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
First | 9,233 | $902,433 | 0.39% |
Showing the top 50 of 2,139 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.