account_balance

Investment manager · 13F filer · SEC CIK 2055916

Superior Planning, LLC

Reported value$240Mas of Sep 30, 2026
Positions2,141
Top 10 weight31.0%IVV alone is 6%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 6.2%
USFR Wisdomtree Tr 4.7%
IVW iShares Tr 3.7%
IVE iShares Tr 3.0%
IUSB iShares Tr 2.7%
NVDA NVIDIA Corp 2.6% AMZN Amazon.com Inc 2.4%
DYNF BlackRock ETF Trust 2.2%
AAPL Apple Inc. 1.9% QCOM Qualcomm Inc 1.8%
CORO BlackRock ETF Trust 1.4%
IWF iShares Tr 1.4%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist