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Superior Planning, LLC - Portfolio Stock Holdings

Superior Planning, LLC disclosed 2140 stock positions in a recent SEC 13F filing. $237,097,445 of stock holdings were filed, with the largest holdings including IVV, USFR, and IVW. This filing represented positions held on Sept. 30, 2026, and was filed today.

Report Period:

Sept. 30, 2026

No. of Stocks:

2140

Est. Stock Holding Value:

$237,097,445

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Superior Planning, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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