13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001721780
Total reported value
$214.1M
$214.1M
192 檔
18.0%
In Q4 2025, Successful Portfolios LLC's U.S. equity holdings reached a combined market value of $214.1M, distributed across 192 disclosed stock positions.
In Q4 2025, Successful Portfolios LLC displayed an active expansion posture, initiating 17 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.75% | +0.08% | +12.46% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.58% | -0.06% | +2.61% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.98% | -0.35% | +27.43% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.20% | +0.10% | -0.37% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.16% | -0.80% | +3.89% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.04% | -0.04% | +5.16% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.26% | +1.09% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | +0.07% | -5.46% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.69% | -0.39% | +6.84% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.68% | +0.17% | +4.79% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.41% | +0.53% | +98.54% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.74% | +0.01% | +5.93% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.56% | -0.10% | +23.39% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.55% | -0.24% | +2.24% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | +0.09% | +0.74% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.42% | +0.11% | +3.54% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.42% | -0.18% | +6.07% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.25% | -0.06% | +2.14% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.19% | +0.58% | +24.31% | |
| 20 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.18% | -0.13% | -0.96% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.09% | -0.04% | +0.94% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.05% | -0.09% | +0.91% | |
| 23 | VLY | Valley National Bancorp | Stock-Financials | 1.00% | — | — | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 0.94% | -0.78% | EXIT | |
| 25 | XLI | Ss Industrial Select Sector | ETF-Other | 0.93% | -0.03% | -0.52% | |
| 26 | DUK | Duke Energy CORP | Stock-Utilities | 0.92% | -0.21% | -21.62% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.91% | -0.02% | +2.94% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.90% | -0.03% | -0.41% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.89% | -0.14% | +7.96% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.87% | +1.20% | -1.81% | |
| 31 | MU | Micron Technology Inc | Stock-Tech | 0.87% | +1.40% | -0.83% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.83% | +0.04% | +0.77% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.83% | -0.10% | -0.48% | |
| 34 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.79% | +0.01% | +7.59% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | -0.02% | +6.42% | |
| 36 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.73% | +0.15% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.10% | +0.80% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.07% | -2.65% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.71% | -0.01% | +180.00% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.08% | -0.41% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.15% | -0.63% | |
| 42 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.62% | -0.10% | +0.01% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.61% | -0.04% | +0.16% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.21% | +5.54% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.57% | +0.01% | +12.02% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.57% | -0.10% | +0.13% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | -0.11% | +11.35% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.06% | +10.97% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.03% | +4.22% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | -0.08% | -2.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.4% | +24.31% | Add |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | +0.4% | +180.00% | Add |
| 3 | BSV | Vanguard Short-term Bond ETF | +0.4% | +27.43% | Add |
| 4 | MU | Micron Technology Inc | +0.4% | -0.83% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +3.54% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.74% | Add |
| 7 | VBIL | Vanguard 0-3m T-bill ETF | +0.2% | +128.25% | Add |
| 8 | UNP | Union Pacific CORP | +0.1% | +75.47% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.1% | +12.46% | Add |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +23.39% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | -2.65% | Trim |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +49.38% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | +55.34% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +5.93% | Add |
| 15 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +32.90% | Add |
| 16 | AMD | Advanced Micro Devices | +0.1% | -1.81% | Trim |
| 17 | GLD | Spdr Gold Shares | +0.1% | +13.34% | Add |
| 18 | WMT | Walmart Inc | 0% | +3.89% | Add |
| 19 | SCHB | Schwab US Broad Market ETF | -0.1% | +5.16% | Add |
| 20 | AAPL | Apple Inc | -0.2% | +4.79% | Add |
| 21 | SCHO | Schwab Short-term US Treas | -0.2% | +6.84% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | +2.61% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -0.37% | Trim |
| 24 | SONY | Sony Group CORP - Sp Adr | -0.4% | -0.96% | Trim |
| 25 | DUK | Duke Energy CORP | -0.5% | -21.62% | Trim |
| 26 | NVDA | Nvidia CORP | -0.6% | -5.46% | Trim |
| 27 | MSFT | Microsoft CORP | -0.7% | +1.09% | Add |
| 28 | VLY | Valley National Bancorp | — | NEW | New buy |
| 29 | IBKR | Interactive Brokers Gro-cl A | — | NEW | New buy |
| 30 | ASGI | Abrdn Global Infrastructure | — | NEW | New buy |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 32 | XJEQX | Abrdn Japan Equity Fund Inc | — | EXIT | Sold out |
| 33 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 34 | LEN-B | Lennar CORP - B Shs | — | NEW | New buy |
| 35 | FITB | Fifth Third Bancorp | — | NEW | New buy |
| 36 | FEZ | State Street Spdr Euro Stoxx | — | NEW | New buy |
| 37 | AOR | Ishares Core 60/40 Balanced | — | EXIT | Sold out |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 39 | LEN | Lennar Corp-a | — | EXIT | Sold out |
| 40 | ENB | Enbridge Inc | — | EXIT | Sold out |
| 41 | VUSB | Vanguard Ultra Short Bond Et | — | NEW | New buy |
| 42 | GM | General Motors Co | — | NEW | New buy |
| 43 | FNB | Fnb CORP | — | NEW | New buy |
| 44 | ATI | Ati Inc | — | NEW | New buy |
| 45 | CIEN | Ciena CORP | — | NEW | New buy |
| 46 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 47 | CGNX | Cognex CORP | — | EXIT | Sold out |
| 48 | CPB | THE Campbell's Company | — | EXIT | Sold out |
| 49 | WDC | Western Digital CORP | — | NEW | New buy |
| 50 | MA | Mastercard Inc - A | — | NEW | New buy |
According to official SEC Form 13F filings, Successful Portfolios LLC reported a total U.S. public equity portfolio value of $214.1M across 192 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, BSV) accounted for 18.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
VLY
市值: $2.0M
Top Position Liquidated / Trimmed
XJEQX
前期市值: $697.1K
During Q4 2025, Successful Portfolios LLC's top holdings by market value included IVV (4.8%)、SPY (4.6%)、BSV (4.0%). The largest single position, IVV, represented 4.8% of total portfolio value.
In Q4 2025, Successful Portfolios LLC made 50 total portfolio adjustments, initiating 17 new buys, adding to 20 positions, trimming 7 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.