SF
Succession Financial, Inc. Institutional Portfolio & 13F Holdings (Q2 2026)
Succession Financial, Inc.CIK: 0002149098
Sector-focusedLong-term holderConcentrated strategy
Total reported value
$105.2M
Reporting period: 2026-06-30 · Number of holdings: 50
SUCCESSION FINANCIAL, INC. disclosed 50 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $105.2M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 71.49
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 98
- Sizing Uniformity
- 71.86
Succession Financial, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.179 — mathematically equivalent to about 6 equally-sized positions, well below its 50 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.81), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 21% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 49 holdings (of 50 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 37.41% | — | — | — |
| 2 | TXN | Texas Instruments Inc | Stock-Tech | 14.04% | — | — | — |
| 3 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 9.91% | — | — | — |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 5.09% | — | — | — |
| 5 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 4.58% | — | — | — |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.67% | — | — | — |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 3.25% | — | — | — |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.76% | — | — | — |
| 9 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.58% | — | — | — |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.42% | — | — | — |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.41% | — | — | — |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | — | — | — |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.07% | — | — | — |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.88% | — | — | — |
| 15 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.73% | — | — | — |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | — | — | — |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | — | — | — |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.52% | — | — | — |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | — | — | — |
| 20 | CGMU | Cap Group Municipal Income | ETF-Other | 0.47% | — | — | — |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | — | — | — |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | — | — | — |
| 23 | CSWC 5.125 11-15-29Bond | Capital Southwest CORP | Bond | 0.46% | — | — | — |
| 24 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.44% | — | — | — |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | — | — | — |
| 26 | UFOX | Defiance Connective Tech ETF | ETF-Tech | 0.40% | — | — | — |
| 27 | HDV | Ishares Core High Dividend E | ETF-Other | 0.39% | — | — | — |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.35% | — | — | — |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.35% | — | — | — |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | — | — | — |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | — | — | — |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | — | — | — |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.28% | — | — | — |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | — | — | — |
| 35 | GD | General Dynamics CORP | Stock-Industrials | 0.27% | — | — | — |
| 36 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.25% | — | — | — |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.24% | — | — | — |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | — | — | — |
| 39 | INTU | Intuit Inc | Stock-Tech | 0.23% | — | — | — |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.23% | — | — | — |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.23% | — | — | — |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.22% | — | — | — |
| 43 | ✓ | Stock-Other | 0.21% | — | — | — | |
| 44 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.21% | — | — | — |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | — | — | — |
| 46 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.20% | — | — | — |
| 47 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.20% | — | — | — |
| 48 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.18% | — | — | — |
| 49 | IFN | Aberdeen India Fund Inc | Stock-Other | 0.12% | — | — | — |
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Succession Financial, Inc. and what type of investor is it?
Succession Financial, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $105.2M, spread across 50 disclosed positions.
What are Succession Financial, Inc.'s largest equity positions?
Based on the latest 13F filing, Succession Financial, Inc.'s top holdings by market value are:
1. Direxion Daily S&p 500 Bull (SPXL) — $39.3M (37.4%)
2. Texas Instruments Inc (TXN) — $14.8M (14.0%)
3. Vanguard Total Corporate Bnd (VTC) — $10.4M (9.9%)
4. Spdr Gold Shares (GLD) — $5.4M (5.1%)
5. F/m US Treasury 3 Month Bill (TBIL) — $4.8M (4.6%)
What changes did Succession Financial, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Succession Financial, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Succession Financial, Inc. focus on?
Succession Financial, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 81.4%
• Energy: 6.6%
• Industrials: 3.5%
• Communication Services: 3.2%
• Financials: 3.0%
• Consumer Discretionary: 2.3%
Investment Profile
Succession Financial, Inc.'s portfolio is concentrated and long-term-holding, with 81.4% of the portfolio concentrated in Information Technology.
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Developer Access
Access Succession Financial, Inc.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/succession-financial-inc-0002149098CLI
npx alphasmo institutions get succession-financial-inc-0002149098