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CIK: 0002149098
Total reported value
$104.0M
$104.0M
49 檔
71.9%
At the close of Q2 2026, Succession Financial, Inc. disclosed equity holdings valued at approximately $104.0M, spread across 49 reported holdings.
During Q2 2026, Succession Financial, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | 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% | +0.24% | — | |
| 2 | TXN | Texas Instruments Inc | Stock-Tech | 14.04% | -0.69% | — | |
| 3 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 9.91% | -2.06% | — | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 5.09% | +0.15% | — | |
| 5 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 4.58% | -4.58% | EXIT | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.67% | +2.94% | — | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 3.25% | +1.80% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.76% | +0.12% | — | |
| 9 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.58% | -1.58% | EXIT | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.42% | +0.02% | — | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.41% | +0.09% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.03% | — | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.07% | -0.03% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.15% | — | |
| 15 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.73% | +0.41% | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | -0.03% | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | -0.58% | EXIT | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.52% | +0.09% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.11% | — | |
| 20 | CGMU | Cap Group Municipal Income | ETF-Other | 0.47% | -0.02% | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.07% | — | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | -0.01% | — | |
| 23 | CSWC 5.125 11-15-29Bond | Capital Southwest CORP | Bond | 0.46% | +0.01% | — | |
| 24 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.44% | -0.44% | EXIT | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.02% | — | |
| 26 | UFOX | Defiance Connective Tech ETF | ETF-Tech | 0.40% | -0.04% | — | |
| 27 | HDV | Ishares Core High Dividend E | ETF-Other | 0.39% | +0.01% | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.35% | +0.09% | — | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.35% | +0.01% | — | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | -0.14% | — | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.30% | EXIT | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | -0.29% | EXIT | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.28% | — | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | +0.58% | — | |
| 35 | GD | General Dynamics CORP | Stock-Industrials | 0.27% | -0.02% | — | |
| 36 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.25% | — | — | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.24% | +0.01% | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | -0.01% | — | |
| 39 | INTU | Intuit Inc | Stock-Tech | 0.23% | +0.02% | — | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.23% | +0.64% | — | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.23% | -0.23% | EXIT | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.22% | -0.01% | — | |
| 43 | ✓ | Stock-Other | 0.21% | -0.02% | — | ||
| 44 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.21% | +0.03% | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | +0.06% | — | |
| 46 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.20% | +0.04% | — | |
| 47 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.20% | +0.03% | — | |
| 48 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.18% | -0.18% | EXIT | |
| 49 | IFN | Aberdeen India Fund Inc | Stock-Other | 0.12% | -0.01% | — |
According to official SEC Form 13F filings, Succession Financial, Inc. reported a total U.S. public equity portfolio value of $104.0M across 49 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPXL, TXN, VTC) accounted for 71.9% of total reported equity market value during Q2 2026.
During Q2 2026, Succession Financial, Inc.'s top holdings by market value included SPXL (37.4%)、TXN (14.0%)、VTC (9.9%). The largest single position, SPXL, represented 37.4% of total portfolio value.
In Q2 2026, Succession Financial, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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