Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Successful Portfolios LLC (CIK 1721780) reported $181.4M across 188 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($9.0M, 4.98%), BSV ($8.6M, 4.72%), SPY ($8.0M, 4.42%), WMT ($6.3M, 3.50%), VTI ($6.2M, 3.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $9.0M | 4.98% | 13,937 | Added |
| 2 | BSV | VANGUARD BD INDEX FDS | $8.6M | 4.72% | 109,326 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $8.0M | 4.42% | 12,515 | Trimmed |
| 4 | WMT | WALMART INC | $6.3M | 3.50% | 51,124 | Trimmed |
| 5 | VTI | VANGUARD INDEX FDS | $6.2M | 3.44% | 19,603 | Added |
| 6 | SCHO | SCHWAB STRATEGIC TR | $5.4M | 2.98% | 222,991 | Added |
| 7 | SCHB | SCHWAB STRATEGIC TR | $5.2M | 2.88% | 208,779 | Trimmed |
| 8 | AAPL | APPLE INC | $5.0M | 2.75% | 19,928 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $4.8M | 2.66% | 28,909 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $4.3M | 2.34% | 11,657 | Trimmed |
| 11 | XLK | SELECT SECTOR SPDR TR | $4.2M | 2.31% | 32,143 | Trimmed |
| 12 | SGOV | ISHARES TR | $3.3M | 1.84% | 33,113 | Added |
| 13 | VGSH | VANGUARD SCOTTSDALE FDS | $3.0M | 1.64% | 50,856 | Trimmed |
| 14 | HD | HOME DEPOT INC | $2.8M | 1.55% | 8,577 | Added |
| 15 | AMZN | AMAZON COM INC | $2.8M | 1.53% | 13,594 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $2.4M | 1.31% | 8,512 | Trimmed |
| 17 | SCHX | SCHWAB STRATEGIC TR | $2.4M | 1.30% | 91,991 | Added |
| 18 | GOOG | ALPHABET INC | $2.3M | 1.27% | 8,320 | Trimmed |
| 19 | GBIL | GOLDMAN SACHS ETF TR | $2.1M | 1.17% | 21,256 | Trimmed |
| 20 | AMAT | APPLIED MATLS INC | $2.1M | 1.13% | 6,143 | Trimmed |
| 21 | VXUS | VANGUARD STAR FDS | $2.0M | 1.11% | 26,359 | Trimmed |
| 22 | DUK | DUKE ENERGY CORP NEW | $2.0M | 1.11% | 15,407 | Trimmed |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $1.9M | 1.03% | 8,706 | Added |
| 24 | SONY | SONY GROUP CORP | $1.9M | 1.02% | 92,938 | Added |
| 25 | XLI | SELECT SECTOR SPDR TR | $1.8M | 0.99% | 11,314 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31