Succession Financial, Inc. 13F Holdings · Q2 2026
Succession Financial, Inc. reported 49 securities worth $105.18M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPXL (37.41%), TXN (14.04%), VTC (9.91%). Among its top 25 positions this quarter: 25 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPXL | DIREXION SHARES ETF TRUST | $39.3M | 37.41% | 145,356 | New |
| 2 | TXN | TEXAS INSTRS INC | $14.8M | 14.04% | 49,531 | New |
| 3 | VTC | VANGUARD SCOTTSDALE FDS | $10.4M | 9.91% | 135,694 | New |
| 4 | GLD | SPDR GOLD TR | $5.4M | 5.09% | 14,534 | New |
| 5 | TBIL | RBB FD INC | $4.8M | 4.58% | 96,714 | New |
| 6 | FNDX | SCHWAB STRATEGIC TR | $3.9M | 3.67% | 124,191 | New |
| 7 | FTEC | FIDELITY COVINGTON TRUST | $3.4M | 3.25% | 11,956 | New |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $2.9M | 2.76% | 1,155 | New |
| 9 | TLH | ISHARES TR | $1.7M | 1.58% | 16,522 | New |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.42% | 2 | New |
| 11 | VGT | VANGUARD WORLD FD | $1.5M | 1.41% | 12,440 | New |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.2M | 1.11% | 2,341 | New |
| 13 | NOBL | PROSHARES TR | $1.1M | 1.07% | 19,980 | New |
| 14 | AAPL | APPLE INC | $930,086 | 0.88% | 3,214 | New |
| 15 | MPC | MARATHON PETE CORP | $767,010 | 0.73% | 3,000 | New |
| 16 | MUB | ISHARES TR | $637,756 | 0.61% | 5,926 | New |
| 17 | VUG | VANGUARD INDEX FDS | $609,717 | 0.58% | 7,078 | New |
| 18 | PANW | PALO ALTO NETWORKS INC | $546,314 | 0.52% | 1,602 | New |
| 19 | IVV | ISHARES TR | $502,355 | 0.48% | 671 | New |
| 20 | AMZN | AMAZON COM INC | $498,818 | 0.47% | 2,093 | New |
| 21 | CGMU | CAPITAL GRP FIXED INCM ETF T | $498,910 | 0.47% | 18,162 | New |
| 22 | CSWCL | CAPITAL SOUTHWEST CORP | $486,645 | 0.46% | 465,000 | New |
| 23 | GOOG | ALPHABET INC | $486,873 | 0.46% | 1,378 | New |
| 24 | TRV | TRAVELERS COMPANIES INC | $462,828 | 0.44% | 1,402 | New |
| 25 | VTI | VANGUARD INDEX FDS | $431,837 | 0.41% | 1,167 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR