2026 Q2 Portfolio Activity
In 2026 Q2, SUCCESSION FINANCIAL, INC. maintained a portfolio of 50 distinct positions.
Position History
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SUCCESSION FINANCIAL, INC.
AUM $102M
Total Positions
50
Quarter
2026 Q2
Top Holding
SPXL (37.4%)
Top 10 Concentration
83.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 50
SUCCESSION FINANCIAL, INC. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPXL
DIREXION SHARES...
|
ETF | 37.41% | — |
#1
Prev: #—
|
9.5 |
—
|
145,356 | — |
NEW
|
145,356 | $39,343,567 |
$270.67
+9.5%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
TXN
TEXAS INSTRS IN...
|
Technology | 14.04% | — |
#2
Prev: #—
|
9.0 |
—
|
49,531 | — |
NEW
|
49,531 | $14,763,582 |
$296.55
-3.5%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
VTC
VANGUARD SCOTTS...
|
ETF | 9.91% | — |
#3
Prev: #—
|
8.5 |
—
|
135,694 | — |
NEW
|
135,694 | $10,421,298 |
$76.15
-1.1%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
GLD
SPDR GOLD TR
|
ETF | 5.09% | — |
#4
Prev: #—
|
6.0 |
—
|
14,534 | — |
NEW
|
14,534 | $5,353,958 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TBIL
RBB FD INC
|
Unknown | 4.58% | — |
#5
Prev: #—
|
5.8 |
—
|
96,714 | — |
NEW
|
96,714 | $4,822,156 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FNDX
SCHWAB STRATEGI...
|
Bond/Debt | 3.67% | — |
#6
Prev: #—
|
5.0 |
—
|
124,191 | — |
NEW
|
124,191 | $3,862,340 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FTEC
FIDELITY COVING...
|
ETF | 3.25% | — |
#7
Prev: #—
|
4.8 |
—
|
11,956 | — |
NEW
|
11,956 | $3,414,316 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SPY
CALL
STATE STR SPDR ...
|
CALL Option | 2.03% | — |
#8
Prev: #—
|
4.3 |
—
|
133 | — |
NEW
|
133 | $2,135,635 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TLH
ISHARES TR
|
ETF | 1.58% | — |
#9
Prev: #—
|
4.1 |
—
|
16,522 | — |
NEW
|
16,522 | $1,657,948 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 1.42% | — |
#10
Prev: #—
|
4.1 |
—
|
2 | — |
NEW
|
2 | $1,497,700 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 1.41% | — |
#11
Prev: #—
|
4.1 |
—
|
12,440 | — |
NEW
|
12,440 | $1,486,829 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.11% | — |
#12
Prev: #—
|
3.9 |
—
|
2,341 | — |
NEW
|
2,341 | $1,171,274 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NOBL
PROSHARES TR
|
ETF | 1.07% | — |
#13
Prev: #—
|
3.9 |
—
|
19,980 | — |
NEW
|
19,980 | $1,122,077 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AAPL
APPLE INC
|
Technology | 0.88% | — |
#14
Prev: #—
|
3.9 |
—
|
3,214 | — |
NEW
|
3,214 | $930,086 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MPC
MARATHON PETE C...
|
Energy | 0.73% | — |
#15
Prev: #—
|
3.8 |
—
|
3,000 | — |
NEW
|
3,000 | $767,010 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.73% | — |
#16
Prev: #—
|
3.8 |
—
|
1,022 | — |
NEW
|
1,022 | $763,320 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MUB
ISHARES TR
|
ETF | 0.61% | — |
#17
Prev: #—
|
3.7 |
—
|
5,926 | — |
NEW
|
5,926 | $637,756 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.58% | — |
#18
Prev: #—
|
3.7 |
—
|
7,078 | — |
NEW
|
7,078 | $609,717 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.52% | — |
#19
Prev: #—
|
3.7 |
—
|
1,602 | — |
NEW
|
1,602 | $546,314 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IVV
ISHARES TR
|
ETF | 0.48% | — |
#20
Prev: #—
|
3.7 |
—
|
671 | — |
NEW
|
671 | $502,355 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CGMU
CAPITAL GRP FIX...
|
ETF | 0.47% | — |
#21
Prev: #—
|
3.7 |
—
|
18,162 | — |
NEW
|
18,162 | $498,910 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.47% | — |
#22
Prev: #—
|
3.7 |
—
|
2,093 | — |
NEW
|
2,093 | $498,818 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.46% | — |
#23
Prev: #—
|
3.7 |
—
|
1,378 | — |
NEW
|
1,378 | $486,873 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
N/A
CAPITAL SOUTHWE...
|
|
Bond/Debt | 0.46% | — |
#24
Prev: #—
|
3.7 |
—
|
465,000 | — |
NEW
|
465,000 | $486,645 | — | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
TRV
TRAVELERS COMPA...
|
Financial Services | 0.44% | — |
#25
Prev: #—
|
3.7 |
—
|
1,402 | — |
NEW
|
1,402 | $462,828 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.41% | — |
#26
Prev: #—
|
3.7 |
—
|
1,167 | — |
NEW
|
1,167 | $431,837 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SIXG
ETF SER SOLUTIO...
|
ETF | 0.40% | — |
#27
Prev: #—
|
3.7 |
—
|
4,421 | — |
NEW
|
4,421 | $420,133 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HDV
ISHARES TR
|
ETF | 0.39% | — |
#28
Prev: #—
|
3.7 |
—
|
14,938 | — |
NEW
|
14,938 | $409,451 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.35% | — |
#29
Prev: #—
|
3.6 |
—
|
2,249 | — |
NEW
|
2,249 | $372,794 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.35% | — |
#30
Prev: #—
|
3.6 |
—
|
1,906 | — |
NEW
|
1,906 | $363,131 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.34% | — |
#31
Prev: #—
|
3.6 |
—
|
1,280 | — |
NEW
|
1,280 | $359,822 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.30% | — |
#32
Prev: #—
|
3.6 |
—
|
2,289 | — |
NEW
|
2,289 | $312,925 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.29% | — |
#33
Prev: #—
|
3.6 |
—
|
1,378 | — |
NEW
|
1,378 | $300,308 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.28% | — |
#34
Prev: #—
|
3.6 |
—
|
617 | — |
NEW
|
617 | $294,661 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.28% | — |
#35
Prev: #—
|
3.6 |
—
|
778 | — |
NEW
|
778 | $290,072 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 0.27% | — |
#36
Prev: #—
|
3.6 |
—
|
788 | — |
NEW
|
788 | $279,285 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LHX
L3HARRIS TECHNO...
|
Industrials | 0.25% | — |
#37
Prev: #—
|
3.6 |
—
|
919 | — |
NEW
|
919 | $267,043 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IYW
ISHARES TR
|
ETF | 0.24% | — |
#38
Prev: #—
|
3.6 |
—
|
1,000 | — |
NEW
|
1,000 | $252,230 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.23% | — |
#39
Prev: #—
|
3.6 |
—
|
643 | — |
NEW
|
643 | $242,705 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
INTU
INTUIT
|
Technology | 0.23% | — |
#40
Prev: #—
|
3.6 |
—
|
925 | — |
NEW
|
925 | $241,425 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.23% | — |
#41
Prev: #—
|
3.6 |
—
|
2,066 | — |
NEW
|
2,066 | $241,040 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.23% | — |
#42
Prev: #—
|
3.6 |
—
|
2,944 | — |
NEW
|
2,944 | $237,198 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.22% | — |
#43
Prev: #—
|
3.6 |
—
|
474 | — |
NEW
|
474 | $232,991 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
N/A
SPACE EXPLORATI...
|
|
Unknown | 0.21% | — |
#44
Prev: #—
|
3.6 |
—
|
1,320 | — |
NEW
|
1,320 | $225,535 | — | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
FENI
FIDELITY COVING...
|
Bond/Debt | 0.21% | — |
#45
Prev: #—
|
3.6 |
—
|
5,471 | — |
NEW
|
5,471 | $219,531 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.20% | — |
#46
Prev: #—
|
3.6 |
—
|
379 | — |
NEW
|
379 | $213,539 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FBCG
FIDELITY COVING...
|
Warrant | 0.20% | — |
#47
Prev: #—
|
3.6 |
—
|
3,386 | — |
NEW
|
3,386 | $210,289 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VLUE
ISHARES TR
|
ETF | 0.20% | — |
#48
Prev: #—
|
3.6 |
—
|
1,041 | — |
NEW
|
1,041 | $207,966 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FSK
FS KKR CAP CORP
|
Financial Services | 0.18% | — |
#49
Prev: #—
|
3.6 |
—
|
17,728 | — |
NEW
|
17,728 | $186,144 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IFN
ABERDEEN INDIA ...
|
Financial Services | 0.12% | — |
#50
Prev: #—
|
3.5 |
—
|
10,654 | — |
NEW
|
10,654 | $125,182 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-50 of 50 holdings