Holders — by stockHoldings — by fund
SUCCESSION FINANCIAL, INC.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2149098
$105.2M
disclosed book value
49
positions
37.4%
largest position share
Positions, as of 2026-06-30
top 50 of 49 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPXLDIREXION SHARES ETF TRUST | 145,356 | $39.3M | 37.4% |
| 2 | TXNTEXAS INSTRS INC | 49,531 | $14.8M | 14% |
| 3 | VTCVANGUARD SCOTTSDALE FDS | 135,694 | $10.4M | 9.9% |
| 4 | GLDSPDR GOLD TR | 14,534 | $5.4M | 5.1% |
| 5 | TBILRBB FD INC | 96,714 | $4.8M | 4.6% |
| 6 | FNDXSCHWAB STRATEGIC TR | 124,191 | $3.9M | 3.7% |
| 7 | FTECFIDELITY COVINGTON TRUST | 11,956 | $3.4M | 3.2% |
| 8 | SPYSTATE STR SPDR S&P 500 ETF TCALL | 133 | $2.1M | 2% |
| 9 | TLHISHARES TR | 16,522 | $1.7M | 1.6% |
| 10 | BRK/ABERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 1.4% |
| 11 | VGTVANGUARD WORLD FD | 12,440 | $1.5M | 1.4% |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,341 | $1.2M | 1.1% |
| 13 | NOBLPROSHARES TR | 19,980 | $1.1M | 1.1% |
| 14 | AAPLAPPLE INC | 3,214 | $930,086 | 0.9% |
| 15 | MPCMARATHON PETE CORP | 3,000 | $767,010 | 0.7% |
| 16 | SPYSTATE STR SPDR S&P 500 ETF T | 1,022 | $763,320 | 0.7% |
| 17 | MUBISHARES TR | 5,926 | $637,756 | 0.6% |
| 18 | VUGVANGUARD INDEX FDS | 7,078 | $609,717 | 0.6% |
| 19 | PANWPALO ALTO NETWORKS INC | 1,602 | $546,314 | 0.5% |
| 20 | IVVISHARES TR | 671 | $502,355 | 0.5% |
| 21 | CGMUCAPITAL GRP FIXED INCM ETF T | 18,162 | $498,910 | 0.5% |
| 22 | AMZNAMAZON COM INC | 2,093 | $498,818 | 0.5% |
| 23 | GOOGALPHABET INC | 1,378 | $486,873 | 0.5% |
| 24 | CAPITAL SOUTHWEST CORP | 465,000 | $486,645 | 0.5% |
| 25 | TRVTRAVELERS COMPANIES INC | 1,402 | $462,828 | 0.4% |
| 26 | VTIVANGUARD INDEX FDS | 1,167 | $431,837 | 0.4% |
| 27 | ETF SER SOLUTIONS | 4,421 | $420,133 | 0.4% |
| 28 | HDVISHARES TR | 14,938 | $409,451 | 0.4% |
| 29 | CVXCHEVRON CORPORATION | 2,249 | $372,794 | 0.4% |
| 30 | XLKSELECT SECTOR SPDR TR | 1,906 | $363,131 | 0.3% |
| 31 | IBMINTERNATIONAL BUSINESS MACHS | 1,280 | $359,822 | 0.3% |
| 32 | EXMOCEXXON MOBIL CORP | 2,289 | $312,925 | 0.3% |
| 33 | VTVVANGUARD INDEX FDS | 1,378 | $300,308 | 0.3% |
| 34 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 617 | $294,661 | 0.3% |
| 35 | MSFTMICROSOFT CORP | 778 | $290,072 | 0.3% |
| 36 | GDGENERAL DYNAMICS CORP | 788 | $279,285 | 0.3% |
| 37 | LHXL3HARRIS TECHNOLOGIES INC | 919 | $267,043 | 0.3% |
| 38 | IYWISHARES TR | 1,000 | $252,230 | 0.2% |
| 39 | AVGOBROADCOM INC | 643 | $242,705 | 0.2% |
| 40 | INTUINTUIT | 925 | $241,425 | 0.2% |
| 41 | PLTRPALANTIR TECHNOLOGIES INC | 2,066 | $241,040 | 0.2% |
| 42 | VOVANGUARD INDEX FDS | 2,944 | $237,198 | 0.2% |
| 43 | TRANE TECHNOLOGIES PLC | 474 | $232,991 | 0.2% |
| 44 | SPCXSPACE EXPLORATION TECHN CORP | 1,320 | $225,535 | 0.2% |
| 45 | FENIFIDELITY COVINGTON TRUST | 5,471 | $219,531 | 0.2% |
| 46 | METAMETA PLATFORMS INC | 379 | $213,539 | 0.2% |
| 47 | FBCGFIDELITY COVINGTON TRUST | 3,386 | $210,289 | 0.2% |
| 48 | VLUEISHARES TR | 1,041 | $207,966 | 0.2% |
| 49 | FSKFS KKR CAP CORP | 17,728 | $186,144 | 0.2% |
| 50 | ABERDEEN INDIA FD INC | 10,654 | $125,182 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.