Institutions / Succession Financial, Inc.
Succession Financial, Inc.
CIK 2149098 · Institution · as of Jun 30, 2026
Portfolio value
$103.04M
Positions
49
As of
Jun 30, 2026
Top holdings
Jun 30, 2026View all 49 →
| Company | Value | % of portfolio |
|---|---|---|
| Direxion Shares ETF Trust | $39.34M | 38.2% |
| Texas Instruments Inc | $14.76M | 14.3% |
| Vanguard Scottsdale Fds | $10.42M | 10.1% |
| SPDR Gold Tr | $5.35M | 5.2% |
| Rbb Fd Inc | $4.82M | 4.7% |
| Schwab Strategic Tr | $3.86M | 3.7% |
| Fidelity Covington Trust | $3.41M | 3.3% |
| iShares Tr | $1.66M | 1.6% |
| Berkshire Hathaway Inc Del | $1.50M | 1.5% |
| Vanguard World Fd | $1.49M | 1.4% |
| Warren E. Buffett | $1.17M | 1.1% |
| ProShares Tr | $1.12M | 1.1% |
| Apple Inc. | $930.1K | 0.9% |
| Marathon Petroleum Corp | $767.0K | 0.7% |
| State Str SPDR S&P 500 ETF T | $763.3K | 0.7% |
| iShares Tr | $637.8K | 0.6% |
| Vanguard Index Fds | $609.7K | 0.6% |
| Palo Alto Networks Inc | $546.3K | 0.5% |
| iShares Tr | $502.4K | 0.5% |
| Capital Grp Fixed Incm ETF T | $498.9K | 0.5% |
| Amazon.com Inc | $498.8K | 0.5% |
| Alphabet Inc. | $486.9K | 0.5% |
| Capital Southwest Corp | $486.6K | 0.5% |
| Travelers Companies, Inc. | $462.8K | 0.4% |
| Vanguard Index Fds | $431.8K | 0.4% |
Activity
Jun 30, 2026
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.