Succession Financial, Inc.
All holdings · as of Jun 30, 2026
| 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% |
| ETF SER SOLUTIONS | $420.1K | 0.4% |
| ISHARES TR | $409.5K | 0.4% |
| CHEVRON CORP | $372.8K | 0.4% |
| SELECT SECTOR SPDR TR | $363.1K | 0.4% |
| INTERNATIONAL BUSINESS MACHINES CORP | $359.8K | 0.3% |
| EXXON MOBIL CORP | $312.9K | 0.3% |
| VANGUARD INDEX FDS | $300.3K | 0.3% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $294.7K | 0.3% |
| MICROSOFT CORP | $290.1K | 0.3% |
| GENERAL DYNAMICS CORP | $279.3K | 0.3% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $267.0K | 0.3% |
| ISHARES TR | $252.2K | 0.2% |
| Broadcom Inc. | $242.7K | 0.2% |
| INTUIT INC. | $241.4K | 0.2% |
| Palantir Technologies Inc | $241.0K | 0.2% |
| VANGUARD INDEX FDS | $237.2K | 0.2% |
| Trane Technologies plc | $233.0K | 0.2% |
| SPACE EXPLORATION TECHNOLOGIES CORPSPCX | $225.5K | 0.2% |
| FIDELITY COVINGTON TRUST | $219.5K | 0.2% |
| Meta Platforms Inc | $213.5K | 0.2% |
| FIDELITY COVINGTON TRUST | $210.3K | 0.2% |
| ISHARES TR | $208.0K | 0.2% |
| FS KKR Capital CorpFSK | $186.1K | 0.2% |
| ABERDEEN INDIA FD INC | $125.2K | 0.1% |