Asset Manager
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SUCCESSION FINANCIAL, INC.
First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q2 2026 · Filed 2026-08-07
Market Value
$102M
Holdings
47
New Purchases
47
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
84.7%
Turnover
100.0%
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 22 | $25M | 24.7% |
| Large Cap | 17 | $21M | 20.5% |
| Mid Cap | 5 | $45M | 44.0% |
| Small Cap | 3 | $11M | 10.7% |
Portfolio Analytics
Avg Market Cap
$721.2B
Median Market Cap
$134.1B
Avg P/E
29.9
Median P/E
20.0
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
22
# ETFs / Funds
25
Top Holdings (47 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPXL | 38.45% | 145,356 | $39M | $270.67 | — | — | — | |
| 2 | TXN | 14.43% | 49,531 | $15M | $298.07 | — | — | — | |
| 3 | VTC | 10.18% | 135,694 | $10M | $76.80 | — | — | — | |
| 4 | GLD | 5.23% | 14,534 | $5M | $368.37 | — | — | — | |
| 5 | TBIL | 4.71% | 96,714 | $5M | $49.86 | — | — | — | |
| 6 | FNDX | 3.77% | 124,191 | $4M | $31.10 | — | — | — | |
| 7 | FTEC | 3.34% | 11,956 | $3M | $285.57 | — | — | — | |
| 8 | TLH | 1.62% | 16,522 | $2M | $100.35 | — | — | — | |
| 9 | BRK-A | 1.46% | 2 | $1M | $748,850.00 | — | — | — | |
| 10 | VGT | 1.45% | 12,440 | $1M | $119.52 | — | — | — | |
| 11 | BRK-B | 1.14% | 2,341 | $1M | $500.33 | — | — | — | |
| 12 | NOBL | 1.10% | 19,980 | $1M | $56.16 | — | — | — | |
| 13 | AAPL | 0.91% | 3,214 | $930K | $289.39 | — | — | — | |
| 14 | MPC | 0.75% | 3,000 | $767K | $255.67 | — | — | — | |
| 15 | SPY | 0.75% | 1,022 | $763K | $746.89 | — | — | — | |
| 16 | MUB | 0.62% | 5,926 | $638K | $107.62 | — | — | — | |
| 17 | VUG | 0.60% | 7,078 | $610K | $86.14 | — | — | — | |
| 18 | PANW | 0.53% | 1,602 | $546K | $341.02 | — | — | — | |
| 19 | IVV | 0.49% | 671 | $502K | $748.67 | — | — | — | |
| 20 | CGMU | 0.49% | 18,162 | $499K | $27.47 | — | — | — | |
| 21 | AMZN | 0.49% | 2,093 | $499K | $238.33 | — | — | — | |
| 22 | GOOG | 0.48% | 1,378 | $487K | $353.32 | — | — | — | |
| 23 | TRV | 0.45% | 1,402 | $463K | $330.12 | — | — | — | |
| 24 | VTI | 0.42% | 1,167 | $432K | $370.04 | — | — | — | |
| 25 | SIXG | 0.41% | 4,421 | $420K | $95.03 | — | — | — | |
| 26 | HDV | 0.40% | 14,938 | $409K | $27.41 | — | — | — | |
| 27 | CVX | 0.36% | 2,249 | $373K | $165.76 | — | — | — | |
| 28 | XLK | 0.35% | 1,906 | $363K | $190.52 | — | — | — | |
| 29 | IBM | 0.35% | 1,280 | $360K | $281.11 | — | — | — | |
| 30 | XONA.DE | 0.31% | 2,289 | $313K | $136.71 | — | — | — | |
| 31 | VTV | 0.29% | 1,378 | $300K | $217.93 | — | — | — | |
| 32 | TSM | 0.29% | 617 | $295K | $477.57 | — | — | — | |
| 33 | MSFT | 0.28% | 778 | $290K | $372.84 | — | — | — | |
| 34 | GD | 0.27% | 788 | $279K | $354.42 | — | — | — | |
| 35 | LHX | 0.26% | 919 | $267K | $290.58 | — | — | — | |
| 36 | IYW | 0.25% | 1,000 | $252K | $252.23 | — | — | — | |
| 37 | AVGO | 0.24% | 643 | $243K | $377.46 | — | — | — | |
| 38 | INTU | 0.24% | 925 | $241K | $261.00 | — | — | — | |
| 39 | PLTR | 0.24% | 2,066 | $241K | $116.67 | — | — | — | |
| 40 | VO | 0.23% | 2,944 | $237K | $80.57 | — | — | — | |
| 41 | SPCX | 0.22% | 1,320 | $226K | $170.86 | — | — | — | |
| 42 | FENI | 0.21% | 5,471 | $220K | $40.13 | — | — | — | |
| 43 | META | 0.21% | 379 | $214K | $563.43 | — | — | — | |
| 44 | FBCG | 0.21% | 3,386 | $210K | $62.11 | — | — | — | |
| 45 | VLUE | 0.20% | 1,041 | $208K | $199.78 | — | — | — | |
| 46 | FSK | 0.18% | 17,728 | $186K | $10.50 | — | — | — | |
| 47 | IFN | 0.12% | 10,654 | $125K | $11.75 | — | — | — |