Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Direxion Shares ETF TrustDA 500 BU 3X ETF | DA 500 BU 3X ETF | $39.3M | 37.4% |
| Texas Instrs Inc.COM | COM | $14.8M | 14.0% |
| Vanguard Scottsdale FdsTOTAL CORP BND | TOTAL CORP BND | $10.4M | 9.9% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $5.35M | 5.1% |
| Rbb FD Inc.F/M US TREASURY | F/M US TREASURY | $4.82M | 4.6% |
| Schwab Strategic TRFUNDAMENTAL US L | FUNDAMENTAL US L | $3.86M | 3.7% |
| Fidelity Covington TrustMSCI INFO TECH I | MSCI INFO TECH I | $3.41M | 3.2% |
| State Str SPDR S&P 500 ETF T (call option)TR UNIT | TR UNIT | $2.14M | 2.0% |
| iShares TR10-20 YR TRS ETF | 10-20 YR TRS ETF | $1.66M | 1.6% |
| Berkshire Hathaway Inc. DelCL A | CL A | $1.5M | 1.4% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $1.49M | 1.4% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.17M | 1.1% |
| Proshares TRS&P 500 DV ARIST | S&P 500 DV ARIST | $1.12M | 1.1% |
| Apple Inc.COM | COM | $930K | 0.9% |
| Marathon Pete Corp.COM | COM | $767K | 0.7% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $763K | 0.7% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $638K | 0.6% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $610K | 0.6% |
| Palo Alto Networks Inc.COM | COM | $546K | 0.5% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $502K | 0.5% |
| Capital Grp Fixed Incm ETF TMUN INM ETF | MUN INM ETF | $499K | 0.5% |
| Amazon Com Inc.COM | COM | $499K | 0.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $487K | 0.5% |
| Capital Southwest Corp.NOTE 5.125%11/1 | NOTE 5.125%11/1 | $487K | 0.5% |
| Travelers Companies Inc.COM | COM | $463K | 0.4% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $432K | 0.4% |
| ETF Ser SolutionsDEFIANCE SPACE A | DEFIANCE SPACE A | $420K | 0.4% |
| iShares TRCORE HIGH DV ETF | CORE HIGH DV ETF | $409K | 0.4% |
| Chevron CorporationCOM | COM | $373K | 0.4% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $363K | 0.3% |
| International Business MachsCOM | COM | $360K | 0.3% |
| Exxon Mobil Corp.COM | COM | $313K | 0.3% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $300K | 0.3% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $295K | 0.3% |
| Microsoft Corp.COM | COM | $290K | 0.3% |
| General Dynamics Corp.COM | COM | $279K | 0.3% |
| L3harris Technologies Inc.COM | COM | $267K | 0.3% |
| iShares TRU.S. TECH ETF | U.S. TECH ETF | $252K | 0.2% |
| Broadcom Inc.COM | COM | $243K | 0.2% |
| IntuitCOM | COM | $241K | 0.2% |
| Palantir Technologies Inc.CL A | CL A | $241K | 0.2% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $237K | 0.2% |
| Trane Technologies PLCSHS | SHS | $233K | 0.2% |
| Space Exploration Techn Corp.CLASS A COM STK *A* | CLASS A COM STK *A* | $226K | 0.2% |
| Fidelity Covington TrustENHANCED INTL | ENHANCED INTL | $220K | 0.2% |
| Meta Platforms Inc.CL A | CL A | $214K | 0.2% |
| Fidelity Covington TrustBLUE CHIP GRWTH | BLUE CHIP GRWTH | $210K | 0.2% |
| iShares TRMSCI USA VALUE | MSCI USA VALUE | $208K | 0.2% |
| FS KKR Cap Corp.COM | COM | $186K | 0.2% |
| Aberdeen India FD Inc.COM | COM | $125K | 0.1% |
Direxion Shares ETF TrustDA 500 BU 3X ETF$39.3M
- Class
- DA 500 BU 3X ETF
- Share
- 37.4%
Texas Instrs Inc.COM$14.8M
- Class
- COM
- Share
- 14.0%
Vanguard Scottsdale FdsTOTAL CORP BND$10.4M
- Class
- TOTAL CORP BND
- Share
- 9.9%
SPDR Gold TRGOLD SHS$5.35M
- Class
- GOLD SHS
- Share
- 5.1%
Rbb FD Inc.F/M US TREASURY$4.82M
- Class
- F/M US TREASURY
- Share
- 4.6%
Schwab Strategic TRFUNDAMENTAL US L$3.86M
- Class
- FUNDAMENTAL US L
- Share
- 3.7%
Fidelity Covington TrustMSCI INFO TECH I$3.41M
- Class
- MSCI INFO TECH I
- Share
- 3.2%
State Str SPDR S&P 500 ETF T (call option)TR UNIT$2.14M
- Class
- TR UNIT
- Share
- 2.0%
iShares TR10-20 YR TRS ETF$1.66M
- Class
- 10-20 YR TRS ETF
- Share
- 1.6%
Berkshire Hathaway Inc. DelCL A$1.5M
- Class
- CL A
- Share
- 1.4%
Vanguard World FDINF TECH ETF$1.49M
- Class
- INF TECH ETF
- Share
- 1.4%
Berkshire Hathaway Inc. DelCL B NEW$1.17M
- Class
- CL B NEW
- Share
- 1.1%
Proshares TRS&P 500 DV ARIST$1.12M
- Class
- S&P 500 DV ARIST
- Share
- 1.1%
Apple Inc.COM$930K
- Class
- COM
- Share
- 0.9%
Marathon Pete Corp.COM$767K
- Class
- COM
- Share
- 0.7%
State Str SPDR S&P 500 ETF TTR UNIT$763K
- Class
- TR UNIT
- Share
- 0.7%
iShares TRNATIONAL MUN ETF$638K
- Class
- NATIONAL MUN ETF
- Share
- 0.6%
Vanguard Index FdsGROWTH ETF$610K
- Class
- GROWTH ETF
- Share
- 0.6%
Palo Alto Networks Inc.COM$546K
- Class
- COM
- Share
- 0.5%
iShares TRCORE S&P500 ETF$502K
- Class
- CORE S&P500 ETF
- Share
- 0.5%
Capital Grp Fixed Incm ETF TMUN INM ETF$499K
- Class
- MUN INM ETF
- Share
- 0.5%
Amazon Com Inc.COM$499K
- Class
- COM
- Share
- 0.5%
Alphabet Inc.CAP STK CL C$487K
- Class
- CAP STK CL C
- Share
- 0.5%
Capital Southwest Corp.NOTE 5.125%11/1$487K
- Class
- NOTE 5.125%11/1
- Share
- 0.5%
Travelers Companies Inc.COM$463K
- Class
- COM
- Share
- 0.4%
Vanguard Index FdsTOTAL STK MKT$432K
- Class
- TOTAL STK MKT
- Share
- 0.4%
ETF Ser SolutionsDEFIANCE SPACE A$420K
- Class
- DEFIANCE SPACE A
- Share
- 0.4%
iShares TRCORE HIGH DV ETF$409K
- Class
- CORE HIGH DV ETF
- Share
- 0.4%
Chevron CorporationCOM$373K
- Class
- COM
- Share
- 0.4%
Select Sector SPDR TRST STR TECHN ETF$363K
- Class
- ST STR TECHN ETF
- Share
- 0.3%
International Business MachsCOM$360K
- Class
- COM
- Share
- 0.3%
Exxon Mobil Corp.COM$313K
- Class
- COM
- Share
- 0.3%
Vanguard Index FdsVALUE ETF$300K
- Class
- VALUE ETF
- Share
- 0.3%
Taiwan Semiconductor ManufacSPONSORED ADS$295K
- Class
- SPONSORED ADS
- Share
- 0.3%
Microsoft Corp.COM$290K
- Class
- COM
- Share
- 0.3%
General Dynamics Corp.COM$279K
- Class
- COM
- Share
- 0.3%
L3harris Technologies Inc.COM$267K
- Class
- COM
- Share
- 0.3%
iShares TRU.S. TECH ETF$252K
- Class
- U.S. TECH ETF
- Share
- 0.2%
Broadcom Inc.COM$243K
- Class
- COM
- Share
- 0.2%
IntuitCOM$241K
- Class
- COM
- Share
- 0.2%
Palantir Technologies Inc.CL A$241K
- Class
- CL A
- Share
- 0.2%
Vanguard Index FdsMID CAP ETF$237K
- Class
- MID CAP ETF
- Share
- 0.2%
Trane Technologies PLCSHS$233K
- Class
- SHS
- Share
- 0.2%
Space Exploration Techn Corp.CLASS A COM STK *A*$226K
- Class
- CLASS A COM STK *A*
- Share
- 0.2%
Fidelity Covington TrustENHANCED INTL$220K
- Class
- ENHANCED INTL
- Share
- 0.2%
Meta Platforms Inc.CL A$214K
- Class
- CL A
- Share
- 0.2%
Fidelity Covington TrustBLUE CHIP GRWTH$210K
- Class
- BLUE CHIP GRWTH
- Share
- 0.2%
iShares TRMSCI USA VALUE$208K
- Class
- MSCI USA VALUE
- Share
- 0.2%
FS KKR Cap Corp.COM$186K
- Class
- COM
- Share
- 0.2%
Aberdeen India FD Inc.COM$125K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 50 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2149098
- File number
- 028-27096
- Options
- 1 call, 0 put
- In the 25 largest
- 93.4%
Common questions
What are Succession Financial’s 13F holdings worth?
$105 million across 50 positions for the quarter ended 30 June 2026.
What is Succession Financial’s largest 13F holding?
DIREXION SHARES ETF TRUST (DA 500 BU 3X ETF) was the largest position at $39.3 million, or 37.4% of reported 13F value, as of 30 June 2026.
How concentrated is Succession Financial’s 13F portfolio?
The ten largest positions accounted for 83.0% of reported value and the twenty-five largest for 93.4%, across 50 positions as of 30 June 2026.
Does Form 13F show everything Succession Financial manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Succession Financial file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.