Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPXLDirexion Shares Etf Trust | $39.3M | 38.2% | |
| TXNTexas Instrs Inc | $14.8M | 14.3% | |
| VTCVanguard Scottsdale Fds | $10.4M | 10.1% | |
| GLDSpdr Gold Tr | $5.4M | 5.2% | |
| TBILRbb Fd Inc | $4.8M | 4.7% | |
| FNDXSchwab Strategic Tr | $3.9M | 3.7% | |
| FTECFidelity Covington Trust | $3.4M | 3.3% | |
| TLHIshares Tr | $1.7M | 1.6% | |
| BRK/ABerkshire Hathaway Inc Del | $1.5M | 1.5% | |
| VGTVanguard World Fd | $1.5M | 1.4% | |
| BRK/BBerkshire Hathaway Inc Del | $1.2M | 1.1% | |
| NOBLProshares Tr | $1.1M | 1.1% | |
| AAPLApple Inc | $930K | 0.9% | |
| MPCMarathon Pete Corp | $767K | 0.7% | |
| SPYState Str Spdr S&p 500 Etf T | $763K | 0.7% | |
| MUBIshares Tr | $638K | 0.6% | |
| VUGVanguard Index Fds | $610K | 0.6% | |
| PANWPalo Alto Networks Inc | $546K | 0.5% | |
| IVVIshares Tr | $502K | 0.5% | |
| CGMUCapital Grp Fixed Incm Etf T | $499K | 0.5% | |
| AMZNAmazon Com Inc | $499K | 0.5% | |
| GOOGAlphabet Inc | $487K | 0.5% | |
| Capital Southwest CorpCUSIP 140501AE7 | $487K | 0.5% | |
| TRVTravelers Companies Inc | $463K | 0.4% | |
| VTIVanguard Index Fds | $432K | 0.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Succession Financial, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2149098&type=13F-HR&dateb=&owner=include&count=40CIK 2149098
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2149098/000175496026000705/Filed August 7, 2026 · accession 0001754960-26-000705