SUCCESSION FINANCIAL, INC.
51 holdingsFiling period: 2026-06-30Current AUM: $105.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPXL | DIREXION SHARES ETF TRUST | 145.4K | $39.3M | $40.2M | 38.03% | -- | 2026-06-30 |
| 2 | TXN | TEXAS INSTRS INC | 49.5K | $14.8M | $12.8M | 12.14% | -- | 2026-06-30 |
| 3 | VTC | VANGUARD SCOTTSDALE FDS | 135.7K | $10.4M | $10.1M | 9.52% | -- | 2026-06-30 |
| 4 | GLD | SPDR GOLD TR | 14.5K | $5.4M | $5.8M | 5.45% | -- | 2026-06-30 |
| 5 | TBIL | RBB FD INC | 96.7K | $4.8M | $4.8M | 4.57% | -- | 2026-06-30 |
| 6 | FNDX | SCHWAB STRATEGIC TR | 124.2K | $3.9M | $4.0M | 3.79% | -- | 2026-06-30 |
| 7 | FTEC | FIDELITY COVINGTON TRUST | 12.0K | $3.4M | $3.4M | 3.23% | -- | 2026-06-30 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 1.2K | $2.9M | $2.9M | 2.79% | -- | 2026-06-30 |
| 9 | TLH | ISHARES TR | 16.5K | $1.7M | $1.6M | 1.49% | -- | 2026-06-30 |
| 10 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | $1.5M | 1.42% | -- | 2026-06-30 |
| 11 | VGT | VANGUARD WORLD FD | 12.4K | $1.5M | $1.5M | 1.41% | -- | 2026-06-30 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.3K | $1.2M | $1.2M | 1.11% | -- | 2026-06-30 |
| 13 | NOBL | PROSHARES TR | 20.0K | $1.1M | $1.1M | 1.06% | -- | 2026-06-30 |
| 14 | AAPL | APPLE INC | 3.2K | $930K | $1.0M | 0.99% | -- | 2026-06-30 |
| 15 | MPC | MARATHON PETE CORP | 3.0K | $767K | $1.2M | 1.11% | -- | 2026-06-30 |
| 16 | MUB | ISHARES TR | 5.9K | $637K | $608K | 0.58% | -- | 2026-06-30 |
| 17 | VUG | VANGUARD INDEX FDS | 7.1K | $609K | $617K | 0.58% | -- | 2026-06-30 |
| 18 | PANW | PALO ALTO NETWORKS INC | 1.6K | $546K | $542K | 0.51% | -- | 2026-06-30 |
| 19 | IVV | ISHARES TR | 671 | $502K | $510K | 0.48% | -- | 2026-06-30 |
| 20 | CGMU | CAPITAL GRP FIXED INCM ETF T | 18.2K | $498K | $480K | 0.45% | -- | 2026-06-30 |
| 21 | AMZN | AMAZON COM INC | 2.1K | $498K | $526K | 0.50% | -- | 2026-06-30 |
| 22 | CSWC | CAPITAL SOUTHWEST CORP | 465.0K | $486K | $493K | 0.47% | -- | 2026-06-30 |
| 23 | GOOG | ALPHABET INC | 1.4K | $486K | $454K | 0.43% | -- | 2026-06-30 |
| 24 | TRV | TRAVELERS COMPANIES INC | 1.4K | $462K | $514K | 0.49% | -- | 2026-06-30 |
| 25 | VTI | VANGUARD INDEX FDS | 1.2K | $431K | $435K | 0.41% | -- | 2026-06-30 |
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