Succession Financial, Inc.
51 holdingsFiling period: 2026-06-30Current AUM: $101.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPXL | Direxion Shares ETF Trust | 145.4K | $39.3M | $35.9M | 35.46% | -- | 2026-06-30 |
| 2 | TXN | Texas Instrs Inc | 49.5K | $14.8M | $13.7M | 13.58% | -- | 2026-06-30 |
| 3 | VTC | Vanguard Scottsdale Fds | 135.7K | $10.4M | $10.1M | 9.94% | -- | 2026-06-30 |
| 4 | GLD | Spdr Gold TR | 14.5K | $5.4M | $5.4M | 5.35% | -- | 2026-06-30 |
| 5 | TBIL | Rbb FD Inc | 96.7K | $4.8M | $4.8M | 4.77% | -- | 2026-06-30 |
| 6 | FNDX | Schwab Strategic TR | 124.2K | $3.9M | $4.0M | 3.94% | -- | 2026-06-30 |
| 7 | FTEC | Fidelity Covington Trust | 12.0K | $3.4M | $3.1M | 3.06% | -- | 2026-06-30 |
| 8 | SPY | State Str Spdr S&P 500 ETF T | 1.2K | $2.9M | $2.9M | 2.82% | -- | 2026-06-30 |
| 9 | TLH | iShares TR | 16.5K | $1.7M | $1.6M | 1.57% | -- | 2026-06-30 |
| 10 | BRK-A | Berkshire Hathaway Inc Del | 2 | $1.5M | $1.5M | 1.48% | -- | 2026-06-30 |
| 11 | VGT | Vanguard World FD | 12.4K | $1.5M | $1.3M | 1.33% | -- | 2026-06-30 |
| 12 | BRK-B | Berkshire Hathaway Inc Del | 2.3K | $1.2M | $1.2M | 1.16% | -- | 2026-06-30 |
| 13 | NOBL | ProShares TR | 20.0K | $1.1M | $1.2M | 1.18% | -- | 2026-06-30 |
| 14 | AAPL | Apple Inc | 3.2K | $930K | $1.1M | 1.09% | -- | 2026-06-30 |
| 15 | MPC | Marathon Pete Corp | 3.0K | $767K | $1.1M | 1.11% | -- | 2026-06-30 |
| 16 | MUB | iShares TR | 5.9K | $637K | $621K | 0.61% | -- | 2026-06-30 |
| 17 | VUG | Vanguard Index Fds | 7.1K | $609K | $581K | 0.57% | -- | 2026-06-30 |
| 18 | PANW | Palo Alto Networks Inc | 1.6K | $546K | $502K | 0.50% | -- | 2026-06-30 |
| 19 | IVV | iShares TR | 671 | $502K | $495K | 0.49% | -- | 2026-06-30 |
| 20 | CGMU | Capital Grp Fixed Incm ETF T | 18.2K | $498K | $489K | 0.48% | -- | 2026-06-30 |
| 21 | AMZN | Amazon.com Inc | 2.1K | $498K | $542K | 0.54% | -- | 2026-06-30 |
| 22 | CSWC | Capital Southwest Corp | 465.0K | $486K | $476K | 0.47% | -- | 2026-06-30 |
| 23 | GOOG | Alphabet Inc | 1.4K | $486K | $391K | 0.39% | -- | 2026-06-30 |
| 24 | TRV | Travelers Companies Inc | 1.4K | $462K | $553K | 0.55% | -- | 2026-06-30 |
| 25 | VTI | Vanguard Index Fds | 1.2K | $431K | $422K | 0.42% | -- | 2026-06-30 |
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