Succession Financial
$103M 13F equity value
48 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Succession Financial covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPXL | DIREXION SHARES ETF TRUST | 145,356 | $39M | 38.4% |
| TXN | TEXAS INSTRS INC | 49,531 | $15M | 14.4% |
| VTC | VANGUARD SCOTTSDALE FDS | 135,694 | $10M | 10.2% |
| GLD | SPDR GOLD TR | 14,534 | $5M | 5.2% |
| TBIL | RBB FD INC | 96,714 | $5M | 4.7% |
| FNDX | SCHWAB STRATEGIC TR | 124,191 | $4M | 3.8% |
| FTEC | FIDELITY COVINGTON TRUST | 11,956 | $3M | 3.3% |
| TLH | ISHARES TR | 16,522 | $2M | 1.6% |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 2 | $1M | 1.5% |
| VGT | VANGUARD WORLD FD | 12,440 | $1M | 1.4% |
Track Succession Financial's 13F portfolio: $103M in reported holdings, 48 positions. Top holdings and quarterly changes on SentiSense.
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