Q2 2026 13F · SEC CIK 2149098

Succession Financial, Inc.

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $103.0M
Reported positions: 49
Holdings vs S&P 500, 3 yrs: —
Assets under management: $210.3M

Succession Financial, Inc. is a wealth manager that reported 49 positions worth $103.0M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Direxion Shares ETF Trust (SPXL, 38.2%), Texas Instruments Inc (TXN, 14.3%), Vanguard Total Corporate Bond ETF (VTC, 10.1%).

Succession Financial, Inc. holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Succession Financial, Inc. 13F holdings
Stock	% of 13F value	Prior quarter	Shares	Share change	Reported value
SPXLDirexion Shares ETF Trust	38.2%	—	145,356	—	$39.3M
TXNTexas Instruments Inc	14.3%	—	49,531	—	$14.8M
VTCVanguard Total Corporate Bond ETF	10.1%	—	135,694	—	$10.4M
GLDSpdr Gold Shares	5.2%	—	14,534	—	$5.4M
TBILRbb Fd Inc	4.7%	—	96,714	—	$4.8M
FNDXSchwab Strategic Tr	3.7%	—	124,191	—	$3.9M
FTECFidelity Covington Trust	3.3%	—	11,956	—	$3.4M
TLHIshares Tr	1.6%	—	16,522	—	$1.7M
BRK-ABerkshire Hathaway Inc Del	1.5%	—	2	—	$1.5M
VGTVanguard Info Tech	1.4%	—	12,440	—	$1.5M
BRK-BBerkshire Hathaway Inc Del	1.1%	—	2,341	—	$1.2M
NOBLProshares Tr	1.1%	—	19,980	—	$1.1M
AAPLApple Inc	0.9%	—	3,214	—	$930K
MPCMarathon Petroleum Corporation	0.7%	—	3,000	—	$767K
SPYSpdr S&p 500 ETF Tr	0.7%	—	1,022	—	$763K
MUBIshares National Muni Bond ETF	0.6%	—	5,926	—	$638K
VUGVanguard Indx Fd	0.6%	—	7,078	—	$610K
PANWPalo Alto Networks Inc	0.5%	—	1,602	—	$546K
IVVIshares Core S&p 500 ETF	0.5%	—	671	—	$502K
CGMUCapital Grp Fixed Incm ETF T	0.5%	—	18,162	—	$499K
AMZNAmazon Com Inc Com	0.5%	—	2,093	—	$499K
GOOGAlphabet Inc	0.5%	—	1,378	—	$487K
140501AE7Capital Southwest Corp	0.5%	—	465,000	—	$487K
TRVTravelers Companies Inc	0.4%	—	1,402	—	$463K
VTIVanguard Index Fds	0.4%	—	1,167	—	$432K
SIXGETF Ser Solutions	0.4%	—	4,421	—	$420K
HDVIshares Tr	0.4%	—	14,938	—	$409K
CVXChevron Corp New	0.4%	—	2,249	—	$373K
XLKState Street Technology Select Sector Sp	0.4%	—	1,906	—	$363K
IBMInternational Business Machs	0.3%	—	1,280	—	$360K
XOMExxon Mobil Corp	0.3%	—	2,289	—	$313K
VTVVanguard Value ETF	0.3%	—	1,378	—	$300K
TSMTaiwan Semiconductor Manufac	0.3%	—	617	—	$295K
MSFTMicrosoft Corp	0.3%	—	778	—	$290K
GDGeneral Dynamics Corp	0.3%	—	788	—	$279K
LHXL3harris Technologies Inc	0.3%	—	919	—	$267K
IYWIshares Tr	0.2%	—	1,000	—	$252K
AVGOBroadcom Inc	0.2%	—	643	—	$243K
INTUIntuit	0.2%	—	925	—	$241K
PLTRPalantir Technologies Inclass Class A	0.2%	—	2,066	—	$241K
VOVanguard Index Fds	0.2%	—	2,944	—	$237K
TTTrane Technologies PLC	0.2%	—	474	—	$233K
SPCXSpace Ex Tech Spacex Class A	0.2%	—	1,320	—	$226K
FENIFidelity Enhanced International ETF	0.2%	—	5,471	—	$220K
METAMeta Platforms Inc Class A	0.2%	—	379	—	$214K
FBCGFidelity Blue Chip Growth ETF	0.2%	—	3,386	—	$210K
VLUEIshares	0.2%	—	1,041	—	$208K
FSKFs Kkr Cap Corp	0.2%	—	17,728	—	$186K
IFNAberdeen India Fd Inc	0.1%	—	10,654	—	$125K

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$103.0M	49

Questions about Succession Financial, Inc.'s portfolio

What stocks does Succession Financial, Inc. own?

Succession Financial, Inc.'s latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 49 positions worth $103.0M. The largest are Direxion Shares ETF Trust (SPXL) at 38.2%, Texas Instruments Inc (TXN) at 14.3%, Vanguard Total Corporate Bond ETF (VTC) at 10.1%, Spdr Gold Shares (GLD) at 5.2% and Rbb Fd Inc (TBIL) at 4.7%.

When is Succession Financial, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Succession Financial, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Succession Financial, Inc. manage?

Succession Financial, Inc. reported $210.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $103.0M.