Successful Portfolios LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Successful Portfolios LLC reported 187 stock positions worth $181.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.0% of the portfolio, followed by Vanguard Short-Term Bond ETF (BSV, 4.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.4%). Compared with Q4 2025, it opened 8 new positions, sold out of 12, added to 46 and reduced 103. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +10%) and the biggest sale Valley National Bancorp (VLY, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- CLEARWATER, FL
- CIK
- 0001721780
- Portfolio Value
- $181.4M (Q1 2026)
- SEC Filing
- 0001721780-26-000002 ↗ filed Apr 13, 2026
Holdings Value
Holdings 187 stocks · $181.4M
| IVV iShares Core S&P 500 ETF | 4.98% | 13,937 | $9.0M | Add +4.3% |
| BSV Vanguard Short-Term Bond ETF | 4.72% | 109,326 | $8.6M | Add +10.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.42% | 12,515 | $8.0M | Reduce -3.3% |
| WMT Walmart Inc. | 3.50% | 51,124 | $6.3M | Reduce -5.7% |
| VTI VG Morningstar TS MKT ETF-US | 3.44% | 19,603 | $6.2M | Add +6.8% |
| SCHO Schwab Short-Term US Treas | 2.98% | 222,991 | $5.4M | Add +2.9% |
| SCHB Schwab US Broad Market ETF | 2.88% | 208,779 | $5.2M | Reduce -6.3% |
| AAPL Apple Inc. | 2.75% | 19,928 | $5.0M | Reduce -1.6% |
| NVDA Nvidia Corp. | 2.66% | 28,909 | $4.8M | Reduce -0.5% |
| MSFT Microsoft Corp. | 2.35% | 11,657 | $4.3M | Reduce -5.0% |
| XLK SS Technology Select Sector | 2.31% | 32,143 | $4.2M | Reduce -0.5% |
| SGOV iShares 0-3 Month Treasury B | 1.84% | 33,113 | $3.3M | Add +8.6% |
| VGSH Vanguard Short-Term Treasury | 1.64% | 50,856 | $3.0M | Reduce -1.6% |
| HD Home Depot Inc. | 1.55% | 8,577 | $2.8M | Add +15.2% |
| AMZN Amazon.com Inc. | 1.53% | 13,594 | $2.8M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 1.31% | 8,512 | $2.4M | Reduce -3.7% |
| SCHX Schwab US Large-Cap ETF | 1.30% | 91,991 | $2.4M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 1.27% | 8,320 | $2.3M | Reduce -1.9% |
| GBIL Goldman Sachs Access Treasur | 1.17% | 21,256 | $2.1M | Reduce -0.7% |
| AMAT Applied Materials Inc. | 1.13% | 6,143 | $2.1M | Reduce -21.0% |
| DUK Duke Energy Corp. | 1.11% | 15,407 | $2.0M | Reduce -0.1% |
| VXUS Vanguard Total Intl Stock | 1.11% | 26,359 | $2.0M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 1.03% | 8,706 | $1.9M | Add +9.7% |
| SONY Sony Group Corp. - SP ADR | 1.02% | 92,938 | $1.9M | Add +0.5% |
| XLI SS Industrial Select Sector | 0.99% | 11,314 | $1.8M | Reduce -0.1% |
| SCHR Schwab Intermediate-Term US | 0.95% | 68,910 | $1.7M | Reduce -0.8% |
| AMD Advanced Micro Devices | 0.90% | 8,269 | $1.6M | Reduce -1.5% |
| VXF Vanguard Extended Market ETF | 0.90% | 7,974 | $1.6M | Add +13.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.90% | 15,729 | $1.6M | Reduce -0.8% |
| MU Micron Technology Inc. | 0.87% | 4,902 | $1.6M | Reduce -0.5% |
| XLF SS Financial Select Sector | 0.85% | 31,578 | $1.5M | Add +0.0% |
| VT Vanguard Tot World STK ETF | 0.83% | 11,087 | $1.5M | Reduce -2.0% |
| BIV Vanguard Intermediate-Term B | 0.82% | 19,275 | $1.5M | Add +65.6% |
| HON Honeywell International Inc. | 0.78% | 6,291 | $1.4M | Reduce -29.2% |
| RTX RTX Corp. | 0.75% | 7,241 | $1.4M | Add +0.1% |
| IBKR Interactive Brokers Gro Class A | 0.73% | 20,202 | $1.3M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.68% | 7,252 | $1.2M | Reduce -22.1% |
| SCHF Schwab Intl Equity ETF | 0.68% | 49,890 | $1.2M | Add +10.0% |
| SPTS SS SPDR P St Term TSY ETF | 0.67% | 41,412 | $1.2M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.66% | 8,285 | $1.2M | Reduce -16.6% |
| LLY Eli Lilly & Co. | 0.66% | 1,323 | $1.2M | No change |
| VTIP Vanguard Short-Term Tips | 0.64% | 23,191 | $1.2M | Add +3.2% |
| NEE Nextera Energy Inc. | 0.59% | 11,558 | $1.1M | Reduce -12.5% |
| ABBV Abbvie Inc. | 0.59% | 4,972 | $1.1M | Reduce -28.2% |
| MCD McDonald's Corp. | 0.58% | 3,403 | $1.1M | Reduce -23.2% |
| JNJ Johnson & Johnson | 0.57% | 4,259 | $1.0M | Reduce -15.9% |
| GLD SPDR Gold Shares | 0.56% | 2,394 | $1.0M | Add +4.4% |
| KO The Coca-Cola Co. | 0.55% | 13,158 | $1.0M | Reduce -22.3% |
| CVX Chevron Corp. | 0.54% | 4,674 | $977K | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.49% | 3,043 | $884K | Reduce -1.5% |
| AGG iShares Core U.S. Aggregate | 0.48% | 8,768 | $870K | Add +21.4% |
| ASGI Abrdn Global Infrastructure | 0.48% | 40,157 | $867K | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 8,841 | $851K | Add +2.0% |
| SCHD Schwab US DVD Equity ETF | 0.45% | 26,857 | $824K | Add +14.0% |
| SO The Southern Co. | 0.42% | 7,975 | $771K | Reduce -13.3% |
| ITOT iShares Core S&P Total U.S. | 0.42% | 5,351 | $761K | Add +0.7% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.40% | 44,032 | $719K | No change |
| VBIL Vanguard 0-3M T-Bill ETF | 0.39% | 9,441 | $714K | Reduce -22.8% |
| COST Costco Wholesale Corp. | 0.39% | 708 | $706K | Reduce -2.3% |
| XLE SS Energy Select Sector | 0.37% | 11,005 | $680K | Reduce -5.3% |
| GLW Corning Inc. | 0.36% | 5,044 | $660K | Add +0.0% |
| NEM Newmont Corp. | 0.36% | 6,214 | $658K | Reduce -1.3% |
| PEP Pepsico Inc. | 0.36% | 4,181 | $651K | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 0.35% | 1,145 | $635K | Reduce -1.3% |
| MRK Merck & Co. Inc. | 0.34% | 5,205 | $616K | Reduce -21.1% |
| COP Conocophillips | 0.33% | 4,580 | $607K | Reduce -3.1% |
| BND Vanguard Total Bond Market | 0.31% | 7,629 | $562K | Add +3.7% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 2,003 | $552K | Reduce -5.3% |
| MBB iShares MBS ETF | 0.30% | 5,679 | $539K | Add +6.7% |
| GDX Vaneck Gold Miners ETF | 0.29% | 6,031 | $533K | Reduce -5.8% |
| CEG Constellation Energy | 0.29% | 1,826 | $530K | Reduce -2.1% |
| WM Waste Management Inc. | 0.29% | 2,272 | $522K | Reduce -30.9% |
| NSC Norfolk Southern Corp. | 0.29% | 1,831 | $520K | Reduce -0.9% |
| MO Altria Group Inc. | 0.28% | 7,705 | $514K | Reduce -2.1% |
| ABT Abbott Laboratories | 0.27% | 4,882 | $499K | Reduce -23.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.27% | 6,308 | $496K | Reduce -2.8% |
| T AT&T Inc. | 0.27% | 16,886 | $488K | Reduce -4.0% |
| TY Tri-Continental Corp. | 0.26% | 15,205 | $473K | Add +0.1% |
| TFC Truist Financial Corp. | 0.26% | 10,285 | $471K | Add +0.2% |
| CSX CSX Corp. | 0.26% | 11,675 | $466K | Reduce -0.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.26% | 1,000 | $463K | Reduce -64.3% |
| FCX Freeport-McMoran Inc. | 0.25% | 8,231 | $459K | Reduce -1.3% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.25% | 20,032 | $452K | No change |
| PSX Phillips 66 | 0.25% | 2,450 | $450K | Reduce -19.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.25% | 8,478 | $446K | No change |
| IJH iShares Core S&P Midcap ETF | 0.24% | 6,610 | $444K | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 775 | $440K | Add +6.2% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 3,142 | $438K | Reduce -7.3% |
| UNP Union Pacific Corp. | 0.23% | 1,759 | $425K | Reduce -45.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 8,762 | $421K | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 855 | $407K | Reduce -50.6% |
| AVGO Broadcom Inc. | 0.22% | 1,334 | $405K | No change |
| GEV GE Vernova Inc. | 0.22% | 485 | $403K | Reduce -4.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.22% | 8,598 | $395K | Add +9.1% |
| VOO Vanguard S&P 500 ETF | 0.22% | 665 | $391K | Add +0.5% |
| TIP iShares Tips Bond ETF | 0.21% | 3,531 | $390K | No change |
| AMGN Amgen Inc. | 0.21% | 1,090 | $381K | Reduce -20.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.21% | 5,052 | $379K | Reduce -0.5% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.20% | 5,146 | $367K | Reduce -15.9% |
| WFC Wells Fargo & Co. | 0.20% | 4,720 | $367K | Reduce -1.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $33K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | 15,089 | $33K | No change |
Total filed on the 13F, all lines: $181.4M.
Portfolio Sells Q4 2025 → Q1 2026
| VLY Valley National Bancorp | Reduce -88.5% | 0.13% | −0.87 |
| MSFT Microsoft Corp. | Reduce -5.0% | 2.35% | −0.65 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -64.3% | 0.26% | −0.45 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -50.6% | 0.22% | −0.22 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 1.53% | −0.20 |
| FEZ State Street SPDR Euro Stoxx | Sold out | 0.00% | −0.20 |
| ABBV Abbvie Inc. | Reduce -28.2% | 0.59% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -3.7% | 1.31% | −0.17 |
| SCHB Schwab US Broad Market ETF | Reduce -6.3% | 2.88% | −0.17 |
| HON Honeywell International Inc. | Reduce -29.2% | 0.78% | −0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.3% | 4.42% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 1.27% | −0.15 |
| UNP Union Pacific Corp. | Reduce -45.0% | 0.23% | −0.14 |
| ABT Abbott Laboratories | Reduce -23.8% | 0.27% | −0.14 |
| FNB FNB Corp. | Sold out | 0.00% | −0.13 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.11 |
| MCD McDonald's Corp. | Reduce -23.2% | 0.58% | −0.11 |
| VMRK Vivmark Residential | Sold out | 0.00% | −0.11 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.11 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.11 |
| GS Goldman Sachs Group Inc. | Reduce -38.0% | 0.15% | −0.11 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.11 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.11 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.10 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.10 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.10 |
| XLK SS Technology Select Sector | Reduce -0.5% | 2.31% | −0.10 |
| PPG PPG Industries Inc. | Reduce -34.6% | 0.20% | −0.09 |
| MMM 3M Co. | Reduce -28.5% | 0.17% | −0.09 |
| IBM Intl Business Machines Corp. | Reduce -20.1% | 0.18% | −0.08 |
| WM Waste Management Inc. | Reduce -30.9% | 0.29% | −0.08 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -22.8% | 0.39% | −0.08 |
| NVDA Nvidia Corp. | Reduce -0.5% | 2.66% | −0.07 |
| B Barrick Mining Corp. | Reduce -22.7% | 0.16% | −0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -7.3% | 0.24% | −0.07 |
| AMAT Applied Materials Inc. | Reduce -21.0% | 1.13% | −0.06 |
| PM Philip Morris International | Reduce -32.1% | 0.18% | −0.06 |
| TD Toronto-Dominion Bank | Reduce -32.1% | 0.15% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -16.6% | 0.66% | −0.06 |
| KO The Coca-Cola Co. | Reduce -22.3% | 0.55% | −0.06 |
| GE General Electric | Reduce -5.3% | 0.30% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -3.4% | 0.17% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 0.35% | −0.04 |
| CEG Constellation Energy | Reduce -2.1% | 0.29% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -21.1% | 0.34% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -1.2% | 0.20% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -3.7% | 0.13% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 0.49% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -3.2% | 0.13% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| BSV Vanguard Short-Term Bond ETF | Add +10.2% | 4.72% | +0.74 |
| BIV Vanguard Intermediate-Term B | Add +65.6% | 0.82% | +0.36 |
| SCHO Schwab Short-Term US Treas | Add +2.9% | 2.98% | +0.29 |
| SGOV iShares 0-3 Month Treasury B | Add +8.6% | 1.84% | +0.28 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.8% | 3.44% | +0.23 |
| IVV iShares Core S&P 500 ETF | Add +4.3% | 4.98% | +0.23 |
| LITE Lumentum Holdings Inc. | New | 0.19% | +0.19 |
| MPC Marathon Petroleum Corp. | New | 0.15% | +0.15 |
| GLW Corning Inc. | Add +0.0% | 0.36% | +0.14 |
| HPE Hewlett Packard Enterprise | New | 0.13% | +0.13 |
| HD Home Depot Inc. | Add +15.2% | 1.55% | +0.13 |
| ENB Enbridge Inc. | New | 0.12% | +0.12 |
| VLO Valero Energy Corp. | New | 0.12% | +0.12 |
| VLUE iShares MSCI USA Value Facto | New | 0.12% | +0.12 |
| VIG Vanguard Dividend Apprec ETF | Add +9.7% | 1.03% | +0.12 |
| SNDK Sandisk Corp. | New | 0.12% | +0.12 |
| ROST Ross Stores Inc. | New | 0.12% | +0.12 |
| VXF Vanguard Extended Market ETF | Add +13.2% | 0.90% | +0.11 |
| SCHD Schwab US DVD Equity ETF | Add +14.0% | 0.45% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +21.4% | 0.48% | +0.11 |
| SCHF Schwab Intl Equity ETF | Add +10.0% | 0.68% | +0.10 |
| GLD SPDR Gold Shares | Add +4.4% | 0.56% | +0.08 |
| VTIP Vanguard Short-Term Tips | Add +3.2% | 0.64% | +0.07 |
| RTX RTX Corp. | Add +0.1% | 0.75% | +0.06 |
| SCHX Schwab US Large-Cap ETF | Add +3.0% | 1.30% | +0.05 |
| SPTS SS SPDR P St Term TSY ETF | Add +0.0% | 0.67% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +9.1% | 0.22% | +0.05 |
| WDC Western Digital Corp. | Add +1.6% | 0.16% | +0.04 |
| ETR Entergy Corp. | Add +0.1% | 0.18% | +0.04 |
| MBB iShares MBS ETF | Add +6.7% | 0.30% | +0.04 |
| VGIT Vanguard Intermediate-Term T | Add +15.6% | 0.19% | +0.04 |
| BND Vanguard Total Bond Market | Add +3.7% | 0.31% | +0.03 |
| AIQ Global X Art Intel & Tech | Add +26.4% | 0.17% | +0.03 |
| ET Energy Transfer LP | Add +0.6% | 0.14% | +0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +18.1% | 0.14% | +0.03 |
| VUSB Vanguard Ultra Short Bond Et | Add +8.8% | 0.17% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +0.1% | 0.14% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +3.7% | 0.17% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +4.7% | 0.12% | +0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +6.5% | 0.17% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.2% | 0.24% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +0.7% | 0.42% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.8% | 0.15% | +0.00 |
| TY Tri-Continental Corp. | Add +0.1% | 0.26% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 0.22% | −0.00 |
| MTUM iShares MSCI USA Momentum Fa | Add +0.6% | 0.18% | −0.00 |
| XAODX Abrdn Total Dynamic Dividend | Add +0.3% | 0.10% | −0.00 |
| TFC Truist Financial Corp. | Add +0.2% | 0.26% | −0.00 |
| ARCC Ares Capital Corp. | Add +0.1% | 0.14% | −0.01 |
| F Ford Motor Co. | Add +0.0% | 0.07% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 198 | $214.1M | IVV, BSV, SPY, VTI, AAPL |
| Q1 2026 | 187 | $181.4M | IVV, BSV, SPY, WMT, VTI |
| Q4 2025 | 191 | $196.2M | IVV, SPY, BSV, VTI, WMT |
| Q3 2025 | 175 | $171.4M | SPY, IVV, MSFT, BSV, VTI |
| Q2 2025 | 169 | $162.7M | NVDA, SPY, IVV, MSFT, VTI |
| Q1 2025 | 158 | $147.0M | SPY, NVDA, IVV, SCHO, BSV |
| Q4 2024 | 161 | $149.5M | SPY, NVDA, IVV, MSFT, AAPL |
| Q3 2024 | 163 | $147.8M | SPY, NVDA, MSFT, IVV, SCHO |
| Q2 2024 | 158 | $143.2M | SPY, NVDA, MSFT, SCHO, IVV |
| Q1 2024 | 171 | $146.6M | SPY, NVDA, MSFT, SCHO, IVV |