Succession Financial, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Succession Financial, Inc. reported 49 stock positions worth $103.0 million. Its top holding was Direxion Daily S&P 500 Bull (SPXL) at 38.2% of the portfolio, followed by Texas Instruments (TXN, 14.3%) and Vanguard Total Corporate BND (VTC, 10.1%).
- Most Recent 13F
- Q2 2026
- Location
- MCKINNEY, TX
- CIK
- 0002149098
- Portfolio Value
- $103.0M (Q2 2026)
- SEC Filing
- 0001754960-26-000705 ↗ filed Aug 7, 2026
Holdings 49 stocks · $103.0M
| SPXL Direxion Daily S&P 500 Bull | 38.18% | 145,356 | $39.3M | — |
| TXN Texas Instruments Inc. | 14.33% | 49,531 | $14.8M | — |
| VTC Vanguard Total Corporate BND | 10.11% | 135,694 | $10.4M | — |
| GLD SPDR Gold Shares | 5.20% | 14,534 | $5.4M | — |
| TBIL F/M US Treasury 3 Month Bill | 4.68% | 96,714 | $4.8M | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 3.75% | 124,191 | $3.9M | — |
| FTEC Fidelity MSCI Info Tech Indx | 3.31% | 11,956 | $3.4M | — |
| TLH iShares 10-20 Year Treasury | 1.61% | 16,522 | $1.7M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 1.45% | 2 | $1.5M | — |
| VGT Vanguard Info Tech ETF | 1.44% | 12,440 | $1.5M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.14% | 2,341 | $1.2M | — |
| NOBL Proshares S&P 500 Dividend A | 1.09% | 19,980 | $1.1M | — |
| AAPL Apple Inc. | 0.90% | 3,214 | $930K | — |
| MPC Marathon Petroleum Corp. | 0.74% | 3,000 | $767K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.74% | 1,022 | $763K | — |
| MUB iShares National Muni Bond E | 0.62% | 5,926 | $638K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.59% | 7,078 | $610K | — |
| PANW Palo Alto Networks Inc. | 0.53% | 1,602 | $546K | — |
| IVV iShares Core S&P 500 ETF | 0.49% | 671 | $502K | — |
| CGMU Cap Group Municipal Income | 0.48% | 18,162 | $499K | — |
| AMZN Amazon.com Inc. | 0.48% | 2,093 | $499K | — |
| GOOG Alphabet Inc. Class C | 0.47% | 1,378 | $487K | — |
| CAPITAL SOUTHWEST CORP (CSWC 5.125 11/15/29) | 0.47% | 465,000 | $487K | — |
| TRV The Travelers Cos Inc. | 0.45% | 1,402 | $463K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 1,167 | $432K | — |
| UFOX Defiance Space and Connectiv | 0.41% | 4,421 | $420K | — |
| HDV iShares Core High Dividend E | 0.40% | 14,938 | $409K | — |
| CVX Chevron Corp. | 0.36% | 2,249 | $373K | — |
| XLK SS Technology Select Sector | 0.35% | 1,906 | $363K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 1,280 | $360K | — |
| XOM Exxon Mobil Corp. | 0.30% | 2,289 | $313K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 1,378 | $300K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 617 | $295K | — |
| MSFT Microsoft Corp. | 0.28% | 778 | $290K | — |
| GD General Dynamics Corp. | 0.27% | 788 | $279K | — |
| LHX L3HARRIS Technologies Inc. | 0.26% | 919 | $267K | — |
| IYW iShares Ustechnology ETF | 0.24% | 1,000 | $252K | — |
| AVGO Broadcom Inc. | 0.24% | 643 | $243K | — |
| INTU Intuit Inc. | 0.23% | 925 | $241K | — |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 2,066 | $241K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 2,944 | $237K | — |
| TT Trane Technologies PLC | 0.23% | 474 | $233K | — |
| SPCX Space Exploration Techn Class A | 0.22% | 1,320 | $226K | — |
| FENI Fidelity Enhanced Intl ETF | 0.21% | 5,471 | $220K | — |
| META Meta Platforms Inc. Class A | 0.21% | 379 | $214K | — |
| FBCG Fidelity Blue Chip Grow ETF | 0.20% | 3,386 | $210K | — |
| VLUE iShares MSCI USA Value Facto | 0.20% | 1,041 | $208K | — |
| FSK FS KKR Capital Corp. | 0.18% | 17,728 | $186K | — |
| IFN Aberdeen India Fund Inc. | 0.12% | 10,654 | $125K | — |
Options reported separately and not counted above: SPY calls ($2.1M).
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $103.0M | SPXL, TXN, VTC, GLD, TBIL |