SUCCESSION FINANCIAL, INC.

Portfolio Overview

SUCCESSION FINANCIAL, INC. disclosed 50 positions worth $105.2M in its Form 13F-HR for Q2 2026 — $103.0M in common stock plus $2.1M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $TXN. During the quarter the fund opened 50 new positions and exited 0. The portfolio is most concentrated in Other (70.8% of disclosed assets). All figures are sourced directly from SUCCESSION FINANCIAL, INC.’s Form 13F-HR filing with the SEC under CIK 2149098.

• DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF

  —

  Quality

  $39.3M145,356 sh
• 

  TEXAS INSTRUMENTS INC

  $TXN

  73.4#136

  Quality

  $14.8M49,531 sh

• VANGUARD SCOTTSDALE FDS - TOTAL CORP BND

  —

  Quality

  $10.4M135,694 sh
• 

  SPDR GOLD TRUST

  $GLD

  —

  Quality

  $5.4M14,534 sh

• RBB FD INC - F/M US TREASURY

  —

  Quality

  $4.8M96,714 sh

• SCHWAB STRATEGIC TR - FUNDAMENTAL US L

  —

  Quality

  $3.9M124,191 sh

• FIDELITY COVINGTON TRUST - MSCI INFO TECH I

  —

  Quality

  $3.4M11,956 sh
• 

  SPDR S&P 500 ETF TRUST

  $SPY CALL

  —

  Quality

  $2.1M133 sh

• ISHARES TR - 10-20 YR TRS ETF

  —

  Quality

  $1.7M16,522 sh
• 

  BERKSHIRE HATHAWAY INC

  $BRK.A

  73.8

  Quality

  $1.5M2 sh

Company	Quality	Value	Shares
DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF	—	$39.3M	145,356
TEXAS INSTRUMENTS INC$TXN	73.4#136	$14.8M	49,531
VANGUARD SCOTTSDALE FDS - TOTAL CORP BND	—	$10.4M	135,694
SPDR GOLD TRUST$GLD	—	$5.4M	14,534
RBB FD INC - F/M US TREASURY	—	$4.8M	96,714
SCHWAB STRATEGIC TR - FUNDAMENTAL US L	—	$3.9M	124,191
FIDELITY COVINGTON TRUST - MSCI INFO TECH I	—	$3.4M	11,956
SPDR S&P 500 ETF TRUST$SPYCALL	—	$2.1M	133
ISHARES TR - 10-20 YR TRS ETF	—	$1.7M	16,522
BERKSHIRE HATHAWAY INC$BRK.A	73.8	$1.5M	2

Showing top 10 of 50 holdings.

Full Holdings — SUCCESSION FINANCIAL, INC. (Q2 2026)

All 50 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF	$39.3M	38.2%	NEW	—
2	$TXN	TEXAS INSTRUMENTS INC	$14.8M	14.3%	NEW	73.4
3	—	VANGUARD SCOTTSDALE FDS - TOTAL CORP BND	$10.4M	10.1%	NEW	—
4	$GLD	SPDR GOLD TRUST	$5.4M	5.2%	NEW	—
5	—	RBB FD INC - F/M US TREASURY	$4.8M	4.7%	NEW	—
6	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	$3.9M	3.8%	NEW	—
7	—	FIDELITY COVINGTON TRUST - MSCI INFO TECH I	$3.4M	3.3%	NEW	—
8	$SPYCALL	SPDR S&P 500 ETF TRUST	$2.1M	—	NEW	—
9	—	ISHARES TR - 10-20 YR TRS ETF	$1.7M	1.6%	NEW	—
10	$BRK.A	BERKSHIRE HATHAWAY INC	$1.5M	1.4%	NEW	73.8
11	—	VANGUARD WORLD FD - INF TECH ETF	$1.5M	1.4%	NEW	—
12	$BRK.B	BERKSHIRE HATHAWAY INC	$1.2M	1.1%	NEW	73.8
13	—	PROSHARES TR - S&P 500 DV ARIST	$1.1M	1.1%	NEW	—
14	$AAPL	Apple Inc.	$930,086	0.9%	NEW	76.4
15	$MPC	Marathon Petroleum Corp	$767,010	0.7%	NEW	61
16	$SPY	SPDR S&P 500 ETF TRUST	$763,320	0.7%	NEW	—
17	—	ISHARES TR - NATIONAL MUN ETF	$637,756	0.6%	NEW	—
18	—	VANGUARD INDEX FDS - GROWTH ETF	$609,717	0.6%	NEW	—
19	$PANW	Palo Alto Networks Inc	$546,314	0.5%	NEW	65.5
20	—	ISHARES TR - CORE S&P500 ETF	$502,355	0.5%	NEW	—
21	—	CAPITAL GRP FIXED INCM ETF T - MUN INM ETF	$498,910	0.5%	NEW	—
22	$AMZN	AMAZON COM INC	$498,818	0.5%	NEW	68.7
23	$GOOGL	Alphabet Inc.	$486,873	0.5%	NEW	78.2
24	$CSWC	CAPITAL SOUTHWEST CORP	$486,645	0.5%	NEW	—
25	$TRV	TRAVELERS COMPANIES, INC.	$462,828	0.5%	NEW	75.9
26	—	VANGUARD INDEX FDS - TOTAL STK MKT	$431,837	0.4%	NEW	—
27	—	ETF SER SOLUTIONS - DEFIANCE SPACE A	$420,133	0.4%	NEW	—
28	—	ISHARES TR - CORE HIGH DV ETF	$409,451	0.4%	NEW	—
29	$CVX	CHEVRON CORP	$372,794	0.4%	NEW	62.8
30	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$363,131	0.3%	NEW	—
31	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$359,822	0.3%	NEW	70
32	$XOM.R34088	EXXON MOBIL CORP	$312,925	0.3%	NEW	57.9
33	—	VANGUARD INDEX FDS - VALUE ETF	$300,308	0.3%	NEW	—
34	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$294,661	0.3%	NEW	—
35	$MSFT	MICROSOFT CORP	$290,072	0.3%	NEW	79.8
36	$GD	GENERAL DYNAMICS CORP	$279,285	0.3%	NEW	68.7
37	$LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	$267,043	0.3%	NEW	64.4
38	—	ISHARES TR - U.S. TECH ETF	$252,230	0.2%	NEW	—
39	$AVGO	Broadcom Inc.	$242,705	0.2%	NEW	84.5
40	$INTU	INTUIT INC.	$241,425	0.2%	NEW	79.3
41	$PLTR	Palantir Technologies Inc.	$241,040	0.2%	NEW	84.6
42	—	VANGUARD INDEX FDS - MID CAP ETF	$237,198	0.2%	NEW	—
43	$TT	Trane Technologies plc	$232,991	0.2%	NEW	—
44	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	$225,535	0.2%	NEW	—
45	—	FIDELITY COVINGTON TRUST - ENHANCED INTL	$219,531	0.2%	NEW	—
46	$META	Meta Platforms, Inc.	$213,539	0.2%	NEW	79.6
47	—	FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH	$210,289	0.2%	NEW	—
48	—	ISHARES TR - MSCI USA VALUE	$207,966	0.2%	NEW	—
49	$FSK	FS KKR Capital Corp	$186,144	0.2%	NEW	—
50	$IFN	ABERDEEN INDIA FUND, INC.	$125,182	0.1%	NEW	—