SUCCESSION FINANCIAL, INC.
Sector Allocation
- Other68.6%$69.8M
- Technology20.2%$20.5M
- Financials8.4%$8.6M
- Energy2.0%$2.0M
- Consumer Discretionary0.6%$565,685
- Industrials0.3%$261,616
AUM History
13fpro.ai/research/fund/succession-financial-inc-2149098
Largest positions — Q3 2026
- DIREXION$39.1M
TXN
$13.9M- VANGUARD$8.2M
- SCHWAB$6.9M
GLD
$5.4M- FIDELITY$5.2M
- FIDELITY$1.6M
- VANGUARD$1.6M
BRK.A
$1.5MMPC
$1.2MBRK.B
$1.1M- PROSHARES$1.1M
AAPL
$1.1MPLTR
$901KMSFT
$892KSPY
$780K- FLEXSHARES$663K
PANW
$636K- ISHARES$599K
AMZN
$566K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/succession-financial-inc-2149098
SUCCESSION FINANCIAL, INC. 13F holdings — Q3 2026
$104.0M portfolio (-1.2% QoQ) · 48 holdings · Q3 2026 13F · top 10 are 83% of the stock portfolio
Includes $2.2M of put/call options ($0 puts, $2.2M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $101.7M. Weights use the stock portfolio.
- 1
DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF
$39.1M
38.5% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $13.9M
13.6% of stocks
No changeThis quarter+6.2%Since filed2+ qtrsHeld- 3
VANGUARD SCOTTSDALE FDS - TOTAL CORP BND
$8.2M
8.0% of stocks
-17%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$6.9M
6.8% of stocks
+76%This quarter—Since filed—HeldAIQuality—Est. buy— $5.4M
5.3% of stocks
-2%This quarter-2.2%Since filed2+ qtrsHeld- 6
FIDELITY COVINGTON TRUST - MSCI INFO TECH I
$5.2M
5.2% of stocks
+46%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
FIDELITY COVINGTON TRUST - ENHANCED LARGE
$1.6M
1.6% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 8
VANGUARD WORLD FD - INF TECH ETF
$1.6M
1.5% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $1.5M
1.5% of stocks
No changeThis quarter—Since filed2+ qtrsHeld$1.2M
1.2% of stocks
No changeThis quarter-2.9%Since filed2+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF | $39.1M | 38.5% | -4% | — | — | — | — | |
| 2 | $13.9M | 13.6% | No change | +6.2% | 2+ qtrs | 80.0#27 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD SCOTTSDALE FDS - TOTAL CORP BND | $8.2M | 8.0% | -17% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $6.9M | 6.8% | +76% | — | — | — | — | |
| 5 | $5.4M | 5.3% | -2% | -2.2% | 2+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $5.2M | 5.2% | +46% | — | — | — | — | |
| 7 | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $1.6M | 1.6% | New | — | New this quarter | — | — | |
| 8 | VANGUARD WORLD FD - INF TECH ETF | $1.6M | 1.5% | No change | — | — | — | — | |
| 9 | $1.5M | 1.5% | No change | — | 2+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $1.2M | 1.2% | No change | -2.9% | 2+ qtrs | 61.4#781 | Estimated buy price is Pro: unlock with a free trial |
All holdings — SUCCESSION FINANCIAL, INC. (Q3 2026)
48 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SPDR S&P 500 ETF TRUST | — | $2.2M | — | 127 | -5% | — | — | 13F | |
| 12 | BERKSHIRE HATHAWAY INC | Financials | $1.1M | 1.1% | 2,253 | -4% | 2+ qtrs | 73.5 | 13F | |
| 13 | — | PROSHARES TR - S&P 500 DV ARISTetf/fund | — | $1.1M | 1.1% | 20K | — | — | — | 13F |
| 14 | Apple Inc. | Technology | $1.1M | 1.1% | 3,217 | +0.1% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Palantir Technologies Inc. | Technology | $901K | 0.9% | 4,815 | +133% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | MICROSOFT CORP | Technology | $892K | 0.9% | 1,739 | +124% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SPDR S&P 500 ETF TRUSTetf/fund | — | $780K | 0.8% | 1,022 | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | FLEXSHARES TR - NORTHERN TRUST C | — | $663K | 0.7% | 14K | New | — | — | 13F |
| 19 | Palo Alto Networks Inc | Technology | $636K | 0.6% | 1,602 | — | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $599K | 0.6% | 5,926 | — | — | — | 13F |
| 21 | AMAZON COM INC | Consumer Discretionary | $566K | 0.6% | 2,270 | +8% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JPMORGAN CHASE & CO | Financials | $534K | 0.5% | 1,614 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | NVIDIA CORP | Technology | $495K | 0.5% | 2,170 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CAPITAL SOUTHWEST CORPnote | Other | $489K | 0.5% | 464K | -0.2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETFetf/fund | — | $471K | 0.5% | 18K | — | — | — | 13F |
| 26 | $GOOG | Alphabet Inc. | Technology | $471K | 0.5% | 1,382 | +0.3% | |||
| 27 | $CVX | CHEVRON CORP | Energy | $459K | 0.5% | 2,249 | — | |||
| 28 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $445K | 0.4% | 1,190 | +2% | |||
| 29 | — | ISHARES TR - CORE HIGH DV ETF | — | $418K | 0.4% | 15K | — | |||
| 30 | — | ISHARES TR - CORE S&P500 ETF | — | $388K | 0.4% | 507 | -24% | |||
| 31 | — | ETF SER SOLUTIONS - DEFIANCE SPACE A | — | $376K | 0.4% | 4,421 | — | |||
| 32 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $373K | 0.4% | 1,906 | — | |||
| 33 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $359K | 0.3% | 2,206 | -4% | |||
| 34 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $286K | 0.3% | 628 | +2% | |||
| 35 | $META | Meta Platforms, Inc. | Technology | $273K | 0.3% | 377 | -0.5% | |||
| 36 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $268K | 0.3% | 554 | New | |||
| 37 | — | ISHARES TR - U.S. TECH ETF | — | $265K | 0.3% | 1,000 | — | |||
| 38 | $GD | GENERAL DYNAMICS CORP | Industrials | $262K | 0.3% | 788 | — | |||
| 39 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $256K | 0.3% | 1,082 | +18% | |||
| 40 | $INTU | INTUIT INC. | Technology | $255K | 0.3% | 925 | — | |||
| 41 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $248K | 0.2% | 6,212 | +14% | |||
| 42 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $245K | 0.2% | 3,872 | +14% | |||
| 43 | — | ISHARES TR - MSCI USA VALUE | — | $237K | 0.2% | 1,195 | +15% | |||
| 44 | $AVGO | Broadcom Inc. | Technology | $233K | 0.2% | 664 | +3% | |||
| 45 | $TT | Trane Technologies plc | Technology | $214K | 0.2% | 474 | — | |||
| 46 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $206K | 0.2% | 938 | -27% | |||
| 47 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $202K | 0.2% | 1,339 | +1% | |||
| 48 | $IFN | ABERDEEN INDIA FUND, INC. | Other | $113K | 0.1% | 11K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 5 new, 15 added to, 10 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (15)
- SCHWAB STRATEGIC TR - FUNDAMENTAL US L+76%
now $6.9M
- FIDELITY COVINGTON TRUST - MSCI INFO TECH I+46%
now $5.2M
now $901K · held 2+ qtrs
now $892K · held 2+ qtrs
now $566K · held 2+ qtrs
$LHXL3HARRIS TECHNOLOGIES, INC. /DE/+18%
now $256K · held 2+ qtrs
+9 more in the Excel export
Trimmed (10)
- DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF-4%
now $39.1M
- VANGUARD SCOTTSDALE FDS - TOTAL CORP BND-17%
now $8.2M
- ISHARES TR - CORE S&P500 ETF-24%
now $388K
now $2.2M
now $5.4M · held 2+ qtrs
$IBMINTERNATIONAL BUSINESS MACHINES CORP-27%
now $206K · held 2+ qtrs
+4 more in the Excel export
Sold out (7)
- RBB FD INC - F/M US TREASURYwas $4.8M
- ISHARES TR - 10-20 YR TRS ETFwas $1.7M
- VANGUARD INDEX FDS - GROWTH ETFwas $610K
$TRVTRAVELERS COMPANIES, INC.was $463K
held 1+ qtrs
- VANGUARD INDEX FDS - VALUE ETFwas $300K
- VANGUARD INDEX FDS - MID CAP ETFwas $237K
+1 more in the Excel export
Holdings by quarter
Every 13F SUCCESSION FINANCIAL, INC. has filed, 1 earlier quarter. Pick one to see what it held then.
Is it too late to follow SUCCESSION FINANCIAL?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SUCCESSION FINANCIAL's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+2.9%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter
Top 10 weight
83%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SUCCESSION FINANCIAL, INC. disclosed 48 positions worth $104.0M in its Form 13F-HR for Q3 2026 — $101.7M in common stock plus $2.2M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $TXN. During the quarter the fund opened 5 new positions and exited 7. The portfolio is most concentrated in Other (68.6% of disclosed assets). All figures are sourced directly from SUCCESSION FINANCIAL, INC.’s Form 13F-HR filing with the SEC under CIK 2149098.
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