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Succession Financial, Inc. Portfolio
$104M across 48 positions as of 2026-09-30, with 82% of it in the ten largest. 2 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DIREXION SHARES ETF TRUST | $39.1M | 37.7% | 139,233 |
| TXNTexas Instruments Inc | $13.9M | 13.3% | 49,531 |
| VANGUARD SCOTTSDALE FDS | $8.2M | 7.8% | 112,099 |
| FNDXSchwab Fundamental US Large Company Index ETF | $6.9M | 6.6% | 218,205 |
| GLDSPDR Gold Shares | $5.4M | 5.2% | 14,291 |
| FTECFIDELITY COVINGTON TRUST | $5.2M | 5.0% | 17,483 |
| SPYState Street SPDR S&P 500 ETF Trustcall | $2.2M | 2.1% | 127 |
| FIDELITY COVINGTON TRUST | $1.6M | 1.6% | 37,358 |
| VGTVanguard Information Tech ETF | $1.6M | 1.5% | 12,440 |
| BRK.ABerkshire Hathaway Inc | $1.5M | 1.4% | 2 |
| MPCMarathon Petroleum Corp | $1.2M | 1.1% | 3,000 |
| BRK.BBerkshire Hathaway Inc | $1.1M | 1.1% | 2,253 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $1.1M | 1.0% | 19,980 |
| AAPLApple Inc | $1.1M | 1.0% | 3,217 |
| PLTRPalantir Technologies Inc | $900.6K | 0.9% | 4,815 |
| MSFTMicrosoft Corp | $891.8K | 0.9% | 1,739 |
| SPYState Street SPDR S&P 500 ETF Trust | $779.5K | 0.7% | 1,022 |
| FLEXSHARES TR | $662.6K | 0.6% | 14,173 |
| PANWPalo Alto Networks Inc | $636.5K | 0.6% | 1,602 |
| MUBiShares National Muni Bond ETF | $599.1K | 0.6% | 5,926 |
| AMZNAmazon.com Inc | $565.7K | 0.5% | 2,270 |
| JPMJPMorgan Chase & Co | $534K | 0.5% | 1,614 |
| NVDANVIDIA Corp | $495.5K | 0.5% | 2,170 |
| CAPITAL SOUTHWEST CORP | $488.5K | 0.5% | 464,000 |
| CGMUCapital Group Municipal Income ETF | $471.1K | 0.5% | 18,162 |
| GOOGAlphabet Inc | $471K | 0.5% | 1,382 |
| CVXChevron Corp | $459.3K | 0.4% | 2,249 |
| VTIVanguard Total Stock Market ETF | $445.3K | 0.4% | 1,190 |
| HDViShares Core High Dividend ETF | $417.7K | 0.4% | 14,938 |
| IVViShares Core S&P 500 ETF | $388.1K | 0.4% | 507 |
| ETF SER SOLUTIONS | $375.9K | 0.4% | 4,421 |
| XLKState Street Technology Select Sector SPDR ETF | $373.1K | 0.4% | 1,906 |
| XOMExxonmobil Holdings Corp | $359K | 0.3% | 2,206 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $286.3K | 0.3% | 628 |
| METAMeta Platforms Inc | $273.5K | 0.3% | 377 |
| NOCNorthrop Grumman Corp | $267.6K | 0.3% | 554 |
| IYWiShares U.S. Technology ETF | $264.9K | 0.3% | 1,000 |
| GDGeneral Dynamics Corp | $261.6K | 0.3% | 788 |
| LHXL3Harris Technologies Inc | $256.2K | 0.2% | 1,082 |
| INTUIntuit Inc | $255K | 0.2% | 925 |
| FENIFidelity Enhanced International ETF | $247.9K | 0.2% | 6,212 |
| FBCGFidelity Blue Chip Growth ETF | $244.7K | 0.2% | 3,872 |
| VLUEiShares MSCI USA Value Factor ETF | $236.6K | 0.2% | 1,195 |
| AVGOBroadcom Inc | $233K | 0.2% | 664 |
| TRANE TECHNOLOGIES PLC | $214.4K | 0.2% | 474 |
| IBMInternational Business Machines Corp | $206.2K | 0.2% | 938 |
| SPCXSpace Exploration Technologies Corp | $201.9K | 0.2% | 1,339 |
| ABERDEEN INDIA FD INC | $113.4K | 0.1% | 10,654 |
Quarter ending 2026-09-30.
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