# SUCCESSION FINANCIAL, INC.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2149098. Source: https://holderbook.com/funds/2149098-succession-financial-inc/

- Reported value: $105.2M
- Positions: 49
- Weight of the ten largest: 83.7%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIREXION SHARES ETF TRUST | [SPXL](https://holderbook.com/stocks/SPXL/) | $39.3M | 145,356 | 37.4% | 1 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $14.8M | 49,531 | 14.0% | 1 |
| VANGUARD SCOTTSDALE FDS | [VTC](https://holderbook.com/stocks/VTC/) | $10.4M | 135,694 | 9.9% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $5.4M | 14,534 | 5.1% | 1 |
| RBB FD INC | [TBIL](https://holderbook.com/stocks/TBIL/) | $4.8M | 96,714 | 4.6% | 1 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $3.9M | 124,191 | 3.7% | 1 |
| FIDELITY COVINGTON TRUST | [FTEC](https://holderbook.com/stocks/FTEC/) | $3.4M | 11,956 | 3.2% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.9M | 1,022 | 2.8% | 1 |
| ISHARES TR | [TLH](https://holderbook.com/stocks/TLH/) | $1.7M | 16,522 | 1.6% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $1.5M | 2 | 1.4% | 1 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $1.5M | 12,440 | 1.4% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.2M | 2,341 | 1.1% | 1 |
| PROSHARES TR | [NOBL](https://holderbook.com/stocks/NOBL/) | $1.1M | 19,980 | 1.1% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $930.1K | 3,214 | 0.9% | 1 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $767.0K | 3,000 | 0.7% | 1 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $637.8K | 5,926 | 0.6% | 1 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $609.7K | 7,078 | 0.6% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $546.3K | 1,602 | 0.5% | 1 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $502.4K | 671 | 0.5% | 1 |
| CAPITAL GRP FIXED INCM ETF T | [CGMU](https://holderbook.com/stocks/CGMU/) | $498.9K | 18,162 | 0.5% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $498.8K | 2,093 | 0.5% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $486.9K | 1,378 | 0.5% | 1 |
| CAPITAL SOUTHWEST CORP | - | $486.6K | 465,000 | 0.5% | 1 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $462.8K | 1,402 | 0.4% | 1 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $431.8K | 1,167 | 0.4% | 1 |
| ETF SER SOLUTIONS | [UFOX](https://holderbook.com/stocks/UFOX/) | $420.1K | 4,421 | 0.4% | 1 |
| ISHARES TR | [HDV](https://holderbook.com/stocks/HDV/) | $409.5K | 14,938 | 0.4% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $372.8K | 2,249 | 0.4% | 1 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $363.1K | 1,906 | 0.3% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $359.8K | 1,280 | 0.3% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $312.9K | 2,289 | 0.3% | 1 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $300.3K | 1,378 | 0.3% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $294.7K | 617 | 0.3% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $290.1K | 778 | 0.3% | 1 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $279.3K | 788 | 0.3% | 1 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $267.0K | 919 | 0.3% | 1 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $252.2K | 1,000 | 0.2% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $242.7K | 643 | 0.2% | 1 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $241.4K | 925 | 0.2% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $241.0K | 2,066 | 0.2% | 1 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $237.2K | 2,944 | 0.2% | 1 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $233.0K | 474 | 0.2% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $225.5K | 1,320 | 0.2% | 1 |
| FIDELITY COVINGTON TRUST | [FENI](https://holderbook.com/stocks/FENI/) | $219.5K | 5,471 | 0.2% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $213.5K | 379 | 0.2% | 1 |
| FIDELITY COVINGTON TRUST | [FBCG](https://holderbook.com/stocks/FBCG/) | $210.3K | 3,386 | 0.2% | 1 |
| ISHARES TR | [VLUE](https://holderbook.com/stocks/VLUE/) | $208.0K | 1,041 | 0.2% | 1 |
| FS KKR CAP CORP | [FSK](https://holderbook.com/stocks/FSK/) | $186.1K | 17,728 | 0.2% | 1 |
| ABERDEEN INDIA FD INC | [IFN](https://holderbook.com/stocks/IFN/) | $125.2K | 10,654 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $105.2M | 49 |