SUCCESSION FINANCIAL, INC.
Reported holdings as of Q2 2026, from 1 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| DIREXION SHARES ETF TRUST | SPXL | $39.3M | 145,356 | - | new | FIRST | |
| TEXAS INSTRS INC | TXN | $14.8M | 49,531 | - | new | FIRST | |
| VANGUARD SCOTTSDALE FDS | VTC | $10.4M | 135,694 | - | new | FIRST | |
| SPDR GOLD TR | GLD | $5.4M | 14,534 | - | new | FIRST | |
| RBB FD INC | TBIL | $4.8M | 96,714 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | FNDX | $3.9M | 124,191 | - | new | FIRST | |
| FIDELITY COVINGTON TRUST | FTEC | $3.4M | 11,956 | - | new | FIRST | |
| STATE STR SPDR S&P 500 ETF T OPT | SPY | $2.9M | 1,022 | - | new | FIRST | |
| ISHARES TR | TLH | $1.7M | 16,522 | - | new | FIRST | |
| BERKSHIRE HATHAWAY INC DEL | BRKA | $1.5M | 2 | - | new | FIRST | |
| VANGUARD WORLD FD | VGT | $1.5M | 12,440 | - | new | FIRST | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $1.2M | 2,341 | - | new | FIRST | |
| PROSHARES TR | NOBL | $1.1M | 19,980 | - | new | FIRST | |
| APPLE INC | AAPL | $930.1K | 3,214 | - | new | FIRST | |
| MARATHON PETE CORP | MPC | $767.0K | 3,000 | - | new | FIRST | |
| ISHARES TR | MUB | $637.8K | 5,926 | - | new | FIRST | |
| VANGUARD INDEX FDS | VUG | $609.7K | 7,078 | - | new | FIRST | |
| PALO ALTO NETWORKS INC | PANW | $546.3K | 1,602 | - | new | FIRST | |
| ISHARES TR | IVV | $502.4K | 671 | - | new | FIRST | |
| CAPITAL GRP FIXED INCM ETF T | CGMU | $498.9K | 18,162 | - | new | FIRST | |
| AMAZON COM INC | AMZN | $498.8K | 2,093 | - | new | FIRST | |
| ALPHABET INC | GOOG | $486.9K | 1,378 | - | new | FIRST | |
| CAPITAL SOUTHWEST CORP | $486.6K | 465,000 | - | new | DEBT | ||
| TRAVELERS COMPANIES INC | TRV | $462.8K | 1,402 | - | new | FIRST | |
| VANGUARD INDEX FDS | VTI | $431.8K | 1,167 | - | new | FIRST | |
| ETF SER SOLUTIONS | UFOX | $420.1K | 4,421 | - | new | FIRST | |
| ISHARES TR | HDV | $409.5K | 14,938 | - | new | FIRST | |
| CHEVRON CORPORATION | CVX | $372.8K | 2,249 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLK | $363.1K | 1,906 | - | new | FIRST | |
| INTERNATIONAL BUSINESS MACHS | IBM | $359.8K | 1,280 | - | new | FIRST | |
| EXXON MOBIL CORP | XOMXXXX | $312.9K | 2,289 | - | new | FIRST | |
| VANGUARD INDEX FDS | VTV | $300.3K | 1,378 | - | new | FIRST | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $294.7K | 617 | - | new | FIRST | |
| MICROSOFT CORP | MSFT | $290.1K | 778 | - | new | FIRST | |
| GENERAL DYNAMICS CORP | GD | $279.3K | 788 | - | new | FIRST | |
| L3HARRIS TECHNOLOGIES INC | LHX | $267.0K | 919 | - | new | FIRST | |
| ISHARES TR | IYW | $252.2K | 1,000 | - | new | FIRST | |
| BROADCOM INC | AVGO | $242.7K | 643 | - | new | FIRST | |
| INTUIT | INTU | $241.4K | 925 | - | new | FIRST | |
| PALANTIR TECHNOLOGIES INC | PLTR | $241.0K | 2,066 | - | new | FIRST | |
| VANGUARD INDEX FDS | VO | $237.2K | 2,944 | - | new | FIRST | |
| TRANE TECHNOLOGIES PLC | TT | $233.0K | 474 | - | new | FIRST | |
| SPACE EXPLORATION TECHN CORP | SPCX | $225.5K | 1,320 | - | new | FIRST | |
| FIDELITY COVINGTON TRUST | FENI | $219.5K | 5,471 | - | new | FIRST | |
| META PLATFORMS INC | META | $213.5K | 379 | - | new | FIRST | |
| FIDELITY COVINGTON TRUST | FBCG | $210.3K | 3,386 | - | new | FIRST | |
| ISHARES TR | VLUE | $208.0K | 1,041 | - | new | FIRST | |
| FS KKR CAP CORP | FSK | $186.1K | 17,728 | - | new | FIRST | |
| ABERDEEN INDIA FD INC | IFN | $125.2K | 10,654 | - | new | FIRST |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $15.3M | 14.5% |
| Capital Markets | $5.4M | 5.1% |
| Funds & ETFs | $3.2M | 3.1% |
| Insurance | $3.1M | 3.0% |
| Computer Hardware | $1.8M | 1.7% |
| Other sectors | $3.9M | 3.7% |
| Not classified | $72.5M | 68.9% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $105.2M | 49 | 0 | 0 | 0 | 0 | 83.7% | 38 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.