StockDriftsStockDriftsTop 50 Successful Portfolios LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.13% | 14.3K | $11.1M | -0.03%(-4) | $456.13(+68.82%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.43% | 12.4K | $9.6M | +0.07%(+9) | $277.00(+176.71%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.41% | 125.5K | $9.6M | +4.22%(+5.08K) | $77.68(-1.48%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.64% | 20.8K | $7.9M | +1.98%(+404) | $223.77(+67.82%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.06% | 27.9K | $6.6M | -2.40%(-687) | $4.96(+4273.91%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.04% | 19.8K | $6.6M | +0.21%(+41) | $62.31(+450.36%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.96% | 32.0K | $6.4M | -2.34%(-767) | $30.71(+505.58%) | 2026-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.88% | 209.4K | $6.2M | +0.57%(+1.18K) | $13.75(+113.76%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.8% | 11.6K | $6.1M | -0.02%(-2) | $112.30(+375.07%) | 2026-09-30 | |
| SCHO | SCHWAB STRATEGIC TR | 2.65% | 241.3K | $5.8M | +4.82%(+11.10K) | $24.93(-4.15%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.65% | +75.61% | +11.43% | +71.78% |
| Top 20 Holdings Unweighted | +19.30% | +69.80% | +10.63% | +65.70% |
Successful Portfolios LLC reports $216.83M in US-listed equity holdings across 198 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.1%), SPY (4.4%) and BSV (4.4%). The top 20 holdings account for 51.97% of reported assets. Its disclosed equity book has returned +75.61% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Successful Portfolios LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1721780). View Successful Portfolios LLC’s 13F filings on SEC