StockDriftsStockDriftsTop 50 Successful Portfolios LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.06% | 14.3K | $10.8M | +2.67%(+372) | $456.13(+70.77%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.37% | 120.5K | $9.3M | +10.19%(+11.13K) | $77.70(-0.11%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.36% | 12.4K | $9.3M | -0.89%(-112) | $276.65(+180.26%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.54% | 20.4K | $7.6M | +3.92%(+768) | $220.83(+73.60%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.92% | 19.8K | $6.2M | -0.73%(-146) | $61.80(+394.17%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.84% | 32.7K | $6.1M | +1.88%(+604) | $30.71(+521.12%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.84% | 208.2K | $6.1M | -0.28%(-589) | $13.67(+119.58%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.73% | 28.6K | $5.8M | -0.97%(-281) | $4.96(+4454.74%) | 2026-06-30 | |
| WMT | WALMART INC | 2.7% | 51.0K | $5.8M | -0.26%(-134) | $34.27(+235.26%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 2.59% | 230.2K | $5.5M | +3.24%(+7.22K) | $24.98(-3.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.48% | +70.58% | +11.31% | +70.89% |
| Top 20 Holdings Unweighted | +18.62% | +66.92% | +10.78% | +66.87% |
Successful Portfolios LLC reports $214.13M in US-listed equity holdings across 199 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.1%), BSV (4.4%) and SPY (4.4%). The top 20 holdings account for 50.94% of reported assets. Its disclosed equity book has returned +70.58% on a three-year cumulative basis. Figures reflect the Q2 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