StockDriftsStockDriftsTop 44 Succession Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPXL | DIREXION SHARES ETF TRUST | 38.47% | 139.2K | $39.1M | -4.21%(-6.12K) | $220.44(+28.66%) | 2026-09-30 | |
| TXN | TEXAS INSTRS INC | 13.64% | 49.5K | $13.9M | +0.00%(+0) | $242.25(+14.00%) | 2026-09-30 | |
| VTC | VANGUARD SCOTTSDALE FDS | 8.02% | 112.1K | $8.2M | -17.39%(-23.59K) | $76.60(-4.43%) | 2026-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 6.75% | 218.2K | $6.9M | +75.70%(+94.01K) | $30.10(+7.77%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 5.35% | 14.3K | $5.4M | -1.67%(-243) | $391.48(-3.01%) | 2026-09-30 | |
| FTEC | FIDELITY COVINGTON TRUST | 5.16% | 17.5K | $5.2M | +46.23%(+5.53K) | $258.41(+11.18%) | 2026-09-30 | |
| FELC | FIDELITY COVINGTON TRUST | 1.59% | 37.4K | $1.6M | new | $42.61(+1.91%) | 2026-09-30 | |
| VGT | VANGUARD WORLD FD | 1.54% | 12.4K | $1.6M | +0.00%(+0) | $101.55(+18.49%) | 2026-09-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1.47% | 2 | $1.5M | +0.00%(+0) | $730775.00(+9.29%) | 2026-09-30 | |
| MPC | MARATHON PETE CORP | 1.17% | 3.0K | $1.2M | +0.00%(+0) | $250.42(+89.16%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.07% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.92% |
Succession Financial INC reports $103.95M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are SPXL (38.5%), TXN (13.6%) and VTC (8.0%). The top 20 holdings account for 91.34% of reported assets. Its disclosed equity book has returned +1.07% cumulatively over 1 quarter. 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 Succession Financial INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2149098). View Succession Financial INC’s 13F filings on SEC