StockDriftsStockDriftsTop 47 Succession Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPXL | DIREXION SHARES ETF TRUST | 38.18% | 145.4K | $39.3M | new | $220.44(+34.34%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 14.33% | 49.5K | $14.8M | new | $242.25(+17.52%) | 2026-06-30 | |
| VTC | VANGUARD SCOTTSDALE FDS | 10.11% | 135.7K | $10.4M | new | $76.60(-1.81%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 5.2% | 14.5K | $5.4M | new | $391.48(+3.09%) | 2026-06-30 | |
| TBIL | RBB FD INC | 4.68% | 96.7K | $4.8M | new | $49.86(+0.11%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 3.75% | 124.2K | $3.9M | new | $29.20(+11.20%) | 2026-06-30 | |
| FTEC | FIDELITY COVINGTON TRUST | 3.31% | 12.0K | $3.4M | new | $242.51(+18.48%) | 2026-06-30 | |
| TLH | ISHARES TR | 1.61% | 16.5K | $1.7M | new | $100.49(-3.66%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1.45% | 2 | $1.5M | new | $730775.00(+7.52%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 1.44% | 12.4K | $1.5M | new | $101.55(+18.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Succession Financial INC reports $105.18M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are SPXL (38.2%), TXN (14.3%) and VTC (10.1%). The top 20 holdings account for 91.38% of reported assets. Figures reflect the Q2 2026 filing.
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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