SUCCESSION FINANCIAL, INC.
CIK 2149098 · Holdings on Jun 30, 2026 · First reported Aug 7, 2026
Top ten holdings
Q2 2026- SPXL38.18%
- TXN14.33%
- VTC10.11%
- GLD5.20%
- TBIL4.68%
- FNDX3.75%
- FTEC3.31%
- TLH1.61%
- BRK.A1.45%
- VGT1.44%
Share classes counted separately84.06%
Portfolio value by quarter
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPXLDIREXION DAILY S&P 500 BULLDA 500 BU 3X ETF View history and evidence | $39.34M | 38.18% | 145.36K shares | Prior unavailable — | — | ▾ |
| 02 | TXNTEXAS INSTRUMENTS INC View history and evidence | $14.76M | 14.33% | 49.53K shares | Prior unavailable — | — | ▾ |
| 03 | VTCVANGUARD TOTAL CORPORATE BNDTOTAL CORP BND View history and evidence | $10.42M | 10.11% | 135.69K shares | Prior unavailable — | — | ▾ |
| 04 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $5.35M | 5.20% | 14.53K shares | Prior unavailable — | — | ▾ |
| 05 | TBILF/M US TREASURY 3 MONTH BILLF/M US TREASURY View history and evidence | $4.82M | 4.68% | 96.71K shares | Prior unavailable — | — | ▾ |
| 06 | FNDXSCHWAB FNDMNTL US LRG CO ETFFUNDAMENTAL US L View history and evidence | $3.86M | 3.75% | 124.19K shares | Prior unavailable — | — | ▾ |
| 07 | FTECFIDELITY MSCI INFO TECH INDXMSCI INFO TECH I View history and evidence | $3.41M | 3.31% | 11.96K shares | Prior unavailable — | — | ▾ |
| 08 | TLHISHARES 10-20 YEAR TREASURY10-20 YR TRS ETF View history and evidence | $1.66M | 1.61% | 16.52K shares | Prior unavailable — | — | ▾ |
| 09 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $1.50M | 1.45% | 2 shares | Prior unavailable — | — | ▾ |
| 10 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $1.49M | 1.44% | 12.44K shares | Prior unavailable — | — | ▾ |
Options overlay 1
$2.14M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Call | 133 | $2.14M | — | ▾ |
1 / 1 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2149098 · Period 2026-06-30
Data loaded 2026-09-21 · First reported 2026-08-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 105180549
}Research all 50 reported holdings.
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