SUCCESSION FINANCIAL, INC.: 13F holdings
CIK 21490982026Q2
| Positions | 49 |
|---|---|
| Reported value | $105.2m |
| Filed | 2026-08-07 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPXL DIREXION SHARES ETF TRUST | 145,356 | $39.3m | 37.4% |
| TXN TEXAS INSTRS INC | 49,531 | $14.8m | 14.0% |
| VTC VANGUARD SCOTTSDALE FDS | 135,694 | $10.4m | 9.9% |
| GLD SPDR GOLD TR | 14,534 | $5.4m | 5.1% |
| TBIL RBB FD INC | 96,714 | $4.8m | 4.6% |
| FNDX SCHWAB STRATEGIC TR | 124,191 | $3.9m | 3.7% |
| FTEC FIDELITY COVINGTON TRUST | 11,956 | $3.4m | 3.2% |
| TLH ISHARES TR | 16,522 | $1.7m | 1.6% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 2 | $1.5m | 1.4% |
| VGT VANGUARD WORLD FD | 12,440 | $1.5m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2149098")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.