SUCCESSION FINANCIAL, INC. — 13F Holdings & Portfolio
CIK 2149098 · latest 13F-HR filed 2026-08-07
SUCCESSION FINANCIAL, INC. manages $105.2M in 13F-reported U.S. long-equity assets across 50 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPXL (37.41%), TXN (14.04%), VTC (9.91%).
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 152
MCKINNEY, TX 75069
$105.2M
Long-equity book
50
Distinct positions
2026-06-30
Filed 2026-08-07
—
no prior filing cached
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIREXION SHARES ETF TRUST | SPXL | 25459W862 | $39.3M | 37.41% | 145,356 | SH |
| 2 | TEXAS INSTRS INC | TXN | 882508104 | $14.8M | 14.04% | 49,531 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VTC | 92206C573 | $10.4M | 9.91% | 135,694 | SH |
| 4 | SPDR GOLD TR | GLD | 78463V107 | $5.4M | 5.09% | 14,534 | SH |
| 5 | RBB FD INC | TBIL | 74933W452 | $4.8M | 4.58% | 96,714 | SH |
| 6 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $3.9M | 3.67% | 124,191 | SH |
| 7 | FIDELITY COVINGTON TRUST | FTEC | 316092808 | $3.4M | 3.25% | 11,956 | SH |
| 8 | STATE STR SPDR S&P 500 ETF T Call | SPY | 78462F103 | $2.1M | 2.03% | 133 | SH |
| 9 | ISHARES TR | TLH | 464288653 | $1.7M | 1.58% | 16,522 | SH |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $1.5M | 1.42% | 2 | SH |
| 11 | VANGUARD WORLD FD | VGT | 92204A702 | $1.5M | 1.41% | 12,440 | SH |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.2M | 1.11% | 2,341 | SH |
| 13 | PROSHARES TR | NOBL | 74348A467 | $1.1M | 1.07% | 19,980 | SH |
| 14 | APPLE INC | AAPL | 037833100 | $930.1K | 0.88% | 3,214 | SH |
| 15 | MARATHON PETE CORP | MPC | 56585A102 | $767.0K | 0.73% | 3,000 | SH |
| 16 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $763.3K | 0.73% | 1,022 | SH |
| 17 | ISHARES TR | MUB | 464288414 | $637.8K | 0.61% | 5,926 | SH |
| 18 | VANGUARD INDEX FDS | VUG | 922908736 | $609.7K | 0.58% | 7,078 | SH |
| 19 | PALO ALTO NETWORKS INC | PANW | 697435105 | $546.3K | 0.52% | 1,602 | SH |
| 20 | ISHARES TR | IVV | 464287200 | $502.4K | 0.48% | 671 | SH |
| 21 | CAPITAL GRP FIXED INCM ETF T | CGMU | 14020Y201 | $498.9K | 0.47% | 18,162 | SH |
| 22 | AMAZON COM INC | AMZN | 023135106 | $498.8K | 0.47% | 2,093 | SH |
| 23 | ALPHABET INC | GOOG | 02079K107 | $486.9K | 0.46% | 1,378 | SH |
| 24 | CAPITAL SOUTHWEST CORP | CSWC | 140501AE7 | $486.6K | 0.46% | 465,000 | SH |
| 25 | TRAVELERS COMPANIES INC | TRV | 89417E109 | $462.8K | 0.44% | 1,402 | SH |
| 26 | VANGUARD INDEX FDS | VTI | 922908769 | $431.8K | 0.41% | 1,167 | SH |
| 27 | ETF SER SOLUTIONS | UFOX | 26922A289 | $420.1K | 0.40% | 4,421 | SH |
| 28 | ISHARES TR | HDV | 46429B663 | $409.5K | 0.39% | 14,938 | SH |
| 29 | CHEVRON CORPORATION | CVX | 166764100 | $372.8K | 0.35% | 2,249 | SH |
| 30 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $363.1K | 0.35% | 1,906 | SH |
| 31 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $359.8K | 0.34% | 1,280 | SH |
| 32 | EXXON MOBIL CORP | XOM | 30231G102 | $312.9K | 0.30% | 2,289 | SH |
| 33 | VANGUARD INDEX FDS | VTV | 922908744 | $300.3K | 0.29% | 1,378 | SH |
| 34 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $294.7K | 0.28% | 617 | SH |
| 35 | MICROSOFT CORP | MSFT | 594918104 | $290.1K | 0.28% | 778 | SH |
| 36 | GENERAL DYNAMICS CORP | GD | 369550108 | $279.3K | 0.27% | 788 | SH |
| 37 | L3HARRIS TECHNOLOGIES INC | LHX | 502431109 | $267.0K | 0.25% | 919 | SH |
| 38 | ISHARES TR | IYW | 464287721 | $252.2K | 0.24% | 1,000 | SH |
| 39 | BROADCOM INC | AVGO | 11135F101 | $242.7K | 0.23% | 643 | SH |
| 40 | INTUIT | INTU | 461202103 | $241.4K | 0.23% | 925 | SH |
| 41 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $241.0K | 0.23% | 2,066 | SH |
| 42 | VANGUARD INDEX FDS | VO | 922908629 | $237.2K | 0.23% | 2,944 | SH |
| 43 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $233.0K | 0.22% | 474 | SH |
| 44 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $225.5K | 0.21% | 1,320 | SH |
| 45 | FIDELITY COVINGTON TRUST | FENI | 31609A404 | $219.5K | 0.21% | 5,471 | SH |
| 46 | META PLATFORMS INC | META | 30303M102 | $213.5K | 0.20% | 379 | SH |
| 47 | FIDELITY COVINGTON TRUST | FBCG | 316092352 | $210.3K | 0.20% | 3,386 | SH |
| 48 | ISHARES TR | VLUE | 46432F388 | $208.0K | 0.20% | 1,041 | SH |
| 49 | FS KKR CAP CORP | FSK | 302635206 | $186.1K | 0.18% | 17,728 | SH |
| 50 | ABERDEEN INDIA FD INC | IFN | 454089103 | $125.2K | 0.12% | 10,654 | SH |