SUCCESSION FINANCIAL, INC. — 13F Holdings & Portfolio
CIK 2149098 · latest 13F-HR filed 2026-10-14
SUCCESSION FINANCIAL, INC. manages $104.0M in 13F-reported U.S. long-equity assets across 48 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SPXL (37.65%), TXN (13.35%), VTC (7.85%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 6 new positions and exited 8; 16 existing positions rose in reported value and 11 fell.
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.
Long-equity book
Distinct positions
Filed 2026-10-14
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
2 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 83.1%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Sep 10, 2026.
STE. 152
MCKINNEY, TX 75069
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BRIDGMAN, BARBARA, J Control | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER since Mar 2023 | Less than 5% | Individual |
| WOLFE, ERIC, EDWARD Control | MANAGING PRINCIPAL since Oct 2018 | 50–75% | Individual |
Ownership & leadership changes · 1 filing with changes since May 23, 2025
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedBRIDGMAN, BARBARA, J · ownership 50–75% → Less than 5%
- ListedBRIDGMAN, BARBARA, J · DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER · 50–75% · control person
- ListedWOLFE, ERIC, EDWARD · MANAGING PRINCIPAL · 50–75% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$3.0M +77.8%
- FIDELITY COVINGTON TRUST$1.8M +53.6%
- PALANTIR TECHNOLOGIES INC$659.6K +273.6%
- MICROSOFT CORP$601.7K +207.4%
- MARATHON PETE CORP$419.2K +54.7%
Top Trims
- VANGUARD SCOTTSDALE FDS-$2.3M -21.7%
- TEXAS INSTRS INC-$890.6K -6.0%
- INTERNATIONAL BUSINESS MACHS-$153.6K -42.7%
- ISHARES TR-$114.2K -22.7%
- ETF SER SOLUTIONS-$44.2K -10.5%
New Positions
- FIDELITY COVINGTON TRUST$1.6M
- FLEXSHARES TR$662.6K
- JPMORGAN CHASE & CO$534.0K
- NVIDIA CORPORATION$495.5K
- EXXONMOBIL HOLDINGS CORP$359.0K
Exited Positions
- RBB FD INC$4.8M
- ISHARES TR$1.7M
- VANGUARD INDEX FDS$609.7K
- TRAVELERS COMPANIES INC$462.8K
- EXXON MOBIL CORP$312.9K
SUCCESSION FINANCIAL, INC. Holdings (2026-09-30)
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 | $39.1M | 37.65% | 139,233 | SH |
| 2 | TEXAS INSTRS INC | TXN | 882508104 | $13.9M | 13.35% | 49,531 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VTC | 92206C573 | $8.2M | 7.85% | 112,099 | SH |
| 4 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $6.9M | 6.61% | 218,205 | SH |
| 5 | SPDR GOLD TR | GLD | 78463V107 | $5.4M | 5.24% | 14,291 | SH |
| 6 | FIDELITY COVINGTON TRUST | FTEC | 316092808 | $5.2M | 5.05% | 17,483 | SH |
| 7 | STATE STR SPDR S&P 500 ETF T Call | SPY | 78462F103 | $2.2M | 2.13% | 127 | SH |
| 8 | FIDELITY COVINGTON TRUST | FELC | 316092113 | $1.6M | 1.56% | 37,358 | SH |
| 9 | VANGUARD WORLD FD | VGT | 92204A702 | $1.6M | 1.50% | 12,440 | SH |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $1.5M | 1.44% | 2 | SH |
| 11 | MARATHON PETE CORP | MPC | 56585A102 | $1.2M | 1.14% | 3,000 | SH |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.1M | 1.08% | 2,253 | SH |
| 13 | PROSHARES TR | NOBL | 74348A467 | $1.1M | 1.04% | 19,980 | SH |
| 14 | APPLE INC | AAPL | 037833100 | $1.1M | 1.03% | 3,217 | SH |
| 15 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $900.6K | 0.87% | 4,815 | SH |
| 16 | MICROSOFT CORP | MSFT | 594918104 | $891.8K | 0.86% | 1,739 | SH |
| 17 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $779.5K | 0.75% | 1,022 | SH |
| 18 | FLEXSHARES TR | SKOR | 33939L761 | $662.6K | 0.64% | 14,173 | SH |
| 19 | PALO ALTO NETWORKS INC | PANW | 697435105 | $636.5K | 0.61% | 1,602 | SH |
| 20 | ISHARES TR | MUB | 464288414 | $599.1K | 0.58% | 5,926 | SH |
| 21 | AMAZON COM INC | AMZN | 023135106 | $565.7K | 0.54% | 2,270 | SH |
| 22 | JPMORGAN CHASE & CO | JPM | 46625H100 | $534.0K | 0.51% | 1,614 | SH |
| 23 | NVIDIA CORPORATION | NVDA | 67066G104 | $495.5K | 0.48% | 2,170 | SH |
| 24 | CAPITAL SOUTHWEST CORP | CSWC | 140501AE7 | $488.5K | 0.47% | 464,000 | SH |
| 25 | CAPITAL GRP FIXED INCM ETF T | CGMU | 14020Y201 | $471.1K | 0.45% | 18,162 | SH |
| 26 | ALPHABET INC | GOOG | 02079K107 | $471.0K | 0.45% | 1,382 | SH |
| 27 | CHEVRON CORPORATION | CVX | 166764100 | $459.3K | 0.44% | 2,249 | SH |
| 28 | VANGUARD INDEX FDS | VTI | 922908769 | $445.3K | 0.43% | 1,190 | SH |
| 29 | ISHARES TR | HDV | 46429B663 | $417.7K | 0.40% | 14,938 | SH |
| 30 | ISHARES TR | IVV | 464287200 | $388.1K | 0.37% | 507 | SH |
| 31 | ETF SER SOLUTIONS | UFOX | 26922A289 | $375.9K | 0.36% | 4,421 | SH |
| 32 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $373.1K | 0.36% | 1,906 | SH |
| 33 | EXXONMOBIL HOLDINGS CORP | XOM | 30233Q108 | $359.0K | 0.35% | 2,206 | SH |
| 34 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $286.3K | 0.28% | 628 | SH |
| 35 | META PLATFORMS INC | META | 30303M102 | $273.5K | 0.26% | 377 | SH |
| 36 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $267.6K | 0.26% | 554 | SH |
| 37 | ISHARES TR | IYW | 464287721 | $264.9K | 0.25% | 1,000 | SH |
| 38 | GENERAL DYNAMICS CORP | GD | 369550108 | $261.6K | 0.25% | 788 | SH |
| 39 | L3HARRIS TECHNOLOGIES INC | LHX | 502431109 | $256.2K | 0.25% | 1,082 | SH |
| 40 | INTUIT | INTU | 461202103 | $255.0K | 0.25% | 925 | SH |
| 41 | FIDELITY COVINGTON TRUST | FENI | 31609A404 | $247.9K | 0.24% | 6,212 | SH |
| 42 | FIDELITY COVINGTON TRUST | FBCG | 316092352 | $244.7K | 0.24% | 3,872 | SH |
| 43 | ISHARES TR | VLUE | 46432F388 | $236.6K | 0.23% | 1,195 | SH |
| 44 | BROADCOM INC | AVGO | 11135F101 | $233.0K | 0.22% | 664 | SH |
| 45 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $214.4K | 0.21% | 474 | SH |
| 46 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $206.2K | 0.20% | 938 | SH |
| 47 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $201.9K | 0.19% | 1,339 | SH |
| 48 | ABERDEEN INDIA FD INC | IFN | 454089103 | $113.4K | 0.11% | 10,654 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-14 | $104.0M | 48 | 0001754960-26-000874 |
| 2026-06-30 | 2026-08-07 | $105.2M | 50 | 0001754960-26-000705 |
SUITE 152
MCKINNEY, TX 75069