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SFI

SUCCESSION FINANCIAL, INC. Portfolio holdings

AUM $105M
This Fund
S&P 500
This Quarter Est. Return
+28.98%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$99.2M
Cap. Flow %
94.33%
Top 10 Hldgs %
82.97%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$36.7M
2
TXN icon
Texas Instruments
TXN
+$13.7M
3
VTC icon
Vanguard Total Corporate Bond ETF
VTC
+$10.4M
4
GLD icon
SPDR Gold Trust
GLD
+$6.02M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$4.83M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 17.03%
2 Financials 3.15%
3 Energy 1.38%
4 Industrials 0.96%
5 Communication Services 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UFOX
26
Defiance Space and Connective Tech ETF
UFOX
$911M
$420K 0.4%
+4,421
New +$392K
HDV
27
iShares Core High Dividend ETF
HDV
$14.9B
$409K 0.39%
+14,938
New +$406K
CVX icon
28
Chevron
CVX
$366B
$373K 0.35%
+2,249
New +$419K
XLK icon
29
State Street Technology Select Sector SPDR ETF
XLK
$124B
$363K 0.35%
+1,906
New +$326K
IBM icon
30
IBM
IBM
$224B
$360K 0.34%
+1,280
New +$322K
XOM icon
31
ExxonMobil
XOM
$634B
$313K 0.3%
+2,289
New +$343K
VTV icon
32
Vanguard Morningstar Value ETF
VTV
$191B
$300K 0.29%
+1,378
New +$288K
TSM icon
33
TSMC
TSM
$2.18T
$295K 0.28%
+617
New +$250K
MSFT icon
34
Microsoft
MSFT
$3.71T
$290K 0.28%
+778
New +$315K
GD icon
35
General Dynamics
GD
$106B
$279K 0.27%
+788
New +$270K
LHX icon
36
L3Harris
LHX
$53.4B
$267K 0.25%
+919
New +$292K
IYW icon
37
iShares US Technology ETF
IYW
$25.2B
$252K 0.24%
+1,000
New +$230K
AVGO icon
38
Broadcom
AVGO
$2.04T
$243K 0.23%
+643
New +$258K
INTU icon
39
Intuit
INTU
$89B
$241K 0.23%
+925
New +$322K
PLTR icon
40
Palantir
PLTR
$413B
$241K 0.23%
+2,066
New +$282K
VO icon
41
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$237K 0.23%
+2,944
New +$228K
TT icon
42
Trane Technologies
TT
$106B
$233K 0.22%
+474
New +$222K
SPCX
43
SpaceX
SPCX
$1.75T
$226K 0.21%
+1,320
New +$224K
FENI icon
44
Fidelity Enhanced International ETF
FENI
$11.2B
$220K 0.21%
+5,471
New +$216K
META icon
45
Meta Platforms (Facebook)
META
$1.51T
$214K 0.2%
+379
New +$232K
FBCG
46
Fidelity Blue Chip Growth ETF
FBCG
$7.25B
$210K 0.2%
+3,386
New +$201K
VLUE icon
47
iShares MSCI USA Value Factor ETF
VLUE
$9.44B
$208K 0.2%
+1,041
New +$186K
FSK icon
48
FS KKR Capital
FSK
$3.44B
$186K 0.18%
+17,728
New +$191K
IFN
49
Aberdeen India Fund
IFN
$504M
$125K 0.12%
+10,654
New +$123K
1
2

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SUCCESSION FINANCIAL, INC.'s Q2 2026 Portfolio in Review

Q2 2026 is the first quarter with a 13F filing on record for SUCCESSION FINANCIAL, INC., which disclosed 50 positions worth $105M. Its ten largest holdings account for 83% of the portfolio.

Its largest position is Direxion Daily S&P 500 Bull 3x ETF: 145,356 shares worth $39.3M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Financials and Energy.

  • SUCCESSION FINANCIAL, INC.'s largest Q2 2026 buy was Direxion Daily S&P 500 Bull 3x ETF: 145,356 shares worth $39.3M.
  • SUCCESSION FINANCIAL, INC.'s ten largest holdings make up 83% of its $105M portfolio in Q2 2026.
  • SUCCESSION FINANCIAL, INC. disclosed 50 positions in Q2 2026, its first 13F filing on record.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.