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SF
Succession Financial 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
% of AUM
94.33%
Top 10 Holdings %
Top 10 Hldgs %
82.97%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Direxion Daily S&P 500 Bull 3x ETF
SPXL
|
+$36.7M |
| 2 |
Texas Instruments
TXN
|
+$13.7M |
| 3 |
Vanguard Total Corporate Bond ETF
VTC
|
+$10.4M |
| 4 |
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% |
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Succession Financial's Q2 2026 Portfolio in Review
Q2 2026 is the first quarter with a 13F filing on record for Succession Financial, 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's largest Q2 2026 buy was Direxion Daily S&P 500 Bull 3x ETF: 145,356 shares worth $39.3M.
- Succession Financial's ten largest holdings make up 83% of its $105M portfolio in Q2 2026.
- Succession Financial disclosed 50 positions in Q2 2026, its first 13F filing on record.
Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.