§ 13F · FUND PROFILE
Successful Portfolios LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $162.7T (13F)Positions · 169Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$196.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 13K | $9.3T | 4.7% | NEW |
| 2 | SPY | SPDR S&P 500 ETF TR | 13K | $9.0T | 4.6% | NEW |
| 3 | BSV | VANGUARD BD INDEX FDS | 99K | $7.8T | 4.0% | NEW |
| 4 | VTI | VANGUARD INDEX FDS | 18K | $6.3T | 3.2% | NEW |
| 5 | WMT | WALMART INC | 54K | $6.2T | 3.2% | NEW |
| 6 | SCHB | SCHWAB STRATEGIC TR | 223K | $6.0T | 3.0% | NEW |
| 7 | MSFT | MICROSOFT CORP | 12K | $5.9T | 3.0% | NEW |
| 8 | NVDA | NVIDIA CORPORATION | 29K | $5.4T | 2.7% | NEW |
| 9 | SCHO | SCHWAB STRATEGIC TR | 217K | $5.3T | 2.7% | NEW |
| 10 | AAPL | APPLE INC | 20K | $5.3T | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUCCESSFUL SIGNAL
AC read
Successful Portfolios LLC is a Other fund managing $162666.4 trillion in assets. The fund runs a portfolio of 169 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed