§ 13F · FUND PROFILE
Successful Portfolios LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $163M (13F)Positions · 169Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 14K | $9M | 5.0% | +4% |
| 2 | BSV | VANGUARD BD INDEX FDS | 109K | $9M | 4.7% | +10% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 13K | $8M | 4.4% | −3% |
| 4 | WMT | WALMART INC | 51K | $6M | 3.5% | −6% |
| 5 | VTI | VANGUARD INDEX FDS | 20K | $6M | 3.4% | +7% |
| 6 | SCHO | SCHWAB STRATEGIC TR | 223K | $5M | 3.0% | +3% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 209K | $5M | 2.9% | −6% |
| 8 | AAPL | APPLE INC | 20K | $5M | 2.7% | −2% |
| 9 | NVDA | NVIDIA CORPORATION | 29K | $5M | 2.7% | ±0% |
| 10 | MSFT | MICROSOFT CORP | 12K | $4M | 2.3% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUCCESSFUL SIGNAL
AC read
Successful Portfolios LLC is a Other fund managing $163 million in assets. The fund runs a portfolio of 169 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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