§ 13F · FUND PROFILE
Successful Portfolios LLC.
AUM · $214M (13F)Positions · 199Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 14K | $11M | 5.1% | +3% |
| 2 | BSV | VANGUARD BD INDEX FDS | 120K | $9M | 4.4% | +10% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 12K | $9M | 4.4% | −1% |
| 4 | VTI | VANGUARD INDEX FDS | 20K | $8M | 3.5% | +4% |
| 5 | AAPL | APPLE INC | 20K | $6M | 2.9% | −1% |
| 6 | XLK | SELECT SECTOR SPDR TR | 33K | $6M | 2.8% | +2% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 208K | $6M | 2.8% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 29K | $6M | 2.7% | −1% |
| 9 | WMT | WALMART INC | 51K | $6M | 2.7% | ±0% |
| 10 | SCHO | SCHWAB STRATEGIC TR | 230K | $6M | 2.6% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUCCESSFUL SIGNAL
AC read
Successful Portfolios LLC is a Other fund managing $214 million in assets. The fund runs a portfolio of 199 positions.
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