§ 13F · FUND PROFILE
SUCCESSION FINANCIAL, INC..
AUM · $105M (13F)Positions · 50Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$103M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPXL | DIREXION SHARES ETF TRUST | 145K | $39M | 37.4% | NEW |
| 2 | TXN | TEXAS INSTRS INC | 50K | $15M | 14.0% | NEW |
| 3 | VTC | VANGUARD SCOTTSDALE FDS | 136K | $10M | 9.9% | NEW |
| 4 | GLD | SPDR GOLD TR | 15K | $5M | 5.1% | NEW |
| 5 | TBIL | RBB FD INC | 97K | $5M | 4.6% | NEW |
| 6 | FNDX | SCHWAB STRATEGIC TR | 124K | $4M | 3.7% | NEW |
| 7 | FTEC | FIDELITY COVINGTON TRUST | 12K | $3M | 3.2% | NEW |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 133 | $2M | 2.0% | — |
| 9 | TLH | ISHARES TR | 17K | $2M | 1.6% | NEW |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M | 1.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUCCESSION SIGNAL
AC read
SUCCESSION FINANCIAL, INC. is a institutional fund managing $105 million in assets. The fund runs a portfolio of 50 positions.
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