SUCCESSION FINANCIAL, INC. current holdings: USA ETF
SUCCESSION FINANCIAL, INC. reported $0.07 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 25 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are SPXL, VTC, TBIL.
- SPXL: Country of operation —; Class DA 500 BU 3X ETF; Shares 145,356; Value $39,343,567.
- VTC: Country of operation —; Class TOTAL CORP BND; Shares 135,694; Value $10,421,298.
- TBIL: Country of operation —; Class F/M US TREASURY; Shares 96,714; Value $4,822,156.
- FNDX: Country of operation —; Class FUNDAMENTAL US L; Shares 124,191; Value $3,862,340.
Form 13F-HR as filed (SEC CIK 2149098): quarter ended 2026-06-30, filed 2026-08-07. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
SPXL
DIREXION SHARES ETF TRUST | | DA 500 BU 3X ETF | 145,356 | $39,343,567 | 2026-06-30 | 2026-08-07 | |
|---|
VTC
VANGUARD SCOTTSDALE FDS | | TOTAL CORP BND | 135,694 | $10,421,298 | 2026-06-30 | 2026-08-07 | |
|---|
TBIL
RBB FD INC | | F/M US TREASURY | 96,714 | $4,822,156 | 2026-06-30 | 2026-08-07 | |
|---|
FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 124,191 | $3,862,340 | 2026-06-30 | 2026-08-07 | |
|---|
FTEC
FIDELITY COVINGTON TRUST | | MSCI INFO TECH I | 11,956 | $3,414,316 | 2026-06-30 | 2026-08-07 | |
|---|
TLH
ISHARES TR | | 10-20 YR TRS ETF | 16,522 | $1,657,948 | 2026-06-30 | 2026-08-07 | |
|---|
VGT
VANGUARD WORLD FD | | INF TECH ETF | 12,440 | $1,486,829 | 2026-06-30 | 2026-08-07 | |
|---|
NOBL
PROSHARES TR | | S&P 500 DV ARIST | 19,980 | $1,122,077 | 2026-06-30 | 2026-08-07 | |
|---|
SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 1,022 | $763,320 | 2026-06-30 | 2026-08-07 | |
|---|
MUB
ISHARES TR | | NATIONAL MUN ETF | 5,926 | $637,756 | 2026-06-30 | 2026-08-07 | |
|---|
VUG
VANGUARD INDEX FDS | | GROWTH ETF | 7,078 | $609,717 | 2026-06-30 | 2026-08-07 | |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 671 | $502,355 | 2026-06-30 | 2026-08-07 | |
|---|
CGMU
CAPITAL GRP FIXED INCM ETF T | | MUN INM ETF | 18,162 | $498,910 | 2026-06-30 | 2026-08-07 | |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 1,167 | $431,837 | 2026-06-30 | 2026-08-07 | |
|---|
UFOX
ETF SER SOLUTIONS | | DEFIANCE SPACE A | 4,421 | $420,133 | 2026-06-30 | 2026-08-07 | |
|---|
HDV
ISHARES TR | | CORE HIGH DV ETF | 14,938 | $409,451 | 2026-06-30 | 2026-08-07 | |
|---|
XLK
SELECT SECTOR SPDR TR | | ST STR TECHN ETF | 1,906 | $363,131 | 2026-06-30 | 2026-08-07 | |
|---|
VTV
VANGUARD INDEX FDS | | VALUE ETF | 1,378 | $300,308 | 2026-06-30 | 2026-08-07 | |
|---|
IYW
ISHARES TR | | U.S. TECH ETF | 1,000 | $252,230 | 2026-06-30 | 2026-08-07 | |
|---|
VO
VANGUARD INDEX FDS | | MID CAP ETF | 2,944 | $237,198 | 2026-06-30 | 2026-08-07 | |
|---|
SPCX
SPACE EXPLORATION TECHN CORP | | CLASS A COM STK *A* | 1,320 | $225,535 | 2026-06-30 | 2026-08-07 | |
|---|
FENI
FIDELITY COVINGTON TRUST | | ENHANCED INTL | 5,471 | $219,531 | 2026-06-30 | 2026-08-07 | |
|---|
FBCG
FIDELITY COVINGTON TRUST | | BLUE CHIP GRWTH | 3,386 | $210,289 | 2026-06-30 | 2026-08-07 | |
|---|
VLUE
ISHARES TR | | MSCI USA VALUE | 1,041 | $207,966 | 2026-06-30 | 2026-08-07 | |
|---|
IFN
ABERDEEN INDIA FD INC | | COM | 10,654 | $125,182 | 2026-06-30 | 2026-08-07 | |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |