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SUCCESSION FINANCIAL, INC.
hedge fundUpdated 22 days agoManaged by Succession Financial, Inc. • Latest filing Q3 2026
Portfolio value
$104M
Q3 2026
Filings
2
Quarterly 13F history
Top-10 concentration
97.9%
Weight of largest holdings
Annualized return
-4.6%
Implied from 13F holdings
Top holdings
48 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIREXION SHARES ETF TRUST | $39.1M | 139.2K | 37.65% | Trimmed(-4.2%) |
| 2 | $13.9M | 49.5K | 13.35% | Unchanged | |
| 3 | $8.2M | 112.1K | 7.85% | Trimmed(-17.4%) | |
| 4 | $6.9M | 218.2K | 6.61% | Added(+75.7%) | |
| 5 | $5.4M | 14.3K | 5.24% | Trimmed(-1.7%) | |
| 6 | $5.2M | 17.5K | 5.05% | Added(+46.2%) | |
| 7 | $2.2M | 127 | 2.13% | Trimmed(-87.6%) | |
| 8 | $1.6M | 37.4K | 1.56% | — | |
| 9 | $1.6M | 12.4K | 1.50% | Unchanged | |
| 10 | $1.5M | 2 | 1.44% | Unchanged | |
| 11 | $1.2M | 3.0K | 1.14% | Unchanged | |
| 12 | $1.1M | 2.3K | 1.08% | Trimmed(-3.8%) | |
| 13 | $1.1M | 20.0K | 1.04% | Unchanged | |
| 14 | $1.1M | 3.2K | 1.03% | Added(+0.1%) | |
| 15 | $901K | 4.8K | 0.87% | Added(+133.1%) | |
| 16 | $892K | 1.7K | 0.86% | Added(+123.5%) | |
| 17 | $780K | 1.0K | 0.75% | Unchanged | |
| 18 | ? N/A FLEXSHARES TR | $663K | 14.2K | 0.64% | — |
| 19 | $636K | 1.6K | 0.61% | Unchanged | |
| 20 | $599K | 5.9K | 0.58% | Unchanged |