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SUCCESSION FINANCIAL, INC.
hedge fundUpdated 34 days agoManaged by Succession Financial, Inc. • Latest filing Q2 2026
Portfolio value
$105.2M
Q2 2026
Filings
1
Quarterly 13F history
Top-10 concentration
98.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Top holdings
50 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIREXION SHARES ETF TRUST | $39.3M | 145.4K | 37.41% | — |
| 2 | T TXN TEXAS INSTRS INC | $14.8M | 49.5K | 14.04% | — |
| 3 | V VGES VANGUARD SCOTTSDALE FDS | $10.4M | 135.7K | 9.91% | — |
| 4 | G GLD SPDR GOLD TR | $5.4M | 14.5K | 5.09% | — |
| 5 | A AMGN RBB FD INC | $4.8M | 96.7K | 4.58% | — |
| 6 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.9M | 124.2K | 3.67% | — |
| 7 | F FIS FIDELITY COVINGTON TRUST | $3.4M | 12.0K | 3.25% | — |
| 8 | S SPY STATE STR SPDR S&P 500 ETF T | $2.1M | 133 | 2.03% | — |
| 9 | E ETHA ISHARES TR | $1.7M | 16.5K | 1.58% | — |
| 10 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.5M | 2 | 1.42% | — |
| 11 | V VGES VANGUARD WORLD FD | $1.5M | 12.4K | 1.41% | — |
| 12 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.2M | 2.3K | 1.11% | — |
| 13 | K KOLD PROSHARES TR | $1.1M | 20.0K | 1.07% | — |
| 14 | A AAPL APPLE INC | $930K | 3.2K | 0.88% | — |
| 15 | M MPC MARATHON PETE CORP | $767K | 3.0K | 0.73% | — |
| 16 | S SPY STATE STR SPDR S&P 500 ETF T | $763K | 1.0K | 0.73% | — |
| 17 | E ETHA ISHARES TR | $638K | 5.9K | 0.61% | — |
| 18 | V VGES VANGUARD INDEX FDS | $610K | 7.1K | 0.58% | — |
| 19 | P PANW PALO ALTO NETWORKS INC | $546K | 1.6K | 0.52% | — |
| 20 | E ETHA ISHARES TR | $502K | 671 | 0.48% | — |