Succession Financial, Inc. Top Holdings and 13F Report (2026) About Succession Financial, Inc.Investment ActivitySuccession Financial, Inc. has $105.18 million in total holdings as of June 30, 2026.Succession Financial, Inc. owns shares of 49 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Largest Holdings Direxion Daily S&P 500 Bull 3x Shares $39,343,567Texas Instruments $14,763,582Vanguard Total Corporate Bond ETF $10,421,298SPDR Gold Shares $5,353,958US Treasury 3 Month Bill ETF $4,822,156 Sector AllocationMap of 500 Largest Holdings ofSuccession Financial, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPXLDirexion Daily S&P 500 Bull 3x Shares$39,343,567145,35637.4%ETFTXNTexas Instruments$14,763,58249,53114.0%TechnologyVTCVanguard Total Corporate Bond ETF$10,421,298135,6949.9%ETFGLDSPDR Gold Shares$5,353,95814,5345.1%ETFTBILUS Treasury 3 Month Bill ETF$4,822,15696,7144.6%ETFFNDXSchwab Fundamental U.S. Large Company ETF$3,862,340124,1913.7%ETFFTECFidelity MSCI Information Technology Index ETF$3,414,31611,9563.2%ETFSPYSPDR S&P 500 ETF Trust$2,898,9551,1552.8%ETFTLHiShares 10-20 Year Treasury Bond ETF$1,657,94816,5221.6%ETFBRK.ABerkshire Hathaway$1,497,70021.4%FinanceVGTVanguard Information Technology ETF$1,486,82912,4401.4%ETFBRK.BBerkshire Hathaway$1,171,2742,3411.1%FinanceNOBLProShares S&P 500 Aristocrats ETF$1,122,07719,9801.1%ETFAAPLApple$930,0863,2140.9%TechnologyMPCMarathon Petroleum$767,0103,0000.7%EnergyMUBiShares National Muni Bond ETF$637,7565,9260.6%ETFVUGVanguard Growth ETF$609,7177,0780.6%ETFPANWPalo Alto Networks$546,3141,6020.5%TechnologyIVViShares Core S&P 500 ETF$502,3556710.5%ETFCGMUCapital Group Municipal Income ETF$498,91018,1620.5%ETFAMZNAmazon.com$498,8182,0930.5%Consumer DiscretionaryGOOGAlphabet$486,8731,3780.5%Communication ServicesCAPITAL SOUTHWEST CORP$486,645465,0000.5%NOTE 5.125%11/1TRVTravelers Companies$462,8281,4020.4%FinanceVTIVanguard Total Stock Market ETF$431,8371,1670.4%ETFFIVGDefiance Next Gen Connectivity ETF$420,1334,4210.4%ETFHDViShares Core High Dividend ETF$409,45114,9380.4%ETFCVXChevron$372,7942,2490.4%EnergyXLKTechnology Select Sector SPDR Fund$363,1311,9060.3%ETFIBMInternational Business Machines$359,8221,2800.3%TechnologyXOMExxonMobil$312,9252,2890.3%EnergyVTVVanguard Value ETF$300,3081,3780.3%ETFTSMTaiwan Semiconductor Manufacturing$294,6616170.3%TechnologyMSFTMicrosoft$290,0727780.3%TechnologyGDGeneral Dynamics$279,2857880.3%IndustrialsLHXL3Harris Technologies$267,0439190.3%IndustrialsIYWiShares U.S. Technology ETF$252,2301,0000.2%ETFAVGOBroadcom$242,7056430.2%TechnologyINTUIntuit$241,4259250.2%TechnologyPALANTIR TECHNOLOGIES INC$241,0402,0660.2%CL AVOVanguard Mid-Cap ETF$237,1982,9440.2%ETFTTTrane Technologies$232,9914740.2%IndustrialsSPACE EXPLORATION TECHN CORP$225,5351,3200.2%CLASS A COM STK *A*FIDELITY COVINGTON TRUST$219,5315,4710.2%ENHANCED INTLMETAMeta Platforms$213,5393790.2%Communication ServicesFBCGFidelity Blue Chip Growth ETF$210,2893,3860.2%ETFVLUEiShares MSCI USA Value Factor ETF$207,9661,0410.2%ETFFSKFS KKR Capital$186,14417,7280.2%FinanceIFNIndia Fund$125,18210,6540.1%FinanceShowing largest 100 holdings. 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