Successful Portfolios LLC
Successful Portfolios LLC reported 199 positions worth $214.1M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: IVV (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $10.8M | 5.06% | 14,309 | — | — | |
| ▸ 2 | BSV | SH | $9.3M | 4.37% | 120,461 | — | — | |
| ▸ 3 | SPY | SH | $9.3M | 4.36% | 12,403 | — | — | |
| ▸ 4 | VTI | SH | $7.6M | 3.54% | 20,371 | — | — | |
| ▸ 5 | AAPL | SH | $6.2M | 2.92% | 19,782 | — | — | |
| ▸ 6 | XLK | SH | $6.1M | 2.84% | 32,747 | — | — | |
| ▸ 7 | SCHB | SH | $6.1M | 2.84% | 208,190 | — | — | |
| ▸ 8 | NVDA | SH | $5.8M | 2.73% | 28,628 | — | — | |
| ▸ 9 | WMT | SH | $5.8M | 2.70% | 50,990 | — | — | |
| ▸ 10 | SCHO | SH | $5.5M | 2.59% | 230,209 | — | — |
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Frequently Asked Questions
What stocks does Successful Portfolios LLC hold as of Q2 2026?
Successful Portfolios LLC reported 199 positions worth $214.1M in its Q2 2026 13F filing. Largest positions: IVV (5.1%), BSV (4.4%), SPY (4.4%), VTI (3.5%) and AAPL (2.9%).
What did Successful Portfolios LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Successful Portfolios LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.