SUCCESSION FINANCIAL, INC.
SUCCESSION FINANCIAL, INC. reported 50 positions worth $105.2M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: SPXL (37.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPXL | SH | $39.3M | 37.41% | 145,356 | — | — | |
| ▸ 2 | TXN | SH | $14.8M | 14.04% | 49,531 | — | — | |
| ▸ 3 | VTC | SH | $10.4M | 9.91% | 135,694 | — | — | |
| ▸ 4 | GLD | SH | $5.4M | 5.09% | 14,534 | — | — | |
| ▸ 5 | TBIL | SH | $4.8M | 4.58% | 96,714 | — | — | |
| ▸ 6 | FNDX | SH | $3.9M | 3.67% | 124,191 | — | — | |
| ▸ 7 | FTEC | SH | $3.4M | 3.25% | 11,956 | — | — | |
| ▸ 8 | SPY | CALL | $2.1M | 2.03% | 133 | — | — | |
| ▸ 9 | TLH | SH | $1.7M | 1.58% | 16,522 | — | — | |
| ▸ 10 | BRK-A | SH | $1.5M | 1.42% | 2 | — | — |
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Frequently Asked Questions
What stocks does SUCCESSION FINANCIAL, INC. hold as of Q2 2026?
SUCCESSION FINANCIAL, INC. reported 50 positions worth $105.2M in its Q2 2026 13F filing. Largest positions: SPXL (37.4%), TXN (14.0%), VTC (9.9%), GLD (5.1%) and TBIL (4.6%).
What did SUCCESSION FINANCIAL, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SUCCESSION FINANCIAL, INC. 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.