SUCCESSION FINANCIAL, INC.
CIK 0002149098 · MCKINNEY, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$105.2M
2026 Q2
Positions
50
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
83.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPXL
DIREXION SHARES ETF TRUST
37.4%
TXN
TEXAS INSTRS INC
14.0%
VTC
VANGUARD SCOTTSDALE FDS
9.9%
GLD
SPDR GOLD TR
5.1%
TBIL
RBB FD INC
4.6%
FNDX
SCHWAB STRATEGIC TR
3.7%
FTEC
FIDELITY COVINGTON TRUST
3.2%
SPYCALL
STATE STR SPDR S&P 500 ETF T
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.