13F-HR filed by SUCCESSION FINANCIAL, INC.
SUCCESSION FINANCIAL, INC. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-07, with 50 holding rows worth $105,180,549.
- Accession
- 0001754960-26-000705
- Filer
- CIK 2149098
- Filed
- 2026-08-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 50 entries on the cover page, a total value of $105,180,549 stated on the cover page (in dollars after the unit check, H1), rows summing to $105,180,549 with VALUE read as dollars as filed, 13F file number 028-27096. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIREXION SHARES ETF TRUST | 25459W862 | DA 500 BU 3X ETF | 145,356 | $39,343,567 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 49,531 | $14,763,582 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C573 | TOTAL CORP BND | 135,694 | $10,421,298 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 14,534 | $5,353,958 | dollars as filed | |
| RBB FD INC | 74933W452 | US TREAS 3 MNTH | 96,714 | $4,822,156 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 124,191 | $3,862,340 | dollars as filed | |
| Fidelity MSCI Information Technology Index ETF | 316092808 | SHS | 11,956 | $3,414,316 | dollars as filed | |
| SPY | 78462F103 | SHS | 133 | $2,135,635 | dollars as filed | call |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 16,522 | $1,657,948 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,497,700 | dollars as filed | |
| VGT | 92204A702 | SHS | 12,440 | $1,486,829 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,341 | $1,171,274 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 19,980 | $1,122,077 | dollars as filed | |
| Apple Inc | 037833100 | COM | 3,214 | $930,086 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 3,000 | $767,010 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,022 | $763,320 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 5,926 | $637,756 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 7,078 | $609,717 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,602 | $546,314 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 671 | $502,355 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y201 | MUN INM ETF | 18,162 | $498,910 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,093 | $498,818 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,378 | $486,873 | dollars as filed | |
| Capital Southwest Corp | 140501AE7 | Convertible Bond | 465,000 | $486,645 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 1,402 | $462,828 | dollars as filed | |
| VTI | 922908769 | COM | 1,167 | $431,837 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A289 | DEFIANCE SPACE A | 4,421 | $420,133 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 14,938 | $409,451 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,249 | $372,794 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,906 | $363,131 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,280 | $359,822 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,289 | $312,925 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,378 | $300,308 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 617 | $294,661 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 778 | $290,072 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 788 | $279,285 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 919 | $267,043 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 1,000 | $252,230 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 643 | $242,705 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 925 | $241,425 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,066 | $241,040 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 2,944 | $237,198 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 474 | $232,991 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 1,320 | $225,535 | dollars as filed | |
| Fidelity Enhanced International ETF | 31609A404 | SHS | 5,471 | $219,531 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 379 | $213,539 | dollars as filed | |
| Fidelity Blue Chip Growth ETF | 316092352 | SHS | 3,386 | $210,289 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 1,041 | $207,966 | dollars as filed | |
| FS KKR CAP CORP | 302635206 | COM | 17,728 | $186,144 | dollars as filed | |
| ABERDEEN INDIA FD INC | 454089103 | COM | 10,654 | $125,182 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000705 | this filing | 2026-08-07 | acceptance time not in the bulk data set |