SUCCESSION FINANCIAL, INC. 13F Holdings Analysis

Stock	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Shares Change	Action
DDIREXION SHARES ETF TRUSTSPXL	38.14%	—	$39.3M	145,356	$0	+145,356	New Buy
TEXAS INSTRS INCTXN	14.31%	—	$14.8M	49,531	$0	+49,531	New Buy
VVANGUARD SCOTTSDALE FDSVTC	10.1%	—	$10.4M	135,694	$0	+135,694	New Buy
SSPDR GOLD TRGLD	5.19%	—	$5.4M	14,534	$0	+14,534	New Buy
RRBB FD INCTBIL	4.68%	—	$4.8M	96,714	$0	+96,714	New Buy
SSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX	3.74%	—	$3.9M	124,191	$0	+124,191	New Buy
FFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC	3.31%	—	$3.4M	11,956	$0	+11,956	New Buy
IISHARES TRTLH	1.61%	—	$1.7M	16,522	$0	+16,522	New Buy
BERKSHIRE HATHAWAY INC CL ABRK.A	1.45%	—	$1.5M	2	$0	+2	New Buy
VVANGUARD WORLD FDVGT	1.44%	—	$1.5M	12,440	$0	+12,440	New Buy
BERKSHIRE HATHAWAY INC DELBRK.B	1.14%	—	$1.2M	2,341	$0	+2,341	New Buy
PPROSHARES TRNOBL	1.09%	—	$1.1M	19,980	$0	+19,980	New Buy
APPLE INCAAPL	0.9%	—	$930,086	3,214	$0	+3,214	New Buy
SSTATE STR SPDR S&P 500 ETF TSPY	0.84%	—	$862,785	1,155	$0	+1,155	New Buy
MARATHON PETE CORPMPC	0.74%	—	$767,010	3,000	$0	+3,000	New Buy
IISHARES TRGVI	0.62%	—	$637,756	5,926	$0	+5,926	New Buy
VVANGUARD INDEX FDSVUG	0.59%	—	$609,717	7,078	$0	+7,078	New Buy
PALO ALTOPANW	0.53%	—	$546,314	1,602	$0	+1,602	New Buy
IISHARES TRIVV	0.49%	—	$502,355	671	$0	+671	New Buy
CCAPITAL GRP FIXED INCM ETF TCGMU	0.48%	—	$498,910	18,162	$0	+18,162	New Buy
AMAZON COM INCAMZN	0.48%	—	$498,818	2,093	$0	+2,093	New Buy
AAlphabet Inc Class CGOOG	0.47%	—	$486,873	1,378	$0	+1,378	New Buy
CCAPITAL SOUTHWEST CORPCSWC	0.47%	—	$486,645	465,000	$0	+465,000	New Buy
TRAVELERS COSTRV	0.45%	—	$462,828	1,402	$0	+1,402	New Buy
GGENERAL DYNAMICS CORPVTI	0.42%	—	$431,837	1,167	$0	+1,167	New Buy
EETF SER SOLUTIONSCTEF	0.41%	—	$420,133	4,421	$0	+4,421	New Buy
IISHARES TRHDV	0.4%	—	$409,451	14,938	$0	+14,938	New Buy
CHEVRON CORPORATIONCVX	0.36%	—	$372,794	2,249	$0	+2,249	New Buy
SSELECT SECTOR SPDR TRXLK	0.35%	—	$363,131	1,906	$0	+1,906	New Buy
IINTERNATIONAL BUSINESS MACHSIBM	0.35%	—	$359,822	1,280	$0	+1,280	New Buy
EXXON MOBIL CORPXOM	0.3%	—	$312,925	2,289	$0	+2,289	New Buy
VVANGUARD INDEX FDSVTV	0.29%	—	$300,308	1,378	$0	+1,378	New Buy
TAIWAN SEMICONDUCTOR MANUFACTSM	0.29%	—	$294,661	617	$0	+617	New Buy
MICROSOFT CORPMSFT	0.28%	—	$290,072	778	$0	+778	New Buy
GENERAL DYNAMICS CORPGD	0.27%	—	$279,285	788	$0	+788	New Buy
L3HARRIS TECHNOLOGIES INCLHX	0.26%	—	$267,043	919	$0	+919	New Buy
IISHARES U.S. TECHNOLOGY ETFIYW	0.24%	—	$252,230	1,000	$0	+1,000	New Buy
BROADCOM INCAVGO	0.24%	—	$242,705	643	$0	+643	New Buy
INTUITINTU	0.23%	—	$241,425	925	$0	+925	New Buy
PALANTIR TECHNOLOGIES INCPLTR	0.23%	—	$241,040	2,066	$0	+2,066	New Buy
VVANGUARD MIDVO	0.23%	—	$237,198	2,944	$0	+2,944	New Buy
TRANE TECHNOLOGIES PLCTT	0.23%	—	$232,991	474	$0	+474	New Buy
SSPACE EXPLORATION TECHN CORPSPCX	0.22%	—	$225,535	1,320	$0	+1,320	New Buy
FFIDELITY COVINGTON TRUSTFENI	0.21%	—	$219,531	5,471	$0	+5,471	New Buy
META PLATFORMS INCMETA	0.21%	—	$213,539	379	$0	+379	New Buy
FFIDELITY COVINGTON TRUSTFBCG	0.2%	—	$210,289	3,386	$0	+3,386	New Buy
IISHARES TRVLUE	0.2%	—	$207,966	1,041	$0	+1,041	New Buy
FFS KKR CAP CORPFSK	0.18%	—	$186,144	17,728	$0	+17,728	New Buy
ABERDEEN INDIA FD INCIFN	0.12%	—	$125,182	10,654	$0	+10,654	New Buy

SUCCESSION FINANCIAL, INC.

🧭 Institutional Sector Flow Heatmap