SUCCESSION FINANCIAL, INC.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 87.4%; sector active share 51.1% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
46 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 72.8% | $71,355,212 |
| Technology | 19.2% | $18,850,116 |
| Financial Services | 3.3% | $3,263,208 |
| Energy | 2.0% | $2,004,554 |
| Industrials | 1.2% | $1,201,763 |
| Communication Services | 0.8% | $744,294 |
| Consumer Cyclical | 0.6% | $565,570 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FNDX | Schwab Fundamental U.S. Large Company ETF | +94,014 | 218,205 | $6,866,911 | |
| FTEC | Fidelity MSCI Information Technology Index ETF | +5,527 | 17,483 | $5,245,948 | |
| PLTR | Palantir Technologies Inc. | +2,749 | 4,815 | $900,645 | |
| MSFT | Microsoft Corp | +961 | 1,739 | $891,933 | |
| FENI | Fidelity Enhanced International ETF | +741 | 6,212 | $247,920 | |
| FBCG | Fidelity Covington Trust | +486 | 3,872 | $244,749 | |
| AMZN | Amazon Com Inc | +177 | 2,270 | $565,570 | |
| LHX | L3harris Technologies, Inc. | +163 | 1,082 | $256,195 | |
| VLUE | iShares MSCI USA Value Factor ETF | +154 | 1,195 | $0 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +23 | 1,190 | $445,345 | |
| AVGO | Broadcom Inc. | +21 | 664 | $233,190 | |
| SPCX | Space Exploration Technologies Corp | +19 | 1,339 | $202,001 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +11 | 628 | $286,487 | |
| GOOG | Alphabet Inc. | +4 | 1,382 | $470,902 | |
| AAPL | Apple Inc. | +3 | 3,217 | $1,071,325 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VTC | VANGUARD TOTAL CORPORATE BOND ETF | −23,595 | 112,099 | $8,158,565 | |
| SPXL | Direxion Daily S&P 500 Bull 3X Shares | −6,123 | 139,233 | $39,138,396 | |
| IBM | International Business Machines Corp | −342 | 938 | $206,294 | |
| GLD | Spdr Gold Trust | −243 | 14,291 | $5,442,584 | |
| IVV | iShares Core S&P 500 ETF | −164 | 507 | $0 | |
| BRK-B | Berkshire Hathaway Inc | −88 | 2,253 | $1,121,881 | |
| XOM | ExxonMobil Holdings Corp | −83 | 2,206 | $359,026 | |
| META | Meta Platforms, Inc. | −2 | 377 | $273,392 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FELC | Fidelity Enhanced Large Cap Core ETF | 37,358 | $1,618,348 | |
| SKOR | FlexShares Credit-Scored US Corporate Bond Index Fund | 14,173 | $662,630 | |
| JPM | Jpmorgan Chase & Co | 1,614 | $533,959 | |
| NVDA | Nvidia Corp | 2,170 | $495,584 | |
| NOC | Northrop Grumman Corp | 554 | $267,847 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TBIL | F/m US Treasury 3 Month Bill Fund | 96,714 | $4,822,160 | |
| TLH | iShares 10-20 Year Treasury Bond ETF | 16,522 | $1,657,982 | |
| VUG | VANGUARD GROWTH INDEX FUND | 7,078 | $609,698 | |
| TRV | Travelers Companies, Inc. | 1,402 | $462,828 | |
| VTV | VANGUARD VALUE INDEX FUND | 1,378 | $300,307 | |
| VO | VANGUARD MID-CAP INDEX FUND | 2,944 | $237,198 | |
| FSK | FS KKR Capital Corp | 17,728 | $186,144 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPXL |
Direxion Daily S&P 500 Bull 3X Shares
|
Reduced | 139,233 | $39,138,396 | 39.94% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 49,531 | $13,873,137 | 14.16% | |
| VTC |
VANGUARD TOTAL CORPORATE BOND ETF
|
Reduced | 112,099 | $8,158,565 | 8.33% | |
| FNDX |
Schwab Fundamental U.S. Large Company ETF
|
Added | 218,205 | $6,866,911 | 7.01% | |
| GLD |
Spdr Gold Trust
|
Reduced | 14,291 | $5,442,584 | 5.55% | |
| FTEC |
Fidelity MSCI Information Technology Index ETF
|
Added | 17,483 | $5,245,948 | 5.35% | |
| FELC |
Fidelity Enhanced Large Cap Core ETF
|
NEW | 37,358 | $1,618,348 | 1.65% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Held | 12,440 | $1,563,334 | 1.60% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 2 | $1,494,010 | 1.52% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Held | 3,000 | $1,186,260 | 1.21% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,253 | $1,121,881 | 1.14% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,217 | $1,071,325 | 1.09% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 4,815 | $900,645 | 0.92% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,739 | $891,933 | 0.91% | |
| SPY |
Spdr S&P 500 ETF Trust
CALL
+ SHARES
|
Reduced | 1,149 | $876,261 | 0.89% | |
| SKOR |
FlexShares Credit-Scored US Corporate Bond Index Fund
|
NEW | 14,173 | $662,630 | 0.68% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 1,602 | $636,490 | 0.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,270 | $565,570 | 0.58% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 1,614 | $533,959 | 0.54% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 2,170 | $495,584 | 0.51% | |
| CGMU |
Capital Group Municipal Income ETF
|
Held | 18,162 | $471,122 | 0.48% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 1,382 | $470,902 | 0.48% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,249 | $459,268 | 0.47% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 1,190 | $445,345 | 0.45% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Held | 1,906 | $373,099 | 0.38% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 2,206 | $359,026 | 0.37% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 628 | $286,487 | 0.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 377 | $273,392 | 0.28% | |
| NOC |
Northrop Grumman Corp
Industrials
|
NEW | 554 | $267,847 | 0.27% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 788 | $261,482 | 0.27% | |
| LHX |
L3harris Technologies, Inc.
Industrials
|
Added | 1,082 | $256,195 | 0.26% | |
| INTU |
Intuit Inc.
Technology
|
Held | 925 | $255,031 | 0.26% | |
| FENI |
Fidelity Enhanced International ETF
|
Added | 6,212 | $247,920 | 0.25% | |
| FBCG |
Fidelity Covington Trust
|
Added | 3,872 | $244,749 | 0.25% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 664 | $233,190 | 0.24% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 474 | $214,238 | 0.22% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 938 | $206,294 | 0.21% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
Added | 1,339 | $202,001 | 0.21% | |
| IFN |
Aberdeen India Fund, Inc.
Financial Services
|
Held | 10,654 | $113,358 | 0.12% | |
|
|
Held | 14,938 | $0 | 0.00% | ||
| IYW |
iShares, Inc.
|
Held | 1,000 | $0 | 0.00% | |
|
|
Held | 4,421 | $0 | 0.00% | ||
|
|
Held | 19,980 | $0 | 0.00% | ||
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 507 | $0 | 0.00% | |
| MUB |
iShares National Muni Bond ETF
|
Held | 5,926 | $0 | 0.00% | |
| VLUE |
iShares MSCI USA Value Factor ETF
|
Added | 1,195 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.