account_balance
Investment manager · 13F filer · SEC CIK 1721780
Successful Portfolios LLC
Reported value$217Mas of Sep 30, 2026
Positions198 6 new, 7 sold out
Top 10 weight35.0%IVV alone is 5%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.1%
SPYSPDR S&P 500 ETF Trust
4.4%
BSVVanguard Bd Index FDS
4.4%Added +4%
VTIVanguard Index FDS
3.6%
NVDANVIDIA Corp
3.1%Trimmed −2%
AAPLApple Inc.
3.0%
XLKSelect Sector SPDR Tr
3.0%Trimmed −2%
SCHBSchwab Strategic Tr
2.9%
MSFTMicrosoft Corp
2.8%
SCHOSchwab Strategic Tr
2.7%Added +5%
WMTWalmart Inc.
2.5%
MUMicron Technology Inc
2.4%
IVViShares Tr
5.1%
SPYSPDR S&P 500 ETF Trust
4.4%
BSVVanguard Bd Index FDS
4.4%
VTIVanguard Index FDS
3.6%
NVDANVIDIA Corp
3.1%−2%
AAPLApple Inc.
3.0%
XLKSelect Sector SPDR Tr
3.0%
SCHBSchwab Strategic Tr
2.9%
MSFTMicrosoft Corp
2.8%
SCHOSchwab Strategic Tr
2.7%
WMTWalmart Inc.
2.5%
MUMicron Technology Inc
2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.1% Held
SPY SPDR S&P 500 ETF Trust 4.4% HeldBSV Vanguard Bd Index FDS 4.4% Added +4%
VTI Vanguard Index FDS 3.6% Held
NVDA NVIDIA Corp 3.1% Trimmed −2%AAPL Apple Inc. 3.0% HeldXLK Select Sector SPDR Tr 3.0% Trimmed −2%
SCHB Schwab Strategic Tr 2.9% Held
MSFT Microsoft Corp 2.8% HeldSCHO Schwab Strategic Tr 2.7% Added +5%
WMT Walmart Inc. 2.5% HeldMU Micron Technology Inc 2.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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