account_balance
Investment manager · 13F filer · SEC CIK 2149098
Succession Financial, Inc.
Reported value$102Mas of Sep 30, 2026
Positions47 5 new, 7 sold out
Top 10 weight83.1%SPXL alone is 38%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPXLDirexion Shares ETF Trust
38.5%Trimmed −4%
TXNTexas Instruments Inc
13.6%
VTCVanguard Scottsdale FDS
8.0%Trimmed −17%
FNDXSchwab Strategic Tr
6.7%Added +76%
GLDSPDR Gold Trust
5.3%
FTECFidelity Covington Trust
5.2%Added +46%
FELC
VGT1.5%
MPC1.2%BRK-B1.1%SPXLDirexion Shares ETF Trust
38.5%Trimmed −4%
TXNTexas Instruments Inc
13.6%
VTCVanguard Scottsdale FDS
8.0%−17%
FNDXSchwab Strategic Tr
6.7%
FTEC5.2%
FELC
VGT
MPCBoxes 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
SPXL Direxion Shares ETF Trust 38.5% Trimmed −4%
TXN Texas Instruments Inc 13.6% HeldVTC Vanguard Scottsdale FDS 8.0% Trimmed −17%
FNDX Schwab Strategic Tr 6.7% Added +76%
GLD SPDR Gold Trust 5.3% HeldFTEC Fidelity Covington Trust 5.2% Added +46%
FELC Fidelity Covington Trust 1.6% New
VGT Vanguard World Fd 1.5% Held
Berkshire Hathaway Inc 1.5% Held
MPC Marathon Petroleum Corp 1.2% HeldBRK-B Berkshire Hathaway Inc 1.1% Trimmed −4%NOBL Proshares Tr 1.1% Held
What changed
Biggest moves since Jun 30, 2026
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