SUCCESSION FINANCIAL, INC. — 13F holdings

SUCCESSION FINANCIAL, INC. reported 48 holdings worth $104M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. SPXL DIREXION SHS ETF TR — $39.1M (37.7%)
  2. TXN TEXAS INSTRS INC — $13.9M (13.3%)
  3. VTC VANGUARD SCOTTSDALE FDS — $8.16M (7.8%)
  4. FNDX SCHWAB STRATEGIC TR — $6.87M (6.6%)
  5. GLD SPDR GOLD TR — $5.44M (5.2%)
  6. FTEC FIDELITY COVINGTON TRUST — $5.25M (5.0%)
  7. SPY SPDR S&P 500 ETF TR — $2.99M (2.9%)
  8. FELC FIDELITY COVINGTON TRUST — $1.62M (1.6%)
  9. VGT VANGUARD WORLD FD — $1.56M (1.5%)
  10. BRK.A BERKSHIRE HATHAWAY INC DEL — $1.49M (1.4%)