Succession Financial
MCKINNEY, TXfiles as SUCCESSION FINANCIAL, INC.
$103m in 49 US stocks at the end of 30 June 2026. The top 10 are 84.1% of the money.
Value
$103m
Stocks
49
Top 10 share
84.1%
Turnover
n/a
What changed this quarter
This is the first quarter we have for this fund, so we can't show changes yet.
Holdings
- Direxion Shares ETF TrustSPXL
- Share
- 38.2%
- Value
- $39m
- Shares
- 145,356
- Texas InstrumentsTXN
- Share
- 14.3%
- Value
- $15m
- Shares
- 49,531
- Vanguard Scottsdale FDSVTC
- Share
- 10.1%
- Value
- $10m
- Shares
- 135,694
- Spdr Gold TRGLD
- Share
- 5.2%
- Value
- $5m
- Shares
- 14,534
- RBB FDTBIL
- Share
- 4.7%
- Value
- $5m
- Shares
- 96,714
- Schwab Strategic TRFNDX
- Share
- 3.7%
- Value
- $4m
- Shares
- 124,191
- Fidelity Covington TrustFTEC
- Share
- 3.3%
- Value
- $3m
- Shares
- 11,956
- Ishares TRTLH
- Share
- 1.6%
- Value
- $2m
- Shares
- 16,522
- Berkshire Hathaway INC DELBRK-A
- Share
- 1.5%
- Value
- $1m
- Shares
- 2
- Vanguard World FDVGT
- Share
- 1.4%
- Value
- $1m
- Shares
- 12,440
- Berkshire HathawayBRK-B
- Share
- 1.1%
- Value
- $1m
- Shares
- 2,341
- Proshares TRNOBL
- Share
- 1.1%
- Value
- $1m
- Shares
- 19,980
- AppleAAPL
- Share
- 0.9%
- Value
- $930,086
- Shares
- 3,214
- Marathon PetroleumMPC
- Share
- 0.7%
- Value
- $767,010
- Shares
- 3,000
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.7%
- Value
- $763,320
- Shares
- 1,022
- Ishares TRMUB
- Share
- 0.6%
- Value
- $637,756
- Shares
- 5,926
- Vanguard Index FDSVUG
- Share
- 0.6%
- Value
- $609,717
- Shares
- 7,078
- Palo Alto NetworksPANW
- Share
- 0.5%
- Value
- $546,314
- Shares
- 1,602
- Ishares TRIVV
- Share
- 0.5%
- Value
- $502,355
- Shares
- 671
- Capital GRP Fixed Incm ETF TCGMU
- Share
- 0.5%
- Value
- $498,910
- Shares
- 18,162
- Amazon.comAMZN
- Share
- 0.5%
- Value
- $498,818
- Shares
- 2,093
- AlphabetGOOG
- Share
- 0.5%
- Value
- $486,873
- Shares
- 1,378
- Capital Southwest
- Share
- 0.5%
- Value
- $486,645
- Shares
- 465,000
- Travelers CompaniesTRV
- Share
- 0.4%
- Value
- $462,828
- Shares
- 1,402
- Vanguard Index FDSVTI
- Share
- 0.4%
- Value
- $431,837
- Shares
- 1,167
- ETF SER SolutionsUFOX
- Share
- 0.4%
- Value
- $420,133
- Shares
- 4,421
- Ishares TRHDV
- Share
- 0.4%
- Value
- $409,451
- Shares
- 14,938
- ChevronCVX
- Share
- 0.4%
- Value
- $372,794
- Shares
- 2,249
- Select Sector Spdr TRXLK
- Share
- 0.4%
- Value
- $363,131
- Shares
- 1,906
- International Business MachinesIBM
- Share
- 0.3%
- Value
- $359,822
- Shares
- 1,280
- ExxonMobil HoldingsXOM
- Share
- 0.3%
- Value
- $312,925
- Shares
- 2,289
- Vanguard Index FDSVTV
- Share
- 0.3%
- Value
- $300,308
- Shares
- 1,378
- Taiwan Semiconductor ManufacturingTSM
- Share
- 0.3%
- Value
- $294,661
- Shares
- 617
- MicrosoftMSFT
- Share
- 0.3%
- Value
- $290,072
- Shares
- 778
- General DynamicsGD
- Share
- 0.3%
- Value
- $279,285
- Shares
- 788
- L3harris TechnologiesLHX
- Share
- 0.3%
- Value
- $267,043
- Shares
- 919
- Ishares TRIYW
- Share
- 0.2%
- Value
- $252,230
- Shares
- 1,000
- BroadcomAVGO
- Share
- 0.2%
- Value
- $242,705
- Shares
- 643
- IntuitINTU
- Share
- 0.2%
- Value
- $241,425
- Shares
- 925
- Palantir TechnologiesPLTR
- Share
- 0.2%
- Value
- $241,040
- Shares
- 2,066
- Vanguard Index FDSVO
- Share
- 0.2%
- Value
- $237,198
- Shares
- 2,944
- Trane TechnologiesTT
- Share
- 0.2%
- Value
- $232,991
- Shares
- 474
- Space Exploration TechnologiesSPCX
- Share
- 0.2%
- Value
- $225,535
- Shares
- 1,320
- Fidelity Covington TrustFENI
- Share
- 0.2%
- Value
- $219,531
- Shares
- 5,471
- Meta PlatformsMETA
- Share
- 0.2%
- Value
- $213,539
- Shares
- 379
- Fidelity Covington TrustFBCG
- Share
- 0.2%
- Value
- $210,289
- Shares
- 3,386
- Ishares TRVLUE
- Share
- 0.2%
- Value
- $207,966
- Shares
- 1,041
- FS KKR CapitalFSK
- Share
- 0.2%
- Value
- $186,144
- Shares
- 17,728
- Aberdeen India FundIFN
- Share
- 0.1%
- Value
- $125,182
- Shares
- 10,654
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Direxion Shares ETF TrustSPXL | 38.2% | $39m | 145,356 | |
| Texas InstrumentsTXN | 14.3% | $15m | 49,531 | |
| Vanguard Scottsdale FDSVTC | 10.1% | $10m | 135,694 | |
| Spdr Gold TRGLD | 5.2% | $5m | 14,534 | |
| RBB FDTBIL | 4.7% | $5m | 96,714 | |
| Schwab Strategic TRFNDX | 3.7% | $4m | 124,191 | |
| Fidelity Covington TrustFTEC | 3.3% | $3m | 11,956 | |
| Ishares TRTLH | 1.6% | $2m | 16,522 | |
| Berkshire Hathaway INC DELBRK-A | 1.5% | $1m | 2 | |
| Vanguard World FDVGT | 1.4% | $1m | 12,440 | |
| Berkshire HathawayBRK-B | 1.1% | $1m | 2,341 | |
| Proshares TRNOBL | 1.1% | $1m | 19,980 | |
| AppleAAPL | 0.9% | $930,086 | 3,214 | |
| Marathon PetroleumMPC | 0.7% | $767,010 | 3,000 | |
| State STR Spdr S&P 500 ETF TSPY | 0.7% | $763,320 | 1,022 | |
| Ishares TRMUB | 0.6% | $637,756 | 5,926 | |
| Vanguard Index FDSVUG | 0.6% | $609,717 | 7,078 | |
| Palo Alto NetworksPANW | 0.5% | $546,314 | 1,602 | |
| Ishares TRIVV | 0.5% | $502,355 | 671 | |
| Capital GRP Fixed Incm ETF TCGMU | 0.5% | $498,910 | 18,162 | |
| Amazon.comAMZN | 0.5% | $498,818 | 2,093 | |
| AlphabetGOOG | 0.5% | $486,873 | 1,378 | |
| Capital Southwest | 0.5% | $486,645 | 465,000 | |
| Travelers CompaniesTRV | 0.4% | $462,828 | 1,402 | |
| Vanguard Index FDSVTI | 0.4% | $431,837 | 1,167 | |
| ETF SER SolutionsUFOX | 0.4% | $420,133 | 4,421 | |
| Ishares TRHDV | 0.4% | $409,451 | 14,938 | |
| ChevronCVX | 0.4% | $372,794 | 2,249 | |
| Select Sector Spdr TRXLK | 0.4% | $363,131 | 1,906 | |
| International Business MachinesIBM | 0.3% | $359,822 | 1,280 | |
| ExxonMobil HoldingsXOM | 0.3% | $312,925 | 2,289 | |
| Vanguard Index FDSVTV | 0.3% | $300,308 | 1,378 | |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $294,661 | 617 | |
| MicrosoftMSFT | 0.3% | $290,072 | 778 | |
| General DynamicsGD | 0.3% | $279,285 | 788 | |
| L3harris TechnologiesLHX | 0.3% | $267,043 | 919 | |
| Ishares TRIYW | 0.2% | $252,230 | 1,000 | |
| BroadcomAVGO | 0.2% | $242,705 | 643 | |
| IntuitINTU | 0.2% | $241,425 | 925 | |
| Palantir TechnologiesPLTR | 0.2% | $241,040 | 2,066 | |
| Vanguard Index FDSVO | 0.2% | $237,198 | 2,944 | |
| Trane TechnologiesTT | 0.2% | $232,991 | 474 | |
| Space Exploration TechnologiesSPCX | 0.2% | $225,535 | 1,320 | |
| Fidelity Covington TrustFENI | 0.2% | $219,531 | 5,471 | |
| Meta PlatformsMETA | 0.2% | $213,539 | 379 | |
| Fidelity Covington TrustFBCG | 0.2% | $210,289 | 3,386 | |
| Ishares TRVLUE | 0.2% | $207,966 | 1,041 | |
| FS KKR CapitalFSK | 0.2% | $186,144 | 17,728 | |
| Aberdeen India FundIFN | 0.1% | $125,182 | 10,654 |
Options (1)
- State STR Spdr S&P 500 ETF TSPY
- Type
- Call
- Value
- $2m
- Contracts
- 133
| Company | Type | Value | Contracts |
|---|---|---|---|
| State STR Spdr S&P 500 ETF TSPY | Call | $2m | 133 |
Over time and by industry
Value over time
Jun '26
Where the money is
Technology17.6%
Financial services1.6%
Energy1.4%
Industrials0.8%
Media & telecom0.7%
Retail & consumer0.5%
Other77.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.