SUCCESSION FINANCIAL, INC.

Q2 2026 13F-HR Holdings

Location
Mckinney, TX
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$105,181
Net value change ($000)
—
New positions
48
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPXL 39,344 —
TXN 14,764 —
VTC 10,421 —
GLD 5,354 —
TBIL 4,822 —
FNDX 3,862 —
FTEC 3,414 —
TLH 1,658 —
BRK-B 1,498 —
VGT 1,487 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,136 (2.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type