Successful Portfolios LLC
All 13F Filings
- Location
- Clearwater, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 214,129
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 199 | 214,129 | 13F-HR | Successful Portfolios LLC |
| Q1 2026 | 4/13/2026 | 188 | 181,419 | 13F-HR | Successful Portfolios LLC |
| Q4 2025 | 1/23/2026 | 192 | 196,258 | 13F-HR | Successful Portfolios LLC |
| Q3 2025 | 10/15/2025 | 175 | 171,354 | 13F-HR | Successful Portfolios LLC |
| Q2 2025 | 7/21/2025 | 169 | 162,666 | 13F-HR | Successful Portfolios LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 107.5 K | 50.2% | 18.08 K | 0 | 18.08 K |
| ETFs | 97.23 K | 45.4% | 13.86 K | 0 | 13.86 K |
| Debt | 9.349 K | 4.4% | 779 | 0 | 779 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
214,129
Holdings
199
QoQ value change ($000)
32,710
(18.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.