Successful Portfolios LLC
All 13F Filings
- Location
- Clearwater, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 181,419
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 89.45 K | 49.3% | 0 | 68.4 K | -68.4 K |
| ETFs | 83.37 K | 46.0% | 53.07 K | 0 | 53.07 K |
| Debt | 8.57 K | 4.7% | 750 | 0 | 750 |
| Other | 0 | 0.0% | 0 | 256 | -256 |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
181,419
Holdings
188
QoQ value change ($000)
-14,839
(-7.6%)
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.