Successful Portfolios LLC
All 13F Filings
- Location
- Clearwater, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 216,826
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 198 | 216,826 | 13F-HR | Successful Portfolios LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 108.9 K | 50.2% | 1.407 K | 0 | 1.407 K |
| ETFs | 98.3 K | 45.3% | 1.073 K | 0 | 1.073 K |
| Debt | 9.572 K | 4.4% | 223 | 0 | 223 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
216,826
Holdings
198
QoQ value change ($000)
2,697
(1.3%)
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.