Succession Financial
Succession Financial reported 47 stocks worth $102M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPXL (38.5%), TXN (13.6%) and VTC (8.0%). Compared with Q2 2026, the fund opened new positions in FELC, SKOR and JPM, added to FNDX, FTEC and PLTR, trimmed SPXL, VTC and GLD and sold out of TBIL, TLH and VUG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPXL Direxion Shs ETF TR | $39.1M | 38.5% | 139K | −6,123 (−4%) | 2 of 2 | |
| 2 |  TXN Texas Instrs Inc | $13.9M | 13.6% | 50K | No change | 2 of 2 | |
| 3 |  VTC Vanguard Scottsdale Fds | $8.2M | 8.0% | 112K | −24K (−17%) | 2 of 2 | |
| 4 |  FNDX Schwab Fundamental U.s. Large Company ETF | $6.9M | 6.8% | 218K | +94K (+76%) | 2 of 2 | |
| 5 |  GLD Spdr Gold TR | $5.4M | 5.3% | 14K | −243 (−2%) | 2 of 2 | |
| 6 |  FTEC Fidelity Covington Trust | $5.2M | 5.2% | 17K | +5,527 (+46%) | 2 of 2 | |
| 7 |  FELC Fidelity Enhanced Large Cap Core ETF | $1.6M | 1.6% | 37K | New position | 1 of 2 | |
| 8 |  VGT Vanguard World FD | $1.6M | 1.5% | 12K | No change | 2 of 2 | |
| 9 |  BRK.A Berkshire Hathaway Inc Dclass A | $1.5M | 1.5% | 2 | No change | 2 of 2 | |
| 10 |  MPC Marathon Petroleum | $1.2M | 1.2% | 3,000 | No change | 2 of 2 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TBIL US Treasury 3 Month Bill | $4.8M | 97K |
 TLH Ishares TR | $1.7M | 17K |
 VUG Vanguard Index Fds | $610K | 7,078 |
 TRV Travelers Cos Inc | $463K | 1,402 |
 XOM Exxon Mobil Corp | $313K | 2,289 |
🔒 Free account: see all 8.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SPY Spdr S&P 500 ETF TR | Call | $2.2M | 127 | −6 |
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Succession Financial 13F FAQ
What does Succession Financial own?
Succession Financial reported 47 stocks worth $102M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPXL (38.5%), TXN (13.6%) and VTC (8.0%). The table above lists every position in the filing (the top 10 without an account).
What did Succession Financial buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 14 added to, 8 trimmed and 8 sold out. New positions include FELC, SKOR and JPM. It sold all of TBIL, TLH and VUG.
When will Succession Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Succession Financial's portfolio worth?
The Q3 2026 filing reports $102M in US stocks ($104M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.