SUCCESSION FINANCIAL, INC.: summary

SUCCESSION FINANCIAL, INC. reported 48 positions with a reported value of $103.95M in its 13F for Q3 2026. Compared with Q2 2026: 6 new positions, 8 exited.

Top positions

• DIREXION SHARES ETF TRUST
• TEXAS INSTRS INC COM
• VANGUARD SCOTTSDALE FDS
• SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
• SPDR GOLD SHARES
• FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
• STATE STREET SPDR S&P 500 ETF
• FIDELITY ENHANCED LARGE CAP CORE ETF
• VANGUARD INFORMATION TECHNOLOGY ETF
• Berkshire Hathaway Inc.