Successful Portfolios LLC holds a diversified book of 199 stocks worth $214.1M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Ishares Core S&P 500 ETF at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1721780/holdings"
Use Arkolith to show Successful Portfolios LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
48% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $10.8M | 14.3K | 5.1% | ▲+2.7% Added · +372 sh | |
| 2 | Vanguard BD Index FDS SHORT TRM BOND | $9.3M | 120.5K | 4.4% | ▲+10% Added · +11K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $9.3M | 12.4K | 4.4% | ▼−0.9% Reduced · −112 sh | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $7.6M | 20.4K | 3.5% | ▲+3.9% Added · +768 sh | |
| 5 | Apple Inc COM | $6.2M | 19.8K | 2.9% | ▼−0.7% Reduced · −146 sh | |
| 6 | Select Sector SPDR TR ST STR TECHN ETF | $6.1M | 32.7K | 2.8% | ▲+1.9% Added · +604 sh | |
| 7 | Schwab Strategic TR US BRD MKT ETF | $6.1M | 208.2K | 2.8% | ▼−0.3% Reduced · −589 sh | |
| 8 | Nvidia Corporation COM | $5.8M | 28.6K | 2.7% | ▼−1.0% Reduced · −281 sh | |
| 9 | Walmart Inc COM | $5.8M | 51.0K | 2.7% | ▼−0.3% Reduced · −134 sh | |
| 10 | Schwab Strategic TR SHT TM US TRES | $5.5M | 230.2K | 2.6% | ▲+3.2% Added · +7K sh | |
| 11 | Micron Technology Inc COM | $4.9M | 4.9K | 2.3% | —Held | |
| 12 | Advanced Micro Devices Inc COM | $4.5M | 8.2K | 2.1% | ▼−0.9% Reduced · −72 sh | |
| 13 | Microsoft Corp COM | $4.5M | 11.6K | 2.1% | ▼−0.7% Reduced · −85 sh | |
| 14 | Ishares TR 0-3 MTH TREASURY | $3.7M | 37.2K | 1.7% | ▲+12% Added · +4K sh | |
| 15 | Applied Matls Inc COM | $3.7M | 6.1K | 1.7% | ▼~0% Reduced · −1 sh | |
| 16 | Amazon Com Inc COM | $3.3M | 13.4K | 1.5% | ▼−1.5% Reduced · −202 sh | |
| 17 | Vanguard Scottsdale FDS SHORT TERM TREAS | $3.0M | 51.7K | 1.4% | ▲+1.6% Added · +807 sh | |
| 18 | Alphabet Inc CAP STK CL A | $3.0M | 8.4K | 1.4% | ▼−1.9% Reduced · −158 sh | |
| 19 | Alphabet Inc CAP STK CL C | $2.9M | 8.3K | 1.4% | ▼−0.5% Reduced · −45 sh | |
| 20 | Home Depot Inc COM | $2.9M | 8.6K | 1.4% | ▲~0% Added · +3 sh | |
| 21 | Schwab Strategic TR US LRG CAP ETF | $2.7M | 89.3K | 1.2% | ▼−2.9% Reduced · −3K sh | |
| 22 | Goldman Sachs ETF TR ACCES TREASURY | $2.4M | 24.1K | 1.1% | ▲+14% Added · +3K sh | |
| 23 | Vanguard Star FDS VG TL INTL STK F | $2.2M | 25.6K | 1.0% | ▼−2.7% Reduced · −717 sh | |
| 24 | Vanguard Specialized Funds DIV APP ETF | $2.2M | 9.0K | 1.0% | ▲+3.6% Added · +312 sh | |
| 25 | Select Sector SPDR TR ST STR INDL ETF | $2.1M | 11.3K | 1.0% | ▼~0% Reduced · −5 sh | |
| 26 | Vanguard BD Index FDS INTERMED TERM | $2.0M | 25.8K | 0.9% | ▲+34% Added · +7K sh | |
| 27 | Vanguard Index FDS EXTEND MKT ETF | $1.9M | 8.1K | 0.9% | ▲+1.1% Added · +86 sh | |
| 28 | Duke Energy Corp New COM NEW | $1.9M | 15.4K | 0.9% | —Held | |
| 29 | Sony Group Corp SPONSORED ADR | $1.9M | 91.5K | 0.9% | ▼−1.5% Reduced · −1K sh | |
| 30 | Interactive Brokers Group In COM CL A | $1.9M | 19.9K | 0.9% | ▼−1.3% Reduced · −263 sh | |
| 31 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.9M | 11.8K | 0.9% | ▲+6.6% Added · +734 sh | |
| 32 | Select Sector SPDR TR ST STR FINL ETF | $1.7M | 31.4K | 0.8% | ▼−0.6% Reduced · −204 sh | |
| 33 | Schwab Strategic TR INT-TRM U.S TRES | $1.7M | 70.7K | 0.8% | ▲+2.6% Added · +2K sh | |
| 34 | Ishares TR 0-5 YR TIPS ETF | $1.7M | 16.9K | 0.8% | ▲+7.5% Added · +1K sh | |
| 35 | Eli Lilly & Co COM | $1.6M | 1.3K | 0.7% | ▼−1.4% Reduced · −18 sh | |
| 36 | Schwab Strategic TR INTL EQTY ETF | $1.5M | 53.7K | 0.7% | ▲+7.6% Added · +4K sh | |
| 37 | RTX Corporation COM | $1.4M | 7.4K | 0.7% | ▲+1.9% Added · +139 sh | |
| 38 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $1.2M | 16.3K | 0.6% | ▲+72% Added · +7K sh | |
| 39 | SPDR Series Trust ST SHO TREAS ETF | $1.2M | 42.3K | 0.6% | ▲+2.1% Added · +859 sh | |
| 40 | Abbvie Inc COM | $1.2M | 4.9K | 0.6% | ▼−1.3% Reduced · −63 sh | |
| 41 | Procter & Gamble Co COM | $1.2M | 8.2K | 0.6% | ▼−1.0% Reduced · −86 sh | |
| 42 | Vanguard Malvern FDS STRM INFPROIDX | $1.2M | 23.2K | 0.5% | ▲+0.2% Added · +51 sh | |
| 43 | Johnson & Johnson COM | $1.1M | 4.2K | 0.5% | ▼−0.6% Reduced · −25 sh | |
| 44 | Coca Cola Co COM | $1.1M | 13.1K | 0.5% | ▼−0.6% Reduced · −78 sh | |
| 45 | NextEra Energy Inc COM | $1.0M | 11.6K | 0.5% | ▲+0.8% Added · +90 sh | |
| 46 | Ishares TR CORE US AGGBD ET | $999K | 10.2K | 0.5% | ▲+16% Added · +1K sh | |
| 47 | Exxon Mobil Corp COM | $997K | 7.2K | 0.5% | ▼−0.6% Reduced · −43 sh | |
| 48 | JPMorgan Chase & Co COM | $992K | 3.0K | 0.5% | ▼−3.0% Reduced · −91 sh | |
| 49 | Schwab Strategic TR US DIVIDEND EQ | $975K | 30.1K | 0.5% | ▲+12% Added · +3K sh | |
| 50 | Corning Inc COM | $961K | 5.0K | 0.4% | ▼−0.7% Reduced · −35 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 199 | $214.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 188 | $181.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 192 | $196.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 175 | $171.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 169 | $162.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 158 | $147.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 161 | $149.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 163 | $147.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.