Arkolith/Funds/Successful Portfolios LLC

Successful Portfolios LLC

CIK 1721780
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

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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Use Arkolith to show Successful Portfolios LLC's latest
holdings, largest changes, and filing provenance.
Opened
13
new positions
Added to
52
existing
Trimmed
90
reduced
Sold out
1
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
34%
Top 20 holdings
51%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

48% mapped to company sectors

ETF / fund or unclassified
52%
Information Technology
21%
Consumer Discretionary
7%
Financials
4%
Health Care
3%
Utilities
3%
Industrials
3%
Materials
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

199 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$10.8M14.3K
5.1%
+2.7%
Added · +372 sh
2Vanguard BD Index FDS
SHORT TRM BOND
$9.3M120.5K
4.4%
+10%
Added · +11K sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$9.3M12.4K
4.4%
−0.9%
Reduced · −112 sh
4Vanguard Index FDS
TOTAL STK MKT
$7.6M20.4K
3.5%
+3.9%
Added · +768 sh
5Apple Inc
COM
$6.2M19.8K
2.9%
−0.7%
Reduced · −146 sh
6Select Sector SPDR TR
ST STR TECHN ETF
$6.1M32.7K
2.8%
+1.9%
Added · +604 sh
7Schwab Strategic TR
US BRD MKT ETF
$6.1M208.2K
2.8%
−0.3%
Reduced · −589 sh
8Nvidia Corporation
COM
$5.8M28.6K
2.7%
−1.0%
Reduced · −281 sh
9Walmart Inc
COM
$5.8M51.0K
2.7%
−0.3%
Reduced · −134 sh
10Schwab Strategic TR
SHT TM US TRES
$5.5M230.2K
2.6%
+3.2%
Added · +7K sh
11Micron Technology Inc
COM
$4.9M4.9K
2.3%
Held
12Advanced Micro Devices Inc
COM
$4.5M8.2K
2.1%
−0.9%
Reduced · −72 sh
13Microsoft Corp
COM
$4.5M11.6K
2.1%
−0.7%
Reduced · −85 sh
14Ishares TR
0-3 MTH TREASURY
$3.7M37.2K
1.7%
+12%
Added · +4K sh
15Applied Matls Inc
COM
$3.7M6.1K
1.7%
~0%
Reduced · −1 sh
16Amazon Com Inc
COM
$3.3M13.4K
1.5%
−1.5%
Reduced · −202 sh
17Vanguard Scottsdale FDS
SHORT TERM TREAS
$3.0M51.7K
1.4%
+1.6%
Added · +807 sh
18Alphabet Inc
CAP STK CL A
$3.0M8.4K
1.4%
−1.9%
Reduced · −158 sh
19Alphabet Inc
CAP STK CL C
$2.9M8.3K
1.4%
−0.5%
Reduced · −45 sh
20Home Depot Inc
COM
$2.9M8.6K
1.4%
~0%
Added · +3 sh
21Schwab Strategic TR
US LRG CAP ETF
$2.7M89.3K
1.2%
−2.9%
Reduced · −3K sh
22Goldman Sachs ETF TR
ACCES TREASURY
$2.4M24.1K
1.1%
+14%
Added · +3K sh
23Vanguard Star FDS
VG TL INTL STK F
$2.2M25.6K
1.0%
−2.7%
Reduced · −717 sh
24Vanguard Specialized Funds
DIV APP ETF
$2.2M9.0K
1.0%
+3.6%
Added · +312 sh
25Select Sector SPDR TR
ST STR INDL ETF
$2.1M11.3K
1.0%
~0%
Reduced · −5 sh
26Vanguard BD Index FDS
INTERMED TERM
$2.0M25.8K
0.9%
+34%
Added · +7K sh
27Vanguard Index FDS
EXTEND MKT ETF
$1.9M8.1K
0.9%
+1.1%
Added · +86 sh
28Duke Energy Corp New
COM NEW
$1.9M15.4K
0.9%
Held
29Sony Group Corp
SPONSORED ADR
$1.9M91.5K
0.9%
−1.5%
Reduced · −1K sh
30Interactive Brokers Group In
COM CL A
$1.9M19.9K
0.9%
−1.3%
Reduced · −263 sh
31Vanguard Intl Equity Index F
TT WRLD ST ETF
$1.9M11.8K
0.9%
+6.6%
Added · +734 sh
32Select Sector SPDR TR
ST STR FINL ETF
$1.7M31.4K
0.8%
−0.6%
Reduced · −204 sh
33Schwab Strategic TR
INT-TRM U.S TRES
$1.7M70.7K
0.8%
+2.6%
Added · +2K sh
34Ishares TR
0-5 YR TIPS ETF
$1.7M16.9K
0.8%
+7.5%
Added · +1K sh
35Eli Lilly & Co
COM
$1.6M1.3K
0.7%
−1.4%
Reduced · −18 sh
36Schwab Strategic TR
INTL EQTY ETF
$1.5M53.7K
0.7%
+7.6%
Added · +4K sh
37RTX Corporation
COM
$1.4M7.4K
0.7%
+1.9%
Added · +139 sh
38Vanguard Instl Index FD
0 3 MO TR BI ETF
$1.2M16.3K
0.6%
+72%
Added · +7K sh
39SPDR Series Trust
ST SHO TREAS ETF
$1.2M42.3K
0.6%
+2.1%
Added · +859 sh
40Abbvie Inc
COM
$1.2M4.9K
0.6%
−1.3%
Reduced · −63 sh
41Procter & Gamble Co
COM
$1.2M8.2K
0.6%
−1.0%
Reduced · −86 sh
42Vanguard Malvern FDS
STRM INFPROIDX
$1.2M23.2K
0.5%
+0.2%
Added · +51 sh
43Johnson & Johnson
COM
$1.1M4.2K
0.5%
−0.6%
Reduced · −25 sh
44Coca Cola Co
COM
$1.1M13.1K
0.5%
−0.6%
Reduced · −78 sh
45NextEra Energy Inc
COM
$1.0M11.6K
0.5%
+0.8%
Added · +90 sh
46Ishares TR
CORE US AGGBD ET
$999K10.2K
0.5%
+16%
Added · +1K sh
47Exxon Mobil Corp
COM
$997K7.2K
0.5%
−0.6%
Reduced · −43 sh
48JPMorgan Chase & Co
COM
$992K3.0K
0.5%
−3.0%
Reduced · −91 sh
49Schwab Strategic TR
US DIVIDEND EQ
$975K30.1K
0.5%
+12%
Added · +3K sh
50Corning Inc
COM
$961K5.0K
0.4%
−0.7%
Reduced · −35 sh
Showing 50 of 199 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 2026199$214.1M13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026188$181.4M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026192$196.3M13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025175$171.4M13F-HR
Q2 2025Jun 30, 2025Jul 21, 2025169$162.7M13F-HR
Q1 2025Mar 31, 2025Apr 11, 2025158$147.0M13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025161$149.5M13F-HR
Q3 2024Sep 30, 2024Oct 9, 2024163$147.8M13F-HR

Data source

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.