Succession Financial, Inc. holds a concentrated book of 49 stocks worth $103.0M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). Their largest long position is Direxion Daily S&P 500 Bull at 38% of the equity book. They also disclosed $2.1M in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% 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.
Other tracked managers holding the same core names as Succession Financial, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 48 / 49 | $346.8B |
| WELLS FARGO & COMPANY/MN | 48 / 49 | $112.0B |
| NewEdge Advisors, LLC | 48 / 49 | $7.1B |
| Beacon Pointe Advisors, LLC | 48 / 49 | $4.5B |
| Integrated Wealth Concepts LLC | 48 / 49 | $2.5B |
| MORGAN STANLEY | 47 / 49 | $351.5B |
| ROYAL BANK OF CANADA | 47 / 49 | $101.6B |
| UBS Group AG | 47 / 49 | $99.3B |
Ranked by how many of Succession Financial, Inc.'s top 49 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Direxion Shares ETF Trust DA 500 BU 3X ETF | $39.3M | 145.4K | 38.2% | ▲New New position | |
| 2 | Texas Instrs Inc COM | $14.8M | 49.5K | 14.3% | ▲New New position | |
| 3 | Vanguard Scottsdale FDS TOTAL CORP BND | $10.4M | 135.7K | 10.1% | ▲New New position | |
| 4 | SPDR Gold TR GOLD SHS | $5.4M | 14.5K | 5.2% | ▲New New position | |
| 5 | RBB FD Inc F/M US TREASURY | $4.8M | 96.7K | 4.7% | ▲New New position | |
| 6 | Schwab Strategic TR FUNDAMENTAL US L | $3.9M | 124.2K | 3.7% | ▲New New position | |
| 7 | Fidelity Covington Trust MSCI INFO TECH I | $3.4M | 12.0K | 3.3% | ▲New New position | |
| 8 | Ishares TR 10-20 YR TRS ETF | $1.7M | 16.5K | 1.6% | ▲New New position | |
| 9 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 1.5% | ▲New New position | |
| 10 | Vanguard World FD INF TECH ETF | $1.5M | 12.4K | 1.4% | ▲New New position | |
| 11 | Berkshire Hathaway Inc Del CL B NEW | $1.2M | 2.3K | 1.1% | ▲New New position | |
| 12 | Proshares TR S&P 500 DV ARIST | $1.1M | 20.0K | 1.1% | ▲New New position | |
| 13 | Apple Inc COM | $930K | 3.2K | 0.9% | ▲New New position | |
| 14 | Marathon Pete Corp COM | $767K | 3.0K | 0.7% | ▲New New position | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $763K | 1.0K | 0.7% | ▲New New position | |
| 16 | Ishares TR NATIONAL MUN ETF | $638K | 5.9K | 0.6% | ▲New New position | |
| 17 | Vanguard Index FDS GROWTH ETF | $610K | 7.1K | 0.6% | ▲New New position | |
| 18 | Palo Alto Networks Inc COM | $546K | 1.6K | 0.5% | ▲New New position | |
| 19 | Ishares TR CORE S&P500 ETF | $502K | 671 | 0.5% | ▲New New position | |
| 20 | Capital Grp Fixed Incm ETF T MUN INM ETF | $499K | 18.2K | 0.5% | ▲New New position | |
| 21 | Amazon Com Inc COM | $499K | 2.1K | 0.5% | ▲New New position | |
| 22 | Alphabet Inc CAP STK CL C | $487K | 1.4K | 0.5% | ▲New New position | |
| 23 | Capital Southwest Corp NOTE 5.125%11/1 | $487K | 465.0K | 0.5% | ▲New New position | |
| 24 | Travelers Companies Inc COM | $463K | 1.4K | 0.4% | ▲New New position | |
| 25 | Vanguard Index FDS TOTAL STK MKT | $432K | 1.2K | 0.4% | ▲New New position | |
| 26 | ETF Ser Solutions DEFIANCE SPACE A | $420K | 4.4K | 0.4% | ▲New New position | |
| 27 | Ishares TR CORE HIGH DV ETF | $409K | 14.9K | 0.4% | ▲New New position | |
| 28 | Chevron Corporation COM | $373K | 2.2K | 0.4% | ▲New New position | |
| 29 | Select Sector SPDR TR ST STR TECHN ETF | $363K | 1.9K | 0.4% | ▲New New position | |
| 30 | International Business Machs COM | $360K | 1.3K | 0.3% | ▲New New position | |
| 31 | Exxon Mobil Corp COM | $313K | 2.3K | 0.3% | ▲New New position | |
| 32 | Vanguard Index FDS VALUE ETF | $300K | 1.4K | 0.3% | ▲New New position | |
| 33 | Taiwan Semiconductor Manufac SPONSORED ADS | $295K | 617 | 0.3% | ▲New New position | |
| 34 | Microsoft Corp COM | $290K | 778 | 0.3% | ▲New New position | |
| 35 | General Dynamics Corp COM | $279K | 788 | 0.3% | ▲New New position | |
| 36 | L3harris Technologies Inc COM | $267K | 919 | 0.3% | ▲New New position | |
| 37 | Ishares TR U.S. TECH ETF | $252K | 1.0K | 0.2% | ▲New New position | |
| 38 | Broadcom Inc COM | $243K | 643 | 0.2% | ▲New New position | |
| 39 | Intuit COM | $241K | 925 | 0.2% | ▲New New position | |
| 40 | Palantir Technologies Inc CL A | $241K | 2.1K | 0.2% | ▲New New position | |
| 41 | Vanguard Index FDS MID CAP ETF | $237K | 2.9K | 0.2% | ▲New New position | |
| 42 | Trane Technologies PLC SHS | $233K | 474 | 0.2% | ▲New New position | |
| 43 | Space Exploration Techn Corp CLASS A COM STK *A* | $226K | 1.3K | 0.2% | ▲New New position | |
| 44 | Fidelity Covington Trust ENHANCED INTL | $220K | 5.5K | 0.2% | ▲New New position | |
| 45 | Meta Platforms Inc CL A | $214K | 379 | 0.2% | ▲New New position | |
| 46 | Fidelity Covington Trust BLUE CHIP GRWTH | $210K | 3.4K | 0.2% | ▲New New position | |
| 47 | Ishares TR MSCI USA VALUE | $208K | 1.0K | 0.2% | ▲New New position | |
| 48 | FS KKR Cap Corp COM | $186K | 17.7K | 0.2% | ▲New New position | |
| 49 | Aberdeen India FD Inc COM | $125K | 10.7K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2149098/holdings"
Use Arkolith to show SUCCESSION FINANCIAL, INC.'s latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $2.1M | 133 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 50 | $105.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.