Vault-13

SUCCESSION FINANCIAL, INC.

MCKINNEY, TX · CIK 2149098 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$103.0m reported value
49positions
84.1%in top 10
—no comparable previous quarter

Options: 1 call positions ($2.1m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 DIREXION SHS ETF TR DRX S&P500BULL SPXL SPXL 145,356 $39.3m38.18% 38.18% First filing
2 TEXAS INSTRS INC COM TXN TXN 49,531 $14.8m14.33% 14.33% First filing
3 VANGUARD SCOTTSDALE FDS TOTAL CORP BND VTC VTC 135,694 $10.4m10.11% 10.11% First filing
4 SPDR GOLD TR GOLD SHS GLD GLD 14,534 $5.4m5.20% 5.20% First filing
5 RBB FD INC US TREAS 3 MNTH TBIL TBIL 96,714 $4.8m4.68% 4.68% First filing
6 SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX FNDX 124,191 $3.9m3.75% 3.75% First filing
7 FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC FTEC 11,956 $3.4m3.31% 3.31% First filing
8 ISHARES TR 10-20 YR TRS ETF TLH TLH 16,522 $1.7m1.61% 1.61% First filing
9 BERKSHIRE HATHAWAY INC DEL CL A BRK.A BRK.A 2 $1.5m1.45% 1.45% First filing
10 VANGUARD WORLD FD INF TECH ETF VGT VGT 12,440 $1.5m1.44% 1.44% First filing
11 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 2,341 $1.2m1.14% 1.14% First filing
12 PROSHARES TR S&P 500 DV ARIST NOBL NOBL 19,980 $1.1m1.09% 1.09% First filing
13 APPLE INC COM AAPL AAPL 3,214 $930.1k0.90% 0.90% First filing
14 MARATHON PETE CORP COM MPC MPC 3,000 $767.0k0.74% 0.74% First filing
15 SPDR S&P 500 ETF TR TR UNIT SPY SPY 1,022 $763.3k0.74% 0.74% First filing
16 ISHARES TR NATIONAL MUN ETF MUB MUB 5,926 $637.8k0.62% 0.62% First filing
17 VANGUARD INDEX FDS GROWTH ETF VUG VUG 7,078 $609.7k0.59% 0.59% First filing
18 PALO ALTO NETWORKS INC COM PANW PANW 1,602 $546.3k0.53% 0.53% First filing
19 ISHARES TR CORE S&P500 ETF IVV IVV 671 $502.4k0.49% 0.49% First filing
20 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU CGMU 18,162 $498.9k0.48% 0.48% First filing
21 AMAZON COM INC COM AMZN AMZN 2,093 $498.8k0.48% 0.48% First filing
22 ALPHABET INC CAP STK CL C GOOG GOOG 1,378 $486.9k0.47% 0.47% First filing
23 CAPITAL SOUTHWEST CORP NOTE 5.125%11/1 CSWC 5.125 11.15.29 CSWC 5.125 11.15.29 465,000 $486.6k0.47% 0.47% First filing
24 TRAVELERS COMPANIES INC COM TRV TRV 1,402 $462.8k0.45% 0.45% First filing
25 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 1,167 $431.8k0.42% 0.42% First filing
26 ETF SER SOLUTIONS DEFIANCE NEXT UFOX UFOX 4,421 $420.1k0.41% 0.41% First filing
27 ISHARES TR CORE HIGH DV ETF HDV HDV 14,938 $409.5k0.40% 0.40% First filing
28 CHEVRON CORP NEW COM CVX CVX 2,249 $372.8k0.36% 0.36% First filing
29 SELECT SECTOR SPDR TR TECHNOLOGY XLK XLK 1,906 $363.1k0.35% 0.35% First filing
30 INTERNATIONAL BUSINESS MACHS COM IBM IBM 1,280 $359.8k0.35% 0.35% First filing
31 EXXON MOBIL CORP COM XOM XOM 2,289 $312.9k0.30% 0.30% First filing
32 VANGUARD INDEX FDS VALUE ETF VTV VTV 1,378 $300.3k0.29% 0.29% First filing
33 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 617 $294.7k0.29% 0.29% First filing
34 MICROSOFT CORP COM MSFT MSFT 778 $290.1k0.28% 0.28% First filing
35 GENERAL DYNAMICS CORP COM GD GD 788 $279.3k0.27% 0.27% First filing
36 L3HARRIS TECHNOLOGIES INC COM LHX LHX 919 $267.0k0.26% 0.26% First filing
37 ISHARES TR U.S. TECH ETF IYW IYW 1,000 $252.2k0.24% 0.24% First filing
38 BROADCOM INC COM AVGO AVGO 643 $242.7k0.24% 0.24% First filing
39 INTUIT COM INTU INTU 925 $241.4k0.23% 0.23% First filing
40 PALANTIR TECHNOLOGIES INC CL A PLTR PLTR 2,066 $241.0k0.23% 0.23% First filing
41 VANGUARD INDEX FDS MID CAP ETF VO VO 2,944 $237.2k0.23% 0.23% First filing
42 TRANE TECHNOLOGIES PLC SHS TT TT 474 $233.0k0.23% 0.23% First filing
43 SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX SPCX 1,320 $225.5k0.22% 0.22% First filing
44 FIDELITY COVINGTON TRUST ENHANCED INTL FENI FENI 5,471 $219.5k0.21% 0.21% First filing
45 META PLATFORMS INC CL A META META 379 $213.5k0.21% 0.21% First filing
46 FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG FBCG 3,386 $210.3k0.20% 0.20% First filing
47 ISHARES TR MSCI USA VALUE VLUE VLUE 1,041 $208.0k0.20% 0.20% First filing
48 FS KKR CAP CORP COM FSK FSK 17,728 $186.1k0.18% 0.18% First filing
49 INDIA FD INC COM IFN IFN 10,654 $125.2k0.12% 0.12% First filing

Options (notional value)

UnderlyingTickerTypeShares controlled NotionalChange
SPDR S&P 500 ETF TR SPY · Call SPYCall 133 $2.1m133 shares First filing