Successful Portfolios LLC ETF holdings
Clearwater, FL
Reported $106.4M in 64 ETFs in its Form 13F for June 30, 2026.
ETF value
$106.4M
ETFs held
64
Change from prior quarter
+15.9%
With price moves
ETFs as a share of its 13F
49.7%
of $214.1M
Top 10 of 64 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $10.8M | 14,309 | +372 shares |
| BSV | Vanguard Short-Term Bond ETF | $9.3M | 120,461 | +11,135 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $9.3M | 12,403 | −112 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $7.6M | 20,371 | +768 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $6.1M | 32,747 | +604 shares |
| SCHB | Schwab U.S. Broad Market ETF | $6.1M | 208,190 | −589 shares |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $5.5M | 230,209 | +7,218 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $3.7M | 37,156 | +4,043 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $3.0M | 51,663 | +807 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $2.7M | 89,305 | −2,686 shares |
54 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001721780. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Successful Portfolios LLC own?
Successful Portfolios LLC reported 64 ETF positions worth $106.4M in its Form 13F for June 30, 2026. The largest was IVV, at $10.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.