Succession Financial, Inc. ETF holdings
Mckinney, TX
Reported $77.5M in 24 ETFs in its Form 13F for June 30, 2026.
ETF value
$77.5M
ETFs held
24
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
75.3%
of $103.0M
Top 10 of 24 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPXL | Direxion Daily S&P500 Bull 3X Shares | $39.3M | 145,356 | New position |
| VTC | Vanguard Total Corporate Bond ETF ETF Shares | $10.4M | 135,694 | New position |
| GLD | SPDR Gold Shares | $5.4M | 14,534 | New position |
| TBIL | F/m US Treasury 3 Month Bill Fund - ETF Class Shares | $4.8M | 96,714 | New position |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $3.9M | 124,191 | New position |
| FTEC | Fidelity MSCI Information Technology Index ETF | $3.4M | 11,956 | New position |
| TLH | iShares 10-20 Year Treasury Bond ETF | $1.7M | 16,522 | New position |
| VGT | Vanguard Information Technology ETF | $1.5M | 12,440 | New position |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETF | $1.1M | 19,980 | New position |
| SPY | State Street SPDR S&P 500 ETF Trust | $763K | 1,022 | New position |
14 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) 0002149098. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Succession Financial, Inc. own?
Succession Financial, Inc. reported 24 ETF positions worth $77.5M in its Form 13F for June 30, 2026. The largest was SPXL, at $39.3M.
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.