TraderTrends
Manager Profile

Successful Portfolios LLC

Diversified · Financial Services 43%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

CLEARWATER, FL

Portfolio Value

$214.1M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

ISHARES TR

Latest disclosed holding

Top 4

464287200 921937827 78462F103 922908769 037833100

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
43.3%
Technology
17.5%
Consumer Cyclical
9.5%
Healthcare
7.8%
Consumer Defensive
5.7%
Industrials
4.1%
Communication Services
3.8%
Basic Materials
2.8%
Utilities
2.4%
Energy
2.1%
Real Estate
0.3%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
ISHARES TR

Shares: 14.3K

10.8M

Position Value
2
VANGUARD BD INDEX FDS

Shares: 120.5K

9.3M

Position Value
3
STATE STR SPDR S&P 500 ETF T

Shares: 12.4K

9.3M

Position Value
4
VANGUARD INDEX FDS

Shares: 20.4K

7.6M

Position Value
5
APPLE INC

Shares: 19.8K

6.2M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID