TraderTrends

Manager Profile

SUCCESSION FINANCIAL, INC.

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

Most Recent 13F

Q2 2026

Location

Portfolio Value

$0

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

DIREXION SHARES ETF TRUST

Latest disclosed holding

Top 4

25459W862 882508104 92206C573 78463V107 74933W452

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

No sector classification available yet for this manager.

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
DIREXION SHARES ETF TRUST

Shares: 145.4K

39.3M

Position Value
2
TEXAS INSTRS INC

Shares: 49.5K

14.8M

Position Value
3
VANGUARD SCOTTSDALE FDS

Shares: 135.7K

10.4M

Position Value
4
SPDR GOLD TR

Shares: 14.5K

5.4M

Position Value
5
RBB FD INC

Shares: 96.7K

4.8M

Position Value
Filing History

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

Quarter Holdings Value Form Type Date Filed Filing ID