SUCCESSION FINANCIAL, INC.
13F Portfolio Filings
Most recent 13F
Q3 2026
Location
McKinney, TX
CIK
0002149098
All SEC filings
View on sec.gov
Holdings Value, Excluding Options
Quarter
Holdings
Value, Excl. Options ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q3 2026
48
101,739
SPXL, TXN, VTC, FNDX
13F-HR
10/14/2026
000175496026000874
Q2 2026
50
103,045
SPXL, TXN, VTC, GLD
13F-HR
8/7/2026
000175496026000705