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
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q3 2026
48
103,952
SPXL, TXN, VTC, FNDX
13F-HR
10/14/2026
000175496026000874
Q2 2026
50
105,180
SPXL, TXN, VTC, GLD
13F-HR
8/7/2026
000175496026000705