Succession Financial, Inc. has filed its Form 13F-HR, disclosing the firm's equity securities portfolio as of the close of business on September 30, 2026. The filing lists 48 separate holdings managed by the firm.
The portfolio is dominated by large-cap technology and exchange-traded fund (ETF) positions. The largest holding is Texas Instruments Inc., with 49,531 shares. The firm also holds significant positions in Palantir Technologies Inc. Class A (4,815 shares), Broadcom Inc. (664 shares), and Marathon Petroleum Corp. (3,000 shares).
A substantial portion of the portfolio is allocated to ETFs. The top ETF holding is the Schwab Strategic Trust Fundamental US Large Core Fund, with 218,205 shares. Other notable ETF positions include the ProShares Trust S&P 500 Dividend Aristocrats (19,980 shares) and the SPDR Gold Shares (14,291 shares).
The filing also lists individual equity positions in major technology and industrial companies. These include NVIDIA Corporation (2,170 shares), Microsoft Corporation (1,739 shares), Apple Inc. (3,217 shares), and JPMorgan Chase & Co. (1,614 shares). Additionally, the firm holds shares in Berkshire Hathaway Inc. Class B, General Dynamics Corporation, and L3Harris Technologies.
