SEC Form 13F

SUCCESSION FINANCIAL, INC. 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$105,180,549
Positions50

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIREXION SHARES ETF TRUSTSPXLDA 500 BU 3X ETF$39,343,567145,356
TEXAS INSTRS INCTXNCOM$14,763,58249,531
VANGUARD SCOTTSDALE FDSVTCTOTAL CORP BND$10,421,298135,694
SPDR GOLD TRGLDGOLD SHS$5,353,95814,534
RBB FD INCTBILF/M US TREASURY$4,822,15696,714
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$3,862,340124,191
FIDELITY COVINGTON TRUSTFTECMSCI INFO TECH I$3,414,31611,956
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$2,135,635133
ISHARES TRTLH10-20 YR TRS ETF$1,657,94816,522
BERKSHIRE HATHAWAY INC DELBRK.ACL A$1,497,7002

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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