Successful Portfolios LLC 13F Holdings · Q3 2026
Successful Portfolios LLC reported 198 securities worth $216.83M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IVV (5.13%), SPY (4.43%), BSV (4.41%). Among its top 25 positions this quarter: 9 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $11.1M | 5.13% | 14,305 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $9.6M | 4.43% | 12,412 | Added |
| 3 | BSV | VANGUARD BD INDEX FDS | $9.6M | 4.41% | 125,544 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $7.9M | 3.64% | 20,775 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $6.6M | 3.06% | 27,941 | Trimmed |
| 6 | AAPL | APPLE INC | $6.6M | 3.04% | 19,823 | Added |
| 7 | XLK | SELECT SECTOR SPDR TR | $6.4M | 2.96% | 31,980 | Trimmed |
| 8 | SCHB | SCHWAB STRATEGIC TR | $6.2M | 2.88% | 209,368 | Added |
| 9 | MSFT | MICROSOFT CORP | $6.1M | 2.80% | 11,570 | Trimmed |
| 10 | SCHO | SCHWAB STRATEGIC TR | $5.8M | 2.65% | 241,307 | Added |
| 11 | WMT | WALMART INC | $5.4M | 2.47% | 50,990 | Hold |
| 12 | MU | MICRON TECHNOLOGY INC | $5.2M | 2.42% | 4,902 | Hold |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $5.2M | 2.38% | 8,171 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $3.4M | 1.55% | 13,333 | Trimmed |
| 15 | AMAT | APPLIED MATLS INC | $3.3M | 1.53% | 6,136 | Trimmed |
| 16 | SGOV | ISHARES TR | $2.9M | 1.36% | 29,365 | Trimmed |
| 17 | VGSH | VANGUARD SCOTTSDALE FDS | $2.9M | 1.35% | 50,771 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $2.9M | 1.34% | 8,380 | Added |
| 19 | GOOG | ALPHABET INC | $2.8M | 1.31% | 8,259 | Trimmed |
| 20 | SCHX | SCHWAB STRATEGIC TR | $2.7M | 1.26% | 89,724 | Added |
| 21 | HD | HOME DEPOT INC | $2.4M | 1.11% | 8,586 | Added |
| 22 | GBIL | GOLDMAN SACHS ETF TR | $2.2M | 1.03% | 22,344 | Trimmed |
| 23 | SONY | SONY GROUP CORP | $2.2M | 1.01% | 91,543 | Hold |
| 24 | VXUS | VANGUARD STAR FDS | $2.2M | 1.01% | 25,520 | Trimmed |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $2.1M | 0.98% | 9,013 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR