Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Successful Portfolios LLC (CIK 1721780) reported $214.1M across 199 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($10.8M, 5.06%), BSV ($9.3M, 4.37%), SPY ($9.3M, 4.36%), VTI ($7.6M, 3.54%), AAPL ($6.2M, 2.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $10.8M | 5.06% | 14,309 | Added |
| 2 | BSV | VANGUARD BD INDEX FDS | $9.3M | 4.37% | 120,461 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $9.3M | 4.36% | 12,403 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $7.6M | 3.54% | 20,371 | Added |
| 5 | AAPL | APPLE INC | $6.2M | 2.92% | 19,782 | Trimmed |
| 6 | XLK | SELECT SECTOR SPDR TR | $6.1M | 2.84% | 32,747 | Added |
| 7 | SCHB | SCHWAB STRATEGIC TR | $6.1M | 2.84% | 208,190 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $5.8M | 2.73% | 28,628 | Trimmed |
| 9 | WMT | WALMART INC | $5.8M | 2.70% | 50,990 | Trimmed |
| 10 | SCHO | SCHWAB STRATEGIC TR | $5.5M | 2.59% | 230,209 | Added |
| 11 | MU | MICRON TECHNOLOGY INC | $4.9M | 2.27% | 4,902 | Hold |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $4.5M | 2.10% | 8,197 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $4.5M | 2.08% | 11,572 | Trimmed |
| 14 | SGOV | ISHARES TR | $3.7M | 1.74% | 37,156 | Added |
| 15 | AMAT | APPLIED MATLS INC | $3.7M | 1.71% | 6,142 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $3.3M | 1.54% | 13,392 | Trimmed |
| 17 | VGSH | VANGUARD SCOTTSDALE FDS | $3.0M | 1.40% | 51,663 | Added |
| 18 | GOOGL | ALPHABET INC | $3.0M | 1.40% | 8,354 | Trimmed |
| 19 | GOOG | ALPHABET INC | $2.9M | 1.38% | 8,275 | Trimmed |
| 20 | HD | HOME DEPOT INC | $2.9M | 1.37% | 8,580 | Added |
| 21 | SCHX | SCHWAB STRATEGIC TR | $2.7M | 1.24% | 89,305 | Trimmed |
| 22 | GBIL | GOLDMAN SACHS ETF TR | $2.4M | 1.13% | 24,138 | Added |
| 23 | VXUS | VANGUARD STAR FDS | $2.2M | 1.02% | 25,642 | Trimmed |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $2.2M | 1.01% | 9,018 | Added |
| 25 | XLI | SELECT SECTOR SPDR TR | $2.1M | 0.96% | 11,309 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30