Successful Portfolios LLC: 13F holdings
CIK 17217802026Q2
| Positions | 199 |
|---|---|
| Reported value | $214.1m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 14,309 | $10.8m | 5.1% |
| BSV VANGUARD BD INDEX FDS | 120,461 | $9.3m | 4.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 12,403 | $9.3m | 4.4% |
| VTI VANGUARD INDEX FDS | 20,371 | $7.6m | 3.5% |
| AAPL APPLE INC | 19,782 | $6.2m | 2.9% |
| XLK SELECT SECTOR SPDR TR | 32,747 | $6.1m | 2.8% |
| SCHB SCHWAB STRATEGIC TR | 208,190 | $6.1m | 2.8% |
| NVDA NVIDIA CORPORATION | 28,628 | $5.8m | 2.7% |
| WMT WALMART INC | 50,990 | $5.8m | 2.7% |
| SCHO SCHWAB STRATEGIC TR | 230,209 | $5.5m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1721780")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.