Successful Portfolios LLC
CIK: 1721780SEC EDGAR →
Portfolio Value
$74.6B
Holdings
198
As of
Q3 2026
New Positions
6
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 125,544 | $9.6B | 12.84% |
| 2 | SCHWAB STRATEGIC TR | 209,368 | $6.2B | 8.37% |
| 3 | SCHWAB STRATEGIC TR | 241,307 | $5.8B | 7.71% |
| 4 | VANGUARD SCOTTSDALE FDS | 50,771 | $2.9B | 3.91% |
| 5 | SCHWAB STRATEGIC TR | 89,724 | $2.7B | 3.67% |
| 6 | GOLDMAN SACHS ETF TR | 22,344 | $2.2B | 2.99% |
| 7 | VANGUARD STAR FDS | 25,520 | $2.2B | 2.94% |
| 8 | SONY GROUP CORP | 91,543 | $2.2B | 2.92% |
| 9 | VANGUARD BD INDEX FDS | 26,918 | $2.0B | 2.62% |
| 10 | INTERACTIVE BROKERS GROUP IN | 19,925 | $1.8B | 2.38% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 82 | $60.9B | 81.7% |
| Technology | 33 | $4.7B | 6.3% |
| Utilities | 6 | $1.8B | 2.4% |
| Consumer Defensive | 6 | $1.7B | 2.2% |
| Basic Materials | 7 | $1.3B | 1.7% |
| Industrials | 15 | $1.1B | 1.5% |
| Unknown | 15 | $859.8M | 1.2% |
| Energy | 8 | $857.8M | 1.2% |
| Healthcare | 12 | $559.3M | 0.8% |
| Consumer Cyclical | 8 | $538.9M | 0.7% |
| Communication Services | 5 | $347.6M | 0.5% |
| Real Estate | 1 | $250K | 0.0% |