Successful Portfolios LLC
CIK: 1721780SEC EDGAR →
Portfolio Value
$65.8B
Holdings
188
As of
Q1 2026
New Positions
188
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 109,326 | $8.6B | 13.03% |
| 2 | SCHWAB STRATEGIC TR | 222,991 | $5.4B | 8.23% |
| 3 | SCHWAB STRATEGIC TR | 208,779 | $5.2B | 7.94% |
| 4 | VANGUARD SCOTTSDALE FDS | 50,856 | $3.0B | 4.53% |
| 5 | SCHWAB STRATEGIC TR | 91,991 | $2.4B | 3.58% |
| 6 | VANGUARD STAR FDS | 26,359 | $2.0B | 3.06% |
| 7 | SONY GROUP CORP | 92,938 | $1.9B | 2.82% |
| 8 | SCHWAB STRATEGIC TR | 68,910 | $1.7B | 2.61% |
| 9 | SELECT SECTOR SPDR TR | 31,578 | $1.5B | 2.35% |
| 10 | VANGUARD BD INDEX FDS | 19,275 | $1.5B | 2.26% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 77 | $50.2B | 76.3% |
| Technology | 28 | $4.9B | 7.4% |
| Utilities | 8 | $2.1B | 3.3% |
| Consumer Defensive | 6 | $1.5B | 2.3% |
| Communication Services | 5 | $1.3B | 2.0% |
| Energy | 10 | $1.1B | 1.7% |
| Unknown | 11 | $1.1B | 1.7% |
| Basic Materials | 6 | $1.1B | 1.7% |
| Industrials | 15 | $1.0B | 1.6% |
| Consumer Cyclical | 9 | $691.9M | 1.1% |
| Healthcare | 12 | $605.7M | 0.9% |
| Real Estate | 1 | $218K | 0.0% |